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 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.67K- 63.43% |
$3.27M - $3.96M
|
2.12K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-173- 7.97% |
$154K - $186K
|
2K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
133+ 3.41% |
$118K - $143K
|
4.03K
$3.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-29- 1.58% |
$25.8K - $31.2K
|
1.8K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-112- 3.36% |
$99.7K - $121K
|
3.22K
$3M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.7K- 2.79% |
$2.4M - $2.9M
|
94K
$87.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.45K- 9.17% |
$1.29M - $1.56M
|
14.4K
$13.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
578+ 13.28% |
$515K - $622K
|
4.93K
$4.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5New |
$4.45K - $5.38K
|
5
$4.67K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-10- 0.25% |
$8.91K - $10.8K
|
4.05K
$3.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
114+ 16.52% |
$102K - $123K
|
804
$751K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
300New |
$267K - $323K
|
300
$280K
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-50- 9.42% |
$44.5K - $53.8K
|
481
$449K
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-4- 1.83% |
$3.56K - $4.31K
|
215
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-36- 12.5% |
$32.1K - $38.8K
|
252
$235K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
194+ 42.64% |
$173K - $209K
|
649
$606K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
117+ 5.81% |
$104K - $126K
|
2.13K
$1.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-141- 1.91% |
$126K - $152K
|
7.23K
$6.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-8- 5.76% |
$7.12K - $8.61K
|
131
$122K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-27- 3.91% |
$24K - $29.1K
|
663
$619K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-69- 0.08% |
$61.5K - $74.3K
|
85.6K
$79.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-17.4K- 11.68% |
$15.5M - $18.8M
|
132K
$123M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
14+ 4.9% |
$12.5K - $15.1K
|
300
$280K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.76K- 17.52% |
$5.13M - $6.2M
|
27.1K
$25.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-81- 2.36% |
$72.1K - $87.2K
|
3.36K
$3.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-28- 0.2% |
$24.9K - $30.2K
|
14.2K
$13.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-56- 1.05% |
$49.9K - $60.3K
|
5.3K
$4.94M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-727- 31.79% |
$647K - $783K
|
1.56K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
321+ 51.77% |
$286K - $346K
|
941
$879K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
28+ 1.68% |
$24.9K - $30.2K
|
1.69K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
51+ 1.36% |
$45.4K - $54.9K
|
3.81K
$3.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-91- 3.65% |
$81K - $98K
|
2.4K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
100+ 8.06% |
$89.1K - $108K
|
1.34K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
35+ 2.71% |
$31.2K - $37.7K
|
1.33K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
74+ 3.06% |
$65.9K - $79.7K
|
2.49K
$2.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-15- 3.25% |
$13.4K - $16.2K
|
447
$417K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-5.51K- 3.96% |
$4.91M - $5.94M
|
134K
$125M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
5+ 1.2% |
$4.45K - $5.38K
|
421
$393K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-75- 1.1% |
$66.8K - $80.8K
|
6.76K
$6.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-41- 3.13% |
$36.5K - $44.2K
|
1.27K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
127New |
$113K - $137K
|
127
$119K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-49- 6.19% |
$43.6K - $52.8K
|
743
$694K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-32- 0.57% |
$28.5K - $34.5K
|
5.54K
$5.17M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-849- 5.49% |
$756K - $914K
|
14.6K
$13.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-43- 5.04% |
$38.3K - $46.3K
|
810
$756K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
23+ 6.97% |
$20.5K - $24.8K
|
353
$330K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
6.47KNew |
$5.76M - $6.96M
|
6.47K
$6.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-30- 11.58% |
$26.7K - $32.3K
|
229
$214K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-312- 0.92% |
$278K - $336K
|
33.8K
$31.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
131+ 1.46% |
$117K - $141K
|
9.1K
$8.5M
|