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 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
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
23+ 4.2% |
$20.5K - $24.8K
|
570
$537K
|
|
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
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
21+ 3.87% |
$18.7K - $22.6K
|
563
$530K
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
20+ 5.17% |
$17.8K - $21.5K
|
407
$383K
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
20+ 9.05% |
$17.8K - $21.5K
|
241
$227K
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
20+ 2.9% |
$17.8K - $21.5K
|
710
$669K
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
20+ 6.31% |
$17.8K - $21.5K
|
337
$317K
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
20+ 2.28% |
$17.8K - $21.5K
|
897
$845K
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
20+ 2.23% |
$17.8K - $21.5K
|
915
$862K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
20+ 3.4% |
$17.8K - $21.5K
|
608
$572K
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
BUY
|
- |
20+ 0.13% |
$17.8K - $21.5K
|
15.1K
$14.2M
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
20+ 0.47% |
$17.8K - $21.5K
|
4.3K
$4.05M
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
20+ 5.51% |
$17.8K - $21.5K
|
383
$361K
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
19+ 5.64% |
$16.9K - $20.5K
|
356
$335K
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
19+ 0.27% |
$16.9K - $20.5K
|
6.94K
$6.54M
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
19New |
$16.9K - $20.5K
|
19
$17.9K
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.4% |
$16.9K - $20.5K
|
4.79K
$4.51M
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
19+ 0.85% |
$16.9K - $20.5K
|
2.26K
$2.13M
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
19+ 1.23% |
$16.9K - $20.5K
|
1.57K
$1.47M
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
19+ 2.35% |
$16.9K - $20.5K
|
828
$780K
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
18+ 4.0% |
$16K - $19.4K
|
468
$441K
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
18+ 0.82% |
$16K - $19.4K
|
2.21K
$2.08M
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
18+ 1.47% |
$16K - $19.4K
|
1.24K
$1.17M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
18+ 1.6% |
$16K - $19.4K
|
1.14K
$1.08M
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
18+ 6.92% |
$16K - $19.4K
|
278
$262K
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
17+ 0.62% |
$15.1K - $18.3K
|
2.78K
$2.61M
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
17+ 6.39% |
$15.1K - $18.3K
|
283
$266K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
17+ 1.56% |
$15.1K - $18.3K
|
1.11K
$1.04M
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
17+ 3.99% |
$15.1K - $18.3K
|
443
$417K
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
17+ 3.38% |
$15.1K - $18.3K
|
520
$490K
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
17+ 0.64% |
$15.1K - $18.3K
|
2.67K
$2.52M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
17+ 0.75% |
$15.1K - $18.3K
|
2.29K
$2.16M
|