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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-60- 15.96% |
$42.3K - $52.2K
|
316
$339K
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-1- 0.34% |
$705 - $871
|
291
$312K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-571- 1.88% |
$402K - $497K
|
29.8K
$32M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
100New |
$70.5K - $87.1K
|
100
$107K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-175- 14.44% |
$123K - $152K
|
1.04K
$1.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-5- 1.4% |
$3.52K - $4.35K
|
351
$376K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
267New |
$188K - $232K
|
267
$286K
|
|
|
Jul 18, 2024
Q2 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-30- 0.24% |
$21.1K - $26.1K
|
12.7K
$13.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-52- 13.4% |
$36.7K - $45.3K
|
336
$360K
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
SELL
|
- |
-14- 1.88% |
$9.87K - $12.2K
|
731
$784K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
2.17KNew |
$1.53M - $1.89M
|
2.17K
$2.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-770- 70.26% |
$543K - $670K
|
326
$349K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
41+ 7.47% |
$28.9K - $35.7K
|
590
$632K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
386New |
$272K - $336K
|
386
$414K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.2% |
$705 - $871
|
499
$535K
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
400New |
$282K - $348K
|
400
$429K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
100+ 25.0% |
$70.5K - $87.1K
|
500
$536K
|
|
|
Jul 16, 2024
Q2 2024
|
Shikiar Asset Management Inc
|
SELL
|
- |
-300- 12.2% |
$211K - $261K
|
2.16K
$2.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
57+ 11.95% |
$40.2K - $49.6K
|
534
$572K
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 0.11% |
$705 - $871
|
916
$982K
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
263New |
$185K - $229K
|
263
$282K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
19+ 2.75% |
$13.4K - $16.5K
|
709
$760K
|
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-60- 12.37% |
$42.3K - $52.2K
|
425
$456K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
304New |
$214K - $265K
|
304
$326K
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10- 0.27% |
$7.05K - $8.71K
|
3.63K
$3.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
226+ 1883.33% |
$159K - $197K
|
238
$255K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
100+ 19.49% |
$70.5K - $87.1K
|
613
$657K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.35K+ 1467.66% |
$6.59M - $8.14M
|
9.99K
$10.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-44- 9.63% |
$31K - $38.3K
|
413
$443K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
340New |
$240K - $296K
|
340
$364K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-26- 23.21% |
$18.3K - $22.6K
|
86
$92.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6+ 0.48% |
$4.23K - $5.22K
|
1.25K
$1.34M
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
BUY
|
- |
330New |
$233K - $287K
|
330
$354K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-206- 43.74% |
$145K - $179K
|
265
$284K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
13+ 3.77% |
$9.16K - $11.3K
|
358
$384K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
10+ 1.81% |
$7.05K - $8.71K
|
562
$602K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
236New |
$166K - $205K
|
236
$253K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-7- 2.11% |
$4.93K - $6.1K
|
325
$348K
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
10+ 1.28% |
$7.05K - $8.71K
|
790
$847K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
49+ 22.9% |
$34.5K - $42.7K
|
263
$282K
|
|
| Q1 2024 | |||||||
|
Feb 10, 2025
Q1 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
449New |
$289K - $353K
|
449
$481K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
104New |
$67K - $81.7K
|
104
$111K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-463- 25.78% |
$298K - $364K
|
1.33K
$1.43M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
30+ 7.01% |
$19.3K - $23.6K
|
458
$491K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
863New |
$556K - $678K
|
863
$925K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.59K+ 493.12% |
$2.31M - $2.82M
|
4.31K
$4.62M
|
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
477New |
$308K - $375K
|
477
$511K
|
|
|
Aug 01, 2024
Q1 2024
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-14.2KClosed |
$9.14M - $11.1M
|
0
$0
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-152- 30.77% |
$98K - $119K
|
342
$367K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
81New |
$52.2K - $63.6K
|
81
$86.8K
|
|