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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
33+ 2.54% |
$28.8K - $32.8K
|
1.33K
$1.21M
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
33+ 4.49% |
$28.8K - $32.8K
|
768
$698K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
33+ 3.42% |
$28.8K - $32.8K
|
997
$907K
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
33+ 6.92% |
$28.8K - $32.8K
|
510
$464K
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
32+ 2.28% |
$28K - $31.8K
|
1.44K
$1.31M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
32+ 1.61% |
$28K - $31.8K
|
2.01K
$1.83M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
32+ 2.99% |
$28K - $31.8K
|
1.1K
$1M
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
31+ 0.26% |
$27.1K - $30.8K
|
12.1K
$11M
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
31+ 1.89% |
$27.1K - $30.8K
|
1.67K
$1.52M
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
31+ 1.19% |
$27.1K - $30.8K
|
2.63K
$2.39M
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
31+ 0.76% |
$27.1K - $30.8K
|
4.09K
$3.71M
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
31+ 32.63% |
$27.1K - $30.8K
|
126
$115K
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
31+ 2.57% |
$27.1K - $30.8K
|
1.24K
$1.13M
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
31+ 3.58% |
$27.1K - $30.8K
|
897
$816K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
31+ 0.97% |
$27.1K - $30.8K
|
3.24K
$2.94M
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
30+ 0.21% |
$26.2K - $29.8K
|
14.4K
$13.1M
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
30New |
$26.2K - $29.8K
|
30
$27.3K
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
30+ 10.0% |
$26.2K - $29.8K
|
330
$300K
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
30+ 10.71% |
$26.2K - $29.8K
|
310
$282K
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
30+ 1.64% |
$26.2K - $29.8K
|
1.86K
$1.69M
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
30+ 1.13% |
$26.2K - $29.8K
|
2.68K
$2.44M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
30+ 0.96% |
$26.2K - $29.8K
|
3.17K
$2.88M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
30+ 13.1% |
$26.2K - $29.8K
|
259
$235K
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
30+ 2.08% |
$26.2K - $29.8K
|
1.48K
$1.34M
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
30+ 0.91% |
$26.2K - $29.8K
|
3.33K
$3.03M
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
29+ 5.95% |
$25.3K - $28.8K
|
516
$469K
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
29+ 1.29% |
$25.3K - $28.8K
|
2.28K
$2.08M
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
29+ 7.95% |
$25.3K - $28.8K
|
394
$358K
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
29+ 3.47% |
$25.3K - $28.8K
|
864
$786K
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
29+ 1.42% |
$25.3K - $28.8K
|
2.07K
$1.88M
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
29+ 1.65% |
$25.3K - $28.8K
|
1.79K
$1.63M
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
29+ 5.17% |
$25.3K - $28.8K
|
590
$536K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
29+ 0.85% |
$25.3K - $28.8K
|
3.44K
$3.12M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
29+ 2.89% |
$25.3K - $28.8K
|
1.03K
$939K
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
28+ 7.04% |
$24.5K - $27.9K
|
426
$387K
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
28+ 3.17% |
$24.5K - $27.9K
|
912
$829K
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
28+ 7.8% |
$24.5K - $27.9K
|
387
$352K
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
BUY
|
- |
28+ 11.62% |
$24.5K - $27.9K
|
269
$245K
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
28+ 2.81% |
$24.5K - $27.9K
|
1.02K
$931K
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
28+ 3.76% |
$24.5K - $27.9K
|
773
$703K
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
28+ 1.14% |
$24.5K - $27.9K
|
2.49K
$2.26M
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
27New |
$23.6K - $26.9K
|
27
$24.6K
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
27+ 7.78% |
$23.6K - $26.9K
|
374
$340K
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
27+ 4.88% |
$23.6K - $26.9K
|
580
$527K
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
27+ 1.05% |
$23.6K - $26.9K
|
2.6K
$2.37M
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
27+ 4.71% |
$23.6K - $26.9K
|
600
$546K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
27+ 0.82% |
$23.6K - $26.9K
|
3.33K
$3.03M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
27+ 1.5% |
$23.6K - $26.9K
|
1.83K
$1.67M
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
27+ 7.56% |
$23.6K - $26.9K
|
384
$349K
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
26+ 4.63% |
$22.7K - $25.9K
|
587
$534K
|