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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
250New |
$176K - $218K
|
250
$245K
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
246New |
$173K - $214K
|
246
$241K
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
245+ 19.07% |
$173K - $213K
|
1.53K
$1.5M
|
|
Aug 06, 2024
Q2 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
245New |
$173K - $213K
|
245
$240K
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
244New |
$172K - $212K
|
244
$239K
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
243New |
$171K - $212K
|
243
$238K
|
|
Aug 12, 2024
Q2 2024
|
Kidder Stephen W
|
BUY
|
- |
241New |
$170K - $210K
|
241
$236K
|
|
Aug 13, 2024
Q2 2024
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
238New |
$168K - $207K
|
238
$233K
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
238New |
$168K - $207K
|
238
$233K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
238New |
$168K - $207K
|
238
$233K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
236New |
$166K - $205K
|
236
$231K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
226+ 1883.33% |
$159K - $197K
|
238
$233K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
225+ 0.31% |
$159K - $196K
|
73K
$71.5M
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
200New |
$141K - $174K
|
200
$196K
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
192+ 5.98% |
$135K - $167K
|
3.4K
$3.33M
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
190+ 21.94% |
$134K - $165K
|
1.06K
$1.03M
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
173New |
$122K - $151K
|
173
$170K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
160+ 8.81% |
$113K - $139K
|
1.98K
$1.94M
|
|
Jul 22, 2024
Q2 2024
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
151+ 0.28% |
$106K - $131K
|
54.7K
$53.6M
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
121+ 1.85% |
$85.3K - $105K
|
6.64K
$6.51M
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
115+ 8.38% |
$81.1K - $100K
|
1.49K
$1.46M
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
103+ 21.68% |
$72.6K - $89.7K
|
578
$566K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
100New |
$70.5K - $87.1K
|
100
$98K
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
100New |
$70.5K - $87.1K
|
100
$98K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
100New |
$70.5K - $87.1K
|
100
$98K
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
100+ 25.0% |
$70.5K - $87.1K
|
500
$490K
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
100+ 19.49% |
$70.5K - $87.1K
|
613
$601K
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
97+ 4.58% |
$68.4K - $84.5K
|
2.22K
$2.17M
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
89+ 29.08% |
$62.7K - $77.5K
|
395
$387K
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
87+ 9.3% |
$61.3K - $75.8K
|
1.02K
$1M
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
84New |
$59.2K - $73.1K
|
84
$82.3K
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
73+ 73.0% |
$51.5K - $63.6K
|
173
$170K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
64+ 64.0% |
$45.1K - $55.7K
|
164
$161K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
62New |
$43.7K - $54K
|
62
$60.8K
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
61+ 8.41% |
$43K - $53.1K
|
786
$770K
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
61+ 0.31% |
$43K - $53.1K
|
19.6K
$19.2M
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
60+ 13.27% |
$42.3K - $52.2K
|
512
$502K
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
59New |
$41.6K - $51.4K
|
59
$57.8K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
57+ 11.95% |
$40.2K - $49.6K
|
534
$523K
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
52+ 0.14% |
$36.7K - $45.3K
|
36.7K
$36M
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
50New |
$35.2K - $43.5K
|
50
$49K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
49+ 22.9% |
$34.5K - $42.7K
|
263
$258K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
41+ 7.47% |
$28.9K - $35.7K
|
590
$578K
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
40+ 7.01% |
$28.2K - $34.8K
|
611
$599K
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
39+ 5.05% |
$27.5K - $34K
|
812
$796K
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
37+ 7.64% |
$26.1K - $32.2K
|
521
$511K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
33New |
$23.3K - $28.7K
|
33
$32.3K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
33+ 3.36% |
$23.3K - $28.7K
|
1.02K
$996K
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
28+ 1.94% |
$19.7K - $24.4K
|
1.47K
$1.44M
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
25+ 7.46% |
$17.6K - $21.8K
|
360
$353K
|