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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
26+ 6.62% |
$13.7K - $14.8K
|
419
$400K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
5+ 7.69% |
$2.63K - $2.84K
|
70
$66.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.15KNew |
$605K - $656K
|
1.15K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-47- 11.55% |
$24.7K - $26.7K
|
360
$344K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.58KNew |
$827K - $896K
|
1.58K
$1.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-100- 1.53% |
$52.5K - $56.9K
|
6.45K
$6.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
406New |
$213K - $231K
|
406
$388K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
124+ 2.1% |
$65.1K - $70.5K
|
6.02K
$5.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
416New |
$218K - $237K
|
416
$398K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-29.1K- 6.93% |
$15.3M - $16.5M
|
391K
$373M
|
|
|
Nov 06, 2023
Q3 2023
|
Reik & Co., LLC
|
BUY
|
- |
5+ 1.14% |
$2.63K - $2.84K
|
442
$422K
|
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
548+ 11.52% |
$288K - $312K
|
5.31K
$5.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-2.07K- 19.84% |
$1.09M - $1.18M
|
8.36K
$7.99M
|
|
|
Nov 03, 2023
Q3 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-315- 23.13% |
$165K - $179K
|
1.05K
$1M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
14+ 3.23% |
$7.35K - $7.96K
|
447
$427K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
40+ 3.88% |
$21K - $22.7K
|
1.07K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-12- 1.95% |
$6.3K - $6.82K
|
602
$575K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-477- 8.71% |
$250K - $271K
|
5K
$4.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-8- 0.19% |
$4.2K - $4.55K
|
4.26K
$4.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
10+ 2.05% |
$5.25K - $5.69K
|
498
$476K
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
BUY
|
- |
239New |
$125K - $136K
|
239
$228K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
202+ 13.65% |
$106K - $115K
|
1.68K
$1.61M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
8New |
$4.2K - $4.55K
|
8
$7.65K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-53- 92.98% |
$27.8K - $30.1K
|
4
$3.82K
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
369New |
$194K - $210K
|
369
$353K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-25- 5.07% |
$13.1K - $14.2K
|
468
$447K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.94K- 30.9% |
$1.54M - $1.67M
|
6.58K
$6.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-10- 22.73% |
$5.25K - $5.69K
|
34
$32.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Montgomery Investment Management Inc
|
BUY
|
- |
90+ 7.5% |
$47.3K - $51.2K
|
1.29K
$1.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-12K- 88.85% |
$6.32M - $6.84M
|
1.51K
$1.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-729- 21.15% |
$383K - $415K
|
2.72K
$2.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
311+ 1.25% |
$163K - $177K
|
25.3K
$24.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-285- 0.9% |
$150K - $162K
|
31.3K
$29.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
SELL
|
- |
-45- 4.11% |
$23.6K - $25.6K
|
1.05K
$1M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
21+ 1.67% |
$11K - $11.9K
|
1.28K
$1.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-17- 0.68% |
$8.93K - $9.67K
|
2.48K
$2.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
39New |
$20.5K - $22.2K
|
39
$37.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
825+ 26.98% |
$433K - $469K
|
3.88K
$3.71M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
8+ 0.28% |
$4.2K - $4.55K
|
2.91K
$2.78M
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
150+ 5.73% |
$78.8K - $85.3K
|
2.77K
$2.65M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-5.82K- 15.28% |
$3.06M - $3.31M
|
32.3K
$30.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28+ 9.06% |
$14.7K - $15.9K
|
337
$322K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-783- 24.67% |
$411K - $445K
|
2.39K
$2.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-3- 1.47% |
$1.58K - $1.71K
|
201
$192K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-10- 35.71% |
$5.25K - $5.69K
|
18
$17.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
285+ 0.95% |
$150K - $162K
|
30.4K
$29.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-45- 3.88% |
$23.6K - $25.6K
|
1.12K
$1.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
388New |
$204K - $221K
|
388
$371K
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4- 0.43% |
$2.1K - $2.27K
|
928
$887K
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.56KNew |
$817K - $885K
|
1.56K
$1.49M
|