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 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9+ 4.48% |
$7.22K - $8.25K
|
210
$204K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.77K+ 14.96% |
$5.43M - $6.21M
|
52K
$50.5M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
16+ 1.17% |
$12.8K - $14.7K
|
1.39K
$1.35M
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-16- 3.59% |
$12.8K - $14.7K
|
430
$418K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
45+ 0.7% |
$36.1K - $41.3K
|
6.45K
$6.27M
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-871- 12.2% |
$698K - $799K
|
6.27K
$6.09M
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
105+ 1.76% |
$84.2K - $96.3K
|
6.06K
$5.89M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-64- 11.17% |
$51.3K - $58.7K
|
509
$494K
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-30- 2.79% |
$24.1K - $27.5K
|
1.04K
$1.01M
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-150- 5.29% |
$120K - $138K
|
2.69K
$2.61M
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-9- 1.69% |
$7.22K - $8.25K
|
522
$507K
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-108- 2.35% |
$86.6K - $99K
|
4.49K
$4.36M
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
273New |
$219K - $250K
|
273
$265K
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-91- 5.65% |
$73K - $83.5K
|
1.52K
$1.48M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.64K- 96.55% |
$5.32M - $6.09M
|
237
$230K
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-27- 0.65% |
$21.6K - $24.8K
|
4.14K
$4.02M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
99+ 5.38% |
$79.4K - $90.8K
|
1.94K
$1.88M
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-229- 12.41% |
$184K - $210K
|
1.62K
$1.57M
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-256- 5.35% |
$205K - $235K
|
4.53K
$4.4M
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
329+ 11.65% |
$264K - $302K
|
3.15K
$3.06M
|
|
Oct 21, 2024
Q3 2024
|
Defender Capital, Llc.
|
SELL
|
- |
-620- 4.86% |
$497K - $569K
|
12.1K
$11.8M
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
515+ 0.84% |
$413K - $472K
|
61.6K
$59.9M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.47K+ 183.05% |
$7.59M - $8.68M
|
14.6K
$14.2M
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1+ 0.26% |
$802 - $917
|
389
$378K
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-602- 7.08% |
$483K - $552K
|
7.9K
$7.67M
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-82- 8.01% |
$65.8K - $75.2K
|
942
$915K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
35+ 9.43% |
$28.1K - $32.1K
|
406
$394K
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
30+ 2.68% |
$24.1K - $27.5K
|
1.15K
$1.12M
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-179- 23.31% |
$144K - $164K
|
589
$572K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-271- 3.1% |
$217K - $249K
|
8.47K
$8.23M
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-32- 1.77% |
$25.7K - $29.3K
|
1.78K
$1.73M
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-556- 3.78% |
$446K - $510K
|
14.2K
$13.7M
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-38- 3.03% |
$30.5K - $34.8K
|
1.22K
$1.18M
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
319+ 14.97% |
$256K - $293K
|
2.45K
$2.38M
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-3.08K- 13.42% |
$2.47M - $2.83M
|
19.9K
$19.3M
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-34- 1.44% |
$27.3K - $31.2K
|
2.32K
$2.25M
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-68- 0.63% |
$54.5K - $62.4K
|
10.7K
$10.4M
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
171+ 5.64% |
$137K - $157K
|
3.2K
$3.11M
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-4- 0.12% |
$3.21K - $3.67K
|
3.26K
$3.16M
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-800- 10.66% |
$641K - $734K
|
6.7K
$6.51M
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
12+ 3.67% |
$9.62K - $11K
|
339
$329K
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
507New |
$407K - $465K
|
507
$493K
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-30- 2.22% |
$24.1K - $27.5K
|
1.32K
$1.28M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
67+ 0.26% |
$53.7K - $61.4K
|
26.3K
$25.5M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.8K- 2.85% |
$9.44M - $10.8M
|
402K
$390M
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-300- 42.86% |
$241K - $275K
|
400
$389K
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-173- 2.28% |
$139K - $159K
|
7.43K
$7.22M
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-277- 1.9% |
$222K - $254K
|
14.3K
$13.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.2K- 2.14% |
$15.4M - $17.6M
|
876K
$851M
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
52+ 1.19% |
$41.7K - $47.7K
|
4.42K
$4.29M
|