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 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
584+ 7.71% |
$468K - $536K
|
8.16K
$7.87M
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
27+ 6.91% |
$21.6K - $24.8K
|
418
$403K
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
739New |
$593K - $678K
|
739
$712K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.15K+ 6.11% |
$2.53M - $2.89M
|
54.8K
$52.8M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 0.23% |
$3.21K - $3.67K
|
1.73K
$1.66M
|
|
Oct 08, 2024
Q3 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
139+ 46.96% |
$111K - $127K
|
435
$419K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.03% |
$5.61K - $6.42K
|
25.4K
$24.5M
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4New |
$3.21K - $3.67K
|
4
$3.86K
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-46- 10.85% |
$36.9K - $42.2K
|
378
$364K
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$802 - $917
|
500
$482K
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
333+ 10.27% |
$267K - $305K
|
3.57K
$3.45M
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.36% |
$1.6K - $1.83K
|
556
$536K
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-24- 1.34% |
$19.2K - $22K
|
1.76K
$1.7M
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.06% |
$1.6K - $1.83K
|
3.22K
$3.1M
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
416+ 1.31% |
$334K - $381K
|
32.1K
$31M
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1+ 0.12% |
$802 - $917
|
866
$835K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
206+ 61.86% |
$165K - $189K
|
539
$520K
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-339- 39.37% |
$272K - $311K
|
522
$503K
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
24+ 0.39% |
$19.2K - $22K
|
6.23K
$6.01M
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
26+ 2.11% |
$20.8K - $23.8K
|
1.26K
$1.21M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
932+ 62.76% |
$747K - $855K
|
2.42K
$2.33M
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
17+ 1.29% |
$13.6K - $15.6K
|
1.33K
$1.28M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-78- 4.38% |
$62.5K - $71.5K
|
1.7K
$1.64M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
369+ 9.81% |
$296K - $338K
|
4.13K
$3.98M
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
56+ 3.67% |
$44.9K - $51.4K
|
1.58K
$1.52M
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
12+ 0.26% |
$9.62K - $11K
|
4.68K
$4.51M
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
90+ 2.71% |
$72.2K - $82.5K
|
3.41K
$3.29M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 2.76% |
$3.21K - $3.67K
|
141
$136K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
27+ 4.85% |
$21.6K - $24.8K
|
584
$563K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.38K- 3.77% |
$3.51M - $4.01M
|
112K
$108M
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
3.71K+ 54.29% |
$2.97M - $3.4M
|
10.5K
$10.2M
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
SELL
|
- |
-20- 6.71% |
$16K - $18.3K
|
278
$268K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
160+ 4.37% |
$128K - $147K
|
3.82K
$3.68M
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-227- 1.05% |
$182K - $208K
|
21.4K
$20.6M
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-667- 21.31% |
$535K - $612K
|
2.46K
$2.37M
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-281- 0.71% |
$225K - $258K
|
39.3K
$37.9M
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.09% |
$1.6K - $1.83K
|
2.15K
$2.07M
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-4- 0.56% |
$3.21K - $3.67K
|
716
$690K
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
121+ 10.26% |
$97K - $111K
|
1.3K
$1.25M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.16K+ 21.98% |
$932K - $1.07M
|
6.45K
$6.22M
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
47+ 0.8% |
$37.7K - $43.1K
|
5.9K
$5.69M
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
86+ 16.9% |
$69K - $78.9K
|
595
$574K
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-25- 0.84% |
$20K - $22.9K
|
2.97K
$2.86M
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
600+ 47.92% |
$481K - $550K
|
1.85K
$1.79M
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
4+ 0.6% |
$3.21K - $3.67K
|
672
$648K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
403+ 5.58% |
$323K - $370K
|
7.63K
$7.36M
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1- 0.29% |
$802 - $917
|
338
$326K
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
17+ 3.26% |
$13.6K - $15.6K
|
539
$520K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-17- 2.37% |
$13.6K - $15.6K
|
700
$675K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-60- 7.46% |
$48.1K - $55K
|
744
$717K
|