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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-188- 12.43% |
$164K - $187K
|
1.33K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-67- 17.82% |
$58.5K - $66.6K
|
309
$331K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
17+ 1.74% |
$14.9K - $16.9K
|
994
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
279New |
$244K - $278K
|
279
$299K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
31+ 32.63% |
$27.1K - $30.8K
|
126
$135K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-54- 17.82% |
$47.2K - $53.7K
|
249
$267K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
8+ 1.02% |
$6.99K - $7.96K
|
789
$846K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.23K- 14.06% |
$1.08M - $1.22M
|
7.52K
$8.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-352- 1.12% |
$308K - $350K
|
31.2K
$33.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
PUT |
-2.6K- 86.67% |
$2.27M - $2.59M
|
400
$429K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
59+ 4.64% |
$51.5K - $58.7K
|
1.33K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-155- 2.1% |
$135K - $154K
|
7.23K
$7.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-166- 18.8% |
$145K - $165K
|
717
$769K
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
2.02KNew |
$1.77M - $2.01M
|
2.02K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-34- 12.19% |
$29.7K - $33.8K
|
245
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.83K+ 2.74% |
$1.6M - $1.82M
|
68.8K
$73.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.17% |
$2.62K - $2.98K
|
1.79K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
66+ 2.35% |
$57.7K - $65.6K
|
2.88K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10+ 2.04% |
$8.74K - $9.95K
|
501
$537K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
9+ 1.93% |
$7.86K - $8.95K
|
475
$509K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-158- 3.36% |
$138K - $157K
|
4.54K
$4.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
132+ 3.92% |
$115K - $131K
|
3.5K
$3.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
25+ 1.65% |
$21.8K - $24.9K
|
1.54K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-199- 3.81% |
$174K - $198K
|
5.03K
$5.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
310New |
$271K - $308K
|
310
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-132- 3.17% |
$115K - $131K
|
4.03K
$4.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
249+ 6.25% |
$218K - $248K
|
4.24K
$4.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
17K+ 13.02% |
$14.8M - $16.9M
|
147K
$158M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
227New |
$198K - $226K
|
227
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-22- 5.1% |
$19.2K - $21.9K
|
409
$438K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.14K+ 3.55% |
$995K - $1.13M
|
33.3K
$35.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-23- 1.54% |
$20.1K - $22.9K
|
1.47K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
50+ 11.47% |
$43.7K - $49.7K
|
486
$521K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
21+ 1.73% |
$18.3K - $20.9K
|
1.24K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-12- 0.02% |
$10.5K - $11.9K
|
56K
$60M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
89+ 7.1% |
$77.7K - $88.5K
|
1.34K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-219- 0.86% |
$191K - $218K
|
25.2K
$27M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-13- 0.12% |
$11.4K - $12.9K
|
10.5K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-2.36K- 87.58% |
$2.06M - $2.34M
|
334
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
12+ 0.44% |
$10.5K - $11.9K
|
2.74K
$2.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
124+ 4.15% |
$108K - $123K
|
3.12K
$3.34M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
15+ 0.5% |
$13.1K - $14.9K
|
3K
$3.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
20+ 6.54% |
$17.5K - $19.9K
|
326
$349K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3+ 0.23% |
$2.62K - $2.98K
|
1.33K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-50- 1.82% |
$43.7K - $49.7K
|
2.7K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
29+ 5.17% |
$25.3K - $28.8K
|
590
$632K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
24+ 1.42% |
$21K - $23.9K
|
1.72K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2+ 0.31% |
$1.75K - $1.99K
|
649
$696K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
118+ 12.58% |
$103K - $117K
|
1.06K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 0.85% |
$874K - $996K
|
118K
$127M
|