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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 2.94% |
$2.82K - $3.48K
|
132
$128K
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
15+ 2.25% |
$10.6K - $13.1K
|
681
$662K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-3- 0.81% |
$2.11K - $2.61K
|
366
$356K
|
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-757- 70.35% |
$534K - $659K
|
319
$310K
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-257- 12.11% |
$181K - $224K
|
1.87K
$1.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
53+ 28.65% |
$37.4K - $46.1K
|
238
$231K
|
|
|
Aug 06, 2024
Q2 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
245New |
$173K - $213K
|
245
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.56K- 4.9% |
$1.1M - $1.35M
|
30.1K
$29.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
64+ 64.0% |
$45.1K - $55.7K
|
164
$159K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.11K+ 853.35% |
$4.31M - $5.32M
|
6.83K
$6.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-149- 1.12% |
$105K - $130K
|
13.2K
$12.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-2.08K- 34.58% |
$1.47M - $1.81M
|
3.94K
$3.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
5+ 0.67% |
$3.52K - $4.35K
|
748
$727K
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-68- 6.39% |
$47.9K - $59.2K
|
996
$968K
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
25+ 7.46% |
$17.6K - $21.8K
|
360
$350K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-23- 14.29% |
$16.2K - $20K
|
138
$134K
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-7- 2.25% |
$4.93K - $6.1K
|
304
$295K
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.98K+ 62.12% |
$1.39M - $1.72M
|
5.17K
$5.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-510- 22.17% |
$359K - $444K
|
1.79K
$1.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
1+ 0.32% |
$705 - $871
|
312
$303K
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-58- 7.52% |
$40.9K - $50.5K
|
713
$693K
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-20- 0.93% |
$14.1K - $17.4K
|
2.13K
$2.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
16+ 5.16% |
$11.3K - $13.9K
|
326
$317K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
259New |
$183K - $226K
|
259
$252K
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
39+ 5.05% |
$27.5K - $34K
|
812
$789K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
27+ 3.69% |
$19K - $23.5K
|
758
$736K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
92.4KNew |
$65.1M - $80.4M
|
92.4K
$89.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
6+ 1.5% |
$4.23K - $5.22K
|
405
$393K
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-8- 1.65% |
$5.64K - $6.97K
|
478
$464K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-36- 0.77% |
$25.4K - $31.3K
|
4.63K
$4.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
109+ 11.24% |
$76.8K - $94.9K
|
1.08K
$1.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
246New |
$173K - $214K
|
246
$239K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-44- 2.49% |
$31K - $38.3K
|
1.72K
$1.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
121+ 1.85% |
$85.3K - $105K
|
6.64K
$6.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-107- 1.98% |
$75.4K - $93.2K
|
5.29K
$5.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-525- 37.91% |
$370K - $457K
|
860
$835K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
19+ 5.0% |
$13.4K - $16.5K
|
399
$388K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24+ 126.32% |
$16.9K - $20.9K
|
43
$41.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-51- 0.49% |
$35.9K - $44.4K
|
10.4K
$10.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
313New |
$221K - $273K
|
313
$304K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
238New |
$168K - $207K
|
238
$231K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-19- 0.69% |
$13.4K - $16.5K
|
2.72K
$2.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
238New |
$168K - $207K
|
238
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-17- 0.59% |
$12K - $14.8K
|
2.89K
$2.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
61+ 8.41% |
$43K - $53.1K
|
786
$764K
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-50- 0.79% |
$35.2K - $43.5K
|
6.27K
$6.09M
|
|
|
Jul 31, 2024
Q2 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
13KNew |
$9.16M - $11.3M
|
13K
$12.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-509- 4.39% |
$359K - $443K
|
11.1K
$10.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-35- 7.32% |
$24.7K - $30.5K
|
443
$430K
|
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-52- 18.06% |
$36.7K - $45.3K
|
236
$229K
|