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 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
1.06KNew |
$682K - $831K
|
1.06K
$1.02M
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
905New |
$583K - $711K
|
905
$872K
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
863New |
$556K - $678K
|
863
$832K
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
673New |
$434K - $529K
|
673
$649K
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
671New |
$433K - $527K
|
671
$647K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
655+ 12.88% |
$422K - $515K
|
5.74K
$5.53M
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
645New |
$416K - $507K
|
645
$622K
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
577New |
$372K - $453K
|
577
$556K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
551+ 15.5% |
$355K - $433K
|
4.11K
$3.96M
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
529+ 76.78% |
$341K - $416K
|
1.22K
$1.17M
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
490+ 42.94% |
$316K - $385K
|
1.63K
$1.57M
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
477New |
$308K - $375K
|
477
$460K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
463+ 79.83% |
$298K - $364K
|
1.04K
$1.01M
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
423New |
$273K - $332K
|
423
$408K
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
422New |
$272K - $332K
|
422
$407K
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
409New |
$264K - $321K
|
409
$394K
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
402+ 12.88% |
$259K - $316K
|
3.52K
$3.4M
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
351New |
$226K - $276K
|
351
$338K
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
347New |
$224K - $273K
|
347
$335K
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
336New |
$217K - $264K
|
336
$324K
|
|
May 15, 2024
Q1 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
325New |
$210K - $255K
|
325
$313K
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
306New |
$197K - $240K
|
306
$295K
|
|
May 13, 2024
Q1 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
302New |
$195K - $237K
|
302
$291K
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
300+ 37.5% |
$193K - $236K
|
1.1K
$1.06M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
300New |
$193K - $236K
|
300
$289K
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
300+ 32.82% |
$193K - $236K
|
1.21K
$1.17M
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
CALL |
300New |
$193K - $236K
|
300
$289K
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
297New |
$191K - $233K
|
297
$286K
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
294New |
$190K - $231K
|
294
$283K
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
293New |
$189K - $230K
|
293
$282K
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
290New |
$187K - $228K
|
290
$280K
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
290+ 16.16% |
$187K - $228K
|
2.08K
$2.01M
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
289New |
$186K - $227K
|
289
$279K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
287New |
$185K - $225K
|
287
$277K
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
283New |
$182K - $222K
|
283
$273K
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
280+ 2.81% |
$181K - $220K
|
10.2K
$9.86M
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
275New |
$177K - $216K
|
275
$265K
|
|
May 15, 2024
Q1 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
275New |
$177K - $216K
|
275
$265K
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
273New |
$176K - $214K
|
273
$263K
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
234New |
$151K - $184K
|
234
$226K
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
200New |
$129K - $157K
|
200
$193K
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
200New |
$129K - $157K
|
200
$193K
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
200New |
$129K - $157K
|
200
$193K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
200New |
$129K - $157K
|
200
$193K
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
189+ 45.43% |
$122K - $148K
|
605
$583K
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
180New |
$116K - $141K
|
180
$174K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
177New |
$114K - $139K
|
177
$171K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
139+ 0.55% |
$89.6K - $109K
|
25.4K
$24.5M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
138New |
$89K - $108K
|
138
$133K
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
129+ 23.67% |
$83.2K - $101K
|
674
$650K
|