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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
25+ 1.7% |
$20K - $22.9K
|
1.5K
$1.45M
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
25+ 3.04% |
$20K - $22.9K
|
848
$817K
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
25+ 1.34% |
$20K - $22.9K
|
1.9K
$1.83M
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
25+ 3.31% |
$20K - $22.9K
|
781
$753K
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
25+ 8.9% |
$20K - $22.9K
|
306
$295K
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
25+ 3.6% |
$20K - $22.9K
|
719
$693K
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
24+ 0.19% |
$19.2K - $22K
|
12.5K
$12.1M
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
24+ 3.38% |
$19.2K - $22K
|
735
$709K
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
24+ 4.54% |
$19.2K - $22K
|
553
$533K
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
24+ 7.0% |
$19.2K - $22K
|
367
$354K
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
24+ 0.39% |
$19.2K - $22K
|
6.23K
$6.01M
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23+ 10.6% |
$18.4K - $21.1K
|
240
$231K
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
23+ 1.77% |
$18.4K - $21.1K
|
1.32K
$1.28M
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
23+ 2.93% |
$18.4K - $21.1K
|
808
$779K
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
23+ 7.32% |
$18.4K - $21.1K
|
337
$325K
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
23+ 2.11% |
$18.4K - $21.1K
|
1.12K
$1.07M
|
|
Nov 05, 2024
Q3 2024
|
Ghe, LLC
|
BUY
|
- |
23+ 0.36% |
$18.4K - $21.1K
|
6.48K
$6.24M
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
23+ 0.87% |
$18.4K - $21.1K
|
2.67K
$2.57M
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
23+ 3.31% |
$18.4K - $21.1K
|
718
$692K
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
22+ 1.65% |
$17.6K - $20.2K
|
1.35K
$1.31M
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
22+ 3.01% |
$17.6K - $20.2K
|
753
$726K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
22+ 16.3% |
$17.6K - $20.2K
|
157
$151K
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
22+ 4.1% |
$17.6K - $20.2K
|
559
$539K
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
22+ 2.54% |
$17.6K - $20.2K
|
887
$855K
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
22+ 0.68% |
$17.6K - $20.2K
|
3.28K
$3.16M
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
22+ 7.83% |
$17.6K - $20.2K
|
303
$292K
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
22+ 3.26% |
$17.6K - $20.2K
|
697
$672K
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
22+ 0.41% |
$17.6K - $20.2K
|
5.4K
$5.21M
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
21+ 0.83% |
$16.8K - $19.3K
|
2.54K
$2.45M
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
21+ 0.91% |
$16.8K - $19.3K
|
2.33K
$2.25M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
21+ 2.0% |
$16.8K - $19.3K
|
1.07K
$1.03M
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
21+ 2.54% |
$16.8K - $19.3K
|
849
$818K
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
21+ 1.56% |
$16.8K - $19.3K
|
1.37K
$1.32M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
21+ 2.99% |
$16.8K - $19.3K
|
723
$697K
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
21+ 1.79% |
$16.8K - $19.3K
|
1.19K
$1.15M
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
21+ 2.82% |
$16.8K - $19.3K
|
765
$737K
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
21+ 6.03% |
$16.8K - $19.3K
|
369
$356K
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
21+ 0.96% |
$16.8K - $19.3K
|
2.22K
$2.14M
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
21+ 0.71% |
$16.8K - $19.3K
|
2.99K
$2.88M
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
20+ 0.32% |
$16K - $18.3K
|
6.28K
$6.05M
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
20+ 2.59% |
$16K - $18.3K
|
791
$763K
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
20+ 0.56% |
$16K - $18.3K
|
3.58K
$3.45M
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
20+ 0.9% |
$16K - $18.3K
|
2.24K
$2.16M
|
|
Oct 28, 2024
Q3 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
20+ 0.21% |
$16K - $18.3K
|
9.61K
$9.26M
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
20+ 0.08% |
$16K - $18.3K
|
25.7K
$24.8M
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
20+ 5.29% |
$16K - $18.3K
|
398
$384K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
20+ 2.68% |
$16K - $18.3K
|
766
$738K
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
20+ 7.78% |
$16K - $18.3K
|
277
$267K
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
20+ 1.02% |
$16K - $18.3K
|
1.98K
$1.91M
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
19+ 6.74% |
$15.2K - $17.4K
|
301
$290K
|