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 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-176- 6.41% |
$157K - $190K
|
2.57K
$2.42M
|
|
|
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
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-126- 9.78% |
$112K - $136K
|
1.16K
$1.09M
|
|
|
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
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
381+ 24.68% |
$339K - $410K
|
1.93K
$1.81M
|
|
|
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
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-29- 0.4% |
$25.8K - $31.2K
|
7.16K
$6.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 2.68% |
$23.2K - $28K
|
996
$938K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-120- 1.26% |
$107K - $129K
|
9.38K
$8.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
140+ 39.89% |
$125K - $151K
|
491
$462K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
17+ 2.35% |
$15.1K - $18.3K
|
740
$697K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
219New |
$195K - $236K
|
219
$206K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
313New |
$279K - $337K
|
313
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-634- 26.77% |
$565K - $683K
|
1.73K
$1.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
60+ 25.53% |
$53.4K - $64.6K
|
295
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
300+ 72.82% |
$267K - $323K
|
712
$670K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-24- 4.67% |
$21.4K - $25.8K
|
490
$461K
|
|
|
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
$3.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
68+ 2.58% |
$60.6K - $73.2K
|
2.7K
$2.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
13+ 0.3% |
$11.6K - $14K
|
4.39K
$4.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.3K- 7.76% |
$1.16M - $1.4M
|
15.4K
$14.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.75K+ 57.87% |
$6.9M - $8.34M
|
21.1K
$19.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
PUT |
2.9KNew |
$2.58M - $3.12M
|
2.9K
$2.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
484+ 9.83% |
$431K - $521K
|
5.41K
$5.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
46+ 10.04% |
$41K - $49.5K
|
504
$475K
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.94K- 7.64% |
$1.73M - $2.09M
|
23.5K
$22.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
58+ 16.62% |
$51.7K - $62.5K
|
407
$383K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
30+ 5.67% |
$26.7K - $32.3K
|
559
$526K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
2.07K+ 576.6% |
$1.84M - $2.23M
|
2.43K
$2.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-130- 33.42% |
$116K - $140K
|
259
$244K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-299- 23.27% |
$266K - $322K
|
986
$928K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-165- 18.03% |
$147K - $178K
|
750
$706K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-203- 10.5% |
$181K - $219K
|
1.73K
$1.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
84+ 4.4% |
$74.8K - $90.5K
|
2K
$1.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
717+ 20.49% |
$639K - $772K
|
4.22K
$3.97M
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
250New |
$223K - $269K
|
250
$235K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-5- 1.57% |
$4.45K - $5.38K
|
314
$296K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-738- 2.04% |
$657K - $795K
|
35.5K
$33.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-85- 0.77% |
$75.7K - $91.5K
|
11K
$10.4M
|