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 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.75% |
$7.22K - $8.25K
|
1.22K
$1.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
20+ 0.9% |
$16K - $18.3K
|
2.24K
$2.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
6.56K+ 6.52% |
$5.26M - $6.01M
|
107K
$103M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-9- 0.21% |
$7.22K - $8.25K
|
4.24K
$4.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
277+ 0.74% |
$222K - $254K
|
37.7K
$36.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4- 0.19% |
$3.21K - $3.67K
|
2.13K
$2.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
166+ 0.21% |
$133K - $152K
|
78.6K
$75.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
1.86K+ 406.78% |
$1.49M - $1.7M
|
2.32K
$2.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
29+ 6.87% |
$23.3K - $26.6K
|
451
$435K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.27% |
$802 - $917
|
369
$356K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
339+ 92.62% |
$272K - $311K
|
705
$680K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-277- 8.8% |
$222K - $254K
|
2.87K
$2.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.85K- 5.86% |
$2.29M - $2.62M
|
45.8K
$44.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
304New |
$244K - $279K
|
304
$293K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
6+ 0.44% |
$4.81K - $5.5K
|
1.37K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-54- 0.32% |
$43.3K - $49.5K
|
16.6K
$16.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.4K- 25.92% |
$1.12M - $1.28M
|
3.99K
$3.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-13- 3.8% |
$10.4K - $11.9K
|
329
$317K
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
745+ 35.49% |
$597K - $683K
|
2.84K
$2.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
59+ 15.45% |
$47.3K - $54.1K
|
441
$425K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-51- 6.46% |
$40.9K - $46.8K
|
738
$712K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
98+ 1.86% |
$78.6K - $89.9K
|
5.36K
$5.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
52+ 19.62% |
$41.7K - $47.7K
|
317
$306K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-219- 2.27% |
$176K - $201K
|
9.41K
$9.08M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
416+ 7.5% |
$334K - $381K
|
5.96K
$5.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-4- 0.95% |
$3.21K - $3.67K
|
418
$403K
|
|
|
Nov 01, 2024
Q3 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
93New |
$74.6K - $85.3K
|
93
$89.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
500New |
$401K - $459K
|
500
$482K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
698+ 0.96% |
$560K - $640K
|
73.6K
$71M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.9K- 16.37% |
$3.13M - $3.58M
|
19.9K
$19.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Provident Trust CO
|
SELL
|
- |
-2.36K- 0.28% |
$1.89M - $2.16M
|
838K
$809M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5+ 0.11% |
$4.01K - $4.59K
|
4.7K
$4.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
229New |
$184K - $210K
|
229
$221K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-136- 2.7% |
$109K - $125K
|
4.89K
$4.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-57- 2.97% |
$45.7K - $52.3K
|
1.86K
$1.8M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-376- 4.11% |
$301K - $345K
|
8.78K
$8.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
228+ 0.99% |
$183K - $209K
|
23.2K
$22.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-569- 21.88% |
$456K - $522K
|
2.03K
$1.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
347New |
$278K - $318K
|
347
$335K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
190+ 1.33% |
$152K - $174K
|
14.5K
$14M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
200+ 7.44% |
$160K - $183K
|
2.89K
$2.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
145+ 23.42% |
$116K - $133K
|
764
$737K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-58- 9.21% |
$46.5K - $53.2K
|
572
$552K
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-12- 0.48% |
$9.62K - $11K
|
2.48K
$2.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
82+ 2.31% |
$65.8K - $75.2K
|
3.63K
$3.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
168+ 3.41% |
$135K - $154K
|
5.09K
$4.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-45- 68.18% |
$36.1K - $41.3K
|
21
$20.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
41+ 0.09% |
$32.9K - $37.6K
|
48.2K
$46.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.04K+ 181.71% |
$1.63M - $1.87M
|
3.16K
$3.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.79K+ 13.73% |
$3.84M - $4.39M
|
39.6K
$38.2M
|