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
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-36- 1.93% |
$32.1K - $38.8K
|
1.83K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
475+ 8.07% |
$423K - $512K
|
6.36K
$5.99M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-22- 5.08% |
$19.6K - $23.7K
|
411
$387K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
40+ 1.9% |
$35.6K - $43.1K
|
2.15K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
17+ 3.38% |
$15.1K - $18.3K
|
520
$490K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
21+ 3.87% |
$18.7K - $22.6K
|
563
$530K
|
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-176- 87.13% |
$157K - $190K
|
26
$24.5K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
19New |
$16.9K - $20.5K
|
19
$17.9K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
1.04K+ 2.19% |
$924K - $1.12M
|
48.5K
$45.7M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
966+ 19.01% |
$860K - $1.04M
|
6.05K
$5.69M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
676+ 8.07% |
$602K - $728K
|
9.06K
$8.53M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
322+ 16.25% |
$287K - $347K
|
2.3K
$2.17M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
132+ 34.2% |
$118K - $142K
|
518
$488K
|
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-2.38K- 20.27% |
$2.12M - $2.56M
|
9.36K
$8.81M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-906- 5.04% |
$807K - $976K
|
17.1K
$16.1M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-3- 0.59% |
$2.67K - $3.23K
|
502
$473K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.26K- 3.1% |
$1.12M - $1.36M
|
39.4K
$37.1M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
342+ 2.3% |
$305K - $368K
|
15.2K
$14.3M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
30+ 6.59% |
$26.7K - $32.3K
|
485
$457K
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-252- 1.17% |
$224K - $271K
|
21.3K
$20.1M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-11- 0.05% |
$9.8K - $11.8K
|
20.7K
$19.5M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
786+ 0.26% |
$700K - $846K
|
306K
$289M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.41K- 0.95% |
$2.15M - $2.59M
|
252K
$237M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-830- 12.89% |
$739K - $894K
|
5.61K
$5.28M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
23+ 4.2% |
$20.5K - $24.8K
|
570
$537K
|
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-48- 15.38% |
$42.7K - $51.7K
|
264
$249K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6+ 0.48% |
$5.34K - $6.46K
|
1.25K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
71+ 27.41% |
$63.2K - $76.5K
|
330
$311K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
102+ 2.48% |
$90.8K - $110K
|
4.21K
$3.96M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
75+ 2.78% |
$66.8K - $80.8K
|
2.78K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-27- 7.22% |
$24K - $29.1K
|
347
$327K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
8+ 2.51% |
$7.12K - $8.61K
|
327
$308K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
7+ 0.59% |
$6.23K - $7.54K
|
1.19K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
454New |
$404K - $489K
|
454
$427K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.41KNew |
$1.26M - $1.52M
|
1.41K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
500+ 15.15% |
$445K - $538K
|
3.8K
$3.58M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
17+ 0.64% |
$15.1K - $18.3K
|
2.67K
$2.52M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
50+ 4.88% |
$44.5K - $53.8K
|
1.07K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-5.25K- 17.16% |
$4.67M - $5.65M
|
25.3K
$23.9M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-29- 1.16% |
$25.8K - $31.2K
|
2.47K
$2.33M
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-884- 25.83% |
$787K - $952K
|
2.54K
$2.39M
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-389- 30.78% |
$346K - $419K
|
875
$824K
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
2.06K+ 91.71% |
$1.83M - $2.22M
|
4.3K
$4.05M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.59K- 7.72% |
$2.3M - $2.79M
|
31K
$29.1M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
17.4KNew |
$15.5M - $18.7M
|
17.4K
$16.4M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.3K- 59.93% |
$2.04M - $2.47M
|
1.54K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
3.72K+ 864.42% |
$3.31M - $4M
|
4.15K
$3.9M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-15- 1.47% |
$13.4K - $16.2K
|
1.01K
$949K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
214New |
$191K - $230K
|
214
$202K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
266+ 17.4% |
$237K - $286K
|
1.8K
$1.69M
|