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 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.11K+ 6.23% |
$973K - $1.11M
|
19K
$17.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.11K+ 48.03% |
$968K - $1.1M
|
3.42K
$3.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.08K+ 7.43% |
$947K - $1.08M
|
15.7K
$14.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.08K+ 89.28% |
$946K - $1.08M
|
2.3K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
1.07KNew |
$938K - $1.07M
|
1.07K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.07K+ 281.53% |
$932K - $1.06M
|
1.45K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.03K+ 139.92% |
$897K - $1.02M
|
1.76K
$1.66M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.02K+ 48.34% |
$891K - $1.01M
|
3.13K
$2.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 0.85% |
$874K - $996K
|
118K
$112M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1K+ 15.03% |
$874K - $996K
|
7.66K
$7.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
973+ 0.79% |
$850K - $968K
|
124K
$117M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
957+ 10.47% |
$836K - $952K
|
10.1K
$9.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
924New |
$807K - $919K
|
924
$873K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
918+ 4.86% |
$802K - $913K
|
19.8K
$18.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
871New |
$761K - $866K
|
871
$823K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
837+ 28.67% |
$731K - $833K
|
3.76K
$3.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
818+ 6.1% |
$715K - $814K
|
14.2K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
816+ 18.71% |
$713K - $812K
|
5.18K
$4.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
815+ 69.07% |
$712K - $811K
|
2K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
809New |
$707K - $805K
|
809
$764K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
710+ 9.48% |
$620K - $706K
|
8.2K
$7.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
701New |
$612K - $697K
|
701
$662K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
678+ 5.14% |
$592K - $674K
|
13.9K
$13.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
666+ 7.06% |
$582K - $662K
|
10.1K
$9.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
646+ 46.44% |
$564K - $643K
|
2.04K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
630+ 6.58% |
$550K - $627K
|
10.2K
$9.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
629New |
$549K - $626K
|
629
$594K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
627+ 45.87% |
$548K - $624K
|
1.99K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
607+ 13.9% |
$530K - $604K
|
4.98K
$4.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
607+ 17.83% |
$530K - $604K
|
4.01K
$3.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
604New |
$528K - $601K
|
604
$571K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
597+ 2.45% |
$522K - $594K
|
25K
$23.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
597+ 9.25% |
$522K - $594K
|
7.05K
$6.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
581New |
$508K - $578K
|
581
$549K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
551+ 48.63% |
$481K - $548K
|
1.68K
$1.59M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
550+ 2.84% |
$480K - $547K
|
19.9K
$18.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
533New |
$466K - $530K
|
533
$504K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
533+ 3.15% |
$466K - $530K
|
17.4K
$16.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
522+ 6.73% |
$456K - $519K
|
8.28K
$7.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
520New |
$454K - $517K
|
520
$491K
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
514New |
$449K - $511K
|
514
$486K
|
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
504+ 0.36% |
$440K - $501K
|
139K
$132M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
501+ 4.93% |
$438K - $498K
|
10.7K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
500New |
$437K - $497K
|
500
$472K
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
495+ 59.28% |
$432K - $492K
|
1.33K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
487+ 5.05% |
$425K - $484K
|
10.1K
$9.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
474+ 3.33% |
$414K - $471K
|
14.7K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
470+ 6.08% |
$411K - $468K
|
8.2K
$7.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
469+ 131.74% |
$410K - $467K
|
825
$779K
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
460New |
$402K - $458K
|
460
$435K
|