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
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
30+ 2.7% |
$19.3K - $23.6K
|
1.14K
$1.22M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
18+ 360.0% |
$11.6K - $14.1K
|
23
$24.7K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
17New |
$11K - $13.4K
|
17
$18.2K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
13+ 0.45% |
$8.38K - $10.2K
|
2.92K
$3.12M
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
11+ 3.24% |
$7.09K - $8.64K
|
351
$376K
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
11+ 2.31% |
$7.09K - $8.64K
|
488
$523K
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
9+ 28.13% |
$5.8K - $7.07K
|
41
$43.9K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
6+ 0.15% |
$3.87K - $4.71K
|
4.09K
$4.39M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6+ 1.78% |
$3.87K - $4.71K
|
343
$368K
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
6+ 1.55% |
$3.87K - $4.71K
|
393
$421K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 6.1% |
$3.22K - $3.93K
|
87
$93.3K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
5+ 0.24% |
$3.22K - $3.93K
|
2.1K
$2.25M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
5+ 1.5% |
$3.22K - $3.93K
|
339
$363K
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
4+ 12.9% |
$2.58K - $3.14K
|
35
$37.5K
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
4+ 1.25% |
$2.58K - $3.14K
|
325
$348K
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
3+ 0.64% |
$1.93K - $2.36K
|
471
$505K
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
3+ 0.33% |
$1.93K - $2.36K
|
910
$975K
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2+ 0.3% |
$1.29K - $1.57K
|
668
$716K
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2+ 0.17% |
$1.29K - $1.57K
|
1.21K
$1.29M
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2+ 0.28% |
$1.29K - $1.57K
|
716
$767K
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.37% |
$645 - $786
|
268
$287K
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Nantahala Capital Management, LLC
New Canaan, CT |
BUY
|
PUT |
70KNew |
$38M - $47.7M
|
70K
$75M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.9KNew |
$10.3M - $12.9M
|
18.9K
$20.3M
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
11.6KNew |
$6.28M - $7.87M
|
11.6K
$12.4M
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
10.9KNew |
$5.94M - $7.45M
|
10.9K
$11.7M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
10.8KNew |
$5.87M - $7.36M
|
10.8K
$11.6M
|
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
- |
7KNew |
$3.8M - $4.77M
|
7K
$7.5M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
4.52KNew |
$2.46M - $3.08M
|
4.52K
$4.85M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.1KNew |
$1.14M - $1.43M
|
2.1K
$2.26M
|
|
Feb 14, 2024
Q4 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
1.65KNew |
$894K - $1.12M
|
1.65K
$1.76M
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.43KNew |
$775K - $973K
|
1.43K
$1.53M
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.17KNew |
$636K - $798K
|
1.17K
$1.26M
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
1.1KNew |
$600K - $752K
|
1.1K
$1.18M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.04K+ 7.09% |
$564K - $708K
|
15.7K
$16.8M
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
PUT |
1KNew |
$543K - $681K
|
1K
$1.07M
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
992New |
$539K - $676K
|
992
$1.06M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
798+ 3.37% |
$433K - $544K
|
24.5K
$26.3M
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
560+ 3.14% |
$304K - $381K
|
18.4K
$19.7M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
530New |
$288K - $361K
|
530
$568K
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
504New |
$274K - $343K
|
504
$540K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
496New |
$269K - $338K
|
496
$532K
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
479New |
$260K - $326K
|
479
$513K
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
402New |
$218K - $274K
|
402
$431K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
400+ 8.33% |
$217K - $272K
|
5.2K
$5.57M
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
387New |
$210K - $264K
|
387
$415K
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
387New |
$210K - $264K
|
387
$415K
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
385New |
$209K - $262K
|
385
$413K
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
385New |
$209K - $262K
|
385
$413K
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
352New |
$191K - $240K
|
352
$377K
|