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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4+ 0.67% |
$3.56K - $4.31K
|
601
$569K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4+ 0.87% |
$3.56K - $4.31K
|
466
$442K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.3% |
$3.56K - $4.31K
|
1.35K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4+ 0.63% |
$3.56K - $4.31K
|
642
$608K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 40.0% |
$3.56K - $4.31K
|
14
$13.3K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3+ 1.36% |
$2.67K - $3.23K
|
223
$211K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3+ 7.14% |
$2.67K - $3.23K
|
45
$42.6K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
3+ 0.56% |
$2.67K - $3.23K
|
538
$510K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3+ 0.45% |
$2.67K - $3.23K
|
676
$641K
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
3+ 0.14% |
$2.67K - $3.23K
|
2.13K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
3+ 0.31% |
$2.67K - $3.23K
|
967
$916K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3+ 0.71% |
$2.67K - $3.23K
|
427
$405K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
3+ 0.19% |
$2.67K - $3.23K
|
1.58K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.93% |
$2.67K - $3.23K
|
325
$308K
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
3+ 1.2% |
$2.67K - $3.23K
|
253
$240K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3+ 0.79% |
$2.67K - $3.23K
|
382
$362K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
3+ 0.53% |
$2.67K - $3.23K
|
564
$534K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3+ 0.9% |
$2.67K - $3.23K
|
337
$319K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3+ 0.31% |
$2.67K - $3.23K
|
970
$919K
|
|
|
Apr 22, 2025
Q1 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
3New |
$2.67K - $3.23K
|
3
$2.84K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
3+ 0.57% |
$2.67K - $3.23K
|
525
$497K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3+ 0.64% |
$2.67K - $3.23K
|
469
$444K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
3+ 0.7% |
$2.67K - $3.23K
|
432
$409K
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
3+ 0.58% |
$2.67K - $3.23K
|
522
$495K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
2+ 0.52% |
$1.78K - $2.15K
|
387
$367K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 1.32% |
$1.78K - $2.15K
|
153
$145K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2+ 0.56% |
$1.78K - $2.15K
|
357
$338K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2+ 0.23% |
$1.78K - $2.15K
|
871
$825K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$1.78K - $2.15K
|
1.57K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
2+ 0.46% |
$1.78K - $2.15K
|
436
$413K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
2+ 0.13% |
$1.78K - $2.15K
|
1.53K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
2+ 0.22% |
$1.78K - $2.15K
|
913
$865K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2+ 0.06% |
$1.78K - $2.15K
|
3.26K
$3.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.4% |
$1.78K - $2.15K
|
499
$473K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2+ 0.47% |
$1.78K - $2.15K
|
430
$407K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2+ 0.48% |
$1.78K - $2.15K
|
423
$401K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2+ 0.2% |
$1.78K - $2.15K
|
1.03K
$972K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2+ 0.54% |
$1.78K - $2.15K
|
375
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.84% |
$1.78K - $2.15K
|
240
$227K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2+ 0.15% |
$1.78K - $2.15K
|
1.33K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
2New |
$1.78K - $2.15K
|
2
$1.9K
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.2% |
$891 - $1.08K
|
489
$463K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.16% |
$891 - $1.08K
|
623
$590K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
1+ 0.08% |
$891 - $1.08K
|
1.24K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1+ 0.32% |
$891 - $1.08K
|
318
$301K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1+ 0.27% |
$891 - $1.08K
|
367
$348K
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
1+ 0.17% |
$891 - $1.08K
|
588
$557K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1+ 0.07% |
$891 - $1.08K
|
1.49K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1+ 0.2% |
$891 - $1.08K
|
500
$474K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.1% |
$891 - $1.08K
|
998
$946K
|