Latest Institutional Purchases of Costco Wholesale Corp (COST)
This list provides information on the latest institutional transactions involving Costco Wholesale Corp (COST) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
17+ 3.07% |
$14.9K - $16.9K
|
571
$560K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
16+ 0.28% |
$14K - $15.9K
|
5.74K
$5.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16+ 59.26% |
$14K - $15.9K
|
43
$42.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
16+ 3.55% |
$14K - $15.9K
|
467
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
16+ 2.97% |
$14K - $15.9K
|
555
$544K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
16+ 4.31% |
$14K - $15.9K
|
387
$379K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
16+ 1.96% |
$14K - $15.9K
|
832
$815K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15+ 15.15% |
$13.1K - $14.9K
|
114
$112K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
15+ 1.98% |
$13.1K - $14.9K
|
773
$757K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
15+ 2.25% |
$13.1K - $14.9K
|
682
$668K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
15+ 1.24% |
$13.1K - $14.9K
|
1.22K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
15+ 0.5% |
$13.1K - $14.9K
|
3K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
15+ 5.42% |
$13.1K - $14.9K
|
292
$286K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
15+ 0.67% |
$13.1K - $14.9K
|
2.25K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
15+ 2.01% |
$13.1K - $14.9K
|
763
$748K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
14+ 0.58% |
$12.2K - $13.9K
|
2.42K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
14New |
$12.2K - $13.9K
|
14
$13.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
14+ 3.99% |
$12.2K - $13.9K
|
365
$358K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
13+ 3.54% |
$11.4K - $12.9K
|
380
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
12+ 1.85% |
$10.5K - $11.9K
|
662
$649K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
12+ 1.26% |
$10.5K - $11.9K
|
965
$946K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
12+ 0.92% |
$10.5K - $11.9K
|
1.32K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
12+ 1.76% |
$10.5K - $11.9K
|
695
$681K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
12+ 0.44% |
$10.5K - $11.9K
|
2.74K
$2.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.7% |
$10.5K - $11.9K
|
1.72K
$1.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
11+ 2.31% |
$9.61K - $10.9K
|
488
$478K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11+ 1.53% |
$9.61K - $10.9K
|
730
$715K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
11+ 1.74% |
$9.61K - $10.9K
|
645
$632K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
11+ 0.82% |
$9.61K - $10.9K
|
1.35K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
11+ 0.87% |
$9.61K - $10.9K
|
1.27K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
11+ 0.3% |
$9.61K - $10.9K
|
3.71K
$3.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
10+ 0.77% |
$8.74K - $9.95K
|
1.3K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.25% |
$8.74K - $9.95K
|
4.07K
$3.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10+ 2.64% |
$8.74K - $9.95K
|
389
$381K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
10+ 2.27% |
$8.74K - $9.95K
|
450
$441K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10+ 2.04% |
$8.74K - $9.95K
|
501
$491K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
10+ 0.9% |
$8.74K - $9.95K
|
1.12K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
10+ 1.41% |
$8.74K - $9.95K
|
718
$704K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
10+ 1.65% |
$8.74K - $9.95K
|
616
$604K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
10+ 7.41% |
$8.74K - $9.95K
|
145
$142K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
9+ 3.35% |
$7.86K - $8.95K
|
278
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.3% |
$7.86K - $8.95K
|
3.05K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
9+ 1.93% |
$7.86K - $8.95K
|
475
$465K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
8+ 2.36% |
$6.99K - $7.96K
|
347
$340K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8+ 0.24% |
$6.99K - $7.96K
|
3.29K
$3.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8+ 0.29% |
$6.99K - $7.96K
|
2.81K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
8+ 0.18% |
$6.99K - $7.96K
|
4.46K
$4.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
8+ 1.02% |
$6.99K - $7.96K
|
789
$773K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
8+ 0.25% |
$6.99K - $7.96K
|
3.25K
$3.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8+ 1.81% |
$6.99K - $7.96K
|
449
$440K
|