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 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
30+ 3.7% |
$26.7K - $32.3K
|
841
$792K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
30+ 7.92% |
$26.7K - $32.3K
|
409
$385K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
30+ 5.67% |
$26.7K - $32.3K
|
559
$526K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
30+ 11.19% |
$26.7K - $32.3K
|
298
$281K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
30+ 1.33% |
$26.7K - $32.3K
|
2.28K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
29+ 2.12% |
$25.8K - $31.2K
|
1.4K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
29+ 2.02% |
$25.8K - $31.2K
|
1.46K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
28+ 1.76% |
$24.9K - $30.2K
|
1.62K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
28+ 12.28% |
$24.9K - $30.2K
|
256
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
28+ 2.15% |
$24.9K - $30.2K
|
1.33K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
28+ 1.68% |
$24.9K - $30.2K
|
1.69K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
27+ 1.39% |
$24K - $29.1K
|
1.96K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
27+ 6.29% |
$24K - $29.1K
|
456
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
27+ 2.0% |
$24K - $29.1K
|
1.38K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
27+ 10.42% |
$24K - $29.1K
|
286
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
27+ 0.32% |
$24K - $29.1K
|
8.45K
$7.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
27+ 4.44% |
$24K - $29.1K
|
635
$598K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
26+ 20.8% |
$23.2K - $28K
|
151
$142K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
26+ 2.21% |
$23.2K - $28K
|
1.2K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 2.68% |
$23.2K - $28K
|
996
$938K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
25+ 0.43% |
$22.3K - $26.9K
|
5.84K
$5.5M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
25+ 2.28% |
$22.3K - $26.9K
|
1.12K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
25+ 8.56% |
$22.3K - $26.9K
|
317
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
25+ 8.9% |
$22.3K - $26.9K
|
306
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
25New |
$22.3K - $26.9K
|
25
$23.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25+ 3.71% |
$22.3K - $26.9K
|
699
$658K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
25+ 0.68% |
$22.3K - $26.9K
|
3.69K
$3.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
25+ 2.24% |
$22.3K - $26.9K
|
1.14K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
24+ 2.43% |
$21.4K - $25.8K
|
1.01K
$953K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
23+ 6.04% |
$20.5K - $24.8K
|
404
$380K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
23+ 2.48% |
$20.5K - $24.8K
|
949
$894K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
23+ 4.41% |
$20.5K - $24.8K
|
544
$512K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
23+ 1.28% |
$20.5K - $24.8K
|
1.82K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
23+ 6.1% |
$20.5K - $24.8K
|
400
$377K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
23+ 3.46% |
$20.5K - $24.8K
|
688
$648K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
23+ 0.04% |
$20.5K - $24.8K
|
56.6K
$53.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
23+ 6.97% |
$20.5K - $24.8K
|
353
$332K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
22+ 0.31% |
$19.6K - $23.7K
|
7.23K
$6.81M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
22+ 2.27% |
$19.6K - $23.7K
|
990
$932K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
22+ 5.35% |
$19.6K - $23.7K
|
433
$408K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
22+ 2.03% |
$19.6K - $23.7K
|
1.11K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
22+ 9.69% |
$19.6K - $23.7K
|
249
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22+ 0.24% |
$19.6K - $23.7K
|
9.28K
$8.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
22+ 2.08% |
$19.6K - $23.7K
|
1.08K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
22+ 3.99% |
$19.6K - $23.7K
|
574
$540K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
21New |
$18.7K - $22.6K
|
21
$19.8K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
21+ 0.91% |
$18.7K - $22.6K
|
2.33K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
21+ 1.13% |
$18.7K - $22.6K
|
1.89K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
21+ 2.34% |
$18.7K - $22.6K
|
917
$863K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21+ 0.01% |
$18.7K - $22.6K
|
179K
$169M
|