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 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-7- 0.8% |
$6.23K - $7.54K
|
867
$816K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-100- 0.2% |
$89.1K - $108K
|
49.4K
$46.5M
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
748+ 1.57% |
$666K - $805K
|
48.3K
$45.5M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-7- 0.55% |
$6.23K - $7.54K
|
1.27K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
191+ 6.45% |
$170K - $206K
|
3.15K
$2.97M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-115- 30.5% |
$102K - $124K
|
262
$247K
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
222+ 10.18% |
$198K - $239K
|
2.4K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
22+ 2.03% |
$19.6K - $23.7K
|
1.11K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-98- 2.31% |
$87.3K - $106K
|
4.14K
$3.9M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-2.92K- 70.17% |
$2.6M - $3.15M
|
1.24K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-3.17K- 13.94% |
$2.82M - $3.41M
|
19.6K
$18.4M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-145- 11.36% |
$129K - $156K
|
1.13K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-6.68K- 25.35% |
$5.95M - $7.19M
|
19.7K
$18.5M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
589New |
$525K - $634K
|
589
$555K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-695- 18.73% |
$619K - $748K
|
3.02K
$2.84M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
153+ 1.58% |
$136K - $165K
|
9.84K
$9.27M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-675- 4.42% |
$601K - $727K
|
14.6K
$13.7M
|
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
291+ 17.04% |
$259K - $313K
|
2K
$1.88M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-15- 0.36% |
$13.4K - $16.2K
|
4.18K
$3.94M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-3.99K- 13.42% |
$3.56M - $4.3M
|
25.8K
$24.3M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
86+ 3.84% |
$76.6K - $92.6K
|
2.32K
$2.19M
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.16% |
$9.8K - $11.8K
|
6.79K
$6.4M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-213- 5.68% |
$190K - $229K
|
3.54K
$3.33M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
8+ 0.25% |
$7.12K - $8.61K
|
3.2K
$3.02M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
150+ 12.67% |
$134K - $162K
|
1.33K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-68.8K- 5.75% |
$61.3M - $74.1M
|
1.13M
$1.06B
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-245- 1.6% |
$218K - $264K
|
15.1K
$14.2M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-43- 0.32% |
$38.3K - $46.3K
|
13.4K
$12.6M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
13+ 5.16% |
$11.6K - $14K
|
265
$250K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
17+ 3.99% |
$15.1K - $18.3K
|
443
$417K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-59- 2.43% |
$52.5K - $63.5K
|
2.37K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-22- 1.89% |
$19.6K - $23.7K
|
1.14K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
14.3K+ 7.76% |
$12.7M - $15.4M
|
198K
$187M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
12+ 0.93% |
$10.7K - $12.9K
|
1.3K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
142+ 39.12% |
$126K - $153K
|
505
$476K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-32- 37.21% |
$28.5K - $34.5K
|
54
$50.8K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-14- 51.85% |
$12.5K - $15.1K
|
13
$12.2K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
181+ 1.2% |
$161K - $195K
|
15.3K
$14.4M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
26+ 2.21% |
$23.2K - $28K
|
1.2K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
2.88K+ 178.0% |
$2.56M - $3.1M
|
4.5K
$4.24M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3+ 0.71% |
$2.67K - $3.23K
|
427
$402K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
173+ 9.06% |
$154K - $186K
|
2.08K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
5.27KNew |
$4.69M - $5.67M
|
5.27K
$4.96M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.25K- 13.7% |
$2.01M - $2.43M
|
14.2K
$13.4M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
173+ 35.97% |
$154K - $186K
|
654
$616K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
77+ 13.65% |
$68.6K - $82.9K
|
641
$604K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
79+ 3.56% |
$70.4K - $85.1K
|
2.3K
$2.16M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
53+ 2.67% |
$47.2K - $57.1K
|
2.04K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-261- 0.5% |
$232K - $281K
|
51.4K
$48.4M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
13+ 2.09% |
$11.6K - $14K
|
635
$598K
|