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 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-150- 8.08% |
$120K - $138K
|
1.71K
$1.64M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-152- 17.18% |
$122K - $139K
|
733
$707K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
102+ 2.79% |
$81.8K - $93.5K
|
3.76K
$3.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-39- 0.24% |
$31.3K - $35.8K
|
16K
$15.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$802 - $917
|
982
$947K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
149+ 20.0% |
$119K - $137K
|
894
$862K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-176- 2.41% |
$141K - $161K
|
7.14K
$6.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-61- 13.44% |
$48.9K - $55.9K
|
393
$379K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-119- 1.14% |
$95.4K - $109K
|
10.3K
$9.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-12- 0.13% |
$9.62K - $11K
|
9.42K
$9.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.06KNew |
$849K - $971K
|
1.06K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-40- 1.43% |
$32.1K - $36.7K
|
2.76K
$2.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-109- 7.61% |
$87.4K - $100K
|
1.32K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.19% |
$802 - $917
|
523
$504K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
18+ 1.05% |
$14.4K - $16.5K
|
1.73K
$1.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1- 0.18% |
$802 - $917
|
558
$538K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-1.08K- 3.2% |
$866K - $990K
|
32.7K
$31.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
733New |
$588K - $672K
|
733
$707K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
533+ 25.49% |
$427K - $489K
|
2.62K
$2.53M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.04K+ 2.49% |
$832K - $952K
|
42.8K
$41.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.68K+ 6.66% |
$6.16M - $7.05M
|
123K
$119M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-10- 0.37% |
$8.02K - $9.17K
|
2.67K
$2.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
15+ 2.54% |
$12K - $13.8K
|
606
$584K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-347- 1.93% |
$278K - $318K
|
17.6K
$17M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-129- 16.91% |
$103K - $118K
|
634
$611K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
338K+ 75894.39% |
$271M - $310M
|
339K
$327M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
37+ 6.17% |
$29.7K - $33.9K
|
637
$614K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-10K- 11.0% |
$8.02M - $9.17M
|
80.9K
$78M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
138+ 0.99% |
$111K - $127K
|
14.1K
$13.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-6- 0.75% |
$4.81K - $5.5K
|
798
$769K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-4- 0.09% |
$3.21K - $3.67K
|
4.32K
$4.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
266+ 1.45% |
$213K - $244K
|
18.5K
$17.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
SELL
|
- |
-1.47K- 9.83% |
$1.18M - $1.34M
|
13.4K
$13M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
111+ 0.69% |
$89K - $102K
|
16.3K
$15.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
956+ 1.48% |
$767K - $877K
|
65.4K
$63M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-351- 1.45% |
$281K - $322K
|
23.9K
$23M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-13- 0.06% |
$10.4K - $11.9K
|
21.3K
$20.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
15+ 2.26% |
$12K - $13.8K
|
679
$655K
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
8.49K+ 72.36% |
$6.8M - $7.78M
|
20.2K
$19.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-158- 1.77% |
$127K - $145K
|
8.75K
$8.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.7K- 37.46% |
$1.36M - $1.56M
|
2.84K
$2.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
148+ 2.07% |
$119K - $136K
|
7.3K
$7.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
181+ 12.31% |
$145K - $166K
|
1.65K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-980- 24.39% |
$786K - $899K
|
3.04K
$2.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10+ 1.82% |
$8.02K - $9.17K
|
558
$538K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-114- 2.06% |
$91.4K - $105K
|
5.42K
$5.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
11+ 0.38% |
$8.82K - $10.1K
|
2.94K
$2.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-2.54K- 25.43% |
$2.04M - $2.33M
|
7.45K
$7.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
49+ 3.71% |
$39.3K - $44.9K
|
1.37K
$1.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-10- 2.95% |
$8.02K - $9.17K
|
329
$317K
|