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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
4.8KNew |
$4.36M - $5.07M
|
4.8K
$4.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-58.3K- 92.98% |
$53M - $61.7M
|
4.41K
$4.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-5- 2.07% |
$4.54K - $5.28K
|
236
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
117+ 3.05% |
$106K - $124K
|
3.95K
$3.62M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.6K+ 2.92% |
$11.4M - $13.3M
|
443K
$406M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-636- 34.45% |
$578K - $672K
|
1.21K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-22.7K- 7.74% |
$20.6M - $24M
|
271K
$248M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
384K+ 9.82% |
$349M - $406M
|
4.29M
$3.93B
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
329+ 27.91% |
$299K - $348K
|
1.51K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
100+ 16.08% |
$90.8K - $106K
|
722
$662K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-264- 1.8% |
$240K - $279K
|
14.4K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-340- 8.74% |
$309K - $359K
|
3.55K
$3.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
164+ 13.32% |
$149K - $173K
|
1.4K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
200+ 7.23% |
$182K - $211K
|
2.97K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.2K- 2.82% |
$11.1M - $12.9M
|
420K
$385M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
26K+ 21.01% |
$23.6M - $27.5M
|
150K
$137M
|
|
|
Aug 13, 2025
Q2 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-24- 2.68% |
$21.8K - $25.4K
|
873
$800K
|
|
|
Aug 13, 2025
Q2 2025
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-2.53K- 5.82% |
$2.3M - $2.67M
|
40.9K
$37.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
52+ 1.75% |
$47.2K - $55K
|
3.03K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
28+ 4.79% |
$25.4K - $29.6K
|
612
$561K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
5+ 0.74% |
$4.54K - $5.28K
|
685
$628K
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-39- 7.8% |
$35.4K - $41.2K
|
461
$423K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
733+ 1.52% |
$666K - $775K
|
48.8K
$44.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 60.0% |
$2.72K - $3.17K
|
8
$7.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-2- 0.43% |
$1.82K - $2.11K
|
459
$421K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
2+ 1.56% |
$1.82K - $2.11K
|
130
$119K
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
303New |
$275K - $320K
|
303
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
64New |
$58.1K - $67.6K
|
64
$58.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Nkcfo LLC
|
BUY
|
- |
24+ 24.0% |
$21.8K - $25.4K
|
124
$114K
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.2K+ 16.73% |
$1.09M - $1.27M
|
8.39K
$7.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.02KNew |
$926K - $1.08M
|
1.02K
$935K
|
|
|
Aug 13, 2025
Q2 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
900+ 37.5% |
$817K - $951K
|
3.3K
$3.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-50- 6.69% |
$45.4K - $52.8K
|
697
$639K
|
|
|
Aug 13, 2025
Q2 2025
|
Carroll Investors, Inc
|
BUY
|
- |
93+ 1.26% |
$84.5K - $98.3K
|
7.47K
$6.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
173+ 50.88% |
$157K - $183K
|
513
$470K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
63+ 20.93% |
$57.2K - $66.6K
|
364
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
445+ 6.2% |
$404K - $470K
|
7.63K
$6.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
397+ 7.65% |
$361K - $420K
|
5.59K
$5.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
63+ 24.14% |
$57.2K - $66.6K
|
324
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-25.7K- 4.72% |
$23.4M - $27.2M
|
520K
$476M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
780+ 6.93% |
$708K - $824K
|
12K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
51+ 0.86% |
$46.3K - $53.9K
|
5.99K
$5.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.33K- 0.99% |
$1.21M - $1.41M
|
133K
$122M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1- 0.08% |
$908 - $1.06K
|
1.25K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-839- 8.19% |
$762K - $887K
|
9.4K
$8.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
67.7K+ 48.2% |
$61.4M - $71.5M
|
208K
$191M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-27.1K- 86.18% |
$24.6M - $28.7M
|
4.35K
$3.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-194- 1.03% |
$176K - $205K
|
18.7K
$17.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
55.9K+ 12740.32% |
$50.8M - $59.1M
|
56.4K
$51.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
132+ 13.84% |
$120K - $140K
|
1.09K
$996K
|