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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.95K+ 14.79% |
$1.73M - $2.09M
|
15.1K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-263- 11.64% |
$234K - $283K
|
2K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.37K- 22.15% |
$1.22M - $1.47M
|
4.81K
$4.56M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.33K+ 109.44% |
$1.19M - $1.44M
|
2.55K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-77- 7.26% |
$68.6K - $82.9K
|
983
$931K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-23- 2.04% |
$20.5K - $24.8K
|
1.11K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
8+ 1.37% |
$7.12K - $8.61K
|
593
$562K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
38+ 4.02% |
$33.8K - $40.9K
|
984
$932K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-395- 94.5% |
$352K - $425K
|
23
$21.8K
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.53KNew |
$3.14M - $3.8M
|
3.53K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.99K+ 5.34% |
$3.56M - $4.3M
|
78.8K
$74.6M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.24K+ 11.05% |
$5.56M - $6.72M
|
62.7K
$59.5M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-301- 1.52% |
$268K - $324K
|
19.5K
$18.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.5K+ 1.81% |
$24.5M - $29.6M
|
1.54M
$1.46B
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
26.6K+ 55.91% |
$23.7M - $28.7M
|
74.3K
$70.4M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
142+ 4.41% |
$126K - $153K
|
3.36K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-92- 3.07% |
$81.9K - $99.1K
|
2.91K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
75+ 29.41% |
$66.8K - $80.8K
|
330
$313K
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-78- 5.74% |
$69.5K - $84K
|
1.28K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5- 0.41% |
$4.45K - $5.38K
|
1.22K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
508+ 30.44% |
$452K - $547K
|
2.18K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
15+ 0.36% |
$13.4K - $16.2K
|
4.23K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-47.2K- 58.77% |
$42.1M - $50.9M
|
33.1K
$31.4M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-151- 4.77% |
$134K - $163K
|
3.02K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
49+ 0.06% |
$43.6K - $52.8K
|
84.9K
$80.4M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-262K- 47.15% |
$233M - $282M
|
294K
$278M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-12- 0.23% |
$10.7K - $12.9K
|
5.2K
$4.93M
|
|
|
May 14, 2025
Q1 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-55- 0.21% |
$49K - $59.2K
|
25.6K
$24.2M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 3.31% |
$44.5K - $53.8K
|
1.56K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-147K- 10.69% |
$131M - $158M
|
1.23M
$1.16B
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
280+ 2.77% |
$249K - $302K
|
10.4K
$9.83M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
PUT |
100New |
$89.1K - $108K
|
100
$94.8K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
14+ 9.33% |
$12.5K - $15.1K
|
164
$155K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.03K- 57.13% |
$914K - $1.1M
|
770
$730K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2+ 0.56% |
$1.78K - $2.15K
|
357
$338K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
50+ 1.25% |
$44.5K - $53.8K
|
4.04K
$3.82M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-2.08K- 7.8% |
$1.86M - $2.24M
|
24.6K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
32+ 0.2% |
$28.5K - $34.5K
|
15.7K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
9+ 0.38% |
$8.02K - $9.69K
|
2.4K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-37- 6.6% |
$33K - $39.8K
|
524
$497K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-25.7K- 7.47% |
$22.8M - $27.6M
|
318K
$301M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-85- 22.25% |
$75.7K - $91.5K
|
297
$281K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-89- 7.19% |
$79.3K - $95.8K
|
1.15K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-57- 9.78% |
$50.8K - $61.4K
|
526
$498K
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-218- 3.86% |
$194K - $235K
|
5.43K
$5.14M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
13+ 8.72% |
$11.6K - $14K
|
162
$154K
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
6+ 2.04% |
$5.34K - $6.46K
|
300
$284K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
589+ 12.8% |
$525K - $634K
|
5.19K
$4.92M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-36- 0.7% |
$32.1K - $38.8K
|
5.14K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.99K+ 2.25% |
$3.55M - $4.3M
|
181K
$172M
|