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 25, 2024
Q1 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-6.97K- 1.3% |
$4.49M - $5.47M
|
530K
$511M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-25- 7.44% |
$16.1K - $19.6K
|
311
$300K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-20- 6.02% |
$12.9K - $15.7K
|
312
$301K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
106+ 26.84% |
$68.3K - $83.3K
|
501
$483K
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-76- 4.48% |
$49K - $59.7K
|
1.62K
$1.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
CALL |
-200- 33.33% |
$129K - $157K
|
400
$386K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
12+ 4.6% |
$7.74K - $9.43K
|
273
$263K
|
|
|
Apr 24, 2024
Q1 2024
|
Beddow Capital Management Inc
|
BUY
|
- |
15+ 4.62% |
$9.67K - $11.8K
|
340
$328K
|
|
|
Apr 24, 2024
Q1 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 9.09% |
$64.5K - $78.6K
|
1.2K
$1.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-99- 17.62% |
$63.8K - $77.8K
|
463
$446K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2+ 0.17% |
$1.29K - $1.57K
|
1.21K
$1.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Grace & White Inc
|
SELL
|
- |
-100- 25.0% |
$64.5K - $78.6K
|
300
$289K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
11+ 3.24% |
$7.09K - $8.64K
|
351
$338K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2- 0.62% |
$1.29K - $1.57K
|
323
$311K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
5+ 0.24% |
$3.22K - $3.93K
|
2.1K
$2.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.21KNew |
$2.07M - $2.52M
|
3.21K
$3.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
138New |
$89K - $108K
|
138
$133K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-23.4K- 90.35% |
$15.1M - $18.4M
|
2.5K
$2.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-7K- 21.56% |
$4.51M - $5.5M
|
25.5K
$24.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
43New |
$27.7K - $33.8K
|
43
$41.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-162- 11.15% |
$104K - $127K
|
1.29K
$1.24M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
3.39KNew |
$2.18M - $2.66M
|
3.39K
$3.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-31- 3.85% |
$20K - $24.4K
|
775
$747K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-15- 4.63% |
$9.67K - $11.8K
|
309
$298K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
306New |
$197K - $240K
|
306
$295K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
72+ 175.61% |
$46.4K - $56.6K
|
113
$109K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1- 0.2% |
$645 - $786
|
502
$484K
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
11+ 2.31% |
$7.09K - $8.64K
|
488
$470K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
3+ 0.64% |
$1.93K - $2.36K
|
471
$454K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-10- 0.15% |
$6.45K - $7.86K
|
6.8K
$6.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-4- 0.91% |
$2.58K - $3.14K
|
435
$419K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2+ 0.28% |
$1.29K - $1.57K
|
716
$690K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.14% |
$1.93K - $2.36K
|
2.09K
$2.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.32KNew |
$6.01M - $7.32M
|
9.32K
$8.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-12- 2.67% |
$7.74K - $9.43K
|
438
$422K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
5+ 1.5% |
$3.22K - $3.93K
|
339
$327K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.37% |
$645 - $786
|
268
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
294New |
$190K - $231K
|
294
$283K
|
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5.29KNew |
$3.41M - $4.16M
|
5.29K
$5.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
189+ 45.43% |
$122K - $148K
|
605
$583K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
283New |
$182K - $222K
|
283
$273K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
3+ 0.33% |
$1.93K - $2.36K
|
910
$877K
|
|
|
Apr 15, 2024
Q1 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.05K- 67.68% |
$678K - $826K
|
502
$484K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
490+ 42.94% |
$316K - $385K
|
1.63K
$1.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-100- 11.7% |
$64.5K - $78.6K
|
755
$728K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
422New |
$272K - $332K
|
422
$407K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
18+ 360.0% |
$11.6K - $14.1K
|
23
$22.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-188- 29.01% |
$121K - $148K
|
460
$443K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
1.79K+ 200.56% |
$1.16M - $1.41M
|
2.69K
$2.59M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
6+ 1.55% |
$3.87K - $4.71K
|
393
$379K
|