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 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
100+ 8.4% |
$80.2K - $91.7K
|
1.29K
$1.26M
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
99+ 13.41% |
$79.4K - $90.8K
|
837
$820K
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
98+ 1.86% |
$78.6K - $89.9K
|
5.36K
$5.25M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
98+ 41.18% |
$78.6K - $89.9K
|
336
$329K
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
97+ 10.85% |
$77.8K - $89K
|
991
$971K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
95+ 2.26% |
$76.2K - $87.1K
|
4.3K
$4.21M
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
94+ 2.78% |
$75.4K - $86.2K
|
3.48K
$3.41M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
93+ 3.49% |
$74.6K - $85.3K
|
2.76K
$2.7M
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
93+ 14.07% |
$74.6K - $85.3K
|
754
$739K
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
92+ 7.11% |
$73.8K - $84.4K
|
1.39K
$1.36M
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
91+ 5.99% |
$73K - $83.5K
|
1.61K
$1.58M
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
90+ 37.04% |
$72.2K - $82.5K
|
333
$326K
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
87+ 0.99% |
$69.8K - $79.8K
|
8.87K
$8.7M
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
86+ 1.51% |
$69K - $78.9K
|
5.79K
$5.67M
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
84+ 2.8% |
$67.4K - $77K
|
3.09K
$3.02M
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
84+ 3.27% |
$67.4K - $77K
|
2.65K
$2.6M
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
83+ 176.6% |
$66.6K - $76.1K
|
130
$127K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
83+ 1.9% |
$66.6K - $76.1K
|
4.46K
$4.37M
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
82+ 2.31% |
$65.8K - $75.2K
|
3.63K
$3.56M
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
81+ 31.4% |
$64.9K - $74.3K
|
339
$332K
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
80+ 0.42% |
$64.1K - $73.4K
|
19K
$18.6M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
80New |
$64.1K - $73.4K
|
80
$78.4K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
77+ 0.78% |
$61.7K - $70.6K
|
9.97K
$9.77M
|
|
Nov 12, 2024
Q3 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
76+ 6.82% |
$60.9K - $69.7K
|
1.19K
$1.17M
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
75+ 2.45% |
$60.1K - $68.8K
|
3.14K
$3.08M
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
75+ 8.05% |
$60.1K - $68.8K
|
1.01K
$987K
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
75New |
$60.1K - $68.8K
|
75
$73.5K
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
75+ 15.53% |
$60.1K - $68.8K
|
558
$547K
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
75+ 20.49% |
$60.1K - $68.8K
|
441
$432K
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
75+ 0.41% |
$60.1K - $68.8K
|
18.2K
$17.8M
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
75+ 3.46% |
$60.1K - $68.8K
|
2.24K
$2.19M
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
74+ 6.5% |
$59.3K - $67.9K
|
1.21K
$1.19M
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
73+ 9.29% |
$58.5K - $66.9K
|
859
$842K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
72+ 3.56% |
$57.7K - $66K
|
2.09K
$2.05M
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
72+ 0.41% |
$57.7K - $66K
|
17.6K
$17.2M
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
71+ 2.44% |
$56.9K - $65.1K
|
2.98K
$2.92M
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
70+ 14.0% |
$56.1K - $64.2K
|
570
$559K
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
70+ 20.29% |
$56.1K - $64.2K
|
415
$407K
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
70+ 0.86% |
$56.1K - $64.2K
|
8.26K
$8.09M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
70+ 3.45% |
$56.1K - $64.2K
|
2.1K
$2.06M
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
70+ 2.65% |
$56.1K - $64.2K
|
2.71K
$2.65M
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
69+ 23.79% |
$55.3K - $63.3K
|
359
$352K
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
67+ 0.2% |
$53.7K - $61.4K
|
33.1K
$32.5M
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
67+ 8.26% |
$53.7K - $61.4K
|
878
$860K
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
67+ 4.02% |
$53.7K - $61.4K
|
1.73K
$1.7M
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
67+ 4.14% |
$53.7K - $61.4K
|
1.69K
$1.65M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
67+ 0.26% |
$53.7K - $61.4K
|
26.3K
$25.7M
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
67+ 6.57% |
$53.7K - $61.4K
|
1.09K
$1.07M
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
66+ 12.48% |
$52.9K - $60.5K
|
595
$583K
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
66+ 0.54% |
$52.9K - $60.5K
|
12.3K
$12.1M
|