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 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
141+ 1.17% |
$126K - $152K
|
12.1K
$11.5M
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
140+ 1.9% |
$125K - $151K
|
7.52K
$7.12M
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
140+ 39.89% |
$125K - $151K
|
491
$465K
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
140+ 3.95% |
$125K - $151K
|
3.69K
$3.49M
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
139+ 2.2% |
$124K - $150K
|
6.45K
$6.11M
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
139+ 3.51% |
$124K - $150K
|
4.1K
$3.89M
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
138+ 0.28% |
$123K - $149K
|
50.3K
$47.7M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
138+ 126.61% |
$123K - $149K
|
247
$234K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
135+ 3.18% |
$120K - $145K
|
4.38K
$4.15M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
135+ 1.53% |
$120K - $145K
|
8.98K
$8.51M
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
134+ 42.68% |
$119K - $144K
|
448
$425K
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
133+ 1.42% |
$118K - $143K
|
9.49K
$8.99M
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
133+ 3.41% |
$118K - $143K
|
4.03K
$3.82M
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
132New |
$118K - $142K
|
132
$125K
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
132+ 19.91% |
$118K - $142K
|
795
$753K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
132+ 34.2% |
$118K - $142K
|
518
$491K
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
132+ 4.25% |
$118K - $142K
|
3.24K
$3.07M
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
131+ 28.11% |
$117K - $141K
|
597
$566K
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
131+ 15.75% |
$117K - $141K
|
963
$913K
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
131+ 1.46% |
$117K - $141K
|
9.1K
$8.62M
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
131+ 3.91% |
$117K - $141K
|
3.48K
$3.3M
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
130+ 44.37% |
$116K - $140K
|
423
$401K
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
129+ 1.01% |
$115K - $139K
|
12.9K
$12.2M
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
129+ 6.61% |
$115K - $139K
|
2.08K
$1.97M
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
129+ 35.93% |
$115K - $139K
|
488
$462K
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
129+ 38.62% |
$115K - $139K
|
463
$439K
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
128+ 30.48% |
$114K - $138K
|
548
$519K
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
127New |
$113K - $137K
|
127
$120K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
126+ 4.03% |
$112K - $136K
|
3.25K
$3.08M
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
126+ 2.16% |
$112K - $136K
|
5.96K
$5.65M
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
126+ 14.45% |
$112K - $136K
|
998
$946K
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
125+ 104.17% |
$111K - $135K
|
245
$232K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
124+ 354.29% |
$110K - $134K
|
159
$151K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
123+ 5.75% |
$110K - $132K
|
2.26K
$2.14M
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
123+ 2.4% |
$110K - $132K
|
5.26K
$4.98M
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
122+ 26.87% |
$109K - $131K
|
576
$546K
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
120+ 6.64% |
$107K - $129K
|
1.93K
$1.83M
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
119+ 8.27% |
$106K - $128K
|
1.56K
$1.48M
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
119+ 1.46% |
$106K - $128K
|
8.29K
$7.85M
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
118+ 15.25% |
$105K - $127K
|
892
$845K
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
117+ 4.76% |
$104K - $126K
|
2.58K
$2.44M
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
117+ 16.69% |
$104K - $126K
|
818
$775K
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
117+ 5.81% |
$104K - $126K
|
2.13K
$2.02M
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
116+ 22.26% |
$103K - $125K
|
637
$604K
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
116+ 1.31% |
$103K - $125K
|
8.95K
$8.48M
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
116+ 16.79% |
$103K - $125K
|
807
$765K
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
116+ 30.13% |
$103K - $125K
|
501
$475K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
115+ 47.13% |
$102K - $124K
|
359
$340K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
114+ 16.52% |
$102K - $123K
|
804
$762K
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
113+ 3.06% |
$101K - $122K
|
3.81K
$3.61M
|