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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
63New |
$55K - $62.7K
|
63
$57.3K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
62+ 0.38% |
$54.2K - $61.7K
|
16.6K
$15.1M
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
62+ 5.64% |
$54.2K - $61.7K
|
1.16K
$1.06M
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
62+ 3.58% |
$54.2K - $61.7K
|
1.79K
$1.63M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
62+ 3.36% |
$54.2K - $61.7K
|
1.91K
$1.74M
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
62+ 13.54% |
$54.2K - $61.7K
|
520
$473K
|
|
Feb 14, 2025
Q4 2024
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
61+ 7.23% |
$53.3K - $60.7K
|
905
$823K
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
61+ 0.58% |
$53.3K - $60.7K
|
10.5K
$9.54M
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
61+ 19.18% |
$53.3K - $60.7K
|
379
$345K
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
61+ 12.68% |
$53.3K - $60.7K
|
542
$493K
|
|
Jan 23, 2025
Q4 2024
|
Tlw Wealth Management, LLC
|
BUY
|
- |
61+ 0.46% |
$53.3K - $60.7K
|
13.3K
$12.1M
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
61+ 4.61% |
$53.3K - $60.7K
|
1.39K
$1.26M
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
60+ 1.21% |
$52.4K - $59.7K
|
5.03K
$4.57M
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
60+ 9.84% |
$52.4K - $59.7K
|
670
$609K
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
60+ 12.4% |
$52.4K - $59.7K
|
544
$495K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
60+ 1.96% |
$52.4K - $59.7K
|
3.13K
$2.84M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
60+ 25.97% |
$52.4K - $59.7K
|
291
$265K
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
59+ 4.92% |
$51.5K - $58.7K
|
1.26K
$1.14M
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
59+ 1.63% |
$51.5K - $58.7K
|
3.68K
$3.35M
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
59+ 6.04% |
$51.5K - $58.7K
|
1.04K
$942K
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
59+ 24.38% |
$51.5K - $58.7K
|
301
$274K
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
59+ 2.68% |
$51.5K - $58.7K
|
2.26K
$2.05M
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
59+ 2.65% |
$51.5K - $58.7K
|
2.29K
$2.08M
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
59+ 1.1% |
$51.5K - $58.7K
|
5.43K
$4.94M
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
59+ 4.64% |
$51.5K - $58.7K
|
1.33K
$1.21M
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
59+ 8.01% |
$51.5K - $58.7K
|
796
$724K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
59New |
$51.5K - $58.7K
|
59
$53.6K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
57+ 2.07% |
$49.8K - $56.7K
|
2.81K
$2.55M
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
56+ 13.66% |
$48.9K - $55.7K
|
466
$424K
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
56+ 7.4% |
$48.9K - $55.7K
|
813
$739K
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
55+ 1.04% |
$48K - $54.7K
|
5.36K
$4.87M
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
55+ 16.57% |
$48K - $54.7K
|
387
$352K
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
55+ 2.97% |
$48K - $54.7K
|
1.91K
$1.73M
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
55+ 18.21% |
$48K - $54.7K
|
357
$325K
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
55+ 18.09% |
$48K - $54.7K
|
359
$326K
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
54+ 19.64% |
$47.2K - $53.7K
|
329
$299K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
54+ 17.03% |
$47.2K - $53.7K
|
371
$337K
|
|
Feb 07, 2025
Q4 2024
|
Bender Robert & Associates
|
BUY
|
- |
54+ 3.78% |
$47.2K - $53.7K
|
1.48K
$1.35M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
54+ 0.32% |
$47.2K - $53.7K
|
16.8K
$15.3M
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
53+ 0.43% |
$46.3K - $52.7K
|
12.4K
$11.3M
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
53+ 2.53% |
$46.3K - $52.7K
|
2.14K
$1.95M
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
53+ 12.74% |
$46.3K - $52.7K
|
469
$426K
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
53+ 0.26% |
$46.3K - $52.7K
|
20.3K
$18.4M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
53+ 0.52% |
$46.3K - $52.7K
|
10.3K
$9.39M
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
52+ 6.05% |
$45.4K - $51.7K
|
911
$828K
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
52+ 1.77% |
$45.4K - $51.7K
|
2.98K
$2.71M
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
52+ 7.66% |
$45.4K - $51.7K
|
731
$665K
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
52+ 0.88% |
$45.4K - $51.7K
|
5.95K
$5.41M
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
51+ 1.23% |
$44.6K - $50.7K
|
4.18K
$3.8M
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
51+ 7.29% |
$44.6K - $50.7K
|
751
$683K
|