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 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
12+ 0.27% |
$10.5K - $11.9K
|
4.45K
$4.05M
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
12+ 1.85% |
$10.5K - $11.9K
|
662
$602K
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
12+ 1.26% |
$10.5K - $11.9K
|
965
$877K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
12+ 0.92% |
$10.5K - $11.9K
|
1.32K
$1.2M
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
12+ 1.76% |
$10.5K - $11.9K
|
695
$632K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
12+ 0.44% |
$10.5K - $11.9K
|
2.74K
$2.49M
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.7% |
$10.5K - $11.9K
|
1.72K
$1.56M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11+ 0.32% |
$9.61K - $10.9K
|
3.44K
$3.13M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
11+ 1.14% |
$9.61K - $10.9K
|
980
$891K
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
11New |
$9.61K - $10.9K
|
11
$10K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11+ 1.24% |
$9.61K - $10.9K
|
895
$814K
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
11+ 0.83% |
$9.61K - $10.9K
|
1.34K
$1.22M
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
11+ 1.35% |
$9.61K - $10.9K
|
827
$752K
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
11+ 8.4% |
$9.61K - $10.9K
|
142
$129K
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
11+ 2.31% |
$9.61K - $10.9K
|
488
$444K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11+ 1.53% |
$9.61K - $10.9K
|
730
$664K
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
11+ 1.74% |
$9.61K - $10.9K
|
645
$586K
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
11+ 0.82% |
$9.61K - $10.9K
|
1.35K
$1.23M
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
11+ 0.87% |
$9.61K - $10.9K
|
1.27K
$1.15M
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
11+ 0.3% |
$9.61K - $10.9K
|
3.71K
$3.37M
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
10+ 1.6% |
$8.74K - $9.95K
|
636
$578K
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
10+ 1.24% |
$8.74K - $9.95K
|
818
$744K
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
10+ 22.22% |
$8.74K - $9.95K
|
55
$50K
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
10+ 0.62% |
$8.74K - $9.95K
|
1.62K
$1.47M
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
10+ 1.94% |
$8.74K - $9.95K
|
525
$477K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 3.5% |
$8.74K - $9.95K
|
296
$269K
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
10+ 0.33% |
$8.74K - $9.95K
|
3.08K
$2.8M
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10+ 0.88% |
$8.74K - $9.95K
|
1.14K
$1.04M
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
10+ 0.29% |
$8.74K - $9.95K
|
3.49K
$3.17M
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10+ 4.02% |
$8.74K - $9.95K
|
259
$235K
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
10+ 0.77% |
$8.74K - $9.95K
|
1.3K
$1.18M
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.25% |
$8.74K - $9.95K
|
4.07K
$3.7M
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10+ 2.64% |
$8.74K - $9.95K
|
389
$354K
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
10+ 2.27% |
$8.74K - $9.95K
|
450
$409K
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10+ 2.04% |
$8.74K - $9.95K
|
501
$456K
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
10+ 0.9% |
$8.74K - $9.95K
|
1.12K
$1.02M
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
10+ 1.41% |
$8.74K - $9.95K
|
718
$653K
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
10+ 1.65% |
$8.74K - $9.95K
|
616
$560K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
10+ 7.41% |
$8.74K - $9.95K
|
145
$132K
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
9+ 2.77% |
$7.86K - $8.95K
|
334
$304K
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
9+ 1.58% |
$7.86K - $8.95K
|
579
$526K
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
9+ 0.22% |
$7.86K - $8.95K
|
4.01K
$3.65M
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
BUY
|
- |
9+ 0.4% |
$7.86K - $8.95K
|
2.26K
$2.05M
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
9+ 3.83% |
$7.86K - $8.95K
|
244
$222K
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
9+ 2.52% |
$7.86K - $8.95K
|
366
$333K
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
9+ 2.21% |
$7.86K - $8.95K
|
417
$379K
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
9+ 0.58% |
$7.86K - $8.95K
|
1.57K
$1.43M
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9+ 1.81% |
$7.86K - $8.95K
|
505
$459K
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
9+ 3.35% |
$7.86K - $8.95K
|
278
$253K
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.3% |
$7.86K - $8.95K
|
3.05K
$2.77M
|