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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
722+ 4.35% |
$643K - $777K
|
17.3K
$16.5M
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
717+ 20.49% |
$639K - $772K
|
4.22K
$4.02M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
715+ 1.89% |
$637K - $770K
|
38.5K
$36.8M
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
714+ 10.34% |
$636K - $769K
|
7.62K
$7.27M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
714+ 20.77% |
$636K - $769K
|
4.15K
$3.96M
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
706+ 52.88% |
$629K - $760K
|
2.04K
$1.95M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
703+ 1.33% |
$626K - $757K
|
53.4K
$50.9M
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
703+ 9.37% |
$626K - $757K
|
8.21K
$7.83M
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
695+ 13.58% |
$619K - $748K
|
5.81K
$5.55M
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
695+ 6.95% |
$619K - $748K
|
10.7K
$10.2M
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
690New |
$615K - $743K
|
690
$658K
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
680New |
$606K - $732K
|
680
$649K
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
676+ 8.07% |
$602K - $728K
|
9.06K
$8.64M
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
676+ 49.42% |
$602K - $728K
|
2.04K
$1.95M
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
671New |
$598K - $723K
|
671
$640K
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
663+ 1.08% |
$590K - $714K
|
62K
$59.1M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
656+ 19.05% |
$584K - $706K
|
4.1K
$3.91M
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
653+ 1.61% |
$582K - $703K
|
41.2K
$39.3M
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
650+ 80.85% |
$579K - $700K
|
1.45K
$1.39M
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
647New |
$576K - $697K
|
647
$617K
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
647+ 5.76% |
$576K - $697K
|
11.9K
$11.3M
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
644+ 7.75% |
$574K - $693K
|
8.96K
$8.54M
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
643+ 4.56% |
$573K - $692K
|
14.7K
$14.1M
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
638+ 6.89% |
$568K - $687K
|
9.9K
$9.45M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
632+ 45.73% |
$563K - $681K
|
2.01K
$1.92M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
629+ 17.65% |
$560K - $677K
|
4.19K
$4M
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
625+ 38.99% |
$557K - $673K
|
2.23K
$2.13M
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
622+ 12.25% |
$554K - $670K
|
5.7K
$5.44M
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
620+ 10.02% |
$552K - $668K
|
6.81K
$6.49M
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
619+ 21.02% |
$551K - $667K
|
3.56K
$3.4M
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
618New |
$550K - $665K
|
618
$590K
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
600+ 3.55% |
$534K - $646K
|
17.5K
$16.7M
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
600New |
$534K - $646K
|
600
$572K
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
600+ 4.66% |
$534K - $646K
|
13.5K
$12.9M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
596New |
$531K - $642K
|
596
$569K
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
589+ 12.8% |
$525K - $634K
|
5.19K
$4.95M
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
589New |
$525K - $634K
|
589
$562K
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
588+ 2.24% |
$524K - $633K
|
26.8K
$25.6M
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
585+ 6.16% |
$521K - $630K
|
10.1K
$9.62M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
581+ 6.55% |
$517K - $626K
|
9.45K
$9.01M
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
579+ 21.36% |
$516K - $624K
|
3.29K
$3.14M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
578+ 13.28% |
$515K - $622K
|
4.93K
$4.7M
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
577+ 1.49% |
$514K - $621K
|
39.2K
$37.4M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
576+ 4.27% |
$513K - $620K
|
14.1K
$13.4M
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
575+ 9.09% |
$512K - $619K
|
6.9K
$6.58M
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
571+ 3.12% |
$509K - $615K
|
18.9K
$18M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
569+ 2.09% |
$507K - $613K
|
27.8K
$26.5M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
556+ 21.7% |
$495K - $599K
|
3.12K
$2.97M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
543+ 10.45% |
$484K - $585K
|
5.74K
$5.47M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
537+ 0.45% |
$478K - $578K
|
120K
$114M
|