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 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
106+ 26.84% |
$68.3K - $83.3K
|
501
$483K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
100New |
$64.5K - $78.6K
|
100
$96.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 9.09% |
$64.5K - $78.6K
|
1.2K
$1.16M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
81New |
$52.2K - $63.6K
|
81
$78.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
72+ 175.61% |
$46.4K - $56.6K
|
113
$109K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
64+ 4.54% |
$41.3K - $50.3K
|
1.47K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
57+ 16.57% |
$36.7K - $44.8K
|
401
$387K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
51+ 1.79% |
$32.9K - $40.1K
|
2.91K
$2.8M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
50+ 11.09% |
$32.2K - $39.3K
|
501
$483K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
43New |
$27.7K - $33.8K
|
43
$41.5K
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
37+ 11.42% |
$23.9K - $29.1K
|
361
$348K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
35New |
$22.6K - $27.5K
|
35
$33.7K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
30+ 7.01% |
$19.3K - $23.6K
|
458
$442K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
30+ 2.7% |
$19.3K - $23.6K
|
1.14K
$1.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
18+ 360.0% |
$11.6K - $14.1K
|
23
$22.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
17New |
$11K - $13.4K
|
17
$16.4K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16+ 2.46% |
$10.3K - $12.6K
|
666
$642K
|
|
|
Apr 24, 2024
Q1 2024
|
Beddow Capital Management Inc
|
BUY
|
- |
15+ 4.62% |
$9.67K - $11.8K
|
340
$328K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
13+ 0.45% |
$8.38K - $10.2K
|
2.92K
$2.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
12+ 4.6% |
$7.74K - $9.43K
|
273
$263K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
11+ 3.24% |
$7.09K - $8.64K
|
351
$338K
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
11+ 2.31% |
$7.09K - $8.64K
|
488
$470K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
9+ 28.13% |
$5.8K - $7.07K
|
41
$39.5K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
6+ 0.15% |
$3.87K - $4.71K
|
4.09K
$3.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6+ 1.78% |
$3.87K - $4.71K
|
343
$331K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
6+ 1.55% |
$3.87K - $4.71K
|
393
$379K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 6.1% |
$3.22K - $3.93K
|
87
$83.9K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
5+ 0.27% |
$3.22K - $3.93K
|
1.84K
$1.78M
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
5New |
$3.22K - $3.93K
|
5
$4.82K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
5+ 0.24% |
$3.22K - $3.93K
|
2.1K
$2.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
5+ 1.5% |
$3.22K - $3.93K
|
339
$327K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
4+ 12.9% |
$2.58K - $3.14K
|
35
$33.7K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
4+ 1.25% |
$2.58K - $3.14K
|
325
$313K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
3+ 0.64% |
$1.93K - $2.36K
|
471
$454K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
3+ 0.33% |
$1.93K - $2.36K
|
910
$877K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2+ 0.3% |
$1.29K - $1.57K
|
668
$644K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2+ 0.17% |
$1.29K - $1.57K
|
1.21K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2+ 0.28% |
$1.29K - $1.57K
|
716
$690K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1+ 0.1% |
$645 - $786
|
1.04K
$1M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.37% |
$645 - $786
|
268
$258K
|
|
|
Apr 10, 2024
Q1 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1+ 0.24% |
$645 - $786
|
426
$411K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 17, 2024
Q4 2023
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
280KNew |
$152M - $191M
|
280K
$270M
|
|
|
Feb 14, 2024
Q4 2023
|
Nantahala Capital Management, LLC
New Canaan, CT |
BUY
|
PUT |
70KNew |
$38M - $47.7M
|
70K
$67.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
29.7KNew |
$16.2M - $20.3M
|
29.7K
$28.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
20.2K+ 171.5% |
$10.9M - $13.7M
|
31.9K
$30.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.9KNew |
$10.3M - $12.9M
|
18.9K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
11.6KNew |
$6.28M - $7.87M
|
11.6K
$11.1M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
10.9KNew |
$5.94M - $7.45M
|
10.9K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
10.8KNew |
$5.87M - $7.36M
|
10.8K
$10.4M
|
|