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 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.16K+ 21.98% |
$932K - $1.07M
|
6.45K
$6.27M
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
47+ 0.8% |
$37.7K - $43.1K
|
5.9K
$5.73M
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
86+ 16.9% |
$69K - $78.9K
|
595
$578K
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-25- 0.84% |
$20K - $22.9K
|
2.97K
$2.88M
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
600+ 47.92% |
$481K - $550K
|
1.85K
$1.8M
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
4+ 0.6% |
$3.21K - $3.67K
|
672
$653K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
403+ 5.58% |
$323K - $370K
|
7.63K
$7.41M
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1- 0.29% |
$802 - $917
|
338
$328K
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
17+ 3.26% |
$13.6K - $15.6K
|
539
$524K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-17- 2.37% |
$13.6K - $15.6K
|
700
$680K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-60- 7.46% |
$48.1K - $55K
|
744
$723K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-324- 3.62% |
$260K - $297K
|
8.63K
$8.38M
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-61- 2.02% |
$48.9K - $55.9K
|
2.96K
$2.87M
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
77+ 3.11% |
$61.7K - $70.6K
|
2.55K
$2.48M
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-12- 4.55% |
$9.62K - $11K
|
252
$245K
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
99+ 6.2% |
$79.4K - $90.8K
|
1.7K
$1.65M
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.11K- 2.9% |
$1.69M - $1.94M
|
70.8K
$68.8M
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-27- 4.32% |
$21.6K - $24.8K
|
598
$581K
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
76+ 31.15% |
$60.9K - $69.7K
|
320
$311K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.26% |
$1.6K - $1.83K
|
768
$746K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-24- 0.59% |
$19.2K - $22K
|
4.04K
$3.93M
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4.5K- 13.28% |
$3.61M - $4.13M
|
29.4K
$28.5M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
323+ 1.28% |
$259K - $296K
|
25.5K
$24.8M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
123+ 14.7% |
$98.6K - $113K
|
960
$933K
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2+ 0.11% |
$1.6K - $1.83K
|
1.8K
$1.74M
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-19- 1.74% |
$15.2K - $17.4K
|
1.07K
$1.04M
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
30+ 3.91% |
$24.1K - $27.5K
|
797
$774K
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
81+ 0.37% |
$64.9K - $74.3K
|
21.8K
$21.2M
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-5- 0.54% |
$4.01K - $4.59K
|
922
$896K
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-56- 0.7% |
$44.9K - $51.4K
|
7.98K
$7.76M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
2+ 0.13% |
$1.6K - $1.83K
|
1.58K
$1.53M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-10- 0.84% |
$8.02K - $9.17K
|
1.18K
$1.14M
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-26- 0.48% |
$20.8K - $23.8K
|
5.34K
$5.19M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 3.05% |
$11.2K - $12.8K
|
473
$460K
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
44+ 5.9% |
$35.3K - $40.4K
|
790
$767K
|
|
Oct 07, 2024
Q3 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
60+ 0.51% |
$48.1K - $55K
|
11.8K
$11.5M
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
10+ 1.09% |
$8.02K - $9.17K
|
924
$898K
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-163- 2.51% |
$131K - $149K
|
6.32K
$6.14M
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
1+ 0.14% |
$802 - $917
|
708
$688K
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-310- 2.36% |
$249K - $284K
|
12.8K
$12.4M
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-308- 7.01% |
$247K - $282K
|
4.09K
$3.97M
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
6+ 1.3% |
$4.81K - $5.5K
|
466
$453K
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
575New |
$461K - $527K
|
575
$559K
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-209- 20.15% |
$168K - $192K
|
828
$804K
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
35+ 4.44% |
$28.1K - $32.1K
|
824
$801K
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-72- 4.07% |
$57.7K - $66K
|
1.7K
$1.65M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.72K- 42.68% |
$4.59M - $5.25M
|
7.69K
$7.47M
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1+ 0.25% |
$802 - $917
|
395
$384K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
73+ 34.6% |
$58.5K - $66.9K
|
284
$276K
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
25+ 3.6% |
$20K - $22.9K
|
719
$699K
|