Latest Institutional Transactions on Costco Wholesale Corp (COST)
This table provides information on the latest institutional transactions involving Costco Wholesale Corp (COST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
28+ 1.65% |
$25.4K - $29.6K
|
1.72K
$1.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
75+ 1.56% |
$68.1K - $79.3K
|
4.87K
$4.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
159+ 17.45% |
$144K - $168K
|
1.07K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
205New |
$186K - $217K
|
205
$196K
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
425New |
$386K - $449K
|
425
$405K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-141- 1.11% |
$128K - $149K
|
12.5K
$11.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7+ 2.3% |
$6.36K - $7.4K
|
312
$298K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-88- 1.9% |
$79.9K - $93K
|
4.55K
$4.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-61- 3.48% |
$55.4K - $64.5K
|
1.69K
$1.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4+ 0.96% |
$3.63K - $4.23K
|
421
$402K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-161- 1.26% |
$146K - $170K
|
12.6K
$12.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.26% |
$1.82K - $2.11K
|
783
$747K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
81+ 32.79% |
$73.6K - $85.6K
|
328
$313K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-5- 1.01% |
$4.54K - $5.28K
|
491
$468K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-119- 4.05% |
$108K - $126K
|
2.82K
$2.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
13+ 3.13% |
$11.8K - $13.7K
|
429
$409K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
202+ 7.58% |
$183K - $213K
|
2.87K
$2.73M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
9+ 0.25% |
$8.17K - $9.51K
|
3.64K
$3.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
587+ 14.57% |
$533K - $620K
|
4.62K
$4.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
16+ 1.4% |
$14.5K - $16.9K
|
1.16K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
97+ 17.67% |
$88.1K - $103K
|
646
$616K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
209New |
$190K - $221K
|
209
$199K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
36+ 0.55% |
$32.7K - $38K
|
6.59K
$6.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1+ 0.22% |
$908 - $1.06K
|
448
$427K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
166+ 1.06% |
$151K - $175K
|
15.8K
$15M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
100+ 5.0% |
$90.8K - $106K
|
2.1K
$2.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-29- 5.14% |
$26.3K - $30.6K
|
535
$510K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-603- 11.85% |
$548K - $637K
|
4.49K
$4.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
26+ 4.55% |
$23.6K - $27.5K
|
597
$569K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
516+ 1.38% |
$469K - $545K
|
37.9K
$36.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2+ 0.01% |
$1.82K - $2.11K
|
22.8K
$21.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
248+ 14.04% |
$225K - $262K
|
2.01K
$1.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
142+ 48.63% |
$129K - $150K
|
434
$414K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
478+ 9.61% |
$434K - $505K
|
5.45K
$5.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-23- 0.44% |
$20.9K - $24.3K
|
5.22K
$4.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-42- 3.44% |
$38.1K - $44.4K
|
1.18K
$1.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-191- 43.02% |
$173K - $202K
|
253
$241K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-55- 15.03% |
$49.9K - $58.1K
|
311
$297K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
73+ 4.02% |
$66.3K - $77.2K
|
1.89K
$1.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
6+ 9.23% |
$5.45K - $6.34K
|
71
$67.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-96- 24.87% |
$87.2K - $101K
|
290
$277K
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
75+ 1.68% |
$68.1K - $79.3K
|
4.54K
$4.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
2.03K+ 58.69% |
$1.85M - $2.15M
|
5.5K
$5.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
21+ 1.38% |
$19.1K - $22.2K
|
1.54K
$1.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-89- 1.22% |
$80.8K - $94.1K
|
7.2K
$6.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-150- 2.54% |
$136K - $159K
|
5.77K
$5.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
35+ 0.43% |
$31.8K - $37K
|
8.13K
$7.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
99+ 5.04% |
$89.9K - $105K
|
2.06K
$1.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
100+ 11.66% |
$90.8K - $106K
|
958
$914K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
9New |
$8.17K - $9.51K
|
9
$8.59K
|