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 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-6- 0.84% |
$5.45K - $6.34K
|
705
$643K
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
208New |
$189K - $220K
|
208
$190K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-207- 14.39% |
$188K - $219K
|
1.23K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
95+ 2.28% |
$86.3K - $100K
|
4.27K
$3.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-105- 29.66% |
$95.4K - $111K
|
249
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
360New |
$327K - $380K
|
360
$329K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-12- 0.86% |
$10.9K - $12.7K
|
1.39K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
SELL
|
- |
-19- 2.61% |
$17.3K - $20.1K
|
710
$648K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2+ 0.48% |
$1.82K - $2.11K
|
420
$383K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5- 0.86% |
$4.54K - $5.28K
|
577
$527K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
24+ 4.48% |
$21.8K - $25.4K
|
560
$511K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 191.9% |
$1.01M - $1.18M
|
1.69K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
CALL |
200New |
$182K - $211K
|
200
$183K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
43+ 172.0% |
$39K - $45.4K
|
68
$62.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
CALL |
100New |
$90.8K - $106K
|
100
$91.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-175- 30.97% |
$159K - $185K
|
390
$356K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
65+ 6.49% |
$59K - $68.7K
|
1.07K
$973K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.54% |
$26.3K - $30.6K
|
5.44K
$4.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
10+ 0.99% |
$9.08K - $10.6K
|
1.02K
$930K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-30- 7.08% |
$27.2K - $31.7K
|
394
$360K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-147- 9.47% |
$133K - $155K
|
1.41K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
555New |
$504K - $587K
|
555
$506K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-421- 15.68% |
$382K - $445K
|
2.26K
$2.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-56- 3.86% |
$50.9K - $59.2K
|
1.4K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-13- 4.36% |
$11.8K - $13.7K
|
285
$260K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
435New |
$395K - $460K
|
435
$397K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
1+ 0.21% |
$908 - $1.06K
|
486
$444K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
95+ 2.9% |
$86.3K - $100K
|
3.37K
$3.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
284+ 9.36% |
$258K - $300K
|
3.32K
$3.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
281New |
$255K - $297K
|
281
$256K
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-16- 6.75% |
$14.5K - $16.9K
|
221
$202K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
307New |
$279K - $324K
|
307
$280K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-100- 32.89% |
$90.8K - $106K
|
204
$186K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
218New |
$198K - $230K
|
218
$199K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
9+ 3.75% |
$8.17K - $9.51K
|
249
$227K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
11+ 7.43% |
$9.99K - $11.6K
|
159
$145K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1+ 0.08% |
$908 - $1.06K
|
1.24K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
210New |
$191K - $222K
|
210
$192K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
49+ 1.69% |
$44.5K - $51.8K
|
2.95K
$2.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-300- 39.37% |
$272K - $317K
|
462
$422K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
5+ 2.11% |
$4.54K - $5.28K
|
242
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
594New |
$539K - $628K
|
594
$542K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
752+ 52.01% |
$683K - $795K
|
2.2K
$2.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
4+ 2.29% |
$3.63K - $4.23K
|
179
$163K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
515+ 31.54% |
$468K - $544K
|
2.15K
$1.96M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-100- 9.67% |
$90.8K - $106K
|
934
$852K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
25New |
$22.7K - $26.4K
|
25
$22.8K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1- 0.07% |
$908 - $1.06K
|
1.34K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
28+ 38.36% |
$25.4K - $29.6K
|
101
$92.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
10+ 2.78% |
$9.08K - $10.6K
|
370
$338K
|
|