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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-70- 1.39% |
$61.2K - $69.6K
|
4.97K
$5.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
68+ 0.99% |
$59.4K - $67.6K
|
6.94K
$7.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
7+ 1.22% |
$6.12K - $6.96K
|
579
$604K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
284+ 7.83% |
$248K - $282K
|
3.91K
$4.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-1.45K- 30.46% |
$1.26M - $1.44M
|
3.3K
$3.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-199- 8.9% |
$174K - $198K
|
2.04K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-908- 2.27% |
$793K - $903K
|
39.2K
$40.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.25% |
$874 - $995
|
403
$421K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
104+ 7.1% |
$90.9K - $103K
|
1.57K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
169+ 0.37% |
$148K - $168K
|
46K
$48M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
443New |
$387K - $441K
|
443
$462K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-778- 0.46% |
$680K - $774K
|
168K
$175M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-2.8K- 3.63% |
$2.45M - $2.79M
|
74.5K
$77.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
19+ 0.53% |
$16.6K - $18.9K
|
3.58K
$3.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-339- 2.04% |
$296K - $337K
|
16.3K
$17M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
35+ 1.98% |
$30.6K - $34.8K
|
1.8K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
3.77K+ 6.89% |
$3.29M - $3.75M
|
58.5K
$61M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
12+ 0.27% |
$10.5K - $11.9K
|
4.45K
$4.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
CALL |
-150- 2.53% |
$131K - $149K
|
5.78K
$6.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-468- 1.14% |
$409K - $466K
|
40.6K
$42.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
111+ 3.04% |
$97K - $110K
|
3.76K
$3.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.5K- 48.88% |
$3.06M - $3.48M
|
3.66K
$3.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
129+ 22.32% |
$113K - $128K
|
707
$738K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-443- 12.27% |
$387K - $441K
|
3.17K
$3.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-103- 11.44% |
$90K - $102K
|
797
$832K
|
|
|
Feb 06, 2025
Q4 2024
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
34+ 1.48% |
$29.7K - $33.8K
|
2.33K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.94K+ 56.73% |
$1.69M - $1.93M
|
5.36K
$5.59M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-25- 1.25% |
$21.8K - $24.9K
|
1.98K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.77K+ 37.31% |
$2.42M - $2.76M
|
10.2K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
967New |
$845K - $962K
|
967
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.16K+ 247.59% |
$8M - $9.11M
|
12.9K
$13.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
946+ 7.2% |
$826K - $941K
|
14.1K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
350New |
$306K - $348K
|
350
$365K
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
9.62KNew |
$8.4M - $9.57M
|
9.62K
$10M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.08KNew |
$947K - $1.08M
|
1.08K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.8K+ 2.22% |
$3.32M - $3.78M
|
175K
$183M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-371- 1.06% |
$324K - $369K
|
34.6K
$36.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Alecta Tjanstepension Omsesidigt
|
SELL
|
- |
-78.1K- 27.89% |
$68.2M - $77.7M
|
202K
$211M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
9+ 0.58% |
$7.86K - $8.95K
|
1.57K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
19+ 1.8% |
$16.6K - $18.9K
|
1.08K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
124+ 11.06% |
$108K - $123K
|
1.25K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-150K- 18.65% |
$131M - $149M
|
652K
$681M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
4+ 1.56% |
$3.49K - $3.98K
|
261
$272K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
294+ 28.88% |
$257K - $292K
|
1.31K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
5.49KNew |
$4.8M - $5.46M
|
5.49K
$5.73M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-58- 3.66% |
$50.7K - $57.7K
|
1.53K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
142+ 2.24% |
$124K - $141K
|
6.49K
$6.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.53K+ 5.49% |
$3.08M - $3.51M
|
67.7K
$70.7M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
331New |
$289K - $329K
|
331
$346K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
41+ 1.95% |
$35.8K - $40.8K
|
2.14K
$2.23M
|