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 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-223- 45.05% |
$199K - $240K
|
272
$256K
|
|
|
May 13, 2025
Q1 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-760- 14.08% |
$677K - $818K
|
4.64K
$4.37M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.29K+ 86.73% |
$1.15M - $1.39M
|
2.79K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
40+ 5.29% |
$35.6K - $43.1K
|
796
$750K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.56K- 3.1% |
$1.38M - $1.67M
|
48.5K
$45.7M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
13+ 4.92% |
$11.6K - $14K
|
277
$261K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
109+ 7.93% |
$97.1K - $117K
|
1.48K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-6- 1.73% |
$5.34K - $6.46K
|
340
$320K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-37- 12.21% |
$33K - $39.8K
|
266
$250K
|
|
|
May 13, 2025
Q1 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-337- 1.85% |
$300K - $363K
|
17.9K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
107+ 5.45% |
$95.3K - $115K
|
2.07K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-44- 9.03% |
$39.2K - $47.4K
|
443
$417K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.02K- 1.54% |
$908K - $1.1M
|
65.1K
$61.3M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-43- 0.62% |
$38.3K - $46.3K
|
6.88K
$6.47M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
32+ 1.45% |
$28.5K - $34.5K
|
2.23K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
75+ 3.2% |
$66.8K - $80.8K
|
2.42K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-15- 5.05% |
$13.4K - $16.2K
|
282
$266K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
346+ 0.21% |
$308K - $373K
|
162K
$152M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
21.2KNew |
$18.9M - $22.8M
|
21.2K
$19.9M
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
226New |
$201K - $243K
|
226
$213K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
9+ 0.45% |
$8.02K - $9.69K
|
2.01K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-98- 0.78% |
$87.3K - $106K
|
12.4K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-465K- 27.16% |
$415M - $501M
|
1.25M
$1.18B
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-123- 2.74% |
$110K - $132K
|
4.36K
$4.1M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
66+ 0.48% |
$58.8K - $71.1K
|
13.9K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-109- 8.71% |
$97.1K - $117K
|
1.14K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
178+ 4.49% |
$159K - $192K
|
4.14K
$3.9M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.44K- 4.86% |
$3.95M - $4.78M
|
86.9K
$81.8M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
8+ 0.18% |
$7.12K - $8.61K
|
4.36K
$4.11M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-397- 2.31% |
$354K - $428K
|
16.8K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-833- 9.37% |
$742K - $897K
|
8.06K
$7.59M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
20+ 2.9% |
$17.8K - $21.5K
|
710
$669K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-30- 5.25% |
$26.7K - $32.3K
|
541
$509K
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-352- 36.14% |
$313K - $379K
|
622
$586K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
8+ 100.0% |
$7.12K - $8.61K
|
16
$15.1K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.09K- 9.54% |
$3.64M - $4.4M
|
38.8K
$36.5M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
30+ 6.94% |
$26.7K - $32.3K
|
462
$435K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-190- 9.48% |
$169K - $205K
|
1.82K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
207KNew |
$185M - $223M
|
207K
$195M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-43- 9.68% |
$38.3K - $46.3K
|
401
$378K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
235New |
$209K - $253K
|
235
$221K
|
|
|
May 13, 2025
Q1 2025
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-20- 0.3% |
$17.8K - $21.5K
|
6.61K
$6.22M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
12+ 3.42% |
$10.7K - $12.9K
|
363
$342K
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-82- 11.4% |
$73K - $88.3K
|
637
$600K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
218+ 37.59% |
$194K - $235K
|
798
$751K
|
|
|
May 13, 2025
Q1 2025
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
100+ 4.1% |
$89.1K - $108K
|
2.54K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-202- 4.48% |
$180K - $218K
|
4.31K
$4.05M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-13.1K- 0.97% |
$11.6M - $14.1M
|
1.34M
$1.26B
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
PUT |
-300- 23.08% |
$267K - $323K
|
1K
$942K
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
15+ 1.12% |
$13.4K - $16.2K
|
1.35K
$1.27M
|