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 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
|
Hourglass Capital, LLC
|
BUY
|
- |
40+ 12.27% |
$35.6K - $43.1K
|
366
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-425- 49.13% |
$379K - $458K
|
440
$402K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-10- 0.59% |
$8.91K - $10.8K
|
1.68K
$1.53M
|
|
|
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
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
900New |
$802K - $969K
|
900
$821K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Heights Asset Management LLC
|
SELL
|
- |
-5K- 8.77% |
$4.45M - $5.38M
|
52K
$47.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-126- 7.55% |
$112K - $136K
|
1.54K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
98New |
$87.3K - $106K
|
98
$89.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-25- 9.8% |
$22.3K - $26.9K
|
230
$210K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
15+ 10.2% |
$13.4K - $16.2K
|
162
$148K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
33+ 1.92% |
$29.4K - $35.5K
|
1.76K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-21- 1.06% |
$18.7K - $22.6K
|
1.96K
$1.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-4.08K- 5.08% |
$3.64M - $4.4M
|
76.2K
$69.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-8- 27.59% |
$7.12K - $8.61K
|
21
$19.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
246+ 16.45% |
$219K - $265K
|
1.74K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-41- 2.96% |
$36.5K - $44.2K
|
1.35K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10+ 29.41% |
$8.91K - $10.8K
|
44
$40.2K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
273New |
$243K - $294K
|
273
$249K
|
|