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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
25+ 7.46% |
$17.6K - $21.8K
|
360
$327K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-23- 14.29% |
$16.2K - $20K
|
138
$125K
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-510- 22.17% |
$359K - $444K
|
1.79K
$1.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
1+ 0.32% |
$705 - $871
|
312
$284K
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-58- 7.52% |
$40.9K - $50.5K
|
713
$648K
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
16+ 5.16% |
$11.3K - $13.9K
|
326
$296K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
92.4KNew |
$65.1M - $80.4M
|
92.4K
$84M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-8- 1.65% |
$5.64K - $6.97K
|
478
$435K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
246New |
$173K - $214K
|
246
$224K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-44- 2.49% |
$31K - $38.3K
|
1.72K
$1.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
19+ 5.0% |
$13.4K - $16.5K
|
399
$363K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
313New |
$221K - $273K
|
313
$285K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
238New |
$168K - $207K
|
238
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-17- 0.59% |
$12K - $14.8K
|
2.89K
$2.63M
|
|
|
Jul 31, 2024
Q2 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
13KNew |
$9.16M - $11.3M
|
13K
$11.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
13.1KNew |
$9.22M - $11.4M
|
13.1K
$11.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
13KNew |
$9.16M - $11.3M
|
13K
$11.8M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
500New |
$352K - $435K
|
500
$455K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
84New |
$59.2K - $73.1K
|
84
$76.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
238New |
$168K - $207K
|
238
$216K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
160+ 8.81% |
$113K - $139K
|
1.98K
$1.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
1.46KNew |
$1.03M - $1.27M
|
1.46K
$1.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
7+ 2.28% |
$4.93K - $6.1K
|
314
$286K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-32- 4.51% |
$22.6K - $27.9K
|
677
$616K
|
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
3.07K+ 216.5% |
$2.16M - $2.67M
|
4.49K
$4.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
8.76K+ 205.23% |
$6.17M - $7.62M
|
13K
$11.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
11New |
$7.75K - $9.58K
|
11
$10K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-55- 48.25% |
$38.8K - $47.9K
|
59
$53.6K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.78% |
$705 - $871
|
130
$118K
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
6+ 46.15% |
$4.23K - $5.22K
|
19
$17.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-1.26K- 35.97% |
$888K - $1.1M
|
2.24K
$2.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-99- 4.24% |
$69.8K - $86.2K
|
2.24K
$2.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-100- 9.0% |
$70.5K - $87.1K
|
1.01K
$919K
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-40- 8.7% |
$28.2K - $34.8K
|
420
$382K
|
|
|
Jul 26, 2024
Q2 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-10- 3.34% |
$7.05K - $8.71K
|
289
$263K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8+ 28.57% |
$5.64K - $6.97K
|
36
$32.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
250New |
$176K - $218K
|
250
$227K
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
814+ 22.5% |
$574K - $709K
|
4.43K
$4.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
33+ 3.36% |
$23.3K - $28.7K
|
1.02K
$924K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
62New |
$43.7K - $54K
|
62
$56.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
225+ 0.31% |
$159K - $196K
|
73K
$66.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
28+ 1.94% |
$19.7K - $24.4K
|
1.47K
$1.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
259New |
$183K - $226K
|
259
$235K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
294New |
$207K - $256K
|
294
$267K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
300New |
$211K - $261K
|
300
$273K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.38K+ 4.32% |
$975K - $1.2M
|
33.4K
$30.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.33% |
$705 - $871
|
300
$273K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-65- 15.19% |
$45.8K - $56.6K
|
363
$330K
|
|
|
Jul 23, 2024
Q2 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-902- 76.18% |
$636K - $785K
|
282
$256K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-115- 2.1% |
$81.1K - $100K
|
5.37K
$4.88M
|