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 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.73K- 53.55% |
$4.21M - $5.09M
|
4.1K
$3.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
50+ 9.67% |
$44.5K - $53.8K
|
567
$537K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
647+ 5.76% |
$576K - $697K
|
11.9K
$11.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
533+ 14.03% |
$475K - $574K
|
4.33K
$4.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
53+ 11.37% |
$47.2K - $57.1K
|
519
$492K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-2.02K- 17.36% |
$1.8M - $2.17M
|
9.61K
$9.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
23+ 0.04% |
$20.5K - $24.8K
|
56.6K
$53.7M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
11+ 220.0% |
$9.8K - $11.8K
|
16
$15.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-50- 0.83% |
$44.5K - $53.8K
|
5.94K
$5.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.44% |
$891 - $1.08K
|
228
$216K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
32+ 4.08% |
$28.5K - $34.5K
|
817
$774K
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
219New |
$195K - $236K
|
219
$208K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
166+ 11.12% |
$148K - $179K
|
1.66K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
45+ 15.41% |
$40.1K - $48.5K
|
337
$319K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
104+ 4.01% |
$92.6K - $112K
|
2.7K
$2.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
12K+ 5.71% |
$10.7M - $12.9M
|
222K
$211M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-135- 1.17% |
$120K - $145K
|
11.4K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
82+ 65.08% |
$73K - $88.3K
|
208
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-8- 0.47% |
$7.12K - $8.61K
|
1.69K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-244- 4.01% |
$217K - $263K
|
5.84K
$5.53M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-17- 0.93% |
$15.1K - $18.3K
|
1.81K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.71K+ 0.4% |
$1.52M - $1.84M
|
427K
$404M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
344New |
$306K - $370K
|
344
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-134- 2.78% |
$119K - $144K
|
4.69K
$4.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
238New |
$212K - $256K
|
238
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-105- 1.76% |
$93.5K - $113K
|
5.85K
$5.54M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
162+ 1.84% |
$144K - $174K
|
8.96K
$8.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-317- 4.49% |
$282K - $341K
|
6.74K
$6.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-629- 5.15% |
$560K - $677K
|
11.6K
$11M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
93+ 36.05% |
$82.8K - $100K
|
351
$333K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-18- 1.51% |
$16K - $19.4K
|
1.18K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-25- 1.9% |
$22.3K - $26.9K
|
1.29K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-153- 24.84% |
$136K - $165K
|
463
$439K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-218- 4.51% |
$194K - $235K
|
4.62K
$4.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1+ 0.26% |
$891 - $1.08K
|
385
$365K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.08K+ 193.68% |
$1.86M - $2.24M
|
3.16K
$2.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
3.9K+ 39.8% |
$3.47M - $4.2M
|
13.7K
$13M
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-3.91K- 91.56% |
$3.48M - $4.21M
|
360
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-566- 6.68% |
$504K - $610K
|
7.9K
$7.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
158+ 25.2% |
$141K - $170K
|
785
$744K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15+ 2.69% |
$13.4K - $16.2K
|
572
$542K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
18+ 6.92% |
$16K - $19.4K
|
278
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
11+ 0.42% |
$9.8K - $11.8K
|
2.64K
$2.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
464+ 1.35% |
$413K - $500K
|
34.9K
$33.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
101K+ 13.05% |
$90.1M - $109M
|
877K
$831M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
80+ 5.23% |
$71.2K - $86.1K
|
1.61K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-30- 10.99% |
$26.7K - $32.3K
|
243
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-92- 0.44% |
$81.9K - $99.1K
|
20.6K
$19.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-5- 1.32% |
$4.45K - $5.38K
|
374
$354K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-58- 0.83% |
$51.7K - $62.5K
|
6.91K
$6.55M
|