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 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-23- 4.2% |
$20.1K - $22.9K
|
525
$501K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-64- 7.18% |
$55.9K - $63.7K
|
827
$789K
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
518New |
$453K - $515K
|
518
$494K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
255New |
$223K - $254K
|
255
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-45- 5.33% |
$39.3K - $44.8K
|
800
$763K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23+ 11.22% |
$20.1K - $22.9K
|
228
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
238New |
$208K - $237K
|
238
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
618New |
$540K - $615K
|
618
$590K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
134New |
$117K - $133K
|
134
$128K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
19.7KNew |
$17.2M - $19.6M
|
19.7K
$18.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
61+ 19.18% |
$53.3K - $60.7K
|
379
$362K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.33KNew |
$1.16M - $1.32M
|
1.33K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.14KNew |
$6.24M - $7.1M
|
7.14K
$6.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
10+ 1.94% |
$8.74K - $9.95K
|
525
$501K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
785New |
$686K - $781K
|
785
$749K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-768- 72.18% |
$671K - $764K
|
296
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-33- 3.33% |
$28.8K - $32.8K
|
957
$913K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-321- 14.56% |
$280K - $319K
|
1.88K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
200+ 0.68% |
$175K - $199K
|
29.4K
$28M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-50- 1.13% |
$43.7K - $49.7K
|
4.36K
$4.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-68- 21.66% |
$59.4K - $67.6K
|
246
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
634New |
$554K - $631K
|
634
$605K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$4.37K - $4.97K
|
5
$4.77K
|
|
|
Feb 06, 2025
Q4 2024
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
6.68KNew |
$5.84M - $6.64M
|
6.68K
$6.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
20+ 1.0% |
$17.5K - $19.9K
|
2.02K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-10- 1.47% |
$8.74K - $9.95K
|
671
$640K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-139- 13.11% |
$121K - $138K
|
921
$879K
|
|
|
Feb 06, 2025
Q4 2024
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-600- 7.69% |
$524K - $597K
|
7.2K
$6.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
26+ 6.88% |
$22.7K - $25.9K
|
404
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.09KNew |
$949K - $1.08M
|
1.09K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-4- 0.95% |
$3.49K - $3.98K
|
416
$397K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-14- 0.69% |
$12.2K - $13.9K
|
2.03K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
20+ 2.71% |
$17.5K - $19.9K
|
758
$723K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
443New |
$387K - $441K
|
443
$423K
|
|
|
Feb 06, 2025
Q4 2024
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
CALL |
-150- 2.53% |
$131K - $149K
|
5.78K
$5.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
350New |
$306K - $348K
|
350
$334K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
4+ 1.56% |
$3.49K - $3.98K
|
261
$249K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
11+ 0.83% |
$9.61K - $10.9K
|
1.34K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-11- 1.28% |
$9.61K - $10.9K
|
850
$811K
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
22+ 5.09% |
$19.2K - $21.9K
|
454
$433K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
281+ 93.67% |
$245K - $280K
|
581
$554K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 16.67% |
$874 - $995
|
7
$6.68K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-11- 10.0% |
$9.61K - $10.9K
|
99
$94.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-30- 13.76% |
$26.2K - $29.8K
|
188
$179K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
183New |
$160K - $182K
|
183
$175K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-5- 2.13% |
$4.37K - $4.97K
|
230
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
918New |
$802K - $913K
|
918
$876K
|
|
|
Feb 04, 2025
Q4 2024
|
C World Wide Group Holding A
|
SELL
|
- |
-34.1K- 7.67% |
$29.8M - $33.9M
|
411K
$392M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
229New |
$200K - $228K
|
229
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
307New |
$268K - $305K
|
307
$293K
|