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 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
188New |
$167K - $202K
|
188
$172K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
296New |
$264K - $319K
|
296
$270K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-32- 37.21% |
$28.5K - $34.5K
|
54
$49.3K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-14- 51.85% |
$12.5K - $15.1K
|
13
$11.9K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 1.98% |
$89.1K - $108K
|
5.15K
$4.7M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
148+ 34.5% |
$132K - $159K
|
577
$527K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
CALL |
300+ 15.0% |
$267K - $323K
|
2.3K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
782New |
$696K - $842K
|
782
$714K
|
|
|
May 07, 2025
Q1 2025
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-270- 7.41% |
$240K - $291K
|
3.38K
$3.08M
|
|
|
May 07, 2025
Q1 2025
|
Dauntless Investment Group, LLC
Commerce Township, MI |
BUY
|
PUT |
7.4KNew |
$6.59M - $7.97M
|
7.4K
$6.75M
|
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-48- 15.38% |
$42.7K - $51.7K
|
264
$241K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.41KNew |
$1.26M - $1.52M
|
1.41K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
500+ 15.15% |
$445K - $538K
|
3.8K
$3.47M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
2.06K+ 91.71% |
$1.83M - $2.22M
|
4.3K
$3.92M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.3K- 59.93% |
$2.04M - $2.47M
|
1.54K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
232New |
$207K - $250K
|
232
$212K
|
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
SELL
|
- |
-149- 2.24% |
$133K - $160K
|
6.49K
$5.92M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
380New |
$338K - $409K
|
380
$347K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
44+ 3.14% |
$39.2K - $47.4K
|
1.45K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-1.62K- 17.68% |
$1.44M - $1.75M
|
7.55K
$6.89M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
293New |
$261K - $316K
|
293
$267K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
110+ 110.0% |
$98K - $118K
|
210
$192K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-10- 4.24% |
$8.91K - $10.8K
|
226
$206K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-163- 4.17% |
$145K - $176K
|
3.75K
$3.42M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
301New |
$268K - $324K
|
301
$275K
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
272New |
$242K - $293K
|
272
$248K
|
|
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
1.24KNew |
$1.11M - $1.34M
|
1.24K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
244+ 46.83% |
$217K - $263K
|
765
$698K
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-76- 14.79% |
$67.7K - $81.8K
|
438
$400K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
4+ 6.35% |
$3.56K - $4.31K
|
67
$61.1K
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
261New |
$232K - $281K
|
261
$238K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
11+ 0.45% |
$9.8K - $11.8K
|
2.46K
$2.24M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-7- 0.55% |
$6.23K - $7.54K
|
1.27K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
83+ 22.87% |
$73.9K - $89.4K
|
446
$407K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
238New |
$212K - $256K
|
238
$217K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-18- 3.7% |
$16K - $19.4K
|
468
$427K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-4- 0.26% |
$3.56K - $4.31K
|
1.55K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
154New |
$137K - $166K
|
154
$141K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
300New |
$267K - $323K
|
300
$274K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-2- 0.21% |
$1.78K - $2.15K
|
965
$881K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1New |
$891 - $1.08K
|
1
$913
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.72K- 21.93% |
$1.53M - $1.85M
|
6.12K
$5.59M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1+ 0.15% |
$891 - $1.08K
|
663
$605K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-2.54K- 91.17% |
$2.26M - $2.73M
|
246
$224K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-51- 9.43% |
$45.4K - $54.9K
|
490
$447K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-166- 4.81% |
$148K - $179K
|
3.29K
$3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-425- 49.13% |
$379K - $458K
|
440
$402K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-8- 57.14% |
$7.12K - $8.61K
|
6
$5.48K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
211New |
$188K - $227K
|
211
$193K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
4+ 0.59% |
$3.56K - $4.31K
|
685
$625K
|
|