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 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-15.8K- 8.02% |
$14M - $17M
|
181K
$170M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-331- 0.55% |
$295K - $356K
|
60.1K
$56.6M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
437+ 1.36% |
$389K - $471K
|
32.6K
$30.7M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-159- 2.97% |
$142K - $171K
|
5.19K
$4.89M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-1.34K- 67.68% |
$1.19M - $1.44M
|
639
$602K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.93% |
$2.67K - $3.23K
|
325
$306K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-52- 3.4% |
$46.3K - $56K
|
1.48K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-61- 3.02% |
$54.3K - $65.7K
|
1.96K
$1.85M
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-523- 29.73% |
$466K - $563K
|
1.24K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-69- 9.54% |
$61.5K - $74.3K
|
654
$616K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-108- 10.26% |
$96.2K - $116K
|
945
$890K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.48K- 52.74% |
$1.32M - $1.59M
|
1.33K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
244+ 46.83% |
$217K - $263K
|
765
$720K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-1.21K- 27.04% |
$1.08M - $1.31M
|
3.27K
$3.08M
|
|
|
May 02, 2025
Q1 2025
|
Provident Trust CO
|
SELL
|
- |
-251K- 30.74% |
$223M - $270M
|
565K
$532M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-123- 2.94% |
$110K - $132K
|
4.06K
$3.82M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-101- 0.86% |
$90K - $109K
|
11.7K
$11M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.56K+ 8.33% |
$4.06M - $4.91M
|
59.2K
$55.8M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
328+ 7.85% |
$292K - $353K
|
4.51K
$4.24M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
13+ 0.86% |
$11.6K - $14K
|
1.53K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-89- 3.0% |
$79.3K - $95.8K
|
2.87K
$2.71M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-51- 3.37% |
$45.4K - $54.9K
|
1.46K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-129- 4.53% |
$115K - $139K
|
2.72K
$2.56M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-337- 1.29% |
$300K - $363K
|
25.8K
$24.3M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-9.02K- 8.3% |
$8.04M - $9.72M
|
99.7K
$93.8M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
236+ 2.65% |
$210K - $254K
|
9.15K
$8.62M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.15K- 2.24% |
$1.92M - $2.32M
|
94.1K
$88.6M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-125- 1.78% |
$111K - $135K
|
6.91K
$6.51M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
155+ 2.92% |
$138K - $167K
|
5.47K
$5.15M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.5K- 34.61% |
$1.33M - $1.61M
|
2.83K
$2.66M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-3.93K- 6.96% |
$3.5M - $4.23M
|
52.6K
$49.5M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-76- 14.79% |
$67.7K - $81.8K
|
438
$412K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-9.46K- 2.54% |
$8.42M - $10.2M
|
363K
$342M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-76- 5.08% |
$67.7K - $81.8K
|
1.42K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 3.36% |
$4.45K - $5.38K
|
144
$136K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
4+ 6.35% |
$3.56K - $4.31K
|
67
$63.1K
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-155- 18.45% |
$138K - $167K
|
685
$645K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
78+ 18.14% |
$69.5K - $84K
|
508
$478K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
56+ 10.98% |
$49.9K - $60.3K
|
566
$533K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.8KNew |
$1.6M - $1.94M
|
1.8K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
3+ 1.2% |
$2.67K - $3.23K
|
253
$238K
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
261New |
$232K - $281K
|
261
$246K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$891 - $1.08K
|
984
$927K
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-149- 4.21% |
$133K - $160K
|
3.39K
$3.19M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.15K- 1.28% |
$1.91M - $2.31M
|
166K
$156M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
11+ 0.45% |
$9.8K - $11.8K
|
2.46K
$2.32M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-35- 0.75% |
$31.2K - $37.7K
|
4.66K
$4.39M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
13+ 0.32% |
$11.6K - $14K
|
4.02K
$3.79M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.01K- 50.6% |
$3.57M - $4.32M
|
3.92K
$3.69M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
45+ 2.18% |
$40.1K - $48.5K
|
2.11K
$1.99M
|