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 |
|---|---|---|---|---|---|---|---|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-192- 4.97% |
$168K - $191K
|
3.67K
$3.5M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
1.23KNew |
$1.08M - $1.23M
|
1.23K
$1.18M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34K+ 17.36% |
$29.7M - $33.8M
|
230K
$219M
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.65KNew |
$1.44M - $1.64M
|
1.65K
$1.57M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-1.96K- 10.39% |
$1.71M - $1.95M
|
16.9K
$16.1M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
311+ 0.04% |
$272K - $309K
|
884K
$844M
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
62+ 7.64% |
$54.2K - $61.7K
|
874
$834K
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-17- 3.58% |
$14.9K - $16.9K
|
458
$437K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-1.14K- 0.89% |
$996K - $1.13M
|
128K
$122M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
9+ 3.83% |
$7.86K - $8.95K
|
244
$233K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
21.9KNew |
$19.1M - $21.8M
|
21.9K
$20.9M
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
445+ 5.61% |
$389K - $443K
|
8.37K
$7.99M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
173New |
$151K - $172K
|
173
$165K
|
|
|
Apr 30, 2025
Q4 2024
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
352New |
$308K - $350K
|
352
$336K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
50New |
$43.7K - $49.7K
|
50
$47.7K
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-376- 56.63% |
$328K - $374K
|
288
$275K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
249New |
$218K - $248K
|
249
$238K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
589New |
$515K - $586K
|
589
$562K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
2.3KNew |
$2.01M - $2.29M
|
2.3K
$2.19M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 0.21% |
$874 - $995
|
479
$457K
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
970New |
$847K - $965K
|
970
$925K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
64New |
$55.9K - $63.7K
|
64
$61.1K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-31- 0.89% |
$27.1K - $30.8K
|
3.46K
$3.3M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-65- 18.73% |
$56.8K - $64.7K
|
282
$269K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-70- 1.67% |
$61.2K - $69.6K
|
4.11K
$3.92M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
223+ 9.7% |
$195K - $222K
|
2.52K
$2.41M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
239New |
$209K - $238K
|
239
$228K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.43KNew |
$1.25M - $1.43M
|
1.43K
$1.37M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
564New |
$493K - $561K
|
564
$538K
|
|
|
Feb 27, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
75+ 28.96% |
$65.5K - $74.6K
|
334
$319K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-20- 2.03% |
$17.5K - $19.9K
|
966
$921K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.64K- 11.14% |
$2.31M - $2.63M
|
21.1K
$20.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
40+ 0.35% |
$34.9K - $39.8K
|
11.5K
$11M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-144- 16.74% |
$126K - $143K
|
716
$683K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
352New |
$308K - $350K
|
352
$336K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
4.19KNew |
$3.66M - $4.17M
|
4.19K
$4M
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
1+ 0.15% |
$874 - $995
|
679
$648K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-14- 1.44% |
$12.2K - $13.9K
|
958
$914K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
53+ 0.43% |
$46.3K - $52.7K
|
12.4K
$11.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-9- 0.59% |
$7.86K - $8.95K
|
1.52K
$1.45M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.25K+ 77.01% |
$1.97M - $2.24M
|
5.17K
$4.94M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
13+ 0.47% |
$11.4K - $12.9K
|
2.78K
$2.65M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
431New |
$377K - $429K
|
431
$411K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-85- 6.09% |
$74.3K - $84.5K
|
1.31K
$1.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
364New |
$318K - $362K
|
364
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
550New |
$480K - $547K
|
550
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 0.46% |
$14.1M - $16.1M
|
3.5M
$3.34B
|
|
|
Feb 14, 2025
Q4 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-37.1K- 81.89% |
$32.4M - $36.9M
|
8.2K
$7.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-18- 2.89% |
$15.7K - $17.9K
|
604
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-385- 48.31% |
$336K - $383K
|
412
$393K
|