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, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
645New |
$416K - $507K
|
645
$589K
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-2.3K- 42.59% |
$1.48M - $1.81M
|
3.1K
$2.83M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
139+ 0.55% |
$89.6K - $109K
|
25.4K
$23.2M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
2.21KNew |
$1.43M - $1.74M
|
2.21K
$2.02M
|
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.21KNew |
$781K - $951K
|
1.21K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
6+ 0.15% |
$3.87K - $4.71K
|
4.09K
$3.74M
|
|
|
May 03, 2024
Q1 2024
|
General American Investors CO Inc
|
BUY
|
PUT |
15KNew |
$9.67M - $11.8M
|
15K
$13.7M
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
297New |
$191K - $233K
|
297
$271K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
13+ 0.45% |
$8.38K - $10.2K
|
2.92K
$2.66M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
4+ 1.25% |
$2.58K - $3.14K
|
325
$297K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-878- 59.01% |
$566K - $690K
|
610
$557K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
CALL |
1.5KNew |
$967K - $1.18M
|
1.5K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
100New |
$64.5K - $78.6K
|
100
$91.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.48K+ 6.51% |
$954K - $1.16M
|
24.2K
$22.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6+ 1.78% |
$3.87K - $4.71K
|
343
$313K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
17New |
$11K - $13.4K
|
17
$15.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
200New |
$129K - $157K
|
200
$183K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-160- 44.44% |
$103K - $126K
|
200
$183K
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-606- 50.0% |
$391K - $476K
|
606
$553K
|
|
|
Apr 29, 2024
Q1 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-68- 19.83% |
$43.8K - $53.4K
|
275
$251K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
671New |
$433K - $527K
|
671
$612K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-28- 0.4% |
$18.1K - $22K
|
6.98K
$6.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-6- 0.14% |
$3.87K - $4.71K
|
4.39K
$4.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-20- 6.02% |
$12.9K - $15.7K
|
312
$285K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
CALL |
-200- 33.33% |
$129K - $157K
|
400
$365K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2+ 0.17% |
$1.29K - $1.57K
|
1.21K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
5+ 0.24% |
$3.22K - $3.93K
|
2.1K
$1.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.21KNew |
$2.07M - $2.52M
|
3.21K
$2.93M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
138New |
$89K - $108K
|
138
$126K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-23.4K- 90.35% |
$15.1M - $18.4M
|
2.5K
$2.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-162- 11.15% |
$104K - $127K
|
1.29K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
3.39KNew |
$2.18M - $2.66M
|
3.39K
$3.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
72+ 175.61% |
$46.4K - $56.6K
|
113
$103K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-10- 0.15% |
$6.45K - $7.86K
|
6.8K
$6.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.14% |
$1.93K - $2.36K
|
2.09K
$1.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.32KNew |
$6.01M - $7.32M
|
9.32K
$8.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
5+ 1.5% |
$3.22K - $3.93K
|
339
$309K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
294New |
$190K - $231K
|
294
$268K
|
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5.29KNew |
$3.41M - $4.16M
|
5.29K
$4.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
283New |
$182K - $222K
|
283
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.05K- 67.68% |
$678K - $826K
|
502
$458K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
422New |
$272K - $332K
|
422
$385K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
18+ 360.0% |
$11.6K - $14.1K
|
23
$21K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-188- 29.01% |
$121K - $148K
|
460
$420K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
1.79K+ 200.56% |
$1.16M - $1.41M
|
2.69K
$2.45M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
6+ 1.55% |
$3.87K - $4.71K
|
393
$359K
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
SELL
|
- |
-10.1K- 91.94% |
$6.5M - $7.93M
|
884
$807K
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-9- 47.37% |
$5.8K - $7.07K
|
10
$9.13K
|
|
| Q4 2023 | |||||||
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
713+ 3.78% |
$387K - $486K
|
19.6K
$17.9M
|
|
|
Oct 30, 2025
Q4 2023
|
Broadwater Capital Management LLC
Boston, MA |
BUY
|
- |
3New |
$1.63K - $2.04K
|
3
$2.74K
|
|