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 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
20+ 5.03% |
$14.1K - $17.4K
|
418
$402K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-7- 3.59% |
$4.93K - $6.1K
|
188
$181K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
386New |
$272K - $336K
|
386
$371K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.2% |
$705 - $871
|
499
$479K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
742+ 167.87% |
$523K - $646K
|
1.18K
$1.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
400New |
$282K - $348K
|
400
$384K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
100+ 25.0% |
$70.5K - $87.1K
|
500
$480K
|
|
|
Jul 16, 2024
Q2 2024
|
Shikiar Asset Management Inc
|
SELL
|
- |
-300- 12.2% |
$211K - $261K
|
2.16K
$2.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
245New |
$173K - $213K
|
245
$235K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
57+ 11.95% |
$40.2K - $49.6K
|
534
$513K
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 0.11% |
$705 - $871
|
916
$880K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-6- 0.38% |
$4.23K - $5.22K
|
1.55K
$1.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
263New |
$185K - $229K
|
263
$253K
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4+ 0.28% |
$2.82K - $3.48K
|
1.42K
$1.36M
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
19+ 2.75% |
$13.4K - $16.5K
|
709
$681K
|
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-60- 12.37% |
$42.3K - $52.2K
|
425
$408K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
304New |
$214K - $265K
|
304
$292K
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10- 0.27% |
$7.05K - $8.71K
|
3.63K
$3.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-242- 22.14% |
$171K - $211K
|
851
$818K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-3- 0.55% |
$2.11K - $2.61K
|
544
$523K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
15+ 1.79% |
$10.6K - $13.1K
|
855
$822K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
50+ 5.66% |
$35.2K - $43.5K
|
933
$897K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
226+ 1883.33% |
$159K - $197K
|
238
$229K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
137+ 113.22% |
$96.6K - $119K
|
258
$248K
|
|
|
Jul 12, 2024
Q2 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
3+ 0.22% |
$2.11K - $2.61K
|
1.34K
$1.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
100+ 19.49% |
$70.5K - $87.1K
|
613
$589K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.35K+ 1467.66% |
$6.59M - $8.14M
|
9.99K
$9.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
54+ 2.42% |
$38.1K - $47K
|
2.29K
$2.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
962New |
$678K - $838K
|
962
$924K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-44- 9.63% |
$31K - $38.3K
|
413
$397K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
340New |
$240K - $296K
|
340
$327K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
25+ 3.97% |
$17.6K - $21.8K
|
655
$629K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
15+ 3.25% |
$10.6K - $13.1K
|
476
$457K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-26- 23.21% |
$18.3K - $22.6K
|
86
$82.6K
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
239New |
$168K - $208K
|
239
$230K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-37- 27.41% |
$26.1K - $32.2K
|
98
$94.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6+ 0.48% |
$4.23K - $5.22K
|
1.25K
$1.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
BUY
|
- |
330New |
$233K - $287K
|
330
$317K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-206- 43.74% |
$145K - $179K
|
265
$255K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-21- 1.95% |
$14.8K - $18.3K
|
1.06K
$1.01M
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1+ 0.19% |
$705 - $871
|
527
$506K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
302New |
$213K - $263K
|
302
$290K
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
19New |
$13.4K - $16.5K
|
19
$18.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
15+ 3.4% |
$10.6K - $13.1K
|
456
$438K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
13+ 3.77% |
$9.16K - $11.3K
|
358
$344K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
9+ 1.11% |
$6.34K - $7.84K
|
817
$785K
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
200+ 19.72% |
$141K - $174K
|
1.21K
$1.17M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-26- 2.01% |
$18.3K - $22.6K
|
1.27K
$1.22M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
10+ 1.81% |
$7.05K - $8.71K
|
562
$540K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
236New |
$166K - $205K
|
236
$227K
|