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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
9+ 2.1% |
$7.22K - $8.25K
|
438
$400K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-84- 24.42% |
$67.4K - $77K
|
260
$237K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-25- 1.04% |
$20K - $22.9K
|
2.37K
$2.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-26- 6.42% |
$20.8K - $23.8K
|
379
$346K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
113+ 33.33% |
$90.6K - $104K
|
452
$412K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
29+ 9.12% |
$23.3K - $26.6K
|
347
$317K
|
|
|
Oct 29, 2024
Q3 2024
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-9.92K- 90.43% |
$7.95M - $9.1M
|
1.05K
$958K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-8- 0.3% |
$6.41K - $7.34K
|
2.66K
$2.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.05K- 16.13% |
$839K - $959K
|
5.44K
$4.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
16+ 2.2% |
$12.8K - $14.7K
|
742
$677K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-26- 60.47% |
$20.8K - $23.8K
|
17
$15.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
100New |
$80.2K - $91.7K
|
100
$91.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13+ 7.65% |
$10.4K - $11.9K
|
183
$167K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
2+ 0.23% |
$1.6K - $1.83K
|
888
$810K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.14K+ 13.8% |
$1.72M - $1.96M
|
17.7K
$16.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-2.62KClosed |
$2.1M - $2.4M
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
75+ 3.46% |
$60.1K - $68.8K
|
2.24K
$2.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-37- 7.27% |
$29.7K - $33.9K
|
472
$431K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-9- 1.22% |
$7.22K - $8.25K
|
731
$667K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
5.05KNew |
$4.05M - $4.63M
|
5.05K
$4.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
733New |
$588K - $672K
|
733
$669K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-12- 20.34% |
$9.62K - $11K
|
47
$42.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-52.8K- 91.05% |
$42.4M - $48.4M
|
5.19K
$4.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8+ 25.81% |
$6.41K - $7.34K
|
39
$35.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-30- 0.44% |
$24.1K - $27.5K
|
6.81K
$6.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
16+ 1.17% |
$12.8K - $14.7K
|
1.39K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
30+ 2.68% |
$24.1K - $27.5K
|
1.15K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.2K- 2.14% |
$15.4M - $17.6M
|
876K
$800M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.09K+ 0.79% |
$2.48M - $2.83M
|
397K
$362M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
200New |
$160K - $183K
|
200
$183K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-11- 50.0% |
$8.82K - $10.1K
|
11
$10K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-95- 5.63% |
$76.2K - $87.1K
|
1.59K
$1.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
165New |
$132K - $151K
|
165
$151K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-778Closed |
$624K - $713K
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-18- 2.34% |
$14.4K - $16.5K
|
750
$684K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-16- 11.85% |
$12.8K - $14.7K
|
119
$109K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
172+ 5.58% |
$138K - $158K
|
3.26K
$2.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-100- 9.29% |
$80.2K - $91.7K
|
977
$892K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-24- 2.3% |
$19.2K - $22K
|
1.02K
$932K
|
|
|
Oct 15, 2024
Q3 2024
|
Yarbrough Capital, LLC
|
BUY
|
- |
515New |
$413K - $472K
|
515
$470K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1- 0.15% |
$802 - $917
|
678
$619K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
508+ 43.12% |
$407K - $466K
|
1.69K
$1.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
80New |
$64.1K - $73.4K
|
80
$73K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
964New |
$773K - $884K
|
964
$880K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
4+ 1.63% |
$3.21K - $3.67K
|
250
$228K
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-500- 1.68% |
$401K - $459K
|
29.2K
$26.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-445- 66.12% |
$357K - $408K
|
228
$208K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 1.61% |
$1.6K - $1.83K
|
122
$111K
|
|
|
Oct 09, 2024
Q3 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-275- 20.99% |
$221K - $252K
|
1.04K
$945K
|
|