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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
425New |
$379K - $458K
|
425
$388K
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-30- 7.37% |
$26.7K - $32.3K
|
377
$344K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.85K- 8.13% |
$2.54M - $3.07M
|
32.2K
$29.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-22- 8.12% |
$19.6K - $23.7K
|
249
$227K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
28+ 2.15% |
$24.9K - $30.2K
|
1.33K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 3.13% |
$891 - $1.08K
|
31
$28.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.12% |
$891 - $1.08K
|
839
$766K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
800New |
$712K - $861K
|
800
$730K
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-1.17K- 7.92% |
$1.05M - $1.26M
|
13.7K
$12.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
10+ 2.06% |
$8.91K - $10.8K
|
496
$453K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
50+ 9.67% |
$44.5K - $53.8K
|
567
$517K
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.44% |
$891 - $1.08K
|
228
$208K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
45+ 15.41% |
$40.1K - $48.5K
|
337
$308K
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
3.9K+ 39.8% |
$3.47M - $4.2M
|
13.7K
$12.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-30- 10.99% |
$26.7K - $32.3K
|
243
$222K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-5- 1.32% |
$4.45K - $5.38K
|
374
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
247New |
$220K - $266K
|
247
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-50- 7.09% |
$44.5K - $53.8K
|
655
$598K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-8- 1.43% |
$7.12K - $8.61K
|
553
$505K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
60+ 6.27% |
$53.4K - $64.6K
|
1.02K
$928K
|
|
|
Apr 22, 2025
Q1 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
3New |
$2.67K - $3.23K
|
3
$2.74K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.22% |
$891 - $1.08K
|
46
$42K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-10- 8.13% |
$8.91K - $10.8K
|
113
$103K
|
|
|
Apr 22, 2025
Q1 2025
|
Grace & White Inc
|
BUY
|
- |
100+ 33.33% |
$89.1K - $108K
|
400
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-368- 38.53% |
$328K - $396K
|
587
$536K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 92.28% |
$2.49M - $3.01M
|
234
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5New |
$4.45K - $5.38K
|
5
$4.56K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
300New |
$267K - $323K
|
300
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-8- 5.76% |
$7.12K - $8.61K
|
131
$120K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-27- 3.91% |
$24K - $29.1K
|
663
$605K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-75- 1.1% |
$66.8K - $80.8K
|
6.76K
$6.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-535- 37.68% |
$476K - $576K
|
885
$808K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 2.68% |
$23.2K - $28K
|
996
$909K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
58+ 16.62% |
$51.7K - $62.5K
|
407
$371K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-299- 23.27% |
$266K - $322K
|
986
$900K
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
250New |
$223K - $269K
|
250
$228K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
3+ 0.7% |
$2.67K - $3.23K
|
432
$394K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
325New |
$289K - $350K
|
325
$297K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.28K- 99.84% |
$1.14M - $1.37M
|
2
$1.83K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
PUT |
300New |
$267K - $323K
|
300
$274K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-314- 1.64% |
$280K - $338K
|
18.9K
$17.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-286- 31.22% |
$255K - $308K
|
630
$575K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-35- 3.35% |
$31.2K - $37.7K
|
1.01K
$921K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-125- 10.71% |
$111K - $135K
|
1.04K
$951K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-200- 48.43% |
$178K - $215K
|
213
$194K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
5+ 1.21% |
$4.45K - $5.38K
|
419
$382K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
100+ 25.84% |
$89.1K - $108K
|
487
$444K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-59- 16.53% |
$52.5K - $63.5K
|
298
$272K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-26- 8.93% |
$23.2K - $28K
|
265
$242K
|
|