Latest Institutional Transactions on Costco Wholesale Corp (COST)
This table provides information on the latest institutional transactions involving Costco Wholesale Corp (COST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-7- 2.22% |
$6.36K - $7.4K
|
309
$282K
|
|
|
Jul 31, 2025
Q2 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
204New |
$185K - $216K
|
204
$186K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
132+ 5.9% |
$120K - $140K
|
2.37K
$2.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-3.92K- 1.38% |
$3.56M - $4.14M
|
280K
$256M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3New |
$2.72K - $3.17K
|
3
$2.74K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
149New |
$135K - $157K
|
149
$136K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1- 0.43% |
$908 - $1.06K
|
233
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
74+ 16.52% |
$67.2K - $78.2K
|
522
$476K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
22+ 8.63% |
$20K - $23.3K
|
277
$253K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
PUT |
10New |
$9.08K - $10.6K
|
10
$9.13K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
2New |
$1.82K - $2.11K
|
2
$1.83K
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
33+ 2.4% |
$30K - $34.9K
|
1.41K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
69+ 3.2% |
$62.7K - $72.9K
|
2.23K
$2.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-20- 2.92% |
$18.2K - $21.1K
|
665
$607K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
44+ 2.72% |
$40K - $46.5K
|
1.66K
$1.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
206+ 4.71% |
$187K - $218K
|
4.58K
$4.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
238+ 22.88% |
$216K - $252K
|
1.28K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-537- 50.0% |
$488K - $568K
|
537
$490K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-22- 0.17% |
$20K - $23.3K
|
12.9K
$11.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
138New |
$125K - $146K
|
138
$126K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
211New |
$192K - $223K
|
211
$193K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
20+ 7.19% |
$18.2K - $21.1K
|
298
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-10K- 39.25% |
$9.08M - $10.6M
|
15.5K
$14.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-7- 1.58% |
$6.36K - $7.4K
|
435
$397K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
70+ 12.41% |
$63.6K - $74K
|
634
$579K
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
235New |
$213K - $248K
|
235
$214K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
182+ 2.19% |
$165K - $192K
|
8.5K
$7.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1+ 0.13% |
$908 - $1.06K
|
784
$715K
|
|
|
Jul 29, 2025
Q2 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-35- 7.13% |
$31.8K - $37K
|
456
$416K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-25- 48.08% |
$22.7K - $26.4K
|
27
$24.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-68- 16.63% |
$61.8K - $71.9K
|
341
$311K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-226- 47.78% |
$205K - $239K
|
247
$225K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
102+ 8.83% |
$92.6K - $108K
|
1.26K
$1.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.09% |
$908 - $1.06K
|
1.1K
$1M
|
|
|
Jul 25, 2025
Q2 2025
|
Alta Advisers LTD
|
BUY
|
- |
80+ 3.66% |
$72.7K - $84.5K
|
2.27K
$2.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
40+ 1.96% |
$36.3K - $42.3K
|
2.08K
$1.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-21- 1.4% |
$19.1K - $22.2K
|
1.48K
$1.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
361New |
$328K - $382K
|
361
$329K
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-6- 2.74% |
$5.45K - $6.34K
|
213
$194K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.4K- 76.69% |
$31.2M - $36.3M
|
10.5K
$9.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-111- 31.62% |
$101K - $117K
|
240
$219K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2+ 0.18% |
$1.82K - $2.11K
|
1.13K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
2+ 0.16% |
$1.82K - $2.11K
|
1.24K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
97New |
$88.1K - $103K
|
97
$88.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
357New |
$324K - $377K
|
357
$326K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
25+ 20.0% |
$22.7K - $26.4K
|
150
$137K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-37- 7.3% |
$33.6K - $39.1K
|
470
$429K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
26+ 1.41% |
$23.6K - $27.5K
|
1.86K
$1.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
PUT |
-2.7K- 93.1% |
$2.45M - $2.85M
|
200
$183K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
654New |
$594K - $691K
|
654
$597K
|
|