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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
86+ 1.22% |
$76.6K - $92.6K
|
7.14K
$6.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
86+ 2.04% |
$76.6K - $92.6K
|
4.3K
$4.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
86+ 2.62% |
$76.6K - $92.6K
|
3.37K
$3.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
84+ 4.4% |
$74.8K - $90.5K
|
2K
$1.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
84+ 5.81% |
$74.8K - $90.5K
|
1.53K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
83+ 22.87% |
$73.9K - $89.4K
|
446
$420K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
82+ 6.36% |
$73K - $88.3K
|
1.37K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
82+ 2.01% |
$73K - $88.3K
|
4.17K
$3.92M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
82+ 65.08% |
$73K - $88.3K
|
208
$196K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
81New |
$72.1K - $87.2K
|
81
$76.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
80+ 5.23% |
$71.2K - $86.1K
|
1.61K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
79+ 3.56% |
$70.4K - $85.1K
|
2.3K
$2.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
79+ 5.5% |
$70.4K - $85.1K
|
1.52K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
78+ 18.14% |
$69.5K - $84K
|
508
$478K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
78+ 0.16% |
$69.5K - $84K
|
47.4K
$44.6M
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
77+ 0.7% |
$68.6K - $82.9K
|
11.1K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
77+ 13.65% |
$68.6K - $82.9K
|
641
$604K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
77+ 28.21% |
$68.6K - $82.9K
|
350
$330K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
77+ 3.81% |
$68.6K - $82.9K
|
2.1K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
76+ 73.79% |
$67.7K - $81.8K
|
179
$169K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
76+ 2.16% |
$67.7K - $81.8K
|
3.6K
$3.39M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
76+ 1.82% |
$67.7K - $81.8K
|
4.26K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
75New |
$66.8K - $80.8K
|
75
$70.6K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
75+ 0.6% |
$66.8K - $80.8K
|
12.6K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
75+ 29.41% |
$66.8K - $80.8K
|
330
$311K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
75+ 3.2% |
$66.8K - $80.8K
|
2.42K
$2.27M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
75+ 7.32% |
$66.8K - $80.8K
|
1.1K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
75+ 2.78% |
$66.8K - $80.8K
|
2.78K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
75+ 16.67% |
$66.8K - $80.8K
|
525
$494K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
74+ 23.87% |
$65.9K - $79.7K
|
384
$362K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
74+ 3.06% |
$65.9K - $79.7K
|
2.49K
$2.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
74+ 0.29% |
$65.9K - $79.7K
|
25.3K
$23.8M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
73+ 1.76% |
$65K - $78.6K
|
4.23K
$3.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
72+ 17.02% |
$64.1K - $77.5K
|
495
$466K
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
71+ 12.28% |
$63.2K - $76.5K
|
649
$611K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
71+ 2.44% |
$63.2K - $76.5K
|
2.98K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
71+ 35.32% |
$63.2K - $76.5K
|
272
$256K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
71+ 27.41% |
$63.2K - $76.5K
|
330
$311K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
70+ 2.77% |
$62.3K - $75.4K
|
2.6K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
70+ 2.98% |
$62.3K - $75.4K
|
2.42K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
70+ 0.65% |
$62.3K - $75.4K
|
10.8K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
69+ 1.27% |
$61.5K - $74.3K
|
5.52K
$5.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
69+ 14.47% |
$61.5K - $74.3K
|
546
$514K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
68+ 12.9% |
$60.6K - $73.2K
|
595
$560K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
68New |
$60.6K - $73.2K
|
68
$64K
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
68+ 4.64% |
$60.6K - $73.2K
|
1.53K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
68+ 0.44% |
$60.6K - $73.2K
|
15.6K
$14.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
68+ 2.58% |
$60.6K - $73.2K
|
2.7K
$2.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
68+ 2.25% |
$60.6K - $73.2K
|
3.09K
$2.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
68+ 2.37% |
$60.6K - $73.2K
|
2.94K
$2.77M
|