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 18, 2025
Q1 2025
|
Bender Robert & Associates
|
SELL
|
- |
-31- 2.09% |
$27.6K - $33.4K
|
1.45K
$1.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
427+ 5.27% |
$380K - $460K
|
8.52K
$8.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-21- 5.69% |
$18.7K - $22.6K
|
348
$330K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-89- 1.93% |
$79.3K - $95.8K
|
4.52K
$4.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
131+ 3.91% |
$117K - $141K
|
3.48K
$3.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-84- 2.82% |
$74.8K - $90.5K
|
2.9K
$2.75M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-69- 9.82% |
$61.5K - $74.3K
|
634
$601K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
135+ 1.53% |
$120K - $145K
|
8.98K
$8.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
40+ 18.18% |
$35.6K - $43.1K
|
260
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-27- 2.21% |
$24K - $29.1K
|
1.19K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-92- 4.31% |
$81.9K - $99.1K
|
2.04K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
53+ 0.62% |
$47.2K - $57.1K
|
8.64K
$8.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 9.09% |
$891 - $1.08K
|
10
$9.48K
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
291+ 43.5% |
$259K - $313K
|
960
$910K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-176- 6.41% |
$157K - $190K
|
2.57K
$2.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
55+ 10.44% |
$49K - $59.2K
|
582
$551K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.55K+ 12.88% |
$2.27M - $2.75M
|
22.4K
$21.2M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
48+ 3.22% |
$42.7K - $51.7K
|
1.54K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-126- 9.78% |
$112K - $136K
|
1.16K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16+ 0.31% |
$14.2K - $17.2K
|
5.19K
$4.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
381+ 24.68% |
$339K - $410K
|
1.93K
$1.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-64- 11.74% |
$57K - $68.9K
|
481
$456K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
32+ 4.32% |
$28.5K - $34.5K
|
772
$732K
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
1.84K+ 9.1% |
$1.64M - $1.99M
|
22.1K
$21M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
576+ 4.27% |
$513K - $620K
|
14.1K
$13.3M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
19+ 2.35% |
$16.9K - $20.5K
|
828
$785K
|
|
|
Apr 17, 2025
Q1 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-398- 18.43% |
$354K - $429K
|
1.76K
$1.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
126+ 14.45% |
$112K - $136K
|
998
$946K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
255+ 2.73% |
$227K - $275K
|
9.6K
$9.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
947+ 15.42% |
$843K - $1.02M
|
7.09K
$6.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-535- 37.68% |
$476K - $576K
|
885
$839K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-29- 0.4% |
$25.8K - $31.2K
|
7.16K
$6.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 2.68% |
$23.2K - $28K
|
996
$944K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-120- 1.26% |
$107K - $129K
|
9.38K
$8.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
140+ 39.89% |
$125K - $151K
|
491
$465K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
17+ 2.35% |
$15.1K - $18.3K
|
740
$701K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
219New |
$195K - $236K
|
219
$208K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
313New |
$279K - $337K
|
313
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
217+ 6.59% |
$193K - $234K
|
3.51K
$3.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-634- 26.77% |
$565K - $683K
|
1.73K
$1.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
33+ 2.34% |
$29.4K - $35.5K
|
1.44K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
60+ 25.53% |
$53.4K - $64.6K
|
295
$280K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
300+ 72.82% |
$267K - $323K
|
712
$675K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-96- 0.76% |
$85.5K - $103K
|
12.5K
$11.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-24- 4.67% |
$21.4K - $25.8K
|
490
$464K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
41+ 3.23% |
$36.5K - $44.2K
|
1.31K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
33+ 0.98% |
$29.4K - $35.5K
|
3.39K
$3.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
68+ 2.58% |
$60.6K - $73.2K
|
2.7K
$2.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
13+ 0.3% |
$11.6K - $14K
|
4.39K
$4.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.3K- 7.76% |
$1.16M - $1.4M
|
15.4K
$14.6M
|