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 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
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
214New |
$191K - $230K
|
214
$202K
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
214+ 6.57% |
$191K - $230K
|
3.47K
$3.27M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
213+ 2.05% |
$190K - $229K
|
10.6K
$9.98M
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
212New |
$189K - $228K
|
212
$200K
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
211New |
$188K - $227K
|
211
$199K
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
207+ 12.58% |
$184K - $223K
|
1.85K
$1.74M
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
207+ 22.7% |
$184K - $223K
|
1.12K
$1.05M
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
206+ 2.29% |
$183K - $222K
|
9.21K
$8.67M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
206+ 3.95% |
$183K - $222K
|
5.43K
$5.11M
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
204+ 20.82% |
$182K - $220K
|
1.18K
$1.11M
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
202+ 58.72% |
$180K - $218K
|
546
$514K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
202+ 3.72% |
$180K - $218K
|
5.64K
$5.31M
|
|
May 14, 2025
Q1 2025
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
201+ 2.72% |
$179K - $216K
|
7.58K
$7.14M
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
200+ 11.81% |
$178K - $215K
|
1.89K
$1.78M
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
200New |
$178K - $215K
|
200
$188K
|
|
May 12, 2025
Q1 2025
|
Telligent Fund, LP
Hong Kong, K3 |
BUY
|
- |
200+ 4.44% |
$178K - $215K
|
4.7K
$4.43M
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.11% |
$178K - $215K
|
175K
$165M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
198+ 3.44% |
$176K - $213K
|
5.96K
$5.61M
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
195+ 4.74% |
$174K - $210K
|
4.31K
$4.06M
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
194+ 42.64% |
$173K - $209K
|
649
$611K
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
191+ 6.45% |
$170K - $206K
|
3.15K
$2.97M
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
188New |
$167K - $202K
|
188
$177K
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
183+ 3.14% |
$163K - $197K
|
6.02K
$5.67M
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
182+ 0.72% |
$162K - $196K
|
25.5K
$24M
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
181+ 1.2% |
$161K - $195K
|
15.3K
$14.4M
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
180New |
$160K - $194K
|
180
$169K
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
180+ 2.17% |
$160K - $194K
|
8.46K
$7.97M
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
178+ 4.49% |
$159K - $192K
|
4.14K
$3.9M
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
178+ 23.21% |
$159K - $192K
|
945
$890K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
177+ 109.94% |
$158K - $191K
|
338
$318K
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
177+ 4.15% |
$158K - $191K
|
4.44K
$4.18M
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
176+ 0.34% |
$157K - $190K
|
52.2K
$49.1M
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
176+ 13.71% |
$157K - $190K
|
1.46K
$1.37M
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
176+ 5.1% |
$157K - $190K
|
3.63K
$3.42M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
176+ 4.11% |
$157K - $190K
|
4.46K
$4.2M
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
175New |
$156K - $188K
|
175
$165K
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
BUY
|
- |
175+ 1.02% |
$156K - $188K
|
17.3K
$16.3M
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
175+ 32.65% |
$156K - $188K
|
711
$669K
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
174+ 5.51% |
$155K - $187K
|
3.33K
$3.14M
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
174+ 23.2% |
$155K - $187K
|
924
$870K
|