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
|
Defender Capital, Llc.
|
SELL
|
- |
-964- 7.99% |
$859K - $1.04M
|
11.1K
$10.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-3- 0.84% |
$2.67K - $3.23K
|
354
$333K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.76K- 26.59% |
$2.46M - $2.97M
|
7.62K
$7.17M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 0.53% |
$4.45K - $5.38K
|
955
$899K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.21K+ 3.14% |
$1.07M - $1.3M
|
39.7K
$37.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-98- 1.28% |
$87.3K - $106K
|
7.58K
$7.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-123- 3.35% |
$110K - $132K
|
3.55K
$3.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
269+ 5.16% |
$240K - $290K
|
5.48K
$5.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
55+ 3.84% |
$49K - $59.2K
|
1.49K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.53K- 6.56% |
$1.37M - $1.65M
|
21.8K
$20.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Baskin Financial Services Inc.
|
SELL
|
- |
-1.39K- 2.02% |
$1.24M - $1.49M
|
67.4K
$63.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
10+ 3.02% |
$8.91K - $10.8K
|
341
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-30- 7.37% |
$26.7K - $32.3K
|
377
$355K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-62- 5.86% |
$55.2K - $66.8K
|
996
$938K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-58.5K- 30.59% |
$52.1M - $63M
|
133K
$125M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
5.21K+ 8.26% |
$4.64M - $5.61M
|
68.4K
$64.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
13+ 0.79% |
$11.6K - $14K
|
1.65K
$1.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-151- 2.74% |
$134K - $163K
|
5.36K
$5.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
217+ 24.77% |
$193K - $234K
|
1.09K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.85K- 8.13% |
$2.54M - $3.07M
|
32.2K
$30.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-182- 2.04% |
$162K - $196K
|
8.74K
$8.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
237+ 0.62% |
$211K - $255K
|
38.2K
$36M
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.92K+ 4.69% |
$1.71M - $2.07M
|
42.8K
$40.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-22- 8.12% |
$19.6K - $23.7K
|
249
$234K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
7+ 1.8% |
$6.23K - $7.54K
|
395
$372K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25+ 3.71% |
$22.3K - $26.9K
|
699
$658K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
933+ 0.61% |
$831K - $1M
|
154K
$145M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-83.2K- 6.6% |
$74.1M - $89.6M
|
1.18M
$1.11B
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
12+ 0.7% |
$10.7K - $12.9K
|
1.73K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
9+ 1.57% |
$8.02K - $9.69K
|
582
$548K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
4+ 1.19% |
$3.56K - $4.31K
|
341
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
96+ 9.19% |
$85.5K - $103K
|
1.14K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
55+ 2.36% |
$49K - $59.2K
|
2.39K
$2.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.33K+ 8.53% |
$1.19M - $1.44M
|
17K
$16M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
218+ 0.66% |
$194K - $235K
|
33.5K
$31.5M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
99New |
$88.2K - $107K
|
99
$93.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-444- 19.87% |
$395K - $478K
|
1.79K
$1.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-649- 6.07% |
$578K - $699K
|
10.1K
$9.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-1.39K- 17.73% |
$1.24M - $1.49M
|
6.44K
$6.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-25.5K- 98.05% |
$22.7M - $27.5M
|
507
$477K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-25- 0.72% |
$22.3K - $26.9K
|
3.46K
$3.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
42+ 5.03% |
$37.4K - $45.2K
|
877
$826K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-281- 4.97% |
$250K - $303K
|
5.37K
$5.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
14+ 1.97% |
$12.5K - $15.1K
|
726
$684K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-2- 0.49% |
$1.78K - $2.15K
|
404
$380K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-2.3K- 2.14% |
$2.05M - $2.48M
|
105K
$99.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
CALL |
500New |
$445K - $538K
|
500
$471K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-826- 11.18% |
$736K - $889K
|
6.56K
$6.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-601- 5.12% |
$535K - $647K
|
11.1K
$10.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
25+ 0.68% |
$22.3K - $26.9K
|
3.69K
$3.47M
|