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 |
---|---|---|---|---|---|---|---|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
49+ 22.9% |
$34.5K - $42.7K
|
263
$254K
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
43+ 1.42% |
$30.3K - $37.4K
|
3.07K
$2.96M
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
42+ 8.2% |
$29.6K - $36.6K
|
554
$534K
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
42+ 6.17% |
$29.6K - $36.6K
|
723
$697K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
41+ 7.47% |
$28.9K - $35.7K
|
590
$569K
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
40+ 7.01% |
$28.2K - $34.8K
|
611
$589K
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
39+ 5.05% |
$27.5K - $34K
|
812
$783K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
39+ 557.14% |
$27.5K - $34K
|
46
$44.3K
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
37+ 7.64% |
$26.1K - $32.2K
|
521
$502K
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
34+ 2.05% |
$24K - $29.6K
|
1.69K
$1.63M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
33New |
$23.3K - $28.7K
|
33
$31.8K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
33+ 3.36% |
$23.3K - $28.7K
|
1.02K
$979K
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
28+ 1.94% |
$19.7K - $24.4K
|
1.47K
$1.42M
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
27+ 3.69% |
$19K - $23.5K
|
758
$731K
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
25+ 7.46% |
$17.6K - $21.8K
|
360
$347K
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
25+ 3.97% |
$17.6K - $21.8K
|
655
$631K
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
24+ 1.23% |
$16.9K - $20.9K
|
1.98K
$1.91M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
24+ 6.94% |
$16.9K - $20.9K
|
370
$357K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24+ 126.32% |
$16.9K - $20.9K
|
43
$41.5K
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
22+ 5.67% |
$15.5K - $19.2K
|
410
$395K
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
BUY
|
- |
20+ 0.64% |
$14.1K - $17.4K
|
3.15K
$3.03M
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
20+ 5.03% |
$14.1K - $17.4K
|
418
$403K
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
19+ 5.0% |
$13.4K - $16.5K
|
399
$385K
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
19+ 2.75% |
$13.4K - $16.5K
|
709
$683K
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
19New |
$13.4K - $16.5K
|
19
$18.3K
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
16+ 5.16% |
$11.3K - $13.9K
|
326
$314K
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
15+ 2.22% |
$10.6K - $13.1K
|
690
$665K
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
15+ 2.25% |
$10.6K - $13.1K
|
681
$656K
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
15+ 1.79% |
$10.6K - $13.1K
|
855
$824K
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
15+ 3.25% |
$10.6K - $13.1K
|
476
$459K
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
15+ 3.4% |
$10.6K - $13.1K
|
456
$440K
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
13+ 3.77% |
$9.16K - $11.3K
|
358
$345K
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
12+ 3.56% |
$8.46K - $10.4K
|
349
$336K
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
11New |
$7.75K - $9.58K
|
11
$10.6K
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
10+ 1.63% |
$7.05K - $8.71K
|
622
$600K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10New |
$7.05K - $8.71K
|
10
$9.64K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
10New |
$7.05K - $8.71K
|
10
$9.64K
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
10+ 1.81% |
$7.05K - $8.71K
|
562
$542K
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
10+ 1.28% |
$7.05K - $8.71K
|
790
$762K
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
9+ 1.11% |
$6.34K - $7.84K
|
817
$788K
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
8+ 2.89% |
$5.64K - $6.97K
|
285
$275K
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8+ 28.57% |
$5.64K - $6.97K
|
36
$34.7K
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
8+ 26.67% |
$5.64K - $6.97K
|
38
$36.6K
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
7+ 2.28% |
$4.93K - $6.1K
|
314
$303K
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
6+ 1.5% |
$4.23K - $5.22K
|
405
$390K
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
6+ 46.15% |
$4.23K - $5.22K
|
19
$18.3K
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6+ 0.48% |
$4.23K - $5.22K
|
1.25K
$1.2M
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
5+ 1.33% |
$3.52K - $4.35K
|
382
$368K
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5+ 23.81% |
$3.52K - $4.35K
|
26
$25.1K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5+ 71.43% |
$3.52K - $4.35K
|
12
$11.6K
|