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 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-150- 16.45% |
$120K - $138K
|
762
$735K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-16- 11.85% |
$12.8K - $14.7K
|
119
$115K
|
|
|
Oct 16, 2024
Q3 2024
|
Rheos Capital Works Inc.
|
SELL
|
- |
-2.7K- 10.27% |
$2.16M - $2.48M
|
23.6K
$22.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-864- 7.36% |
$693K - $792K
|
10.9K
$10.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-713- 1.92% |
$572K - $654K
|
36.4K
$35.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
245+ 11.59% |
$196K - $225K
|
2.36K
$2.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
21+ 0.96% |
$16.8K - $19.3K
|
2.22K
$2.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
38+ 1.38% |
$30.5K - $34.8K
|
2.8K
$2.69M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.48K+ 224.5% |
$1.99M - $2.28M
|
3.59K
$3.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
172+ 5.58% |
$138K - $158K
|
3.26K
$3.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-4- 0.35% |
$3.21K - $3.67K
|
1.13K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 0.29% |
$120K - $138K
|
51.5K
$49.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-551- 1.31% |
$442K - $505K
|
41.6K
$40.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
196+ 13.4% |
$157K - $180K
|
1.66K
$1.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-30- 18.18% |
$24.1K - $27.5K
|
135
$130K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.64% |
$4.01K - $4.59K
|
788
$760K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-210- 3.23% |
$168K - $193K
|
6.29K
$6.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
149+ 0.42% |
$119K - $137K
|
35.3K
$34.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
93+ 8.3% |
$74.6K - $85.3K
|
1.21K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
13.5K+ 258.85% |
$10.8M - $12.4M
|
18.7K
$18M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
18+ 6.92% |
$14.4K - $16.5K
|
278
$268K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
12+ 0.05% |
$9.62K - $11K
|
21.8K
$21.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
218+ 1.44% |
$175K - $200K
|
15.3K
$14.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
186+ 1.87% |
$149K - $171K
|
10.2K
$9.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
12+ 1.4% |
$9.62K - $11K
|
870
$839K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-68- 2.38% |
$54.5K - $62.4K
|
2.79K
$2.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
7.25KNew |
$5.81M - $6.64M
|
7.25K
$6.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
35+ 1.3% |
$28.1K - $32.1K
|
2.74K
$2.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-39- 9.82% |
$31.3K - $35.8K
|
358
$345K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
184+ 5.1% |
$148K - $169K
|
3.79K
$3.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-163- 1.04% |
$131K - $149K
|
15.6K
$15M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-209- 6.47% |
$168K - $192K
|
3.02K
$2.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
42+ 6.6% |
$33.7K - $38.5K
|
678
$654K
|
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.02K- 10.18% |
$817K - $934K
|
9K
$8.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
176+ 15.76% |
$141K - $161K
|
1.29K
$1.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
76+ 2.02% |
$60.9K - $69.7K
|
3.83K
$3.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
12+ 4.69% |
$9.62K - $11K
|
268
$258K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-57- 1.76% |
$45.7K - $52.3K
|
3.19K
$3.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-161- 3.46% |
$129K - $148K
|
4.49K
$4.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
66+ 7.71% |
$52.9K - $60.5K
|
922
$889K
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-318- 1.44% |
$255K - $292K
|
21.7K
$20.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-100- 9.29% |
$80.2K - $91.7K
|
977
$942K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
52+ 0.26% |
$41.7K - $47.7K
|
19.7K
$19M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 1.03% |
$2.41K - $2.75K
|
293
$282K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-24- 2.3% |
$19.2K - $22K
|
1.02K
$984K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1+ 0.03% |
$802 - $917
|
3.3K
$3.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-200- 0.34% |
$160K - $183K
|
57.9K
$55.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
406+ 73.82% |
$326K - $372K
|
956
$922K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-94- 1.41% |
$75.4K - $86.2K
|
6.58K
$6.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 3.13% |
$802 - $917
|
31
$29.9K
|