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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
7.81K+ 610.95% |
$3.77M - $4.21M
|
9.09K
$8.77M
|
|
Aug 14, 2023
Q2 2023
|
Nine27 Capital Management, LP
Basking Ridge, NJ |
BUY
|
- |
4KNew |
$1.93M - $2.15M
|
4K
$3.86M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
3.78KNew |
$1.82M - $2.03M
|
3.78K
$3.64M
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$727K - $810K
|
1.51K
$1.45M
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
CALL |
1.5KNew |
$724K - $808K
|
1.5K
$1.45M
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.2KNew |
$579K - $646K
|
1.2K
$1.16M
|
|
Aug 11, 2023
Q2 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
1K+ 200.0% |
$483K - $538K
|
1.5K
$1.45M
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
924+ 28.81% |
$446K - $497K
|
4.13K
$3.98M
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
867New |
$419K - $467K
|
867
$836K
|
|
Aug 14, 2023
Q2 2023
|
Marketfield Asset Management LLC
|
BUY
|
- |
767+ 12.06% |
$370K - $413K
|
7.13K
$6.87M
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
726New |
$350K - $391K
|
726
$700K
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
PUT |
600New |
$290K - $323K
|
600
$578K
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
560New |
$270K - $301K
|
560
$540K
|
|
Aug 11, 2023
Q2 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
550New |
$266K - $296K
|
550
$530K
|
|
Aug 14, 2023
Q2 2023
|
Castellan Group
Louisville, KY |
BUY
|
- |
514New |
$248K - $277K
|
514
$496K
|
|
Jul 13, 2023
Q2 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
414New |
$200K - $223K
|
414
$399K
|
|
Aug 14, 2023
Q2 2023
|
Page Arthur B
|
BUY
|
- |
400New |
$193K - $215K
|
400
$386K
|
|
Jul 28, 2023
Q2 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
400New |
$193K - $215K
|
400
$386K
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
CALL |
400New |
$193K - $215K
|
400
$386K
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
396New |
$191K - $213K
|
396
$382K
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
BUY
|
- |
390New |
$188K - $210K
|
390
$376K
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
378New |
$182K - $204K
|
378
$364K
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
362+ 41.14% |
$175K - $195K
|
1.24K
$1.2M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
212New |
$102K - $114K
|
212
$204K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
200+ 30.86% |
$96.6K - $108K
|
848
$817K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
200New |
$96.6K - $108K
|
200
$193K
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
CALL |
200New |
$96.6K - $108K
|
200
$193K
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
CALL |
200New |
$96.6K - $108K
|
200
$193K
|
|
Aug 11, 2023
Q2 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
95+ 4.74% |
$45.9K - $51.1K
|
2.1K
$2.02M
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
90+ 3.26% |
$43.4K - $48.5K
|
2.85K
$2.75M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
79+ 1.8% |
$38.1K - $42.5K
|
4.47K
$4.31M
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
74+ 9.74% |
$35.7K - $39.8K
|
834
$804K
|
|
Aug 10, 2023
Q2 2023
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
68+ 0.75% |
$32.8K - $36.6K
|
9.15K
$8.82M
|
|
Aug 14, 2023
Q2 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
44+ 27.16% |
$21.2K - $23.7K
|
206
$199K
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
41New |
$19.8K - $22.1K
|
41
$39.5K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
40+ 0.94% |
$19.3K - $21.5K
|
4.29K
$4.14M
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
38+ 8.66% |
$18.3K - $20.5K
|
477
$460K
|
|
Jul 24, 2023
Q2 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
33+ 3.87% |
$15.9K - $17.8K
|
885
$853K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
32+ 3.03% |
$15.4K - $17.2K
|
1.09K
$1.05M
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
25New |
$12.1K - $13.5K
|
25
$24.1K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
23+ 2.35% |
$11.1K - $12.4K
|
1K
$967K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
19+ 0.09% |
$9.17K - $10.2K
|
20.9K
$20.2M
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
14+ 2.69% |
$6.76K - $7.54K
|
534
$515K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
12+ 109.09% |
$5.79K - $6.46K
|
23
$22.2K
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
10+ 2.4% |
$4.83K - $5.38K
|
427
$412K
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
7+ 1.23% |
$3.38K - $3.77K
|
576
$555K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3+ 3.45% |
$1.45K - $1.62K
|
90
$86.8K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.29% |
$966 - $1.08K
|
693
$668K
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
2+ 0.4% |
$966 - $1.08K
|
508
$490K
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.24% |
$483 - $538
|
423
$408K
|