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 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
353+ 35.16% |
$314K - $380K
|
1.36K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
42+ 14.74% |
$37.4K - $45.2K
|
327
$310K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-15- 1.9% |
$13.4K - $16.2K
|
773
$732K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-81- 2.36% |
$72.1K - $87.2K
|
3.36K
$3.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-143- 22.66% |
$127K - $154K
|
488
$462K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-28- 0.2% |
$24.9K - $30.2K
|
14.2K
$13.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-56- 1.05% |
$49.9K - $60.3K
|
5.3K
$5.02M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-727- 31.79% |
$647K - $783K
|
1.56K
$1.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
321+ 51.77% |
$286K - $346K
|
941
$892K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
28+ 1.68% |
$24.9K - $30.2K
|
1.69K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
51+ 1.36% |
$45.4K - $54.9K
|
3.81K
$3.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-91- 3.65% |
$81K - $98K
|
2.4K
$2.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
100+ 8.06% |
$89.1K - $108K
|
1.34K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
35+ 2.71% |
$31.2K - $37.7K
|
1.33K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
104+ 1.51% |
$92.6K - $112K
|
7K
$6.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.85% |
$43.6K - $52.8K
|
5.69K
$5.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
74+ 3.06% |
$65.9K - $79.7K
|
2.49K
$2.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-15- 3.25% |
$13.4K - $16.2K
|
447
$424K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-5.51K- 3.96% |
$4.91M - $5.94M
|
134K
$127M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
68+ 0.44% |
$60.6K - $73.2K
|
15.6K
$14.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
5+ 1.2% |
$4.45K - $5.38K
|
421
$399K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-75- 1.1% |
$66.8K - $80.8K
|
6.76K
$6.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-41- 3.13% |
$36.5K - $44.2K
|
1.27K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
127New |
$113K - $137K
|
127
$120K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-49- 6.19% |
$43.6K - $52.8K
|
743
$704K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-32- 0.57% |
$28.5K - $34.5K
|
5.54K
$5.25M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-849- 5.49% |
$756K - $914K
|
14.6K
$13.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-43- 5.04% |
$38.3K - $46.3K
|
810
$768K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
23+ 6.97% |
$20.5K - $24.8K
|
353
$334K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
6.47KNew |
$5.76M - $6.96M
|
6.47K
$6.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-30- 11.58% |
$26.7K - $32.3K
|
229
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-312- 0.92% |
$278K - $336K
|
33.8K
$32M
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-192- 20.73% |
$171K - $207K
|
734
$696K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-34- 0.33% |
$30.3K - $36.6K
|
10.2K
$9.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
131+ 1.46% |
$117K - $141K
|
9.1K
$8.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-17- 0.8% |
$15.1K - $18.3K
|
2.12K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-2.02K- 57.85% |
$1.79M - $2.17M
|
1.47K
$1.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-96- 26.67% |
$85.5K - $103K
|
264
$250K
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
7.5K+ 187.5% |
$6.68M - $8.08M
|
11.5K
$10.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-22- 0.12% |
$19.6K - $23.7K
|
18K
$17M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-513- 2.38% |
$457K - $552K
|
21K
$19.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-65- 9.19% |
$57.9K - $70K
|
642
$608K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.41K- 6.16% |
$2.14M - $2.59M
|
36.7K
$34.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
95+ 5.96% |
$84.6K - $102K
|
1.69K
$1.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4+ 0.67% |
$3.56K - $4.31K
|
601
$569K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
122+ 26.87% |
$109K - $131K
|
576
$546K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
305+ 37.42% |
$272K - $328K
|
1.12K
$1.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-36- 2.21% |
$32.1K - $38.8K
|
1.59K
$1.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.28K+ 17.41% |
$1.14M - $1.38M
|
8.66K
$8.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
335+ 8.13% |
$298K - $361K
|
4.46K
$4.22M
|