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
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3+ 1.2% |
$2.62K - $2.98K
|
252
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
3+ 0.79% |
$2.62K - $2.98K
|
383
$411K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
3+ 0.35% |
$2.62K - $2.98K
|
853
$914K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.45% |
$2.62K - $2.98K
|
670
$718K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.22% |
$2.62K - $2.98K
|
1.38K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3+ 0.09% |
$2.62K - $2.98K
|
3.43K
$3.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3+ 0.58% |
$2.62K - $2.98K
|
516
$553K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3+ 0.25% |
$2.62K - $2.98K
|
1.2K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
3+ 1.9% |
$2.62K - $2.98K
|
161
$173K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3New |
$2.62K - $2.98K
|
3
$3.22K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$2.62K - $2.98K
|
1.92K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3+ 0.23% |
$2.62K - $2.98K
|
1.33K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
3+ 0.45% |
$2.62K - $2.98K
|
663
$711K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3+ 0.34% |
$2.62K - $2.98K
|
897
$961K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3+ 1.04% |
$2.62K - $2.98K
|
292
$313K
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
3+ 0.22% |
$2.62K - $2.98K
|
1.35K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2+ 0.08% |
$1.75K - $1.99K
|
2.39K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2+ 0.07% |
$1.75K - $1.99K
|
2.77K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$1.75K - $1.99K
|
2.76K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
2New |
$1.75K - $1.99K
|
2
$2.14K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2+ 0.16% |
$1.75K - $1.99K
|
1.22K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2+ 0.49% |
$1.75K - $1.99K
|
408
$437K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2+ 0.13% |
$1.75K - $1.99K
|
1.5K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
2+ 0.18% |
$1.75K - $1.99K
|
1.1K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
2+ 0.39% |
$1.75K - $1.99K
|
514
$551K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2+ 0.11% |
$1.75K - $1.99K
|
1.88K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.61% |
$1.75K - $1.99K
|
329
$353K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
2New |
$1.75K - $1.99K
|
2
$2.14K
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.18% |
$1.75K - $1.99K
|
1.12K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
2+ 0.6% |
$1.75K - $1.99K
|
335
$359K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.52% |
$1.75K - $1.99K
|
385
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 1.87% |
$1.75K - $1.99K
|
109
$117K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2+ 0.17% |
$1.75K - $1.99K
|
1.2K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2+ 0.19% |
$1.75K - $1.99K
|
1.05K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2+ 0.56% |
$1.75K - $1.99K
|
360
$386K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.03% |
$1.75K - $1.99K
|
7.93K
$8.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2+ 0.31% |
$1.75K - $1.99K
|
649
$696K
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
2+ 0.29% |
$1.75K - $1.99K
|
688
$737K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2+ 0.25% |
$1.75K - $1.99K
|
806
$864K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2+ 0.16% |
$1.75K - $1.99K
|
1.24K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2+ 0.16% |
$1.75K - $1.99K
|
1.26K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
2+ 0.83% |
$1.75K - $1.99K
|
242
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2+ 0.4% |
$1.75K - $1.99K
|
504
$540K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2+ 0.17% |
$1.75K - $1.99K
|
1.18K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$874 - $995
|
3.9K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.16% |
$874 - $995
|
621
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
1+ 0.14% |
$874 - $995
|
706
$757K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1+ 0.17% |
$874 - $995
|
583
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
1New |
$874 - $995
|
1
$1.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1+ 0.27% |
$874 - $995
|
378
$405K
|