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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
343+ 1.68% |
$305K - $369K
|
20.7K
$19.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-261- 2.62% |
$232K - $281K
|
9.72K
$9.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
28+ 2.15% |
$24.9K - $30.2K
|
1.33K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
17.7K+ 1.67% |
$15.7M - $19M
|
1.07M
$1.02B
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-20.4K- 15.7% |
$18.2M - $22M
|
110K
$104M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-258- 3.85% |
$230K - $278K
|
6.45K
$6.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
20+ 0.47% |
$17.8K - $21.5K
|
4.3K
$4.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
116+ 1.31% |
$103K - $125K
|
8.95K
$8.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-39- 5.98% |
$34.7K - $42K
|
613
$581K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-254- 60.19% |
$226K - $274K
|
168
$159K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3+ 0.79% |
$2.67K - $3.23K
|
382
$362K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
52+ 6.8% |
$46.3K - $56K
|
817
$774K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-16- 0.86% |
$14.2K - $17.2K
|
1.84K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-192- 10.06% |
$171K - $207K
|
1.72K
$1.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.63K+ 43.77% |
$1.45M - $1.76M
|
5.35K
$5.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-3- 1.18% |
$2.67K - $3.23K
|
251
$238K
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
388+ 22.74% |
$346K - $418K
|
2.09K
$1.98M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-14.5K- 3.84% |
$13M - $15.7M
|
364K
$345M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-48- 0.04% |
$42.7K - $51.7K
|
108K
$102M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
27+ 3.28% |
$24K - $29.1K
|
850
$805K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-142- 3.52% |
$126K - $153K
|
3.89K
$3.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
54+ 8.01% |
$48.1K - $58.2K
|
728
$690K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
18+ 1.6% |
$16K - $19.4K
|
1.14K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-36- 2.31% |
$32.1K - $38.8K
|
1.52K
$1.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.52K- 5.04% |
$1.35M - $1.63M
|
28.6K
$27.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
55+ 4.11% |
$49K - $59.2K
|
1.39K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-2.31K- 83.64% |
$2.05M - $2.48M
|
451
$427K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
93+ 3.81% |
$82.8K - $100K
|
2.54K
$2.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 3.13% |
$891 - $1.08K
|
31
$29.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-13- 0.73% |
$11.6K - $14K
|
1.77K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-7- 0.38% |
$6.23K - $7.54K
|
1.82K
$1.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
14.1K+ 1974.79% |
$12.6M - $15.2M
|
14.8K
$14M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-39- 0.52% |
$34.7K - $42K
|
7.49K
$7.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-81- 9.38% |
$72.1K - $87.2K
|
783
$742K
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
7+ 1.51% |
$6.23K - $7.54K
|
470
$445K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6+ 13.33% |
$5.34K - $6.46K
|
51
$48.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
312+ 37.55% |
$278K - $336K
|
1.14K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-132- 25.05% |
$118K - $142K
|
395
$374K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.54% |
$4.45K - $5.38K
|
917
$869K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
111New |
$98.9K - $120K
|
111
$105K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-144- 4.5% |
$128K - $155K
|
3.06K
$2.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
148+ 2.23% |
$132K - $159K
|
6.77K
$6.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
3+ 0.53% |
$2.67K - $3.23K
|
564
$534K
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
BUY
|
- |
35+ 5.08% |
$31.2K - $37.7K
|
724
$686K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-9- 0.93% |
$8.02K - $9.69K
|
955
$905K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-50- 1.34% |
$44.5K - $53.8K
|
3.68K
$3.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
68New |
$60.6K - $73.2K
|
68
$64.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-2.11K- 26.65% |
$1.88M - $2.28M
|
5.82K
$5.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
725+ 49.62% |
$646K - $781K
|
2.19K
$2.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-22- 1.26% |
$19.6K - $23.7K
|
1.72K
$1.63M
|