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 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
385+ 3.5% |
$343K - $415K
|
11.4K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
382New |
$340K - $411K
|
382
$362K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
382+ 1.01% |
$340K - $411K
|
38.2K
$36.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
381+ 24.68% |
$339K - $410K
|
1.93K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
380New |
$338K - $409K
|
380
$360K
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
380New |
$338K - $409K
|
380
$360K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
379+ 6.45% |
$338K - $408K
|
6.26K
$5.93M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
378+ 86.1% |
$337K - $407K
|
817
$774K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
375+ 75.91% |
$334K - $404K
|
869
$823K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
374+ 13.48% |
$333K - $403K
|
3.15K
$2.98M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
373+ 17.41% |
$332K - $402K
|
2.52K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
Worldly Partners Management, LLC
Boston, MA |
BUY
|
- |
372+ 0.41% |
$331K - $401K
|
91.4K
$86.6M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
370+ 1.61% |
$330K - $398K
|
23.4K
$22.2M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
369+ 8.29% |
$329K - $397K
|
4.82K
$4.57M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
365+ 2.99% |
$325K - $393K
|
12.6K
$11.9M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
360New |
$321K - $388K
|
360
$341K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
354+ 3.49% |
$315K - $381K
|
10.5K
$9.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
353+ 35.16% |
$314K - $380K
|
1.36K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
353New |
$314K - $380K
|
353
$334K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
352+ 4.82% |
$313K - $379K
|
7.65K
$7.25M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
352New |
$313K - $379K
|
352
$334K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
352+ 7.85% |
$313K - $379K
|
4.84K
$4.58M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
349+ 16.7% |
$311K - $376K
|
2.44K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
346+ 0.21% |
$308K - $373K
|
162K
$153M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
345+ 15.2% |
$307K - $372K
|
2.61K
$2.48M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
344New |
$306K - $370K
|
344
$326K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
343+ 6.93% |
$305K - $369K
|
5.29K
$5.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
343+ 1.68% |
$305K - $369K
|
20.7K
$19.6M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
342+ 2.3% |
$305K - $368K
|
15.2K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
341+ 3.79% |
$304K - $367K
|
9.35K
$8.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
339+ 4.5% |
$302K - $365K
|
7.88K
$7.47M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
335+ 61.58% |
$298K - $361K
|
879
$833K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
335+ 8.13% |
$298K - $361K
|
4.46K
$4.22M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
328+ 7.85% |
$292K - $353K
|
4.51K
$4.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
327+ 1.51% |
$291K - $352K
|
21.9K
$20.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
326+ 2.46% |
$290K - $351K
|
13.6K
$12.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
325New |
$289K - $350K
|
325
$308K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
323+ 99.08% |
$288K - $348K
|
649
$615K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
322+ 16.25% |
$287K - $347K
|
2.3K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
321+ 51.77% |
$286K - $346K
|
941
$892K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
318+ 7.88% |
$283K - $342K
|
4.35K
$4.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
318New |
$283K - $342K
|
318
$301K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
317+ 42.49% |
$282K - $341K
|
1.06K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
317+ 4.65% |
$282K - $341K
|
7.14K
$6.77M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
315+ 29.83% |
$281K - $339K
|
1.37K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
314+ 38.01% |
$280K - $338K
|
1.14K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
313New |
$279K - $337K
|
313
$297K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
312+ 37.55% |
$278K - $336K
|
1.14K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
312+ 0.65% |
$278K - $336K
|
48.1K
$45.6M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
309+ 7.01% |
$275K - $333K
|
4.72K
$4.47M
|