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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ws Management Lllp
Jacksonville, FL |
SELL
|
- |
-961- 13.26% |
$856K - $1.03M
|
6.29K
$5.74M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-7- 1.71% |
$6.23K - $7.54K
|
402
$367K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-20- 2.53% |
$17.8K - $21.5K
|
770
$703K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
17+ 6.39% |
$15.1K - $18.3K
|
283
$258K
|
|
|
May 14, 2025
Q1 2025
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
20KNew |
$17.8M - $21.5M
|
20K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
PUT |
60KNew |
$53.4M - $64.6M
|
60K
$54.8M
|
|
|
May 14, 2025
Q1 2025
|
I.G.Y. LTD
|
SELL
|
- |
-265- 0.28% |
$236K - $285K
|
95.7K
$87.4M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-380- 92.68% |
$338K - $409K
|
30
$27.4K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
62+ 35.84% |
$55.2K - $66.8K
|
235
$214K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
214New |
$191K - $230K
|
214
$195K
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-300- 75.0% |
$267K - $323K
|
100
$91.3K
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-141- 25.13% |
$126K - $152K
|
420
$383K
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-50- 5.11% |
$44.5K - $53.8K
|
928
$847K
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-46- 16.85% |
$41K - $49.5K
|
227
$207K
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-15- 2.63% |
$13.4K - $16.2K
|
555
$506K
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.59KNew |
$1.42M - $1.72M
|
1.59K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
5.6K+ 933.33% |
$4.99M - $6.03M
|
6.2K
$5.66M
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-270- 0.95% |
$240K - $291K
|
28.2K
$25.8M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
34+ 5.07% |
$30.3K - $36.6K
|
705
$643K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
PUT |
-300- 23.08% |
$267K - $323K
|
1K
$913K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
CALL |
500New |
$445K - $538K
|
500
$456K
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
1+ 0.17% |
$891 - $1.08K
|
588
$537K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-90- 17.01% |
$80.2K - $96.9K
|
439
$401K
|
|
|
May 12, 2025
Q1 2025
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
1.62KNew |
$1.44M - $1.74M
|
1.62K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-10- 3.05% |
$8.91K - $10.8K
|
318
$290K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
200New |
$178K - $215K
|
200
$183K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
20+ 6.31% |
$17.8K - $21.5K
|
337
$308K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-6.45K- 15.36% |
$5.74M - $6.95M
|
35.5K
$32.4M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
33+ 0.15% |
$29.4K - $35.5K
|
21.5K
$19.6M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-6- 1.44% |
$5.34K - $6.46K
|
412
$376K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
2.92K+ 309.09% |
$2.6M - $3.15M
|
3.87K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-939- 55.99% |
$836K - $1.01M
|
738
$673K
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
647New |
$576K - $697K
|
647
$590K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
400+ 18.18% |
$356K - $431K
|
2.6K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
579+ 21.36% |
$516K - $624K
|
3.29K
$3M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.89K+ 8200.0% |
$1.68M - $2.03M
|
1.91K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-425- 21.93% |
$379K - $458K
|
1.51K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
40+ 3.08% |
$35.6K - $43.1K
|
1.34K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-66- 22.22% |
$58.8K - $71.1K
|
231
$211K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-8- 22.22% |
$7.12K - $8.61K
|
28
$25.6K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-25- 50.0% |
$22.3K - $26.9K
|
25
$22.8K
|
|
|
May 09, 2025
Q1 2025
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.8KNew |
$1.6M - $1.94M
|
1.8K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-75- 23.08% |
$66.8K - $80.8K
|
250
$228K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-52- 10.26% |
$46.3K - $56K
|
455
$415K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-10- 3.25% |
$8.91K - $10.8K
|
298
$272K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
CALL |
100New |
$89.1K - $108K
|
100
$91.3K
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-17.2K- 16.27% |
$15.3M - $18.5M
|
88.3K
$80.6M
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-27- 7.92% |
$24K - $29.1K
|
314
$287K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
75+ 7.32% |
$66.8K - $80.8K
|
1.1K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-9- 1.74% |
$8.02K - $9.69K
|
507
$463K
|
|