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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-98- 0.65% |
$78.6K - $89.9K
|
15K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
224+ 4.37% |
$180K - $205K
|
5.35K
$5.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-110- 1.3% |
$88.2K - $101K
|
8.36K
$8.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
23+ 2.11% |
$18.4K - $21.1K
|
1.12K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-594- 8.42% |
$476K - $545K
|
6.46K
$6.34M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-269- 5.53% |
$216K - $247K
|
4.6K
$4.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-82- 4.15% |
$65.8K - $75.2K
|
1.9K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-2- 0.05% |
$1.6K - $1.83K
|
3.65K
$3.58M
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
18+ 138.46% |
$14.4K - $16.5K
|
31
$30.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
181+ 11.88% |
$145K - $166K
|
1.7K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
257+ 36.45% |
$206K - $236K
|
962
$945K
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-106- 2.24% |
$85K - $97.2K
|
4.64K
$4.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
4.67K+ 24.45% |
$3.74M - $4.28M
|
23.8K
$23.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-13.4K- 1.34% |
$10.7M - $12.3M
|
988K
$971M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
231New |
$185K - $212K
|
231
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-475- 66.81% |
$381K - $436K
|
236
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-54- 12.89% |
$43.3K - $49.5K
|
365
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.12K- 42.92% |
$894K - $1.02M
|
1.48K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
444+ 0.95% |
$356K - $407K
|
47.3K
$46.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-108- 1.15% |
$86.6K - $99K
|
9.29K
$9.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-5- 0.52% |
$4.01K - $4.59K
|
949
$932K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-107- 31.01% |
$85.8K - $98.1K
|
238
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
465+ 26.8% |
$373K - $426K
|
2.2K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
399+ 18.27% |
$320K - $366K
|
2.58K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-115- 3.21% |
$92.2K - $105K
|
3.46K
$3.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
13.2K+ 403.77% |
$10.6M - $12.1M
|
16.5K
$16.2M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
127K+ 35.53% |
$102M - $116M
|
483K
$475M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
SELL
|
- |
-331- 20.75% |
$265K - $304K
|
1.26K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
435+ 5.21% |
$349K - $399K
|
8.78K
$8.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-9.04K- 26.16% |
$7.25M - $8.29M
|
25.5K
$25.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.7% |
$802 - $917
|
141
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-1.08K- 14.28% |
$869K - $994K
|
6.51K
$6.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
14+ 2.14% |
$11.2K - $12.8K
|
667
$655K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
452+ 0.26% |
$362K - $415K
|
172K
$169M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
1.56K+ 176.93% |
$1.25M - $1.43M
|
2.44K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
890+ 17.06% |
$714K - $816K
|
6.11K
$6M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-60- 6.81% |
$48.1K - $55K
|
821
$806K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.25K+ 35.3% |
$4.21M - $4.81M
|
20.1K
$19.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-13- 4.42% |
$10.4K - $11.9K
|
281
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-207- 42.24% |
$166K - $190K
|
283
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-210- 12.83% |
$168K - $193K
|
1.43K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
336+ 4.87% |
$269K - $308K
|
7.23K
$7.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.07K+ 11.64% |
$858K - $981K
|
10.3K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-36.6K- 32.45% |
$29.4M - $33.6M
|
76.3K
$74.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
122+ 0.64% |
$97.8K - $112K
|
19.2K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.73K+ 7.01% |
$3.8M - $4.34M
|
72.2K
$70.9M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.8K- 6.45% |
$5.45M - $6.24M
|
98.6K
$96.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
5.1KNew |
$4.09M - $4.68M
|
5.1K
$5.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-21.3K- 51.14% |
$17.1M - $19.5M
|
20.3K
$20M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.07K+ 28.31% |
$1.66M - $1.9M
|
9.38K
$9.21M
|