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 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
|
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
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-7- 0.87% |
$6.23K - $7.54K
|
801
$759K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
30+ 1.33% |
$26.7K - $32.3K
|
2.28K
$2.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
10+ 2.22% |
$8.91K - $10.8K
|
461
$437K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-359- 27.96% |
$320K - $387K
|
925
$876K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-124- 12.49% |
$110K - $134K
|
869
$823K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-100- 26.18% |
$89.1K - $108K
|
282
$267K
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-291- 33.11% |
$259K - $313K
|
588
$557K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-549- 1.71% |
$489K - $591K
|
31.6K
$29.9M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-129- 14.05% |
$115K - $139K
|
789
$748K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 40.0% |
$3.56K - $4.31K
|
14
$13.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
59+ 6.96% |
$52.5K - $63.5K
|
907
$859K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6+ 3.17% |
$5.34K - $6.46K
|
195
$185K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
703+ 9.37% |
$626K - $757K
|
8.21K
$7.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
1.5KNew |
$1.34M - $1.62M
|
1.5K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
12.6K+ 1689.65% |
$11.2M - $13.5M
|
13.3K
$12.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
27+ 4.44% |
$24K - $29.1K
|
635
$602K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
976+ 19.25% |
$869K - $1.05M
|
6.05K
$5.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-7.09K- 8.64% |
$6.31M - $7.63M
|
74.9K
$71M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.29% |
$9.8K - $11.8K
|
866
$821K
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$891 - $1.08K
|
3.16K
$2.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
68+ 2.25% |
$60.6K - $73.2K
|
3.09K
$2.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-186- 3.21% |
$166K - $200K
|
5.61K
$5.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
62+ 5.98% |
$55.2K - $66.8K
|
1.1K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-40- 5.97% |
$35.6K - $43.1K
|
630
$597K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
218New |
$194K - $235K
|
218
$207K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-40- 1.61% |
$35.6K - $43.1K
|
2.45K
$2.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
253+ 4.91% |
$225K - $272K
|
5.41K
$5.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.43K- 5.01% |
$1.27M - $1.54M
|
27.1K
$25.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
20+ 5.51% |
$17.8K - $21.5K
|
383
$363K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
339+ 4.5% |
$302K - $365K
|
7.88K
$7.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
14.6K+ 43.77% |
$13M - $15.7M
|
47.9K
$45.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
353New |
$314K - $380K
|
353
$334K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
162+ 4.16% |
$144K - $174K
|
4.06K
$3.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.57K- 14.78% |
$1.4M - $1.69M
|
9.06K
$8.58M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-599- 17.04% |
$533K - $645K
|
2.92K
$2.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-50- 12.11% |
$44.5K - $53.8K
|
363
$344K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-97- 10.03% |
$86.4K - $104K
|
870
$824K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-20- 8.33% |
$17.8K - $21.5K
|
220
$208K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
21K+ 961.74% |
$18.7M - $22.6M
|
23.1K
$21.9M
|