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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
493+ 0.39% |
$439K - $531K
|
127K
$121M
|
|
May 12, 2025
Q1 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
491+ 11.46% |
$437K - $529K
|
4.77K
$4.52M
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
490+ 21.54% |
$436K - $528K
|
2.77K
$2.62M
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
490+ 26.36% |
$436K - $528K
|
2.35K
$2.23M
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
487+ 6.49% |
$434K - $524K
|
7.99K
$7.57M
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
484+ 9.83% |
$431K - $521K
|
5.41K
$5.13M
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
482New |
$429K - $519K
|
482
$457K
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
475+ 8.07% |
$423K - $512K
|
6.36K
$6.03M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
475+ 0.77% |
$423K - $512K
|
62.1K
$58.8M
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
470+ 23.48% |
$419K - $506K
|
2.47K
$2.34M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
464+ 1.35% |
$413K - $500K
|
34.9K
$33.1M
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
463New |
$412K - $499K
|
463
$439K
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
461New |
$411K - $496K
|
461
$437K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
459New |
$409K - $494K
|
459
$435K
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
454New |
$404K - $489K
|
454
$430K
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
452New |
$403K - $487K
|
452
$428K
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
451+ 82.45% |
$402K - $486K
|
998
$946K
|
|
May 15, 2025
Q1 2025
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
450New |
$401K - $485K
|
450
$426K
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
449+ 4.1% |
$400K - $484K
|
11.4K
$10.8M
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
448+ 12.21% |
$399K - $482K
|
4.12K
$3.9M
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
444+ 3.71% |
$395K - $478K
|
12.4K
$11.8M
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
439+ 7.04% |
$391K - $473K
|
6.67K
$6.32M
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
437+ 22.26% |
$389K - $471K
|
2.4K
$2.27M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
437+ 1.36% |
$389K - $471K
|
32.6K
$30.9M
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
435New |
$387K - $468K
|
435
$412K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
429+ 0.99% |
$382K - $462K
|
43.6K
$41.3M
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
428+ 1.3% |
$381K - $461K
|
33.4K
$31.7M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
428+ 2.16% |
$381K - $461K
|
20.2K
$19.2M
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
427+ 5.27% |
$380K - $460K
|
8.52K
$8.08M
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
425New |
$379K - $458K
|
425
$403K
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
418+ 2.9% |
$372K - $450K
|
14.8K
$14.1M
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
417+ 8.31% |
$371K - $449K
|
5.44K
$5.15M
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
415+ 11.38% |
$370K - $447K
|
4.06K
$3.85M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
414+ 17.42% |
$369K - $446K
|
2.79K
$2.64M
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
413+ 9.03% |
$368K - $445K
|
4.99K
$4.73M
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
412+ 18.79% |
$367K - $444K
|
2.61K
$2.47M
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
410+ 110.22% |
$365K - $442K
|
782
$741K
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
408+ 20.93% |
$363K - $439K
|
2.36K
$2.23M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
405+ 3.29% |
$361K - $436K
|
12.7K
$12.1M
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
404+ 126.25% |
$360K - $435K
|
724
$686K
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
400+ 18.18% |
$356K - $431K
|
2.6K
$2.46M
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
400+ 14.81% |
$356K - $431K
|
3.1K
$2.94M
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
398+ 20.59% |
$354K - $429K
|
2.33K
$2.21M
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
397New |
$354K - $428K
|
397
$376K
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
389+ 46.53% |
$346K - $419K
|
1.23K
$1.16M
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
389+ 4.08% |
$346K - $419K
|
9.93K
$9.41M
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
388+ 22.74% |
$346K - $418K
|
2.09K
$1.98M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
387+ 11.57% |
$345K - $417K
|
3.73K
$3.54M
|
|
May 13, 2025
Q1 2025
|
Carroll Investors, Inc
|
BUY
|
- |
385+ 5.51% |
$343K - $415K
|
7.38K
$6.99M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
385+ 6.6% |
$343K - $415K
|
6.22K
$5.89M
|