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 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
70+ 2.77% |
$62.3K - $75.4K
|
2.6K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
70+ 2.98% |
$62.3K - $75.4K
|
2.42K
$2.26M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
70+ 0.65% |
$62.3K - $75.4K
|
10.8K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
69+ 1.27% |
$61.5K - $74.3K
|
5.52K
$5.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
69+ 14.47% |
$61.5K - $74.3K
|
546
$510K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
68+ 12.9% |
$60.6K - $73.2K
|
595
$556K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
68New |
$60.6K - $73.2K
|
68
$63.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
68+ 4.64% |
$60.6K - $73.2K
|
1.53K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
66+ 1.23% |
$58.8K - $71.1K
|
5.44K
$5.08M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
66+ 10.61% |
$58.8K - $71.1K
|
688
$642K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
66+ 0.48% |
$58.8K - $71.1K
|
13.9K
$13M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
65New |
$57.9K - $70K
|
65
$60.7K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
65+ 2.96% |
$57.9K - $70K
|
2.26K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
65+ 6.59% |
$57.9K - $70K
|
1.05K
$982K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
65+ 2.73% |
$57.9K - $70K
|
2.44K
$2.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
65+ 4.91% |
$57.9K - $70K
|
1.39K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
65+ 6.89% |
$57.9K - $70K
|
1.01K
$941K
|
|
|
Apr 08, 2025
Q1 2025
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
65+ 0.57% |
$57.9K - $70K
|
11.5K
$10.8M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
64New |
$57K - $68.9K
|
64
$59.8K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
64+ 4.92% |
$57K - $68.9K
|
1.36K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
64+ 2.4% |
$57K - $68.9K
|
2.73K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
63+ 9.89% |
$56.1K - $67.8K
|
700
$654K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
63+ 7.65% |
$56.1K - $67.8K
|
887
$828K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
62+ 35.84% |
$55.2K - $66.8K
|
235
$219K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
62+ 0.81% |
$55.2K - $66.8K
|
7.75K
$7.24M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
62+ 0.94% |
$55.2K - $66.8K
|
6.69K
$6.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
62+ 5.98% |
$55.2K - $66.8K
|
1.1K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
61+ 4.24% |
$54.3K - $65.7K
|
1.5K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
60+ 6.27% |
$53.4K - $64.6K
|
1.02K
$950K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
60+ 25.53% |
$53.4K - $64.6K
|
295
$275K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
59+ 4.39% |
$52.5K - $63.5K
|
1.4K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
59+ 2.27% |
$52.5K - $63.5K
|
2.66K
$2.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
59+ 3.65% |
$52.5K - $63.5K
|
1.68K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
58+ 8.72% |
$51.7K - $62.5K
|
723
$675K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
58+ 16.62% |
$51.7K - $62.5K
|
407
$380K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
58+ 5.26% |
$51.7K - $62.5K
|
1.16K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
57+ 8.07% |
$50.8K - $61.4K
|
763
$712K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
57+ 8.2% |
$50.8K - $61.4K
|
752
$702K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
56+ 1.92% |
$49.9K - $60.3K
|
2.97K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
56+ 2.22% |
$49.9K - $60.3K
|
2.58K
$2.4M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
56+ 10.98% |
$49.9K - $60.3K
|
566
$529K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
56+ 2.1% |
$49.9K - $60.3K
|
2.73K
$2.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
55+ 3.84% |
$49K - $59.2K
|
1.49K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
55+ 4.11% |
$49K - $59.2K
|
1.39K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
55+ 10.44% |
$49K - $59.2K
|
582
$543K
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
54+ 0.1% |
$48.1K - $58.2K
|
53.1K
$49.6M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
54+ 1.83% |
$48.1K - $58.2K
|
3.01K
$2.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
54+ 8.01% |
$48.1K - $58.2K
|
728
$680K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
53+ 3.86% |
$47.2K - $57.1K
|
1.43K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
53+ 2.67% |
$47.2K - $57.1K
|
2.04K
$1.9M
|