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
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-7- 0.55% |
$6.23K - $7.54K
|
1.27K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-104- 16.8% |
$92.6K - $112K
|
515
$485K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-7- 0.37% |
$6.23K - $7.54K
|
1.91K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-353- 2.14% |
$314K - $380K
|
16.1K
$15.2M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-23- 0.16% |
$20.5K - $24.8K
|
14.3K
$13.4M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
49+ 2.9% |
$43.6K - $52.8K
|
1.74K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
57+ 8.2% |
$50.8K - $61.4K
|
752
$708K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-185- 44.36% |
$165K - $199K
|
232
$218K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
83+ 22.87% |
$73.9K - $89.4K
|
446
$420K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-32- 2.84% |
$28.5K - $34.5K
|
1.1K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.51K- 34.99% |
$1.34M - $1.63M
|
2.81K
$2.64M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-33.1K- 61.28% |
$29.5M - $35.7M
|
20.9K
$19.7M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.28K+ 3.29% |
$1.14M - $1.38M
|
40.2K
$37.8M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.57K+ 36.32% |
$2.29M - $2.76M
|
9.63K
$9.07M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
229+ 4.66% |
$204K - $247K
|
5.15K
$4.84M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.24K- 26.4% |
$1.11M - $1.34M
|
3.46K
$3.26M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
451+ 82.45% |
$402K - $486K
|
998
$940K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
36+ 1.01% |
$32.1K - $38.8K
|
3.62K
$3.4M
|
|
|
May 02, 2025
Q1 2025
|
General American Investors CO Inc
|
SELL
|
- |
-4K- 10.39% |
$3.56M - $4.31M
|
34.5K
$32.5M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
238New |
$212K - $256K
|
238
$224K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
37+ 0.86% |
$33K - $39.8K
|
4.33K
$4.08M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-38- 11.55% |
$33.8K - $40.9K
|
291
$274K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-488- 6.15% |
$435K - $526K
|
7.45K
$7.01M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-18- 3.7% |
$16K - $19.4K
|
468
$441K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2- 0.16% |
$1.78K - $2.15K
|
1.22K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-4.22K- 5.79% |
$3.76M - $4.54M
|
68.7K
$64.7M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
125K+ 3.88% |
$112M - $135M
|
3.36M
$3.16B
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-611- 29.32% |
$544K - $658K
|
1.47K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-47- 13.54% |
$41.9K - $50.6K
|
300
$282K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
41+ 11.39% |
$36.5K - $44.2K
|
401
$378K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-106- 24.15% |
$94.4K - $114K
|
333
$314K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2- 0.09% |
$1.78K - $2.15K
|
2.15K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-50- 17.99% |
$44.5K - $53.8K
|
228
$215K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-18- 0.54% |
$16K - $19.4K
|
3.34K
$3.14M
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-199- 4.21% |
$177K - $214K
|
4.53K
$4.26M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-43- 9.11% |
$38.3K - $46.3K
|
429
$404K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2+ 0.06% |
$1.78K - $2.15K
|
3.26K
$3.07M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-4- 0.26% |
$3.56K - $4.31K
|
1.55K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
154New |
$137K - $166K
|
154
$145K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
300New |
$267K - $323K
|
300
$282K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5+ 0.99% |
$4.45K - $5.38K
|
510
$480K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-34- 1.27% |
$30.3K - $36.6K
|
2.65K
$2.49M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
35+ 0.79% |
$31.2K - $37.7K
|
4.48K
$4.22M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-2- 0.21% |
$1.78K - $2.15K
|
965
$909K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
448+ 12.21% |
$399K - $482K
|
4.12K
$3.88M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1New |
$891 - $1.08K
|
1
$942
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
177+ 4.15% |
$158K - $191K
|
4.44K
$4.18M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-106- 4.97% |
$94.4K - $114K
|
2.03K
$1.91M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-13- 6.57% |
$11.6K - $14K
|
185
$174K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
256+ 2.13% |
$228K - $276K
|
12.2K
$11.5M
|