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 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
2+ 0.22% |
$1.78K - $2.15K
|
913
$860K
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.21K+ 247.26% |
$1.97M - $2.38M
|
3.11K
$2.93M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
47+ 2.12% |
$41.9K - $50.6K
|
2.27K
$2.14M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.6K+ 6.74% |
$54.9M - $66.4M
|
975K
$918M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-366- 8.57% |
$326K - $394K
|
3.9K
$3.68M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
4+ 0.11% |
$3.56K - $4.31K
|
3.74K
$3.52M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
261New |
$232K - $281K
|
261
$246K
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
126+ 2.16% |
$112K - $136K
|
5.96K
$5.62M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5- 0.04% |
$4.45K - $5.38K
|
11.7K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-15- 5.93% |
$13.4K - $16.2K
|
238
$224K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
6+ 1.1% |
$5.34K - $6.46K
|
550
$518K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
297+ 6.97% |
$265K - $320K
|
4.56K
$4.29M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
23+ 1.28% |
$20.5K - $24.8K
|
1.82K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-430- 3.64% |
$383K - $463K
|
11.4K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-127- 29.67% |
$113K - $137K
|
301
$283K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 1.98% |
$89.1K - $108K
|
5.15K
$4.85M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1+ 0.3% |
$891 - $1.08K
|
329
$310K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
SELL
|
- |
-1.79K- 0.92% |
$1.59M - $1.92M
|
192K
$181M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.47K+ 11.24% |
$2.2M - $2.66M
|
24.4K
$23M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
148+ 34.5% |
$132K - $159K
|
577
$543K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-1.16K- 14.16% |
$1.04M - $1.25M
|
7.05K
$6.64M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-47- 1.94% |
$41.9K - $50.6K
|
2.38K
$2.24M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
CALL |
300+ 15.0% |
$267K - $323K
|
2.3K
$2.17M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5+ 0.75% |
$4.45K - $5.38K
|
675
$636K
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-128- 3.93% |
$114K - $138K
|
3.13K
$2.95M
|
|
|
May 07, 2025
Q1 2025
|
Nkcfo LLC
|
SELL
|
- |
-110- 52.38% |
$98K - $118K
|
100
$94.2K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.36K- 15.76% |
$1.21M - $1.46M
|
7.25K
$6.82M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
410+ 110.22% |
$365K - $442K
|
782
$736K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
SELL
|
- |
-47- 12.24% |
$41.9K - $50.6K
|
337
$317K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-10- 4.57% |
$8.91K - $10.8K
|
209
$197K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-36- 3.63% |
$32.1K - $38.8K
|
955
$899K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
171+ 20.9% |
$152K - $184K
|
989
$931K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
35+ 0.34% |
$31.2K - $37.7K
|
10.2K
$9.63M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-75- 1.4% |
$66.8K - $80.8K
|
5.3K
$4.99M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
389+ 4.08% |
$346K - $419K
|
9.93K
$9.35M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-9.68K- 5.62% |
$8.62M - $10.4M
|
163K
$153M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7+ 0.66% |
$6.23K - $7.54K
|
1.07K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-96- 7.22% |
$85.5K - $103K
|
1.23K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
782New |
$696K - $842K
|
782
$736K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-285- 0.7% |
$254K - $307K
|
40.3K
$38M
|
|
|
May 07, 2025
Q1 2025
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-270- 7.41% |
$240K - $291K
|
3.38K
$3.18M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
813+ 1.12% |
$724K - $875K
|
73.6K
$69.3M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-25- 16.67% |
$22.3K - $26.9K
|
125
$118K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-39- 4.48% |
$34.7K - $42K
|
832
$783K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
730+ 131.53% |
$650K - $786K
|
1.29K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Dauntless Investment Group, LLC
Commerce Township, MI |
BUY
|
PUT |
7.4KNew |
$6.59M - $7.97M
|
7.4K
$6.97M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
102+ 1.94% |
$90.8K - $110K
|
5.37K
$5.06M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-497- 1.93% |
$443K - $535K
|
25.2K
$23.7M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
4.25KNew |
$3.78M - $4.57M
|
4.25K
$4M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-60- 11.79% |
$53.4K - $64.6K
|
449
$423K
|