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
|
Carmel Capital Partners, LLC
|
BUY
|
- |
13+ 2.25% |
$11.6K - $14K
|
592
$557K
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
13+ 0.86% |
$11.6K - $14K
|
1.53K
$1.44M
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
13+ 0.32% |
$11.6K - $14K
|
4.02K
$3.79M
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
13+ 5.42% |
$11.6K - $14K
|
253
$238K
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
13+ 0.79% |
$11.6K - $14K
|
1.65K
$1.56M
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
13+ 1.82% |
$11.6K - $14K
|
726
$684K
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
13+ 0.3% |
$11.6K - $14K
|
4.39K
$4.14M
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
12+ 0.39% |
$10.7K - $12.9K
|
3.12K
$2.93M
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
12+ 3.42% |
$10.7K - $12.9K
|
363
$342K
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
12+ 0.93% |
$10.7K - $12.9K
|
1.3K
$1.22M
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
12+ 3.95% |
$10.7K - $12.9K
|
316
$298K
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
12+ 0.1% |
$10.7K - $12.9K
|
12K
$11.3M
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
12+ 0.67% |
$10.7K - $12.9K
|
1.81K
$1.71M
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
12+ 0.7% |
$10.7K - $12.9K
|
1.73K
$1.63M
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
12+ 0.1% |
$10.7K - $12.9K
|
11.7K
$11M
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.7% |
$10.7K - $12.9K
|
1.73K
$1.63M
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
11+ 2.47% |
$9.8K - $11.8K
|
456
$429K
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
11+ 0.34% |
$9.8K - $11.8K
|
3.27K
$3.08M
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
11+ 9.4% |
$9.8K - $11.8K
|
128
$121K
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.16% |
$9.8K - $11.8K
|
6.79K
$6.4M
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
11+ 6.79% |
$9.8K - $11.8K
|
173
$163K
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
11+ 0.45% |
$9.8K - $11.8K
|
2.46K
$2.32M
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
11+ 0.36% |
$9.8K - $11.8K
|
3.07K
$2.89M
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
11+ 24.44% |
$9.8K - $11.8K
|
56
$52.7K
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
11+ 220.0% |
$9.8K - $11.8K
|
16
$15.1K
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
11+ 0.42% |
$9.8K - $11.8K
|
2.64K
$2.48M
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
11+ 2.15% |
$9.8K - $11.8K
|
522
$492K
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.29% |
$9.8K - $11.8K
|
866
$815K
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
10+ 3.48% |
$8.91K - $10.8K
|
297
$280K
|
|
May 15, 2025
Q1 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
10+ 0.14% |
$8.91K - $10.8K
|
7.4K
$6.97M
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
10+ 1.52% |
$8.91K - $10.8K
|
668
$629K
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
10+ 500.0% |
$8.91K - $10.8K
|
12
$11.3K
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
10+ 0.65% |
$8.91K - $10.8K
|
1.55K
$1.46M
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
10+ 1.2% |
$8.91K - $10.8K
|
842
$793K
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
10+ 0.37% |
$8.91K - $10.8K
|
2.71K
$2.55M
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10+ 29.41% |
$8.91K - $10.8K
|
44
$41.4K
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
10+ 2.01% |
$8.91K - $10.8K
|
507
$477K
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
10+ 3.02% |
$8.91K - $10.8K
|
341
$321K
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
10+ 2.06% |
$8.91K - $10.8K
|
496
$467K
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
10+ 2.98% |
$8.91K - $10.8K
|
346
$326K
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
10+ 2.22% |
$8.91K - $10.8K
|
461
$434K
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9+ 0.12% |
$8.02K - $9.69K
|
7.62K
$7.18M
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
9+ 0.38% |
$8.02K - $9.69K
|
2.4K
$2.26M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
9+ 0.87% |
$8.02K - $9.69K
|
1.05K
$987K
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
9+ 0.65% |
$8.02K - $9.69K
|
1.4K
$1.32M
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
9+ 0.45% |
$8.02K - $9.69K
|
2.01K
$1.89M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 7.69% |
$8.02K - $9.69K
|
126
$119K
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
9+ 8.49% |
$8.02K - $9.69K
|
115
$108K
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
9+ 3.08% |
$8.02K - $9.69K
|
301
$283K
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
9+ 0.27% |
$8.02K - $9.69K
|
3.37K
$3.17M
|