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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
62+ 35.84% |
$55.2K - $66.8K
|
235
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
60+ 6.27% |
$53.4K - $64.6K
|
1.02K
$928K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
50+ 1.25% |
$44.5K - $53.8K
|
4.04K
$3.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
50+ 9.67% |
$44.5K - $53.8K
|
567
$517K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
44+ 3.14% |
$39.2K - $47.4K
|
1.45K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
40+ 5.49% |
$35.6K - $43.1K
|
768
$701K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
40+ 3.08% |
$35.6K - $43.1K
|
1.34K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
38+ 0.91% |
$33.8K - $40.9K
|
4.23K
$3.86M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
36+ 900.0% |
$32.1K - $38.8K
|
40
$36.5K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
34+ 5.07% |
$30.3K - $36.6K
|
705
$643K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
33+ 0.15% |
$29.4K - $35.5K
|
21.5K
$19.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
33+ 1.92% |
$29.4K - $35.5K
|
1.76K
$1.6M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
32+ 0.87% |
$28.5K - $34.5K
|
3.7K
$3.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
28+ 2.15% |
$24.9K - $30.2K
|
1.33K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 2.68% |
$23.2K - $28K
|
996
$909K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
23+ 2.48% |
$20.5K - $24.8K
|
949
$866K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
20+ 6.31% |
$17.8K - $21.5K
|
337
$308K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
17+ 6.39% |
$15.1K - $18.3K
|
283
$258K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
15+ 10.2% |
$13.4K - $16.2K
|
162
$148K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
15+ 5.66% |
$13.4K - $16.2K
|
280
$256K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
14+ 19.18% |
$12.5K - $15.1K
|
87
$79.4K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
11+ 0.45% |
$9.8K - $11.8K
|
2.46K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10+ 29.41% |
$8.91K - $10.8K
|
44
$40.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
10+ 2.06% |
$8.91K - $10.8K
|
496
$453K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5New |
$4.45K - $5.38K
|
5
$4.56K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
5+ 1.21% |
$4.45K - $5.38K
|
419
$382K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
4New |
$3.56K - $4.31K
|
4
$3.65K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
4+ 6.35% |
$3.56K - $4.31K
|
67
$61.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
4+ 0.59% |
$3.56K - $4.31K
|
685
$625K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3+ 1.36% |
$2.67K - $3.23K
|
223
$204K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3+ 7.14% |
$2.67K - $3.23K
|
45
$41.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
3New |
$2.67K - $3.23K
|
3
$2.74K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
3+ 0.7% |
$2.67K - $3.23K
|
432
$394K
|
|
|
Nov 04, 2025
Q1 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
2+ 0.48% |
$1.78K - $2.15K
|
423
$386K
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
1+ 0.17% |
$891 - $1.08K
|
588
$537K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1New |
$891 - $1.08K
|
1
$913
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.12% |
$891 - $1.08K
|
839
$766K
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.44% |
$891 - $1.08K
|
228
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.22% |
$891 - $1.08K
|
46
$42K
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$891 - $1.08K
|
3.16K
$2.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.33% |
$891 - $1.08K
|
301
$275K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
171KNew |
$150M - $170M
|
171K
$156M
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
97KNew |
$84.7M - $96.5M
|
97K
$88.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
90.5KNew |
$79.1M - $90.1M
|
90.5K
$82.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
36.4K+ 44.99% |
$31.8M - $36.2M
|
117K
$107M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
33.5KNew |
$29.3M - $33.4M
|
33.5K
$30.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
PUT |
23.5KNew |
$20.5M - $23.4M
|
23.5K
$21.4M
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
19.7KNew |
$17.2M - $19.6M
|
19.7K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
16.8KNew |
$14.7M - $16.7M
|
16.8K
$15.3M
|
|