Latest Institutional Purchases of Costco Wholesale Corp (COST)

COST Quotes by TradingView

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 22, 2025 Q4 2024
Curbstone Financial Management Corp

BUY
 -
438
New
$383K - $436K
438 $414K
Jan 13, 2025 Q4 2024
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
431
+ 16.27%
$377K - $429K
3.08K $2.91M
Jan 21, 2025 Q4 2024
Jacksonville Wealth Management, LLC

Jacksonville, FL
BUY
 -
430
New
$376K - $428K
430 $406K
Jan 22, 2025 Q4 2024
Cathy Pareto & Associates, Inc

Coral Gables, FL
BUY
 -
415
New
$363K - $413K
415 $392K
Jan 13, 2025 Q4 2024
Waycross Investment Management CO

Bellingham, WA
BUY
 -
412
+ 73.84%
$360K - $410K
970 $916K
Jan 14, 2025 Q4 2024
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
409
+ 4.84%
$357K - $407K
8.87K $8.38M
Jan 14, 2025 Q4 2024
Flywheel Private Wealth LLC

Los Altos, CA
BUY
 -
408
New
$356K - $406K
408 $385K
Jan 22, 2025 Q4 2024
Tru Independence LLC

BUY
 -
404
New
$353K - $402K
404 $382K
Jan 17, 2025 Q4 2024
Seros Financial, LLC

Tempe, AZ
BUY
 -
401
New
$350K - $399K
401 $379K
Jan 21, 2025 Q4 2024
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
397
+ 16.28%
$347K - $395K
2.84K $2.68M
Jan 15, 2025 Q4 2024
Tompkins Financial Corp

BUY
 -
378
+ 2.61%
$330K - $376K
14.9K $14M
Jan 02, 2025 Q4 2024
Peirce Capital Management, LLC

The Woodlands, TX
BUY
 -
362
New
$316K - $360K
362 $342K
Jan 06, 2025 Q4 2024
Boltwood Capital Management

BUY
 -
361
+ 40.16%
$315K - $359K
1.26K $1.19M
Jan 13, 2025 Q4 2024
Accelerate Investment Advisors LLC

Aliso Viejo, CA
BUY
 -
351
+ 143.27%
$307K - $349K
596 $563K
Jan 22, 2025 Q4 2024
David Katz Matrix Asset Advisors Inc
BUY
 -
350
+ 64.34%
$306K - $348K
894 $845K
Jan 22, 2025 Q4 2024
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
347
+ 2.61%
$303K - $345K
13.6K $12.9M
Jan 22, 2025 Q4 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
342
+ 33.83%
$299K - $340K
1.35K $1.28M
Jan 23, 2025 Q4 2024
New England Research & Management, Inc.

BUY
 -
340
+ 59.13%
$297K - $338K
915 $864K
Jan 22, 2025 Q4 2024
Smith Group Asset Management, LLC

Dallas, TX
BUY
 -
339
+ 0.7%
$296K - $337K
48.6K $45.9M
Jan 17, 2025 Q4 2024
Fcg Investment CO

Germantown, TN
BUY
 -
336
+ 11.89%
$294K - $334K
3.16K $2.99M
Jan 14, 2025 Q4 2024
Define Financial, LLC

San Diego, CA
BUY
 -
336
New
$294K - $334K
336 $317K
Jan 22, 2025 Q4 2024
Ridgecrest Wealth Partners, LLC

BUY
 -
325
+ 26.02%
$284K - $323K
1.57K $1.49M
Jan 14, 2025 Q4 2024
Apella Capital, LLC

BUY
 -
317
+ 12.04%
$277K - $315K
2.95K $2.79M
Jan 13, 2025 Q4 2024
Grassi Investment Management

BUY
 -
315
+ 6.51%
$275K - $313K
5.16K $4.87M
Jan 13, 2025 Q4 2024
Wedmont Private Capital

BUY
 -
313
+ 6.08%
$273K - $311K
5.47K $5.16M
Jan 22, 2025 Q4 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
312
+ 1.77%
$273K - $310K
17.9K $17M
Jan 17, 2025 Q4 2024
Montecito Bank & Trust

BUY
 -
312
+ 3.4%
$273K - $310K
9.5K $8.97M
Jan 17, 2025 Q4 2024
Capstone Wealth Management, LLC

Tuscaloosa, AL
BUY
 -
310
New
$271K - $308K
310 $293K
Jan 13, 2025 Q4 2024
Trust CO Of Toledo Na

Holland, OH
BUY
 -
310
+ 3.75%
$271K - $308K
8.58K $8.11M
Jan 14, 2025 Q4 2024
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
301
+ 7.38%
$263K - $299K
4.38K $4.13M
Jan 13, 2025 Q4 2024
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
298
+ 5.44%
$260K - $296K
5.78K $5.46M
Jan 14, 2025 Q4 2024
Smith Thornton Advisors LLC

Huntsville, AL
BUY
 -
294
New
$257K - $292K
294 $278K
Jan 22, 2025 Q4 2024
Better Wealth, LLC

BUY
 -
286
New
$250K - $284K
286 $270K
Jan 07, 2025 Q4 2024
One Wealth Capital Management, LLC

Scottsdale, AZ
BUY
 -
283
New
$247K - $281K
283 $267K
Jan 21, 2025 Q4 2024
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
282
New
$246K - $281K
282 $266K
Jan 21, 2025 Q4 2024
Olio Financial Planning

BUY
 -
279
New
$244K - $278K
279 $264K
Jan 15, 2025 Q4 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
269
+ 4.49%
$235K - $268K
6.25K $5.91M
Jan 16, 2025 Q4 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
268
+ 1.14%
$234K - $267K
23.8K $22.4M
Jan 06, 2025 Q4 2024
Canandaigua National Trust CO Of Florida

Canandaigua, NY
BUY
 -
266
New
$232K - $265K
266 $251K
Jan 13, 2025 Q4 2024
Pinnacle Wealth Management Group, Inc.

BUY
 -
265
New
$232K - $264K
265 $250K
Jan 13, 2025 Q4 2024
Cooper Financial Group

BUY
 -
263
+ 5.72%
$230K - $262K
4.86K $4.59M
Jan 22, 2025 Q4 2024
Verus Wealth Management, LLC

De Pere, WI
BUY
 -
258
New
$225K - $257K
258 $244K
Jan 10, 2025 Q4 2024
Avondale Wealth Management

BUY
 -
255
+ 326.92%
$223K - $254K
333 $315K
Jan 23, 2025 Q4 2024
Hanson & Doremus Investment Management

BUY
 -
253
+ 2.34%
$221K - $252K
11.1K $10.5M
Jan 13, 2025 Q4 2024
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
253
New
$221K - $252K
253 $239K
Jan 17, 2025 Q4 2024
Xml Financial, LLC

BUY
 -
249
+ 6.25%
$218K - $248K
4.24K $4M
Jan 15, 2025 Q4 2024
Kelly Financial Services LLC

Braintree, MA
BUY
 -
249
New
$218K - $248K
249 $235K
Jan 13, 2025 Q4 2024
Clean Yield Group

BUY
 -
249
+ 54.61%
$218K - $248K
705 $666K
Jan 07, 2025 Q4 2024
Spartan Planning & Wealth Management

Greensboro, NC
BUY
 -
247
+ 42.01%
$216K - $246K
835 $789K

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