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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-870- 32.22% |
$760K - $865K
|
1.83K
$1.73M
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
143New |
$125K - $142K
|
143
$136K
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
300New |
$262K - $298K
|
300
$284K
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1KNew |
$874K - $995K
|
1K
$948K
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
36+ 3.28% |
$31.4K - $35.8K
|
1.13K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
6+ 1.99% |
$5.24K - $5.97K
|
307
$291K
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-20- 4.62% |
$17.5K - $19.9K
|
413
$391K
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-110- 20.26% |
$96.1K - $109K
|
433
$410K
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-147- 15.28% |
$128K - $146K
|
815
$772K
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
931New |
$813K - $926K
|
931
$882K
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
160New |
$140K - $159K
|
160
$152K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
128New |
$112K - $127K
|
128
$121K
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-10- 5.88% |
$8.74K - $9.95K
|
160
$152K
|
|
Feb 13, 2025
Q4 2024
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
BUY
|
- |
2.9KNew |
$2.53M - $2.88M
|
2.9K
$2.75M
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
BUY
|
- |
220New |
$192K - $219K
|
220
$208K
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
709New |
$619K - $705K
|
709
$672K
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
206New |
$180K - $205K
|
206
$195K
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
76+ 41.76% |
$66.4K - $75.6K
|
258
$244K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-490- 9.15% |
$428K - $487K
|
4.87K
$4.61M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-267- 3.04% |
$233K - $266K
|
8.51K
$8.06M
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
1New |
$874 - $995
|
1
$948
|
|
Feb 13, 2025
Q4 2024
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-256- 4.87% |
$224K - $255K
|
5K
$4.74M
|
|
Feb 13, 2025
Q4 2024
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-1.04K- 0.78% |
$904K - $1.03M
|
131K
$125M
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.56K+ 26.02% |
$5.73M - $6.53M
|
31.8K
$30.1M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
359+ 73.72% |
$314K - $357K
|
846
$802K
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
261New |
$228K - $260K
|
261
$247K
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
223New |
$195K - $222K
|
223
$211K
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.16K+ 395.24% |
$1.02M - $1.16M
|
1.46K
$1.38M
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
10+ 1.24% |
$8.74K - $9.95K
|
818
$775K
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-821- 77.02% |
$717K - $817K
|
245
$232K
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1+ 0.27% |
$874 - $995
|
378
$358K
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-8- 1.17% |
$6.99K - $7.96K
|
673
$638K
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
2New |
$1.75K - $1.99K
|
2
$1.9K
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.87K- 14.15% |
$1.63M - $1.86M
|
11.3K
$10.7M
|
|
Feb 13, 2025
Q4 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
3.48K+ 99.15% |
$3.04M - $3.47M
|
7K
$6.63M
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
33+ 2.54% |
$28.8K - $32.8K
|
1.33K
$1.26M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-23- 6.17% |
$20.1K - $22.9K
|
350
$332K
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
1.33KNew |
$1.16M - $1.32M
|
1.33K
$1.26M
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
7.89KNew |
$6.89M - $7.84M
|
7.89K
$7.47M
|
|
Feb 13, 2025
Q4 2024
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
90.5KNew |
$79.1M - $90.1M
|
90.5K
$85.8M
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
1.21KNew |
$1.06M - $1.2M
|
1.21K
$1.15M
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
4.26KNew |
$3.72M - $4.24M
|
4.26K
$4.04M
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-5- 0.27% |
$4.37K - $4.97K
|
1.84K
$1.74M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
3+ 0.79% |
$2.62K - $2.98K
|
383
$363K
|
|
Feb 13, 2025
Q4 2024
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
13KNew |
$11.4M - $12.9M
|
13K
$12.3M
|
|
Feb 12, 2025
Q4 2024
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
SELL
|
- |
-6K- 17.14% |
$5.24M - $5.97M
|
29K
$27.5M
|
|
Feb 12, 2025
Q4 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-2.59K- 30.77% |
$2.26M - $2.57M
|
5.82K
$5.51M
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-9- 26.47% |
$7.86K - $8.95K
|
25
$23.7K
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
14+ 4.78% |
$12.2K - $13.9K
|
307
$291K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
21+ 6.93% |
$18.3K - $20.9K
|
324
$307K
|