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
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
696+ 13.21% |
$632K - $736K
|
5.97K
$5.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
182+ 8.8% |
$165K - $192K
|
2.25K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
300+ 0.43% |
$272K - $317K
|
70.3K
$64.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.38K+ 1.1% |
$1.25M - $1.46M
|
126K
$116M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
822+ 20.19% |
$746K - $869K
|
4.89K
$4.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-10- 3.07% |
$9.08K - $10.6K
|
316
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
103+ 3.84% |
$93.5K - $109K
|
2.79K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
32.2KNew |
$29.2M - $34M
|
32.2K
$29.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
261New |
$237K - $276K
|
261
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
110+ 21.57% |
$99.9K - $116K
|
620
$568K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
71+ 2.76% |
$64.5K - $75K
|
2.65K
$2.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.04K+ 24.78% |
$944K - $1.1M
|
5.23K
$4.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-7.49K- 51.33% |
$6.8M - $7.91M
|
7.1K
$6.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
438+ 1.0% |
$398K - $463K
|
44.1K
$40.4M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
233+ 1.53% |
$212K - $246K
|
15.5K
$14.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
15.6K+ 219.03% |
$14.2M - $16.5M
|
22.8K
$20.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
1+ 0.16% |
$908 - $1.06K
|
626
$574K
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-146- 1.64% |
$133K - $154K
|
8.77K
$8.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
4+ 1.66% |
$3.63K - $4.23K
|
245
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
100+ 5.28% |
$90.8K - $106K
|
1.99K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-1.37K- 41.44% |
$1.24M - $1.44M
|
1.93K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-133- 20.75% |
$121K - $141K
|
508
$466K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
27+ 1.38% |
$24.5K - $28.5K
|
1.99K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.98K- 20.33% |
$3.62M - $4.21M
|
15.6K
$14.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-1.25K- 69.64% |
$1.14M - $1.32M
|
545
$500K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-200- 16.05% |
$182K - $211K
|
1.05K
$959K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4New |
$3.63K - $4.23K
|
4
$3.67K
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
200+ 6.25% |
$182K - $211K
|
3.4K
$3.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-2- 66.67% |
$1.82K - $2.11K
|
1
$917
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-134K- 70.49% |
$121M - $141M
|
55.9K
$51.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
797New |
$724K - $842K
|
797
$731K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
202+ 7.27% |
$183K - $213K
|
2.98K
$2.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
161+ 3.07% |
$146K - $170K
|
5.4K
$4.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.14K- 28.41% |
$1.04M - $1.21M
|
2.88K
$2.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
358+ 10.04% |
$325K - $378K
|
3.92K
$3.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.7K+ 2.31% |
$19.7M - $22.9M
|
961K
$881M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-12- 5.61% |
$10.9K - $12.7K
|
202
$185K
|
|
|
Aug 12, 2025
Q2 2025
|
Windward Capital Management CO
|
SELL
|
- |
-431- 0.62% |
$391K - $456K
|
69.4K
$63.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
104+ 17.63% |
$94.4K - $110K
|
694
$636K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
200+ 238.1% |
$182K - $211K
|
284
$260K
|
|
|
Aug 12, 2025
Q2 2025
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-1.02K- 1.23% |
$924K - $1.08M
|
81.9K
$75M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
452+ 2.98% |
$410K - $478K
|
15.6K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
4+ 1.38% |
$3.63K - $4.23K
|
293
$269K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-52- 3.65% |
$47.2K - $55K
|
1.37K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Eulav Asset Management
|
SELL
|
- |
-1K- 1.75% |
$908K - $1.06M
|
56.1K
$51.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
77+ 35.32% |
$69.9K - $81.4K
|
295
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-510- 23.78% |
$463K - $539K
|
1.64K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-2- 0.09% |
$1.82K - $2.11K
|
2.17K
$1.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-132- 36.67% |
$120K - $140K
|
228
$209K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
134+ 1.24% |
$122K - $142K
|
10.9K
$10M
|