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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
147+ 18.47% |
$118K - $135K
|
943
$909K
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
146+ 2.57% |
$117K - $134K
|
5.82K
$5.61M
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
146+ 7.58% |
$117K - $134K
|
2.07K
$2M
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
146+ 10.07% |
$117K - $134K
|
1.6K
$1.54M
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
146+ 35.78% |
$117K - $134K
|
554
$534K
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
145+ 23.42% |
$116K - $133K
|
764
$737K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
145+ 0.7% |
$116K - $133K
|
20.8K
$20.1M
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
144+ 2.2% |
$115K - $132K
|
6.69K
$6.45M
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
144+ 4.61% |
$115K - $132K
|
3.27K
$3.15M
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
144+ 8.71% |
$115K - $132K
|
1.8K
$1.73M
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
140+ 6.43% |
$112K - $128K
|
2.32K
$2.23M
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
140+ 1.22% |
$112K - $128K
|
11.6K
$11.2M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
140+ 0.59% |
$112K - $128K
|
24K
$23.1M
|
|
Oct 08, 2024
Q3 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
139+ 46.96% |
$111K - $127K
|
435
$419K
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
138+ 0.99% |
$111K - $127K
|
14.1K
$13.6M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
137New |
$110K - $126K
|
137
$132K
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
137+ 4.34% |
$110K - $126K
|
3.3K
$3.18M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
137+ 1.7% |
$110K - $126K
|
8.18K
$7.88M
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
136+ 24.2% |
$109K - $125K
|
698
$673K
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
135+ 7.23% |
$108K - $124K
|
2K
$1.93M
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
135New |
$108K - $124K
|
135
$130K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
134+ 4.47% |
$107K - $123K
|
3.13K
$3.02M
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
134+ 3.06% |
$107K - $123K
|
4.52K
$4.36M
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
132+ 1.82% |
$106K - $121K
|
7.39K
$7.12M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
131+ 3.48% |
$105K - $120K
|
3.9K
$3.75M
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
131+ 1.17% |
$105K - $120K
|
11.3K
$10.9M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
131+ 11.17% |
$105K - $120K
|
1.3K
$1.26M
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
130+ 1.81% |
$104K - $119K
|
7.3K
$7.03M
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
130+ 1.47% |
$104K - $119K
|
8.95K
$8.63M
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
129+ 1.54% |
$103K - $118K
|
8.52K
$8.21M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
129+ 7.55% |
$103K - $118K
|
1.84K
$1.77M
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
128+ 2.1% |
$103K - $117K
|
6.22K
$5.99M
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
128+ 37.43% |
$103K - $117K
|
470
$453K
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
128+ 12.18% |
$103K - $117K
|
1.18K
$1.14M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
127+ 4.25% |
$102K - $116K
|
3.12K
$3M
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
126+ 8.68% |
$101K - $116K
|
1.58K
$1.52M
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
126+ 10.37% |
$101K - $116K
|
1.34K
$1.29M
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
126+ 28.51% |
$101K - $116K
|
568
$548K
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
125+ 9.84% |
$100K - $115K
|
1.4K
$1.34M
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
125+ 29.76% |
$100K - $115K
|
545
$525K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
125+ 14.22% |
$100K - $115K
|
1K
$968K
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
125+ 17.31% |
$100K - $115K
|
847
$817K
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
123+ 0.67% |
$98.6K - $113K
|
18.4K
$17.8M
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
123+ 6.12% |
$98.6K - $113K
|
2.13K
$2.06M
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
123+ 4.26% |
$98.6K - $113K
|
3.01K
$2.9M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
123+ 14.7% |
$98.6K - $113K
|
960
$925K
|
|
Nov 12, 2024
Q3 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
122+ 0.64% |
$97.8K - $112K
|
19.2K
$18.5M
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
122+ 39.35% |
$97.8K - $112K
|
432
$416K
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
122+ 1.93% |
$97.8K - $112K
|
6.44K
$6.21M
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
122+ 111.93% |
$97.8K - $112K
|
231
$223K
|