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 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
99+ 25.85% |
$79.4K - $90.8K
|
482
$468K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-15- 1.99% |
$12K - $13.8K
|
737
$716K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
433+ 0.46% |
$347K - $397K
|
95.5K
$92.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-15- 0.32% |
$12K - $13.8K
|
4.61K
$4.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
53+ 9.69% |
$42.5K - $48.6K
|
600
$583K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
18+ 0.26% |
$14.4K - $16.5K
|
7.04K
$6.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
555+ 229.34% |
$445K - $509K
|
797
$774K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
34+ 3.96% |
$27.3K - $31.2K
|
893
$868K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
89+ 22.14% |
$71.4K - $81.6K
|
491
$477K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
92+ 7.11% |
$73.8K - $84.4K
|
1.39K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-216- 4.38% |
$173K - $198K
|
4.72K
$4.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-118- 2.62% |
$94.6K - $108K
|
4.38K
$4.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
10+ 0.63% |
$8.02K - $9.17K
|
1.6K
$1.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
131+ 1.17% |
$105K - $120K
|
11.3K
$11M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-3.59K- 0.42% |
$2.88M - $3.29M
|
855K
$831M
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-163- 10.55% |
$131K - $149K
|
1.38K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
446+ 29.4% |
$358K - $409K
|
1.96K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
20+ 2.68% |
$16K - $18.3K
|
766
$744K
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-689- 33.51% |
$552K - $632K
|
1.37K
$1.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.65K- 3.01% |
$1.32M - $1.51M
|
53.2K
$51.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2- 0.02% |
$1.6K - $1.83K
|
10.8K
$10.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
5+ 1.42% |
$4.01K - $4.59K
|
356
$346K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
231New |
$185K - $212K
|
231
$224K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
259+ 4.35% |
$208K - $238K
|
6.22K
$6.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-275- 14.78% |
$221K - $252K
|
1.59K
$1.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
302+ 14.14% |
$242K - $277K
|
2.44K
$2.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
230+ 30.87% |
$184K - $211K
|
975
$947K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
131+ 11.17% |
$105K - $120K
|
1.3K
$1.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-834- 18.4% |
$669K - $765K
|
3.7K
$3.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
29+ 0.51% |
$23.3K - $26.6K
|
5.72K
$5.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
192+ 1.0% |
$154K - $176K
|
19.4K
$18.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
165New |
$132K - $151K
|
165
$160K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-35- 2.14% |
$28.1K - $32.1K
|
1.6K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
14+ 2.07% |
$11.2K - $12.8K
|
690
$670K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
186+ 4.63% |
$149K - $171K
|
4.21K
$4.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
166+ 1.94% |
$133K - $152K
|
8.74K
$8.49M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 0.26% |
$802 - $917
|
383
$372K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
500+ 37.94% |
$401K - $459K
|
1.82K
$1.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-313- 3.08% |
$251K - $287K
|
9.85K
$9.57M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-41- 0.68% |
$32.9K - $37.6K
|
6K
$5.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-330- 4.19% |
$265K - $303K
|
7.55K
$7.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.4K+ 1.46% |
$2.72M - $3.12M
|
236K
$229M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.99K- 15.81% |
$2.4M - $2.74M
|
15.9K
$15.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
325+ 12.58% |
$261K - $298K
|
2.91K
$2.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
625+ 4.89% |
$501K - $573K
|
13.4K
$13M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-56- 16.42% |
$44.9K - $51.4K
|
285
$277K
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-94- 1.12% |
$75.4K - $86.2K
|
8.27K
$8.03M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-831- 3.72% |
$666K - $762K
|
21.5K
$20.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-146- 5.38% |
$117K - $134K
|
2.57K
$2.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.76K- 2.38% |
$3.01M - $3.45M
|
154K
$150M
|