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 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
225+ 0.31% |
$159K - $196K
|
73K
$69.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
259New |
$183K - $226K
|
259
$247K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
294New |
$207K - $256K
|
294
$280K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
300New |
$211K - $261K
|
300
$286K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.38K+ 4.32% |
$975K - $1.2M
|
33.4K
$31.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
8+ 26.67% |
$5.64K - $6.97K
|
38
$36.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Investment Management Ltd.
|
SELL
|
- |
-400- 14.29% |
$282K - $348K
|
2.4K
$2.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5New |
$3.52K - $4.35K
|
5
$4.77K
|
|
|
Jul 22, 2024
Q2 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-60- 15.96% |
$42.3K - $52.2K
|
316
$301K
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-1- 0.34% |
$705 - $871
|
291
$278K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-571- 1.88% |
$402K - $497K
|
29.8K
$28.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
100New |
$70.5K - $87.1K
|
100
$95.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-175- 14.44% |
$123K - $152K
|
1.04K
$989K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
267New |
$188K - $232K
|
267
$255K
|
|
|
Jul 18, 2024
Q2 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-52- 13.4% |
$36.7K - $45.3K
|
336
$321K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
2.17KNew |
$1.53M - $1.89M
|
2.17K
$2.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-770- 70.26% |
$543K - $670K
|
326
$311K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
41+ 7.47% |
$28.9K - $35.7K
|
590
$563K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
386New |
$272K - $336K
|
386
$368K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.2% |
$705 - $871
|
499
$476K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
57+ 11.95% |
$40.2K - $49.6K
|
534
$509K
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
263New |
$185K - $229K
|
263
$251K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
19+ 2.75% |
$13.4K - $16.5K
|
709
$676K
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10- 0.27% |
$7.05K - $8.71K
|
3.63K
$3.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
226+ 1883.33% |
$159K - $197K
|
238
$227K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.35K+ 1467.66% |
$6.59M - $8.14M
|
9.99K
$9.53M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-206- 43.74% |
$145K - $179K
|
265
$253K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
13+ 3.77% |
$9.16K - $11.3K
|
358
$341K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
10+ 1.81% |
$7.05K - $8.71K
|
562
$536K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
236New |
$166K - $205K
|
236
$225K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
49+ 22.9% |
$34.5K - $42.7K
|
263
$251K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
4.78K+ 48.22% |
$3.08M - $3.75M
|
14.7K
$14M
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.23K- 7.72% |
$794K - $967K
|
14.7K
$14M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
5.19MNew |
$3.35B - $4.08B
|
5.19M
$4.95B
|
|
|
Feb 10, 2025
Q1 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
449New |
$289K - $353K
|
449
$428K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
104New |
$67K - $81.7K
|
104
$99.2K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
863New |
$556K - $678K
|
863
$823K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.59K+ 493.12% |
$2.31M - $2.82M
|
4.31K
$4.11M
|
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
477New |
$308K - $375K
|
477
$455K
|
|
|
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
$326K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
81New |
$52.2K - $63.6K
|
81
$77.3K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
529+ 76.78% |
$341K - $416K
|
1.22K
$1.16M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.82K- 17.32% |
$2.46M - $3M
|
18.2K
$17.4M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-25- 0.4% |
$16.1K - $19.6K
|
6.16K
$5.88M
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
423New |
$273K - $332K
|
423
$404K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
200New |
$129K - $157K
|
200
$191K
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
129+ 23.67% |
$83.2K - $101K
|
674
$643K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-10.7K- 21.35% |
$6.89M - $8.39M
|
39.3K
$37.5M
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
273New |
$176K - $214K
|
273
$260K
|
|