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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
200+ 30.86% |
$96.6K - $108K
|
848
$801K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
200New |
$96.6K - $108K
|
200
$189K
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
CALL |
200New |
$96.6K - $108K
|
200
$189K
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
CALL |
200New |
$96.6K - $108K
|
200
$189K
|
|
Aug 11, 2023
Q2 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
95+ 4.74% |
$45.9K - $51.1K
|
2.1K
$1.98M
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
90+ 3.26% |
$43.4K - $48.5K
|
2.85K
$2.7M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
79+ 1.8% |
$38.1K - $42.5K
|
4.47K
$4.22M
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
74+ 9.74% |
$35.7K - $39.8K
|
834
$788K
|
|
Aug 10, 2023
Q2 2023
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
68+ 0.75% |
$32.8K - $36.6K
|
9.15K
$8.64M
|
|
Aug 14, 2023
Q2 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
44+ 27.16% |
$21.2K - $23.7K
|
206
$195K
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
41New |
$19.8K - $22.1K
|
41
$38.7K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
40+ 0.94% |
$19.3K - $21.5K
|
4.29K
$4.06M
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
38+ 8.66% |
$18.3K - $20.5K
|
477
$451K
|
|
Jul 24, 2023
Q2 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
33+ 3.87% |
$15.9K - $17.8K
|
885
$836K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
32+ 3.03% |
$15.4K - $17.2K
|
1.09K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
25New |
$12.1K - $13.5K
|
25
$23.6K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
23+ 2.35% |
$11.1K - $12.4K
|
1K
$948K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
19+ 0.09% |
$9.17K - $10.2K
|
20.9K
$19.8M
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
14+ 2.69% |
$6.76K - $7.54K
|
534
$504K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
12+ 109.09% |
$5.79K - $6.46K
|
23
$21.7K
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
10+ 2.4% |
$4.83K - $5.38K
|
427
$403K
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
7+ 1.23% |
$3.38K - $3.77K
|
576
$544K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3+ 3.45% |
$1.45K - $1.62K
|
90
$85K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.29% |
$966 - $1.08K
|
693
$655K
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
2+ 0.4% |
$966 - $1.08K
|
508
$480K
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.24% |
$483 - $538
|
423
$400K
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
BUY
|
- |
1+ 0.07% |
$483 - $538
|
1.43K
$1.35M
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.6MNew |
$2.52B - $2.93B
|
5.6M
$5.29B
|
|
May 15, 2023
Q1 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
61KNew |
$27.5M - $31.9M
|
61K
$57.6M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
21.9K+ 717.29% |
$9.84M - $11.4M
|
24.9K
$23.5M
|
|
May 15, 2023
Q1 2023
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
15KNew |
$6.75M - $7.85M
|
15K
$14.2M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
12.5KNew |
$5.63M - $6.54M
|
12.5K
$11.8M
|
|
May 11, 2023
Q1 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
11.5KNew |
$5.17M - $6.01M
|
11.5K
$10.9M
|
|
May 15, 2023
Q1 2023
|
Masterton Capital Management, LP
New York, NY |
BUY
|
- |
9.2KNew |
$4.14M - $4.82M
|
9.2K
$8.69M
|
|
May 15, 2023
Q1 2023
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
BUY
|
- |
8.4KNew |
$3.78M - $4.4M
|
8.4K
$7.94M
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
6.15KNew |
$2.77M - $3.22M
|
6.15K
$5.81M
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
6KNew |
$2.7M - $3.14M
|
6K
$5.67M
|
|
Apr 11, 2023
Q1 2023
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
5.57K+ 143.92% |
$2.51M - $2.92M
|
9.45K
$8.92M
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.3K+ 2.31% |
$1.94M - $2.25M
|
191K
$180M
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
2KNew |
$900K - $1.05M
|
2K
$1.89M
|
|
Apr 18, 2023
Q1 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
1.5K+ 22.73% |
$675K - $785K
|
8.1K
$7.65M
|
|
May 12, 2023
Q1 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
1.45K+ 177.41% |
$654K - $761K
|
2.27K
$2.15M
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.14KNew |
$512K - $595K
|
1.14K
$1.07M
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
CALL |
1KNew |
$450K - $523K
|
1K
$945K
|
|
May 12, 2023
Q1 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
950New |
$428K - $497K
|
950
$897K
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
741New |
$334K - $388K
|
741
$700K
|
|
May 15, 2023
Q1 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
727New |
$327K - $381K
|
727
$687K
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
658New |
$296K - $344K
|
658
$622K
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
641+ 29.66% |
$289K - $336K
|
2.8K
$2.65M
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
500New |
$225K - $262K
|
500
$472K
|