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 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
6.5K+ 1.49% |
$5.21M - $5.96M
|
444K
$428M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.92K- 10.99% |
$2.34M - $2.68M
|
23.7K
$22.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
332+ 32.42% |
$266K - $304K
|
1.36K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
376+ 36.54% |
$301K - $345K
|
1.41K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-105- 3.17% |
$84.2K - $96.3K
|
3.21K
$3.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
519New |
$416K - $476K
|
519
$500K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
518+ 11.09% |
$415K - $475K
|
5.19K
$5M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-21- 1.55% |
$16.8K - $19.3K
|
1.33K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Yarbrough Capital, LLC
|
BUY
|
- |
515New |
$413K - $472K
|
515
$496K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-39- 0.72% |
$31.3K - $35.8K
|
5.37K
$5.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-226- 3.96% |
$181K - $207K
|
5.48K
$5.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
18+ 30.0% |
$14.4K - $16.5K
|
78
$75.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
185+ 34.71% |
$148K - $170K
|
718
$692K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
40+ 4.99% |
$32.1K - $36.7K
|
841
$811K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
350+ 6.06% |
$281K - $321K
|
6.13K
$5.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3+ 0.29% |
$2.41K - $2.75K
|
1.05K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-44- 11.7% |
$35.3K - $40.4K
|
332
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
277New |
$222K - $254K
|
277
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-360- 10.38% |
$289K - $330K
|
3.11K
$3M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-13- 2.01% |
$10.4K - $11.9K
|
634
$611K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
631+ 23.04% |
$506K - $579K
|
3.37K
$3.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
14+ 0.55% |
$11.2K - $12.8K
|
2.54K
$2.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.05KNew |
$844K - $965K
|
1.05K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.29KNew |
$1.04M - $1.19M
|
1.29K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
10+ 11.11% |
$8.02K - $9.17K
|
100
$96.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.45% |
$20.8K - $23.8K
|
5.82K
$5.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.14% |
$1.6K - $1.83K
|
1.39K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
15+ 1.74% |
$12K - $13.8K
|
877
$845K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
26+ 3.2% |
$20.8K - $23.8K
|
838
$808K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.09% |
$802 - $917
|
1.1K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-44- 3.19% |
$35.3K - $40.4K
|
1.34K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
85+ 13.14% |
$68.2K - $77.9K
|
732
$706K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.15% |
$802 - $917
|
677
$653K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-184- 2.12% |
$148K - $169K
|
8.51K
$8.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1+ 0.23% |
$802 - $917
|
428
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
338+ 3.66% |
$271K - $310K
|
9.57K
$9.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
3+ 0.33% |
$2.41K - $2.75K
|
919
$886K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.03K- 11.84% |
$826K - $945K
|
7.67K
$7.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-45- 6.38% |
$36.1K - $41.3K
|
660
$636K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-48- 2.3% |
$38.5K - $44K
|
2.04K
$1.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
23+ 3.31% |
$18.4K - $21.1K
|
718
$692K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-24- 5.27% |
$19.2K - $22K
|
431
$415K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-85- 6.44% |
$68.2K - $77.9K
|
1.24K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-79- 1.66% |
$63.3K - $72.4K
|
4.69K
$4.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
26+ 5.92% |
$20.8K - $23.8K
|
465
$448K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-676- 4.63% |
$542K - $620K
|
13.9K
$13.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1+ 0.36% |
$802 - $917
|
279
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-123- 4.53% |
$98.6K - $113K
|
2.59K
$2.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
436New |
$350K - $400K
|
436
$420K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.57% |
$2.41K - $2.75K
|
533
$514K
|