Latest Institutional Purchases of Costco Wholesale Corp (COST)
This list provides information on the latest institutional transactions involving Costco Wholesale Corp (COST) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
400+ 24.24% |
$363K - $423K
|
2.05K
$1.88M
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
400+ 9.49% |
$363K - $423K
|
4.62K
$4.23M
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
400+ 66.67% |
$363K - $423K
|
1K
$917K
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
398+ 8.81% |
$361K - $421K
|
4.92K
$4.51M
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
397+ 7.65% |
$361K - $420K
|
5.59K
$5.12M
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
397+ 0.11% |
$361K - $420K
|
365K
$334M
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
395+ 5.37% |
$359K - $417K
|
7.75K
$7.1M
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
392+ 52.13% |
$356K - $414K
|
1.14K
$1.05M
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
387New |
$351K - $409K
|
387
$355K
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
386+ 12.38% |
$351K - $408K
|
3.5K
$3.21M
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
385New |
$350K - $407K
|
385
$353K
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
385+ 15.57% |
$350K - $407K
|
2.86K
$2.62M
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
384+ 19.2% |
$349K - $406K
|
2.38K
$2.19M
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
383New |
$348K - $405K
|
383
$351K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
383+ 4.69% |
$348K - $405K
|
8.55K
$7.84M
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
377+ 3.56% |
$342K - $398K
|
11K
$10.1M
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
373New |
$339K - $394K
|
373
$342K
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
372+ 26.96% |
$338K - $393K
|
1.75K
$1.61M
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
369New |
$335K - $390K
|
369
$338K
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
367New |
$333K - $388K
|
367
$336K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
366+ 1.12% |
$332K - $387K
|
32.9K
$30.2M
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
366+ 22.82% |
$332K - $387K
|
1.97K
$1.81M
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
365+ 4.51% |
$331K - $386K
|
8.46K
$7.76M
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
364+ 63.41% |
$331K - $385K
|
938
$860K
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
361New |
$328K - $382K
|
361
$331K
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
360New |
$327K - $380K
|
360
$330K
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
358+ 10.04% |
$325K - $378K
|
3.92K
$3.6M
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
358+ 3.44% |
$325K - $378K
|
10.8K
$9.88M
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
358New |
$325K - $378K
|
358
$328K
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
357+ 4.68% |
$324K - $377K
|
7.98K
$7.31M
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
357+ 14.61% |
$324K - $377K
|
2.8K
$2.57M
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
357New |
$324K - $377K
|
357
$327K
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
350New |
$318K - $370K
|
350
$321K
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
349New |
$317K - $369K
|
349
$320K
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
349+ 46.97% |
$317K - $369K
|
1.09K
$1M
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
347+ 16.57% |
$315K - $367K
|
2.44K
$2.24M
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
345+ 5.71% |
$313K - $365K
|
6.39K
$5.86M
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
343New |
$311K - $362K
|
343
$314K
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
342+ 2.54% |
$311K - $361K
|
13.8K
$12.7M
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
338+ 6.0% |
$307K - $357K
|
5.98K
$5.48M
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
338+ 0.65% |
$307K - $357K
|
52.5K
$48.1M
|
|
Aug 05, 2025
Q2 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
336+ 5.48% |
$305K - $355K
|
6.47K
$5.93M
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
335+ 11.28% |
$304K - $354K
|
3.31K
$3.03M
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
335+ 10.53% |
$304K - $354K
|
3.52K
$3.22M
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
333+ 11.17% |
$302K - $352K
|
3.31K
$3.04M
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
333+ 5.47% |
$302K - $352K
|
6.42K
$5.88M
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
332+ 26.93% |
$301K - $351K
|
1.57K
$1.43M
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
332+ 10.57% |
$301K - $351K
|
3.47K
$3.18M
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
330+ 7.46% |
$300K - $349K
|
4.75K
$4.36M
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
329+ 49.25% |
$299K - $348K
|
997
$914K
|