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 |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
6.48KNew |
$3.09M - $3.73M
|
6.48K
$6.12M
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
149New |
$71.1K - $85.9K
|
149
$141K
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
92+ 2.41% |
$43.9K - $53K
|
3.9K
$3.69M
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
91New |
$43.4K - $52.5K
|
91
$86K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
40New |
$19.1K - $23.1K
|
40
$37.8K
|
|
May 12, 2022
Q1 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
25New |
$11.9K - $14.4K
|
25
$23.6K
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1New |
$477 - $576
|
1
$945
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1+ 0.23% |
$477 - $576
|
435
$411K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
40.5K+ 12.13% |
$17.8M - $23M
|
374K
$354M
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
15KNew |
$6.6M - $8.52M
|
15K
$14.2M
|
|
Feb 02, 2022
Q4 2021
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
4.6KNew |
$2.02M - $2.61M
|
4.6K
$4.35M
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
4.26KNew |
$1.87M - $2.42M
|
4.26K
$4.02M
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
3.17K+ 11.55% |
$1.4M - $1.8M
|
30.6K
$28.9M
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
PUT |
2KNew |
$880K - $1.14M
|
2K
$1.89M
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
CALL |
1KNew |
$440K - $568K
|
1K
$945K
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
924New |
$407K - $525K
|
924
$873K
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
644New |
$283K - $366K
|
644
$608K
|
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
532New |
$234K - $302K
|
532
$503K
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
451New |
$199K - $256K
|
451
$426K
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
367New |
$162K - $208K
|
367
$347K
|
|
Jan 18, 2022
Q4 2021
|
Barton Investment Management
|
BUY
|
- |
274+ 36.53% |
$121K - $156K
|
1.02K
$967K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
69+ 61.61% |
$30.4K - $39.2K
|
181
$171K
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
16New |
$7.04K - $9.08K
|
16
$15.1K
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
15New |
$6.6K - $8.52K
|
15
$14.2K
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
10+ 23.81% |
$4.4K - $5.68K
|
52
$49.1K
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
10New |
$4.4K - $5.68K
|
10
$9.45K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
78.6KNew |
$31M - $36.8M
|
78.6K
$74.3M
|
|
Nov 15, 2021
Q3 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
PUT |
50KNew |
$19.7M - $23.4M
|
50K
$47.2M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
21.6KNew |
$8.52M - $10.1M
|
21.6K
$20.4M
|
|
Nov 15, 2021
Q3 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
20KNew |
$7.89M - $9.36M
|
20K
$18.9M
|
|
Oct 15, 2021
Q3 2021
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
505New |
$199K - $236K
|
505
$477K
|
|
Oct 14, 2021
Q3 2021
|
Verity Wealth Advisors
|
BUY
|
- |
500New |
$197K - $234K
|
500
$472K
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
CALL |
400New |
$158K - $187K
|
400
$378K
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
85New |
$33.5K - $39.8K
|
85
$80.3K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
18.8KNew |
$6.67M - $7.5M
|
18.8K
$17.8M
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
10.6KNew |
$3.76M - $4.22M
|
10.6K
$9.99M
|
|
Aug 04, 2021
Q2 2021
|
Wealth Advisors, Inc.
|
BUY
|
CALL |
2.2KNew |
$781K - $877K
|
2.2K
$2.08M
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
1.67KNew |
$593K - $667K
|
1.67K
$1.58M
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
1KNew |
$355K - $399K
|
1K
$945K
|
|
Jul 26, 2021
Q2 2021
|
Klingenstein Fields & CO LP
|
BUY
|
PUT |
200New |
$71K - $79.8K
|
200
$189K
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.66% |
$355 - $399
|
152
$144K
|
|
Q1 2021 | |||||||
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
35KNew |
$10.9M - $13.3M
|
35K
$33.1M
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
2KNew |
$623K - $760K
|
2K
$1.89M
|
|
Apr 22, 2021
Q1 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1.38K+ 98.21% |
$428K - $523K
|
2.78K
$2.62M
|
|
May 17, 2021
Q1 2021
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
670New |
$209K - $255K
|
670
$633K
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
PUT |
200New |
$62.3K - $76K
|
200
$189K
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
115New |
$35.8K - $43.7K
|
115
$109K
|
|
Jun 23, 2021
Q1 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
CALL |
100New |
$31.1K - $38K
|
100
$94.5K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
123KNew |
$43.7M - $48.2M
|
123K
$116M
|
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
13.9KNew |
$4.93M - $5.45M
|
13.9K
$13.1M
|