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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
48.9K+ 319.66% |
$39.2M - $44.9M
|
64.3K
$61.9M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2+ 7.14% |
$1.6K - $1.83K
|
30
$28.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-67- 1.17% |
$53.7K - $61.4K
|
5.66K
$5.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12+ 0.21% |
$9.62K - $11K
|
5.8K
$5.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
2+ 0.23% |
$1.6K - $1.83K
|
888
$856K
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-10- 1.1% |
$8.02K - $9.17K
|
895
$863K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-35- 0.51% |
$28.1K - $32.1K
|
6.88K
$6.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-297- 12.62% |
$238K - $272K
|
2.06K
$1.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
297+ 2.42% |
$238K - $272K
|
12.6K
$12.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-662- 2.1% |
$531K - $607K
|
30.9K
$29.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-20- 2.83% |
$16K - $18.3K
|
686
$661K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-13- 0.62% |
$10.4K - $11.9K
|
2.08K
$2M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-61- 1.44% |
$48.9K - $55.9K
|
4.18K
$4.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.47K- 0.59% |
$1.18M - $1.35M
|
249K
$240M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 25.0% |
$802 - $917
|
5
$4.82K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-16.5K- 3.96% |
$13.2M - $15.1M
|
399K
$385M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-3- 0.68% |
$2.41K - $2.75K
|
440
$424K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-19- 4.45% |
$15.2K - $17.4K
|
408
$393K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-66- 1.65% |
$52.9K - $60.5K
|
3.93K
$3.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-31.8K- 54.27% |
$25.5M - $29.2M
|
26.8K
$25.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
9.8KNew |
$7.86M - $8.99M
|
9.8K
$9.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
157+ 9.34% |
$126K - $144K
|
1.84K
$1.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.28K+ 10.22% |
$2.63M - $3M
|
35.3K
$34M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.14K+ 13.8% |
$1.72M - $1.96M
|
17.7K
$17M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
37+ 14.45% |
$29.7K - $33.9K
|
293
$282K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 86.78% |
$1.16M - $1.33M
|
3.12K
$3.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
5.72K+ 14.07% |
$4.58M - $5.24M
|
46.4K
$44.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.93K+ 121.2% |
$7.96M - $9.1M
|
18.1K
$17.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-100- 50.0% |
$80.2K - $91.7K
|
100
$96.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
294New |
$236K - $270K
|
294
$283K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1- 0.08% |
$802 - $917
|
1.22K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-314- 3.85% |
$252K - $288K
|
7.84K
$7.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
47+ 3.78% |
$37.7K - $43.1K
|
1.29K
$1.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
85+ 4.24% |
$68.2K - $77.9K
|
2.09K
$2.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-2.62KClosed |
$2.1M - $2.4M
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
9.7K+ 9.13% |
$7.78M - $8.9M
|
116K
$112M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.42K+ 41.96% |
$1.14M - $1.31M
|
4.82K
$4.64M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-374- 1.58% |
$300K - $343K
|
23.3K
$22.5M
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-228- 0.73% |
$183K - $209K
|
31.1K
$29.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
227+ 22.59% |
$182K - $208K
|
1.23K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-145- 1.33% |
$116K - $133K
|
10.8K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
228New |
$183K - $209K
|
228
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
241New |
$193K - $221K
|
241
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
234New |
$188K - $215K
|
234
$226K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-238- 86.86% |
$191K - $218K
|
36
$34.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-424- 0.33% |
$340K - $389K
|
126K
$122M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
261New |
$209K - $239K
|
261
$252K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
10+ 0.4% |
$8.02K - $9.17K
|
2.51K
$2.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.62K- 5.52% |
$1.3M - $1.48M
|
27.7K
$26.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
208+ 3.44% |
$167K - $191K
|
6.26K
$6.03M
|