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 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
33+ 0.15% |
$29.4K - $35.5K
|
21.5K
$20.2M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-198- 2.38% |
$176K - $213K
|
8.12K
$7.64M
|
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
BUY
|
- |
1.83K+ 22.5% |
$1.63M - $1.97M
|
9.94K
$9.36M
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
8+ 0.06% |
$7.12K - $8.61K
|
13K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-151- 0.43% |
$134K - $163K
|
35K
$32.9M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-704- 3.75% |
$627K - $758K
|
18.1K
$17M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-24- 1.63% |
$21.4K - $25.8K
|
1.45K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-6- 1.44% |
$5.34K - $6.46K
|
412
$388K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14- 0.52% |
$12.5K - $15.1K
|
2.68K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-518- 2.67% |
$461K - $558K
|
18.9K
$17.8M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-673- 1.67% |
$599K - $725K
|
39.7K
$37.4M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.12K- 13.31% |
$994K - $1.2M
|
7.27K
$6.85M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.08K+ 7.56% |
$963K - $1.16M
|
15.4K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-5- 0.36% |
$4.45K - $5.38K
|
1.39K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-147- 1.12% |
$131K - $158K
|
13K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
629+ 17.65% |
$560K - $677K
|
4.19K
$3.95M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
9+ 8.49% |
$8.02K - $9.69K
|
115
$108K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
19.2K+ 19.13% |
$17.1M - $20.7M
|
119K
$112M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-124- 1.91% |
$110K - $134K
|
6.37K
$5.99M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-100- 7.43% |
$89.1K - $108K
|
1.25K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
40.1K+ 104.87% |
$35.7M - $43.1M
|
78.3K
$73.7M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
414+ 17.42% |
$369K - $446K
|
2.79K
$2.63M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
36+ 7.45% |
$32.1K - $38.8K
|
519
$489K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
223+ 11.87% |
$199K - $240K
|
2.1K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-18- 5.73% |
$16K - $19.4K
|
296
$279K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
2.92K+ 309.09% |
$2.6M - $3.15M
|
3.87K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
82+ 6.36% |
$73K - $88.3K
|
1.37K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-939- 55.99% |
$836K - $1.01M
|
738
$695K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
101+ 0.46% |
$90K - $109K
|
22K
$20.7M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.48K+ 8.46% |
$3.1M - $3.75M
|
44.7K
$42.1M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
192K+ 5.17% |
$171M - $207M
|
3.91M
$3.68B
|
|
|
May 12, 2025
Q1 2025
|
Worldly Partners Management, LLC
Boston, MA |
BUY
|
- |
372+ 0.41% |
$331K - $401K
|
91.4K
$86.1M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
3.66MNew |
$3.26B - $3.94B
|
3.66M
$3.45B
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
647New |
$576K - $697K
|
647
$609K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-35- 2.6% |
$31.2K - $37.7K
|
1.31K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
264New |
$235K - $284K
|
264
$249K
|
|
|
May 12, 2025
Q1 2025
|
Enhancing Capital LLC
|
BUY
|
- |
4+ 0.11% |
$3.56K - $4.31K
|
3.55K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-19- 0.62% |
$16.9K - $20.5K
|
3.07K
$2.89M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
40+ 8.49% |
$35.6K - $43.1K
|
511
$481K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-32.3K- 7.2% |
$28.8M - $34.8M
|
417K
$392M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
CALL |
-10K- 20.0% |
$8.91M - $10.8M
|
40K
$37.7M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-314- 17.55% |
$280K - $338K
|
1.48K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
100+ 3.76% |
$89.1K - $108K
|
2.76K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
2.28K+ 3.65% |
$2.03M - $2.46M
|
64.7K
$60.9M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
62+ 0.94% |
$55.2K - $66.8K
|
6.69K
$6.3M
|
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
19.6KNew |
$17.5M - $21.1M
|
19.6K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
6.92K+ 67.84% |
$6.17M - $7.46M
|
17.1K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
39K+ 4.74% |
$34.7M - $42M
|
862K
$811M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
219New |
$195K - $236K
|
219
$206K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
159+ 5.96% |
$142K - $171K
|
2.83K
$2.66M
|