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 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.96K- 9.52% |
$2.64M - $3.19M
|
28.1K
$26.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-62- 2.8% |
$55.2K - $66.8K
|
2.16K
$2.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
53+ 11.73% |
$47.2K - $57.1K
|
505
$479K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
60.9K+ 2986.08% |
$54.3M - $65.6M
|
63K
$59.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
56+ 2.1% |
$49.9K - $60.3K
|
2.73K
$2.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-803- 4.89% |
$715K - $865K
|
15.6K
$14.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
212+ 15.31% |
$189K - $228K
|
1.6K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-76- 0.79% |
$67.7K - $81.8K
|
9.49K
$9M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
299+ 5.68% |
$266K - $322K
|
5.56K
$5.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
162+ 6.82% |
$144K - $174K
|
2.54K
$2.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-384- 36.71% |
$342K - $414K
|
662
$627K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
312+ 0.65% |
$278K - $336K
|
48.1K
$45.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-1- 0.12% |
$891 - $1.08K
|
853
$808K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
46+ 1.43% |
$41K - $49.5K
|
3.27K
$3.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
176+ 4.11% |
$157K - $190K
|
4.46K
$4.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
48+ 3.15% |
$42.7K - $51.7K
|
1.57K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
618New |
$550K - $665K
|
618
$586K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.28K- 99.84% |
$1.14M - $1.37M
|
2
$1.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
23+ 4.36% |
$20.5K - $24.8K
|
551
$522K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
800+ 0.92% |
$712K - $861K
|
88K
$83.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-1.5K- 1.56% |
$1.33M - $1.61M
|
94.5K
$89.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-653- 3.74% |
$582K - $703K
|
16.8K
$15.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
PUT |
300New |
$267K - $323K
|
300
$284K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-314- 1.64% |
$280K - $338K
|
18.9K
$17.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-10- 0.99% |
$8.91K - $10.8K
|
1K
$950K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-7- 0.18% |
$6.23K - $7.54K
|
3.85K
$3.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-286- 31.22% |
$255K - $308K
|
630
$597K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-19- 1.31% |
$16.9K - $20.5K
|
1.43K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-37- 2.42% |
$33K - $39.8K
|
1.49K
$1.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-50- 9.52% |
$44.5K - $53.8K
|
475
$450K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
34+ 4.94% |
$30.3K - $36.6K
|
722
$684K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.3% |
$3.56K - $4.31K
|
1.35K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
833+ 23.79% |
$742K - $897K
|
4.34K
$4.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-286- 4.0% |
$255K - $308K
|
6.87K
$6.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1+ 0.14% |
$891 - $1.08K
|
693
$657K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-6- 1.25% |
$5.34K - $6.46K
|
473
$448K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-133- 13.46% |
$118K - $143K
|
855
$810K
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
10+ 2.98% |
$8.91K - $10.8K
|
346
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-554- 27.05% |
$493K - $597K
|
1.49K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
11+ 2.15% |
$9.8K - $11.8K
|
522
$495K
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-1.14K- 11.85% |
$1.02M - $1.23M
|
8.48K
$8.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
92+ 31.08% |
$81.9K - $99.1K
|
388
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-35- 3.35% |
$31.2K - $37.7K
|
1.01K
$956K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
33+ 1.81% |
$29.4K - $35.5K
|
1.86K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-125- 10.71% |
$111K - $135K
|
1.04K
$987K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
16+ 4.08% |
$14.2K - $17.2K
|
408
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-91- 4.22% |
$81K - $98K
|
2.06K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
147+ 13.09% |
$131K - $158K
|
1.27K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
98+ 0.76% |
$87.3K - $106K
|
13.1K
$12.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-40- 5.15% |
$35.6K - $43.1K
|
736
$697K
|