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 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
242+ 8.79% |
$211K - $241K
|
3K
$2.93M
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
241New |
$211K - $240K
|
241
$236K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
240+ 1.92% |
$210K - $239K
|
12.8K
$12.5M
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
238+ 661.11% |
$208K - $237K
|
274
$268K
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
238+ 31.15% |
$208K - $237K
|
1K
$982K
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
238New |
$208K - $237K
|
238
$233K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
238New |
$208K - $237K
|
238
$233K
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
235+ 19.25% |
$205K - $234K
|
1.46K
$1.43M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
235+ 0.66% |
$205K - $234K
|
35.8K
$35M
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
234New |
$204K - $233K
|
234
$229K
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
234New |
$204K - $233K
|
234
$229K
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
233New |
$204K - $232K
|
233
$228K
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
232+ 198.29% |
$203K - $231K
|
349
$342K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
232+ 11.03% |
$203K - $231K
|
2.34K
$2.29M
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
231New |
$202K - $230K
|
231
$226K
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
230+ 5.62% |
$201K - $229K
|
4.32K
$4.24M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
229New |
$200K - $228K
|
229
$224K
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
229New |
$200K - $228K
|
229
$224K
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
228New |
$199K - $227K
|
228
$223K
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
227+ 4.5% |
$198K - $226K
|
5.27K
$5.16M
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
227New |
$198K - $226K
|
227
$222K
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
226+ 2.59% |
$197K - $225K
|
8.97K
$8.79M
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
226+ 8.94% |
$197K - $225K
|
2.75K
$2.7M
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
224New |
$196K - $223K
|
224
$219K
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
224New |
$196K - $223K
|
224
$219K
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
223+ 8.82% |
$195K - $222K
|
2.75K
$2.69M
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
222New |
$194K - $221K
|
222
$218K
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
220New |
$192K - $219K
|
220
$216K
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
220New |
$192K - $219K
|
220
$216K
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
219New |
$191K - $218K
|
219
$215K
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
219+ 24.09% |
$191K - $218K
|
1.13K
$1.11M
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
218New |
$190K - $217K
|
218
$214K
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
217+ 1.54% |
$190K - $216K
|
14.3K
$14M
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
BUY
|
- |
215+ 2.64% |
$188K - $214K
|
8.37K
$8.2M
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
215+ 4.87% |
$188K - $214K
|
4.63K
$4.54M
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
214+ 9.19% |
$187K - $213K
|
2.54K
$2.49M
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
210+ 9.38% |
$183K - $209K
|
2.45K
$2.4M
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
203+ 54.13% |
$177K - $202K
|
578
$566K
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
203+ 6.88% |
$177K - $202K
|
3.15K
$3.09M
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
200+ 17.23% |
$175K - $199K
|
1.36K
$1.33M
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
200New |
$175K - $199K
|
200
$196K
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
198+ 9.95% |
$173K - $197K
|
2.19K
$2.14M
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
197+ 0.88% |
$172K - $196K
|
22.6K
$22.1M
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
192+ 6.25% |
$168K - $191K
|
3.27K
$3.2M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
191+ 7.87% |
$167K - $190K
|
2.62K
$2.57M
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
190+ 41.13% |
$166K - $189K
|
652
$639K
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
188+ 14.02% |
$164K - $187K
|
1.53K
$1.5M
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
187+ 2.9% |
$163K - $186K
|
6.63K
$6.49M
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
186+ 6.65% |
$162K - $185K
|
2.98K
$2.92M
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
184+ 51.11% |
$161K - $183K
|
544
$533K
|