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 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
121+ 7.17% |
$97K - $111K
|
1.81K
$1.74M
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
121+ 10.26% |
$97K - $111K
|
1.3K
$1.25M
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
120+ 48.58% |
$96.2K - $110K
|
367
$354K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
120+ 0.36% |
$96.2K - $110K
|
33.4K
$32.2M
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
119+ 18.28% |
$95.4K - $109K
|
770
$742K
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
119+ 3.56% |
$95.4K - $109K
|
3.46K
$3.33M
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
117+ 27.46% |
$93.8K - $107K
|
543
$523K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
117+ 0.79% |
$93.8K - $107K
|
14.9K
$14.3M
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
117+ 8.89% |
$93.8K - $107K
|
1.43K
$1.38M
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
116+ 3.93% |
$93K - $106K
|
3.07K
$2.95M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
116+ 3.28% |
$93K - $106K
|
3.65K
$3.52M
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
116+ 4.79% |
$93K - $106K
|
2.54K
$2.45M
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
114+ 6.73% |
$91.4K - $105K
|
1.81K
$1.74M
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
114+ 12.28% |
$91.4K - $105K
|
1.04K
$1M
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
114+ 6.57% |
$91.4K - $105K
|
1.85K
$1.78M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
113+ 2.18% |
$90.6K - $104K
|
5.29K
$5.1M
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
113+ 33.33% |
$90.6K - $104K
|
452
$436K
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
112+ 10.15% |
$89.8K - $103K
|
1.22K
$1.17M
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
112+ 3.85% |
$89.8K - $103K
|
3.02K
$2.91M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
112+ 17.5% |
$89.8K - $103K
|
752
$725K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
112+ 23.63% |
$89.8K - $103K
|
586
$565K
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
112+ 0.34% |
$89.8K - $103K
|
33.2K
$32M
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
111+ 6.85% |
$89K - $102K
|
1.73K
$1.67M
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
111+ 15.81% |
$89K - $102K
|
813
$784K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
111+ 4.25% |
$89K - $102K
|
2.73K
$2.63M
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
111+ 0.69% |
$89K - $102K
|
16.3K
$15.7M
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
110+ 0.96% |
$88.2K - $101K
|
11.6K
$11.1M
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
110+ 3.67% |
$88.2K - $101K
|
3.11K
$3M
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
110+ 11.96% |
$88.2K - $101K
|
1.03K
$993K
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
109+ 3.16% |
$87.4K - $100K
|
3.56K
$3.43M
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
109+ 1.32% |
$87.4K - $100K
|
8.36K
$8.06M
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
109+ 10.89% |
$87.4K - $100K
|
1.11K
$1.07M
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
109+ 13.8% |
$87.4K - $100K
|
899
$867K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
107+ 4.15% |
$85.8K - $98.1K
|
2.68K
$2.59M
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
106+ 7.98% |
$85K - $97.2K
|
1.44K
$1.38M
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
105+ 5.21% |
$84.2K - $96.3K
|
2.12K
$2.04M
|
|
Nov 06, 2024
Q3 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
105+ 9.55% |
$84.2K - $96.3K
|
1.21K
$1.16M
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
105+ 1.76% |
$84.2K - $96.3K
|
6.06K
$5.84M
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
104+ 7.73% |
$83.4K - $95.4K
|
1.45K
$1.4M
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
104+ 5.35% |
$83.4K - $95.4K
|
2.05K
$1.97M
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
103+ 10.6% |
$82.6K - $94.5K
|
1.08K
$1.04M
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
103+ 2.82% |
$82.6K - $94.5K
|
3.75K
$3.62M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
103+ 5.91% |
$82.6K - $94.5K
|
1.85K
$1.78M
|
|
Nov 14, 2024
Q3 2024
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
102+ 1.87% |
$81.8K - $93.5K
|
5.56K
$5.36M
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
102+ 38.2% |
$81.8K - $93.5K
|
369
$356K
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
102+ 8.97% |
$81.8K - $93.5K
|
1.24K
$1.19M
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
102+ 6.27% |
$81.8K - $93.5K
|
1.73K
$1.67M
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
102+ 2.79% |
$81.8K - $93.5K
|
3.76K
$3.62M
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
102+ 1.87% |
$81.8K - $93.5K
|
5.56K
$5.36M
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
101+ 4.84% |
$81K - $92.6K
|
2.19K
$2.11M
|