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 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
183New |
$160K - $182K
|
183
$173K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-5- 2.13% |
$4.37K - $4.97K
|
230
$218K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
918New |
$802K - $913K
|
918
$870K
|
|
|
Feb 04, 2025
Q4 2024
|
C World Wide Group Holding A
|
SELL
|
- |
-34.1K- 7.67% |
$29.8M - $33.9M
|
411K
$389M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
229New |
$200K - $228K
|
229
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
307New |
$268K - $305K
|
307
$291K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
240New |
$210K - $239K
|
240
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
692New |
$605K - $688K
|
692
$656K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
13.5K+ 752.54% |
$11.8M - $13.4M
|
15.3K
$14.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
81+ 1.1% |
$70.8K - $80.6K
|
7.47K
$7.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
11+ 1.35% |
$9.61K - $10.9K
|
827
$784K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-100- 6.21% |
$87.4K - $99.5K
|
1.51K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
40+ 5.87% |
$34.9K - $39.8K
|
722
$684K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
571+ 11.92% |
$499K - $568K
|
5.36K
$5.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-6- 0.18% |
$5.24K - $5.97K
|
3.3K
$3.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-10- 0.68% |
$8.74K - $9.95K
|
1.47K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-12- 0.59% |
$10.5K - $11.9K
|
2.03K
$1.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-599- 1.39% |
$523K - $596K
|
42.4K
$40.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.66K- 17.59% |
$1.45M - $1.65M
|
7.75K
$7.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
500+ 86.06% |
$437K - $497K
|
1.08K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-53- 2.22% |
$46.3K - $52.7K
|
2.33K
$2.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-11- 1.08% |
$9.61K - $10.9K
|
1.01K
$952K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.33KNew |
$1.16M - $1.32M
|
1.33K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
100+ 1.37% |
$87.4K - $99.5K
|
7.4K
$7.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
16+ 2.98% |
$14K - $15.9K
|
553
$524K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
11+ 8.4% |
$9.61K - $10.9K
|
142
$135K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1+ 0.07% |
$874 - $995
|
1.42K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
15+ 300.0% |
$13.1K - $14.9K
|
20
$19K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
79New |
$69K - $78.6K
|
79
$74.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
13+ 3.54% |
$11.4K - $12.9K
|
380
$360K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-14- 2.81% |
$12.2K - $13.9K
|
485
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.94K- 2.45% |
$2.57M - $2.92M
|
117K
$111M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
120New |
$105K - $119K
|
120
$114K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-142- 18.59% |
$124K - $141K
|
622
$589K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-393- 2.53% |
$343K - $391K
|
15.2K
$14.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
326New |
$285K - $324K
|
326
$309K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10+ 4.02% |
$8.74K - $9.95K
|
259
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
9+ 3.35% |
$7.86K - $8.95K
|
278
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
36.4K+ 44.99% |
$31.8M - $36.2M
|
117K
$111M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
679+ 154.67% |
$593K - $675K
|
1.12K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
234New |
$204K - $233K
|
234
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
BUY
|
- |
309New |
$270K - $307K
|
309
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
3.5KNew |
$3.06M - $3.48M
|
3.5K
$3.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
38New |
$33.2K - $37.8K
|
38
$36K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
300New |
$262K - $298K
|
300
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
813New |
$710K - $809K
|
813
$770K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
19+ 1.37% |
$16.6K - $18.9K
|
1.4K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
238+ 661.11% |
$208K - $237K
|
274
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
90New |
$78.6K - $89.5K
|
90
$85.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
4New |
$3.49K - $3.98K
|
4
$3.79K
|