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
|
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
$700K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-32- 0.57% |
$28.5K - $34.5K
|
5.54K
$5.22M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-849- 5.49% |
$756K - $914K
|
14.6K
$13.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-43- 5.04% |
$38.3K - $46.3K
|
810
$763K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
23+ 6.97% |
$20.5K - $24.8K
|
353
$332K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
6.47KNew |
$5.76M - $6.96M
|
6.47K
$6.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-30- 11.58% |
$26.7K - $32.3K
|
229
$216K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-312- 0.92% |
$278K - $336K
|
33.8K
$31.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
131+ 1.46% |
$117K - $141K
|
9.1K
$8.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-17- 0.8% |
$15.1K - $18.3K
|
2.12K
$1.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-2.02K- 57.85% |
$1.79M - $2.17M
|
1.47K
$1.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-96- 26.67% |
$85.5K - $103K
|
264
$249K
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
7.5K+ 187.5% |
$6.68M - $8.08M
|
11.5K
$10.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-22- 0.12% |
$19.6K - $23.7K
|
18K
$16.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-513- 2.38% |
$457K - $552K
|
21K
$19.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-65- 9.19% |
$57.9K - $70K
|
642
$605K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.41K- 6.16% |
$2.14M - $2.59M
|
36.7K
$34.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
95+ 5.96% |
$84.6K - $102K
|
1.69K
$1.59M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4+ 0.67% |
$3.56K - $4.31K
|
601
$566K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
122+ 26.87% |
$109K - $131K
|
576
$542K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
305+ 37.42% |
$272K - $328K
|
1.12K
$1.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
335+ 8.13% |
$298K - $361K
|
4.46K
$4.2M
|
|
|
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
$8.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-21- 5.69% |
$18.7K - $22.6K
|
348
$328K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-89- 1.93% |
$79.3K - $95.8K
|
4.52K
$4.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
131+ 3.91% |
$117K - $141K
|
3.48K
$3.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-84- 2.82% |
$74.8K - $90.5K
|
2.9K
$2.73M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-69- 9.82% |
$61.5K - $74.3K
|
634
$597K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
135+ 1.53% |
$120K - $145K
|
8.98K
$8.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
40+ 18.18% |
$35.6K - $43.1K
|
260
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-27- 2.21% |
$24K - $29.1K
|
1.19K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-92- 4.31% |
$81.9K - $99.1K
|
2.04K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
53+ 0.62% |
$47.2K - $57.1K
|
8.64K
$8.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 9.09% |
$891 - $1.08K
|
10
$9.42K
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
291+ 43.5% |
$259K - $313K
|
960
$904K
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
55+ 10.44% |
$49K - $59.2K
|
582
$548K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.55K+ 12.88% |
$2.27M - $2.75M
|
22.4K
$21.1M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
48+ 3.22% |
$42.7K - $51.7K
|
1.54K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16+ 0.31% |
$14.2K - $17.2K
|
5.19K
$4.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-64- 11.74% |
$57K - $68.9K
|
481
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
32+ 4.32% |
$28.5K - $34.5K
|
772
$727K
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
1.84K+ 9.1% |
$1.64M - $1.99M
|
22.1K
$20.8M
|
|
|
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
$780K
|
|
|
Apr 17, 2025
Q1 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-398- 18.43% |
$354K - $429K
|
1.76K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
255+ 2.73% |
$227K - $275K
|
9.6K
$9.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
947+ 15.42% |
$843K - $1.02M
|
7.09K
$6.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-535- 37.68% |
$476K - $576K
|
885
$833K
|