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 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1.07K- 43.17% |
$951K - $1.15M
|
1.41K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-124- 11.7% |
$110K - $134K
|
936
$881K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-29.2K- 4.89% |
$26M - $31.5M
|
568K
$535M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.75K- 6.67% |
$3.34M - $4.04M
|
52.5K
$49.4M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.72K- 21.93% |
$1.53M - $1.85M
|
6.12K
$5.76M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-3- 0.37% |
$2.67K - $3.23K
|
811
$764K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
3.83K+ 2.97% |
$3.41M - $4.12M
|
133K
$125M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-192- 19.67% |
$171K - $207K
|
784
$738K
|
|
|
May 01, 2025
Q1 2025
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-29- 9.97% |
$25.8K - $31.2K
|
262
$247K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-40- 1.08% |
$35.6K - $43.1K
|
3.66K
$3.45M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
490+ 26.36% |
$436K - $528K
|
2.35K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-7- 0.47% |
$6.23K - $7.54K
|
1.47K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.18% |
$89.1K - $108K
|
56.3K
$53M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-62- 2.71% |
$55.2K - $66.8K
|
2.23K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-395- 2.54% |
$352K - $425K
|
15.2K
$14.3M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
116+ 22.26% |
$103K - $125K
|
637
$600K
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1+ 0.15% |
$891 - $1.08K
|
663
$624K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-454- 0.83% |
$404K - $489K
|
54.3K
$51.1M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-663- 5.62% |
$590K - $714K
|
11.1K
$10.5M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
16+ 5.44% |
$14.2K - $17.2K
|
310
$292K
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-21- 4.88% |
$18.7K - $22.6K
|
409
$385K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.8K+ 8.2% |
$4.27M - $5.16M
|
63.3K
$59.6M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-467- 16.58% |
$416K - $503K
|
2.35K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.4% |
$16.9K - $20.5K
|
4.79K
$4.51M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
5+ 1.93% |
$4.45K - $5.38K
|
264
$249K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
695+ 13.58% |
$619K - $748K
|
5.81K
$5.47M
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
827New |
$737K - $891K
|
827
$779K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7+ 0.95% |
$6.23K - $7.54K
|
746
$702K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-182- 2.93% |
$162K - $196K
|
6.03K
$5.68M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-2.54K- 91.17% |
$2.26M - $2.73M
|
246
$232K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
64+ 4.92% |
$57K - $68.9K
|
1.36K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-100- 27.4% |
$89.1K - $108K
|
265
$250K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-353- 15.6% |
$314K - $380K
|
1.91K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-55- 1.04% |
$49K - $59.2K
|
5.24K
$4.93M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-4- 1.61% |
$3.56K - $4.31K
|
245
$231K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
11+ 0.36% |
$9.8K - $11.8K
|
3.07K
$2.89M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-51- 9.43% |
$45.4K - $54.9K
|
490
$461K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
50+ 2.75% |
$44.5K - $53.8K
|
1.87K
$1.76M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
449+ 4.1% |
$400K - $484K
|
11.4K
$10.7M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9.75KNew |
$8.69M - $10.5M
|
9.75K
$9.18M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.02K+ 90.87% |
$904K - $1.09M
|
2.13K
$2.01M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
20+ 3.4% |
$17.8K - $21.5K
|
608
$572K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-311- 1.31% |
$277K - $335K
|
23.5K
$22.1M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-166- 4.81% |
$148K - $179K
|
3.29K
$3.09M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-45- 1.1% |
$40.1K - $48.5K
|
4.05K
$3.82M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
385+ 3.5% |
$343K - $415K
|
11.4K
$10.7M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-613- 8.47% |
$546K - $660K
|
6.63K
$6.24M
|
|
|
May 01, 2025
Q1 2025
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-953- 15.27% |
$849K - $1.03M
|
5.29K
$4.98M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
3.72K+ 27.2% |
$3.32M - $4.01M
|
17.4K
$16.4M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-335- 38.59% |
$298K - $361K
|
533
$502K
|