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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-90- 9.7% |
$63.4K - $78.4K
|
838
$808K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-47.2K- 21.55% |
$33.3M - $41.1M
|
172K
$166M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.33% |
$705 - $871
|
300
$289K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-65- 15.19% |
$45.8K - $56.6K
|
363
$350K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-5.33K- 6.31% |
$3.76M - $4.64M
|
79.2K
$76.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-330- 0.97% |
$233K - $287K
|
33.6K
$32.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-8- 4.06% |
$5.64K - $6.97K
|
189
$182K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
10New |
$7.05K - $8.71K
|
10
$9.64K
|
|
|
Jul 23, 2024
Q2 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-902- 76.18% |
$636K - $785K
|
282
$272K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-225- 1.61% |
$159K - $196K
|
13.7K
$13.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-4- 0.28% |
$2.82K - $3.48K
|
1.45K
$1.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-115- 2.1% |
$81.1K - $100K
|
5.37K
$5.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-270- 7.14% |
$190K - $235K
|
3.51K
$3.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-283- 13.22% |
$199K - $246K
|
1.86K
$1.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-24- 2.57% |
$16.9K - $20.9K
|
911
$878K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-11- 0.75% |
$7.75K - $9.58K
|
1.46K
$1.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1+ 0.07% |
$705 - $871
|
1.37K
$1.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
8+ 26.67% |
$5.64K - $6.97K
|
38
$36.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Investment Management Ltd.
|
SELL
|
- |
-400- 14.29% |
$282K - $348K
|
2.4K
$2.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-4- 0.97% |
$2.82K - $3.48K
|
410
$395K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-14- 1.54% |
$9.87K - $12.2K
|
896
$864K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5New |
$3.52K - $4.35K
|
5
$4.82K
|
|
|
Jul 22, 2024
Q2 2024
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
151+ 0.28% |
$106K - $131K
|
54.7K
$52.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-60- 15.96% |
$42.3K - $52.2K
|
316
$305K
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-1- 0.34% |
$705 - $871
|
291
$281K
|
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
61+ 0.31% |
$43K - $53.1K
|
19.6K
$18.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
429New |
$302K - $374K
|
429
$414K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-22- 1.5% |
$15.5K - $19.2K
|
1.44K
$1.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-571- 1.88% |
$402K - $497K
|
29.8K
$28.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-1.6K- 2.7% |
$1.12M - $1.39M
|
57.6K
$55.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
34+ 2.05% |
$24K - $29.6K
|
1.69K
$1.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
100New |
$70.5K - $87.1K
|
100
$96.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-175- 14.44% |
$123K - $152K
|
1.04K
$1M
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-3- 0.67% |
$2.11K - $2.61K
|
445
$429K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1- 0.24% |
$705 - $871
|
416
$401K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-22- 5.21% |
$15.5K - $19.2K
|
400
$386K
|
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-5- 1.4% |
$3.52K - $4.35K
|
351
$338K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
426New |
$300K - $371K
|
426
$411K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
267New |
$188K - $232K
|
267
$257K
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.09K- 25.16% |
$769K - $950K
|
3.25K
$3.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-30- 0.24% |
$21.1K - $26.1K
|
12.7K
$12.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-52- 13.4% |
$36.7K - $45.3K
|
336
$324K
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
SELL
|
- |
-14- 1.88% |
$9.87K - $12.2K
|
731
$705K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
2.17KNew |
$1.53M - $1.89M
|
2.17K
$2.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-770- 70.26% |
$543K - $670K
|
326
$314K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
41+ 7.47% |
$28.9K - $35.7K
|
590
$569K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
89+ 29.08% |
$62.7K - $77.5K
|
395
$381K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-246- 2.9% |
$173K - $214K
|
8.25K
$7.95M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
20+ 5.03% |
$14.1K - $17.4K
|
418
$403K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-7- 3.59% |
$4.93K - $6.1K
|
188
$181K
|