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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
69+ 9.21% |
$60.3K - $68.6K
|
818
$773K
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
68+ 0.73% |
$59.4K - $67.6K
|
9.39K
$8.87M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
68+ 4.46% |
$59.4K - $67.6K
|
1.59K
$1.5M
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
67+ 3.45% |
$58.5K - $66.6K
|
2.01K
$1.9M
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
66+ 2.35% |
$57.7K - $65.6K
|
2.88K
$2.72M
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
65+ 1.08% |
$56.8K - $64.7K
|
6.06K
$5.73M
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
63New |
$55K - $62.7K
|
63
$59.5K
|
|
Jan 23, 2025
Q4 2024
|
Tlw Wealth Management, LLC
|
BUY
|
- |
61+ 0.46% |
$53.3K - $60.7K
|
13.3K
$12.5M
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
61+ 4.61% |
$53.3K - $60.7K
|
1.39K
$1.31M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
60+ 25.97% |
$52.4K - $59.7K
|
291
$275K
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
59+ 2.68% |
$51.5K - $58.7K
|
2.26K
$2.14M
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
59+ 2.65% |
$51.5K - $58.7K
|
2.29K
$2.16M
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
59+ 1.1% |
$51.5K - $58.7K
|
5.43K
$5.13M
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
59+ 4.64% |
$51.5K - $58.7K
|
1.33K
$1.26M
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
59+ 8.01% |
$51.5K - $58.7K
|
796
$752K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
59New |
$51.5K - $58.7K
|
59
$55.7K
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
56+ 13.66% |
$48.9K - $55.7K
|
466
$440K
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
56+ 7.4% |
$48.9K - $55.7K
|
813
$768K
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
55+ 18.21% |
$48K - $54.7K
|
357
$337K
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
55+ 18.09% |
$48K - $54.7K
|
359
$339K
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
53+ 12.74% |
$46.3K - $52.7K
|
469
$443K
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
53+ 0.26% |
$46.3K - $52.7K
|
20.3K
$19.2M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
53+ 0.52% |
$46.3K - $52.7K
|
10.3K
$9.75M
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
52+ 0.88% |
$45.4K - $51.7K
|
5.95K
$5.62M
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
51+ 2.5% |
$44.6K - $50.7K
|
2.09K
$1.98M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
50+ 11.47% |
$43.7K - $49.7K
|
486
$459K
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
50+ 12.25% |
$43.7K - $49.7K
|
458
$433K
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
49+ 7.68% |
$42.8K - $48.7K
|
687
$649K
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
48+ 1.32% |
$41.9K - $47.7K
|
3.7K
$3.49M
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
48+ 0.31% |
$41.9K - $47.7K
|
15.7K
$14.8M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47+ 11.58% |
$41.1K - $46.8K
|
453
$428K
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
47+ 5.4% |
$41.1K - $46.8K
|
917
$866K
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
46+ 14.7% |
$40.2K - $45.8K
|
359
$339K
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
46+ 8.36% |
$40.2K - $45.8K
|
596
$563K
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
45New |
$39.3K - $44.8K
|
45
$42.5K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
45+ 1.6% |
$39.3K - $44.8K
|
2.86K
$2.7M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
44+ 0.67% |
$38.4K - $43.8K
|
6.62K
$6.25M
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
43+ 2.73% |
$37.6K - $42.8K
|
1.62K
$1.53M
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
42+ 7.13% |
$36.7K - $41.8K
|
631
$596K
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
42+ 5.04% |
$36.7K - $41.8K
|
876
$828K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
42+ 3.89% |
$36.7K - $41.8K
|
1.12K
$1.06M
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
42+ 3.27% |
$36.7K - $41.8K
|
1.33K
$1.25M
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
40+ 2.71% |
$34.9K - $39.8K
|
1.52K
$1.43M
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
39+ 10.57% |
$34.1K - $38.8K
|
408
$385K
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
39+ 3.08% |
$34.1K - $38.8K
|
1.31K
$1.23M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
38+ 2.77% |
$33.2K - $37.8K
|
1.41K
$1.33M
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
38+ 11.66% |
$33.2K - $37.8K
|
364
$344K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
38+ 2.6% |
$33.2K - $37.8K
|
1.5K
$1.42M
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
37+ 0.89% |
$32.3K - $36.8K
|
4.19K
$3.96M
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
36+ 3.91% |
$31.4K - $35.8K
|
957
$904K
|