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 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-200- 48.43% |
$178K - $215K
|
213
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.28K- 5.12% |
$1.14M - $1.38M
|
23.7K
$22.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-109- 9.88% |
$97.1K - $117K
|
994
$942K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
5+ 1.21% |
$4.45K - $5.38K
|
419
$397K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
100+ 25.84% |
$89.1K - $108K
|
487
$461K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-3- 0.82% |
$2.67K - $3.23K
|
361
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-59- 16.53% |
$52.5K - $63.5K
|
298
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.59K- 17.06% |
$3.2M - $3.87M
|
17.5K
$16.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.84% |
$1.78K - $2.15K
|
240
$227K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
352+ 7.85% |
$313K - $379K
|
4.84K
$4.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-26- 8.93% |
$23.2K - $28K
|
265
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
89+ 0.23% |
$79.3K - $95.8K
|
38.7K
$36.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
671New |
$598K - $723K
|
671
$636K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
180+ 2.17% |
$160K - $194K
|
8.46K
$8.02M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
124+ 354.29% |
$110K - $134K
|
159
$151K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4+ 0.63% |
$3.56K - $4.31K
|
642
$608K
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-11.9K- 92.76% |
$10.6M - $12.8M
|
930
$881K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
235+ 15.75% |
$209K - $253K
|
1.73K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Rheos Capital Works Inc.
|
BUY
|
- |
26.4K+ 111.86% |
$23.5M - $28.4M
|
50K
$47.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-51- 1.95% |
$45.4K - $54.9K
|
2.56K
$2.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
74+ 0.29% |
$65.9K - $79.7K
|
25.3K
$24M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-82- 16.87% |
$73K - $88.3K
|
404
$383K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-476- 0.8% |
$424K - $513K
|
58.7K
$55.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-77- 2.97% |
$68.6K - $82.9K
|
2.52K
$2.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
SELL
|
- |
-37- 8.96% |
$33K - $39.8K
|
376
$356K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.59K+ 252.53% |
$2.31M - $2.79M
|
3.62K
$3.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.75% |
$4.45K - $5.38K
|
674
$639K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2- 0.39% |
$1.78K - $2.15K
|
516
$489K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-144- 1.97% |
$128K - $155K
|
7.17K
$6.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
94+ 11.56% |
$83.7K - $101K
|
907
$859K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-37- 2.9% |
$33K - $39.8K
|
1.24K
$1.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
255New |
$227K - $275K
|
255
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
86+ 2.62% |
$76.6K - $92.6K
|
3.37K
$3.19M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-59- 12.09% |
$52.5K - $63.5K
|
429
$407K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
8+ 2.0% |
$7.12K - $8.61K
|
408
$387K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
16+ 2.8% |
$14.2K - $17.2K
|
587
$556K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
15+ 5.66% |
$13.4K - $16.2K
|
280
$265K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
30+ 11.19% |
$26.7K - $32.3K
|
298
$282K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
303New |
$270K - $326K
|
303
$287K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.36K+ 43.15% |
$1.21M - $1.47M
|
4.53K
$4.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
72+ 17.02% |
$64.1K - $77.5K
|
495
$469K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
53+ 6.18% |
$47.2K - $57.1K
|
910
$862K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-94- 0.8% |
$83.7K - $101K
|
11.7K
$11M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2+ 0.15% |
$1.78K - $2.15K
|
1.33K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-3- 0.2% |
$2.67K - $3.23K
|
1.47K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-28- 3.42% |
$24.9K - $30.2K
|
790
$749K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-14- 3.28% |
$12.5K - $15.1K
|
413
$391K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.7% |
$10.7K - $12.9K
|
1.73K
$1.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-393- 6.41% |
$350K - $423K
|
5.74K
$5.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
50+ 3.47% |
$44.5K - $53.8K
|
1.49K
$1.41M
|