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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
309New |
$168K - $211K
|
309
$295K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.04K+ 7.09% |
$564K - $708K
|
15.7K
$15M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
402New |
$218K - $274K
|
402
$383K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
87New |
$47.2K - $59.3K
|
87
$83K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
1+ 0.17% |
$543 - $681
|
574
$548K
|
|
|
Feb 07, 2024
Q4 2023
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-1.96K- 2.56% |
$1.06M - $1.33M
|
74.6K
$71.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
20New |
$10.9K - $13.6K
|
20
$19.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-50- 6.15% |
$27.2K - $34.1K
|
763
$728K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
23New |
$12.5K - $15.7K
|
23
$21.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
340New |
$185K - $232K
|
340
$324K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-29- 2.2% |
$15.7K - $19.8K
|
1.29K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
138+ 11.14% |
$74.9K - $94K
|
1.38K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
313New |
$170K - $213K
|
313
$299K
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
304New |
$165K - $207K
|
304
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
109New |
$59.2K - $74.3K
|
109
$104K
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6+ 0.38% |
$3.26K - $4.09K
|
1.6K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
352New |
$191K - $240K
|
352
$336K
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.19K- 75.53% |
$643K - $807K
|
384
$366K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-211- 0.33% |
$115K - $144K
|
63K
$60.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
315New |
$171K - $215K
|
315
$300K
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-29.6K- 53.45% |
$16.1M - $20.2M
|
25.8K
$24.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-880- 46.39% |
$478K - $599K
|
1.02K
$970K
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.43KNew |
$775K - $973K
|
1.43K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-9- 2.0% |
$4.89K - $6.13K
|
442
$422K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
307New |
$167K - $209K
|
307
$293K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-30- 3.17% |
$16.3K - $20.4K
|
915
$873K
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
SELL
|
- |
-30- 7.09% |
$16.3K - $20.4K
|
393
$375K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
15New |
$8.15K - $10.2K
|
15
$14.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.33K- 18.45% |
$723K - $907K
|
5.88K
$5.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-126- 1.25% |
$68.4K - $85.8K
|
9.96K
$9.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Westwood Management Corp
|
SELL
|
- |
-1.9K- 45.24% |
$1.03M - $1.29M
|
2.3K
$2.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.19% |
$543 - $681
|
517
$493K
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-57- 4.53% |
$31K - $38.8K
|
1.2K
$1.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
7+ 1.07% |
$3.8K - $4.77K
|
662
$631K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
530New |
$288K - $361K
|
530
$506K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-91- 14.72% |
$49.4K - $62K
|
527
$503K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1- 0.08% |
$543 - $681
|
1.23K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
275+ 7.07% |
$149K - $187K
|
4.16K
$3.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-22- 0.73% |
$11.9K - $15K
|
3K
$2.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
165+ 4.46% |
$89.6K - $112K
|
3.86K
$3.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
38New |
$20.6K - $25.9K
|
38
$36.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-44- 12.39% |
$23.9K - $30K
|
311
$297K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-42- 9.33% |
$22.8K - $28.6K
|
408
$389K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-335- 5.08% |
$182K - $228K
|
6.26K
$5.97M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
798+ 3.37% |
$433K - $544K
|
24.5K
$23.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.81K- 1.67% |
$1.53M - $1.91M
|
166K
$158M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
92+ 6.78% |
$50K - $62.7K
|
1.45K
$1.38M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.15% |
$543 - $681
|
680
$649K
|
|
| Q3 2023 | |||||||
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-4.45K- 57.12% |
$2.34M - $2.53M
|
3.34K
$3.19M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-111- 43.7% |
$58.3K - $63.1K
|
143
$136K
|
|