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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.42K+ 29.91% |
$1.24M - $1.42M
|
6.19K
$5.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
79+ 3.71% |
$69K - $78.6K
|
2.21K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
329New |
$287K - $327K
|
329
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
78+ 3.27% |
$68.1K - $77.6K
|
2.46K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-276- 1.6% |
$241K - $275K
|
16.9K
$15.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
338+ 36.58% |
$295K - $336K
|
1.26K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
774+ 7.4% |
$676K - $770K
|
11.2K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
31+ 0.76% |
$27.1K - $30.8K
|
4.09K
$3.71M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 0.53% |
$4.37K - $4.97K
|
950
$864K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
421+ 33.84% |
$368K - $419K
|
1.67K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-186- 1.22% |
$162K - $185K
|
15.1K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
240+ 1.92% |
$210K - $239K
|
12.8K
$11.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-5- 0.77% |
$4.37K - $4.97K
|
648
$589K
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
100+ 9.79% |
$87.4K - $99.5K
|
1.12K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.01K- 2.52% |
$884K - $1.01M
|
39.1K
$35.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-417- 16.14% |
$364K - $415K
|
2.17K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-109- 2.82% |
$95.2K - $108K
|
3.75K
$3.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
76+ 16.85% |
$66.4K - $75.6K
|
527
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
241New |
$211K - $240K
|
241
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.09K- 1.13% |
$956K - $1.09M
|
96K
$87.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
25+ 0.95% |
$21.8K - $24.9K
|
2.67K
$2.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-14.4K- 83.89% |
$12.6M - $14.3M
|
2.77K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-80- 8.78% |
$69.9K - $79.6K
|
831
$756K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-55- 1.29% |
$48K - $54.7K
|
4.21K
$3.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
166+ 1.08% |
$145K - $165K
|
15.6K
$14.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-24- 0.26% |
$21K - $23.9K
|
9.27K
$8.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
167+ 8.05% |
$146K - $166K
|
2.24K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
291+ 6.56% |
$254K - $289K
|
4.73K
$4.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
245+ 8.46% |
$214K - $244K
|
3.14K
$2.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
815+ 1.34% |
$712K - $811K
|
61.6K
$56M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.96K- 1.19% |
$2.58M - $2.94M
|
246K
$223M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
40+ 0.48% |
$34.9K - $39.8K
|
8.4K
$7.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
10+ 0.77% |
$8.74K - $9.95K
|
1.3K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
231New |
$202K - $230K
|
231
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
379New |
$331K - $377K
|
379
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.52% |
$4.37K - $4.97K
|
968
$880K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-100- 1.73% |
$87.4K - $99.5K
|
5.67K
$5.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
3+ 1.9% |
$2.62K - $2.98K
|
161
$146K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
663+ 18.52% |
$579K - $659K
|
4.24K
$3.86M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
12+ 1.85% |
$10.5K - $11.9K
|
662
$602K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
32+ 2.28% |
$28K - $31.8K
|
1.44K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-117- 0.72% |
$102K - $116K
|
16.2K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
769+ 8.62% |
$672K - $765K
|
9.69K
$8.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
504+ 6.33% |
$440K - $501K
|
8.47K
$7.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
309+ 2.47% |
$270K - $307K
|
12.8K
$11.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
485+ 1.99% |
$424K - $482K
|
24.9K
$22.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
401+ 2.95% |
$350K - $399K
|
14K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-12- 3.64% |
$10.5K - $11.9K
|
318
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
150+ 35.05% |
$131K - $149K
|
578
$526K
|
|
|
Jan 28, 2025
Q4 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-119- 0.61% |
$104K - $118K
|
19.3K
$17.5M
|