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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
733New |
$588K - $672K
|
733
$691K
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
729+ 6.4% |
$585K - $669K
|
12.1K
$11.4M
|
|
Nov 13, 2024
Q3 2024
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
728New |
$584K - $668K
|
728
$686K
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
725New |
$581K - $665K
|
725
$683K
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
712New |
$571K - $653K
|
712
$671K
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
711New |
$570K - $652K
|
711
$670K
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
710+ 1.89% |
$569K - $651K
|
38.3K
$36.1M
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
704+ 35.88% |
$564K - $646K
|
2.67K
$2.51M
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
701+ 25.75% |
$562K - $643K
|
3.42K
$3.23M
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
701+ 111.98% |
$562K - $643K
|
1.33K
$1.25M
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
698+ 0.96% |
$560K - $640K
|
73.6K
$69.4M
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
698New |
$560K - $640K
|
698
$658K
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
697New |
$559K - $639K
|
697
$657K
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
697+ 7.37% |
$559K - $639K
|
10.2K
$9.57M
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
688New |
$552K - $631K
|
688
$648K
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
674+ 10.56% |
$540K - $618K
|
7.06K
$6.65M
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
672+ 24.22% |
$539K - $616K
|
3.45K
$3.25M
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
666+ 9.07% |
$534K - $611K
|
8.01K
$7.54M
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
655+ 5.08% |
$525K - $601K
|
13.6K
$12.8M
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
652+ 1.26% |
$523K - $598K
|
52.6K
$49.6M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
652+ 15.87% |
$523K - $598K
|
4.76K
$4.49M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
637+ 1.4% |
$511K - $584K
|
46.1K
$43.4M
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
632+ 207.21% |
$507K - $580K
|
937
$883K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
630+ 42.23% |
$505K - $578K
|
2.12K
$2M
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
624+ 42.36% |
$500K - $572K
|
2.1K
$1.98M
|
|
Nov 14, 2024
Q3 2024
|
Worldly Partners Management, LLC
Boston, MA |
BUY
|
- |
622+ 0.69% |
$499K - $570K
|
90.4K
$85.2M
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
615+ 1.69% |
$493K - $564K
|
36.9K
$34.8M
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
612+ 1.47% |
$491K - $561K
|
42.1K
$39.7M
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
611+ 1.74% |
$490K - $560K
|
35.6K
$33.6M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
600+ 2.47% |
$481K - $550K
|
24.9K
$23.5M
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
599+ 39.83% |
$480K - $549K
|
2.1K
$1.98M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
598+ 66.37% |
$479K - $548K
|
1.5K
$1.41M
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
591+ 10.55% |
$474K - $542K
|
6.19K
$5.83M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
587+ 0.6% |
$471K - $538K
|
98.3K
$92.7M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
587New |
$471K - $538K
|
587
$553K
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
587New |
$471K - $538K
|
587
$553K
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
584+ 7.39% |
$468K - $536K
|
8.49K
$8M
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
583+ 61.89% |
$467K - $535K
|
1.53K
$1.44M
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
575+ 99.14% |
$461K - $527K
|
1.16K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
574+ 5.05% |
$460K - $526K
|
11.9K
$11.3M
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
568+ 7.6% |
$455K - $521K
|
8.05K
$7.58M
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
557+ 4.4% |
$447K - $511K
|
13.2K
$12.5M
|
|
Nov 14, 2024
Q3 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
550+ 1.66% |
$441K - $504K
|
33.8K
$31.8M
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
548+ 24.72% |
$439K - $503K
|
2.77K
$2.61M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
546+ 6.62% |
$438K - $501K
|
8.8K
$8.29M
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
544+ 89.77% |
$436K - $499K
|
1.15K
$1.08M
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
543New |
$435K - $498K
|
543
$512K
|
|
Nov 14, 2024
Q3 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
538New |
$431K - $493K
|
538
$507K
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
538+ 81.39% |
$431K - $493K
|
1.2K
$1.13M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
538+ 3.62% |
$431K - $493K
|
15.4K
$14.5M
|