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
|
Nikulski Financial, Inc.
|
BUY
|
- |
256+ 2.13% |
$228K - $276K
|
12.2K
$11.5M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
255New |
$227K - $275K
|
255
$240K
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
255+ 2.73% |
$227K - $275K
|
9.6K
$9.04M
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
255New |
$227K - $275K
|
255
$240K
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
253+ 4.91% |
$225K - $272K
|
5.41K
$5.09M
|
|
May 15, 2025
Q1 2025
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
250New |
$223K - $269K
|
250
$235K
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
250+ 44.64% |
$223K - $269K
|
810
$763K
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
250New |
$223K - $269K
|
250
$235K
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
248New |
$221K - $267K
|
248
$234K
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
247New |
$220K - $266K
|
247
$233K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
246+ 16.45% |
$219K - $265K
|
1.74K
$1.64M
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
245+ 5.22% |
$218K - $264K
|
4.94K
$4.65M
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
245New |
$218K - $264K
|
245
$231K
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
244+ 46.83% |
$217K - $263K
|
765
$720K
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
242New |
$216K - $261K
|
242
$228K
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
240+ 84.81% |
$214K - $258K
|
523
$492K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
238+ 6.3% |
$212K - $256K
|
4.02K
$3.78M
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
238New |
$212K - $256K
|
238
$224K
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
238New |
$212K - $256K
|
238
$224K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
238+ 9.0% |
$212K - $256K
|
2.88K
$2.71M
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
237+ 0.62% |
$211K - $255K
|
38.2K
$36M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
236+ 2.65% |
$210K - $254K
|
9.15K
$8.62M
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
235New |
$209K - $253K
|
235
$221K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
235+ 15.75% |
$209K - $253K
|
1.73K
$1.63M
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
234New |
$208K - $252K
|
234
$220K
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
232New |
$207K - $250K
|
232
$218K
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
231+ 6.54% |
$206K - $249K
|
3.76K
$3.54M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
229+ 4.66% |
$204K - $247K
|
5.15K
$4.84M
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
227+ 8.01% |
$202K - $244K
|
3.06K
$2.88M
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
226New |
$201K - $243K
|
226
$213K
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
226+ 10.23% |
$201K - $243K
|
2.44K
$2.29M
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
226New |
$201K - $243K
|
226
$213K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
224+ 21.33% |
$199K - $241K
|
1.27K
$1.2M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
224+ 7.98% |
$199K - $241K
|
3.03K
$2.85M
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
224New |
$199K - $241K
|
224
$211K
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
223+ 11.87% |
$199K - $240K
|
2.1K
$1.98M
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
222+ 10.18% |
$198K - $239K
|
2.4K
$2.26M
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
221+ 49.44% |
$197K - $238K
|
668
$629K
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
219+ 1.73% |
$195K - $236K
|
12.8K
$12.1M
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
219+ 0.56% |
$195K - $236K
|
39.4K
$37.1M
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
219New |
$195K - $236K
|
219
$206K
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
219+ 4.44% |
$195K - $236K
|
5.15K
$4.85M
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
219New |
$195K - $236K
|
219
$206K
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
219New |
$195K - $236K
|
219
$206K
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
218+ 37.59% |
$194K - $235K
|
798
$751K
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
218+ 0.66% |
$194K - $235K
|
33.5K
$31.5M
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
218New |
$194K - $235K
|
218
$205K
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
217New |
$193K - $234K
|
217
$204K
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
217+ 24.77% |
$193K - $234K
|
1.09K
$1.03M
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
214New |
$191K - $230K
|
214
$202K
|