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 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-18- 7.06% |
$14.4K - $16.5K
|
237
$230K
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
89+ 10.74% |
$71.4K - $81.6K
|
918
$892K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
187+ 34.95% |
$150K - $171K
|
722
$701K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-534- 3.49% |
$428K - $490K
|
14.7K
$14.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
78+ 16.32% |
$62.5K - $71.5K
|
556
$540K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12+ 0.18% |
$9.62K - $11K
|
6.59K
$6.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-458- 1.87% |
$367K - $420K
|
24K
$23.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.52K- 5.91% |
$2.02M - $2.31M
|
40.1K
$38.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
195+ 14.13% |
$156K - $179K
|
1.58K
$1.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-14- 0.15% |
$11.2K - $12.8K
|
9.32K
$9.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.28K- 5.03% |
$1.03M - $1.17M
|
24.2K
$23.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
36+ 0.87% |
$28.9K - $33K
|
4.15K
$4.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
447+ 10.66% |
$358K - $410K
|
4.64K
$4.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-516- 7.9% |
$414K - $473K
|
6.02K
$5.85M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-47- 2.06% |
$37.7K - $43.1K
|
2.24K
$2.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
43+ 5.09% |
$34.5K - $39.4K
|
887
$862K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
53+ 3.78% |
$42.5K - $48.6K
|
1.46K
$1.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
9+ 2.41% |
$7.22K - $8.25K
|
383
$372K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-56- 0.69% |
$44.9K - $51.4K
|
8.03K
$7.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-117- 0.33% |
$93.8K - $107K
|
35.5K
$34.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
4+ 1.63% |
$3.21K - $3.67K
|
250
$243K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
95+ 20.17% |
$76.2K - $87.1K
|
566
$550K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-332- 1.64% |
$266K - $304K
|
19.9K
$19.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
120+ 0.36% |
$96.2K - $110K
|
33.4K
$32.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Guardian Investment Management
|
BUY
|
- |
5+ 0.1% |
$4.01K - $4.59K
|
5.21K
$5.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.75K+ 7.17% |
$1.4M - $1.61M
|
26.2K
$25.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
153+ 12.19% |
$123K - $140K
|
1.41K
$1.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-500- 1.68% |
$401K - $459K
|
29.2K
$28.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
296New |
$237K - $271K
|
296
$288K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-21- 5.98% |
$16.8K - $19.3K
|
330
$321K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
64+ 11.15% |
$51.3K - $58.7K
|
638
$620K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
5+ 0.57% |
$4.01K - $4.59K
|
883
$858K
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
SELL
|
- |
-900- 22.5% |
$722K - $825K
|
3.1K
$3.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-115- 2.55% |
$92.2K - $105K
|
4.39K
$4.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
84+ 22.76% |
$67.4K - $77K
|
453
$440K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
301+ 22.38% |
$241K - $276K
|
1.65K
$1.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
44+ 1.51% |
$35.3K - $40.4K
|
2.95K
$2.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-10- 0.36% |
$8.02K - $9.17K
|
2.77K
$2.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-196- 8.63% |
$157K - $180K
|
2.07K
$2.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
15+ 1.02% |
$12K - $13.8K
|
1.48K
$1.44M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
310+ 86.11% |
$249K - $284K
|
670
$651K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-2- 3.57% |
$1.6K - $1.83K
|
54
$52.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
109+ 10.89% |
$87.4K - $100K
|
1.11K
$1.08M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
157+ 8.04% |
$126K - $144K
|
2.11K
$2.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-43- 2.57% |
$34.5K - $39.4K
|
1.63K
$1.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
25+ 8.9% |
$20K - $22.9K
|
306
$297K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
631+ 12.6% |
$506K - $579K
|
5.64K
$5.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-6.06K- 28.22% |
$4.86M - $5.56M
|
15.4K
$15M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
39+ 3.3% |
$31.3K - $35.8K
|
1.22K
$1.19M
|