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 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
100+ 8.4% |
$80.2K - $91.7K
|
1.29K
$1.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-43- 1.55% |
$34.5K - $39.4K
|
2.73K
$2.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.05K- 10.97% |
$2.45M - $2.8M
|
24.8K
$23.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
173+ 3.42% |
$139K - $159K
|
5.23K
$5.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
452+ 26.62% |
$362K - $415K
|
2.15K
$2.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
57+ 0.52% |
$45.7K - $52.3K
|
11.1K
$10.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-275- 20.99% |
$221K - $252K
|
1.04K
$998K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-89- 2.47% |
$71.4K - $81.6K
|
3.52K
$3.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.05K+ 123.27% |
$1.64M - $1.88M
|
3.7K
$3.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
212+ 9.16% |
$170K - $194K
|
2.53K
$2.44M
|
|
|
Oct 09, 2024
Q3 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-3.63K- 1.38% |
$2.91M - $3.33M
|
260K
$251M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
33+ 2.53% |
$26.5K - $30.3K
|
1.34K
$1.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
62+ 1.67% |
$49.7K - $56.9K
|
3.77K
$3.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-761- 67.76% |
$610K - $698K
|
362
$349K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
224+ 12.21% |
$180K - $205K
|
2.06K
$1.98M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
146+ 35.78% |
$117K - $134K
|
554
$534K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-30- 5.15% |
$24.1K - $27.5K
|
552
$532K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-47- 0.83% |
$37.7K - $43.1K
|
5.63K
$5.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11+ 0.56% |
$8.82K - $10.1K
|
1.97K
$1.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-70- 10.12% |
$56.1K - $64.2K
|
622
$600K
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
299+ 12.28% |
$240K - $274K
|
2.73K
$2.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-1.19K- 22.36% |
$951K - $1.09M
|
4.12K
$3.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-8- 0.54% |
$6.41K - $7.34K
|
1.48K
$1.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-18- 0.19% |
$14.4K - $16.5K
|
9.64K
$9.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-119- 4.81% |
$95.4K - $109K
|
2.35K
$2.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-11- 0.31% |
$8.82K - $10.1K
|
3.53K
$3.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.94K- 87.38% |
$7.97M - $9.12M
|
1.44K
$1.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-159- 33.4% |
$127K - $146K
|
317
$306K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-20- 7.41% |
$16K - $18.3K
|
250
$241K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
280New |
$225K - $257K
|
280
$270K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-16- 0.6% |
$12.8K - $14.7K
|
2.63K
$2.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
30+ 2.52% |
$24.1K - $27.5K
|
1.22K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-970- 9.32% |
$778K - $890K
|
9.43K
$9.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
435+ 86.48% |
$349K - $399K
|
938
$904K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5+ 0.69% |
$4.01K - $4.59K
|
734
$708K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-141- 1.93% |
$113K - $129K
|
7.18K
$6.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-105- 1.65% |
$84.2K - $96.3K
|
6.26K
$6.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
26+ 3.21% |
$20.8K - $23.8K
|
836
$806K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-61- 2.57% |
$48.9K - $55.9K
|
2.32K
$2.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-18- 1.11% |
$14.4K - $16.5K
|
1.6K
$1.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
429+ 9.08% |
$344K - $393K
|
5.15K
$4.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
6+ 0.67% |
$4.81K - $5.5K
|
904
$871K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-41- 0.09% |
$32.9K - $37.6K
|
48.2K
$46.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.04K+ 12.05% |
$835K - $955K
|
9.68K
$9.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
117+ 8.89% |
$93.8K - $107K
|
1.43K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
216+ 1.13% |
$173K - $198K
|
19.3K
$18.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
374+ 2.26% |
$300K - $343K
|
16.9K
$16.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-13- 1.02% |
$10.4K - $11.9K
|
1.26K
$1.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-71- 0.9% |
$56.9K - $65.1K
|
7.82K
$7.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-163- 8.65% |
$131K - $149K
|
1.72K
$1.66M
|