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 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-51- 50.5% |
$23.8K - $28.6K
|
50
$47.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
20+ 0.55% |
$9.33K - $11.2K
|
3.65K
$3.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
932New |
$435K - $523K
|
932
$891K
|
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-23- 5.03% |
$10.7K - $12.9K
|
434
$415K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-146- 3.37% |
$68.1K - $81.9K
|
4.19K
$4M
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
SELL
|
- |
-1- 0.02% |
$466 - $561
|
4.04K
$3.86M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.57K+ 34.29% |
$733K - $881K
|
6.15K
$5.88M
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-17.4K- 89.91% |
$8.13M - $9.78M
|
1.96K
$1.87M
|
|
|
Nov 07, 2022
Q3 2022
|
Capco Asset Management, LLC
|
SELL
|
- |
-85- 18.28% |
$39.6K - $47.7K
|
380
$363K
|
|
|
Nov 07, 2022
Q3 2022
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
100New |
$46.6K - $56.1K
|
100
$95.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
217+ 868.0% |
$101K - $122K
|
242
$231K
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
575+ 31.96% |
$268K - $323K
|
2.37K
$2.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
- |
25.3KNew |
$11.8M - $14.2M
|
25.3K
$24.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-317- 93.24% |
$148K - $178K
|
23
$22K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
54New |
$25.2K - $30.3K
|
54
$51.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
26New |
$12.1K - $14.6K
|
26
$24.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Sturgeon Ventures LLP
|
BUY
|
- |
2.8KNew |
$1.31M - $1.57M
|
2.8K
$2.68M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-489- 6.9% |
$228K - $274K
|
6.59K
$6.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
397+ 13.63% |
$185K - $223K
|
3.31K
$3.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
447New |
$208K - $251K
|
447
$427K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
519New |
$242K - $291K
|
519
$496K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-1- 0.08% |
$466 - $561
|
1.26K
$1.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-13- 0.03% |
$6.06K - $7.29K
|
40.6K
$38.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
101+ 4.68% |
$47.1K - $56.7K
|
2.26K
$2.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-2.86K- 48.77% |
$1.33M - $1.6M
|
3K
$2.87M
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
3.23KNew |
$1.51M - $1.81M
|
3.23K
$3.09M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-286- 0.85% |
$133K - $160K
|
33.2K
$31.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
16+ 0.16% |
$7.46K - $8.98K
|
9.74K
$9.31M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.37KNew |
$2.97M - $3.57M
|
6.37K
$6.09M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
6.39K+ 73.91% |
$2.98M - $3.58M
|
15K
$14.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-1.07K- 36.35% |
$497K - $597K
|
1.87K
$1.78M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
2.84K+ 73.45% |
$1.33M - $1.59M
|
6.71K
$6.41M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
202+ 3.33% |
$94.2K - $113K
|
6.27K
$5.99M
|
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
SELL
|
- |
-29- 3.44% |
$13.5K - $16.3K
|
814
$778K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
408New |
$190K - $229K
|
408
$390K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
36+ 5.19% |
$16.8K - $20.2K
|
729
$697K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 0.84% |
$2.8K - $3.37K
|
718
$686K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
3+ 0.15% |
$1.4K - $1.68K
|
1.94K
$1.85M
|
|
|
Oct 18, 2022
Q3 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
433New |
$202K - $243K
|
433
$414K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
11New |
$5.13K - $6.17K
|
11
$10.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
83+ 3.26% |
$38.7K - $46.6K
|
2.63K
$2.51M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.59K- 14.14% |
$743K - $894K
|
9.68K
$9.25M
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-20- 0.47% |
$9.33K - $11.2K
|
4.24K
$4.05M
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
BUY
|
- |
85New |
$39.6K - $47.7K
|
85
$81.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-500- 11.11% |
$233K - $280K
|
4K
$3.82M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
208+ 2.17% |
$97K - $117K
|
9.79K
$9.36M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
12+ 2.58% |
$5.6K - $6.73K
|
477
$456K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-421- 15.21% |
$196K - $236K
|
2.35K
$2.24M
|
|
| Q2 2022 | |||||||
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-12- 0.37% |
$5K - $7.3K
|
3.27K
$3.12M
|
|
|
Sep 12, 2022
Q2 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-1.6KClosed |
$666K - $973K
|
0
$0
|
|