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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
126+ 2.48% |
$57.1K - $67.9K
|
5.21K
$4.97M
|
|
|
Jan 30, 2023
Q4 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1+ 50.0% |
$453 - $539
|
3
$2.86K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
716+ 10.09% |
$324K - $386K
|
7.81K
$7.45M
|
|
|
Jan 30, 2023
Q4 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
633New |
$287K - $341K
|
633
$604K
|
|
|
Jan 27, 2023
Q4 2022
|
Sicart Associates LLC
|
BUY
|
- |
500New |
$226K - $270K
|
500
$477K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
8New |
$3.62K - $4.31K
|
8
$7.63K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-11- 11.0% |
$4.98K - $5.93K
|
89
$84.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.83K- 59.79% |
$829K - $986K
|
1.23K
$1.17M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
60+ 1.26% |
$27.2K - $32.4K
|
4.82K
$4.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
2.35K+ 137.95% |
$1.07M - $1.27M
|
4.06K
$3.87M
|
|
|
Jan 26, 2023
Q4 2022
|
American Asset Management Inc.
|
BUY
|
- |
550New |
$249K - $297K
|
550
$525K
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-50- 9.92% |
$22.6K - $27K
|
454
$433K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-784- 7.23% |
$355K - $423K
|
10.1K
$9.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
103+ 14.21% |
$46.7K - $55.5K
|
828
$790K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
7+ 1.07% |
$3.17K - $3.77K
|
660
$630K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1+ 0.21% |
$453 - $539
|
486
$464K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-92- 1.18% |
$41.7K - $49.6K
|
7.69K
$7.34M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-745- 2.69% |
$337K - $402K
|
26.9K
$25.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-10- 9.09% |
$4.53K - $5.39K
|
100
$95.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-467- 0.48% |
$212K - $252K
|
96.5K
$92.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
741New |
$336K - $400K
|
741
$707K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.38KNew |
$626K - $745K
|
1.38K
$1.32M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
59+ 7.16% |
$26.7K - $31.8K
|
883
$842K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
8+ 0.8% |
$3.62K - $4.31K
|
1.01K
$962K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
PUT |
4KNew |
$1.81M - $2.16M
|
4K
$3.82M
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
100New |
$45.3K - $53.9K
|
100
$95.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
859+ 1.24% |
$389K - $463K
|
69.9K
$66.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
680New |
$308K - $367K
|
680
$649K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-5.2K- 62.65% |
$2.36M - $2.8M
|
3.1K
$2.96M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5New |
$2.26K - $2.7K
|
5
$4.77K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
159New |
$72K - $85.7K
|
159
$152K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
33New |
$14.9K - $17.8K
|
33
$31.5K
|
|
| Q3 2022 | |||||||
|
Apr 14, 2025
Q3 2022
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
75.1KNew |
$35M - $42.1M
|
75.1K
$71.7M
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-500Closed |
$233K - $280K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.81K+ 112.83% |
$2.71M - $3.26M
|
11K
$10.5M
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
75+ 17.86% |
$35K - $42.1K
|
495
$472K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.21K- 2.29% |
$1.03M - $1.24M
|
94.4K
$90.1M
|
|
|
Nov 29, 2022
Q3 2022
|
Salem Capital Management Inc
|
SELL
|
- |
-15- 0.29% |
$7K - $8.41K
|
5.11K
$4.88M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-45- 0.22% |
$21K - $25.2K
|
20.6K
$19.7M
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
44New |
$20.5K - $24.7K
|
44
$42K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
17.2K+ 61.51% |
$8.01M - $9.64M
|
45.1K
$43M
|
|
|
Nov 14, 2022
Q3 2022
|
Trivest Advisors LTD
Hong Kong, K3 |
BUY
|
- |
2KNew |
$933K - $1.12M
|
2K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-22K- 48.38% |
$10.3M - $12.4M
|
23.5K
$22.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3+ 0.06% |
$1.4K - $1.68K
|
4.65K
$4.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-436- 33.23% |
$203K - $245K
|
876
$836K
|
|
|
Nov 14, 2022
Q3 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-125- 0.97% |
$58.3K - $70.1K
|
12.7K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
665New |
$310K - $373K
|
665
$634K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-18- 4.64% |
$8.4K - $10.1K
|
370
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-7.53K- 49.47% |
$3.51M - $4.22M
|
7.69K
$7.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
80+ 5.87% |
$37.3K - $44.9K
|
1.44K
$1.38M
|
|