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 |
---|---|---|---|---|---|---|---|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
447New |
$208K - $251K
|
447
$431K
|
|
Oct 18, 2022
Q3 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
433New |
$202K - $243K
|
433
$417K
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
408New |
$190K - $229K
|
408
$393K
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
397+ 13.63% |
$185K - $223K
|
3.31K
$3.19M
|
|
Nov 10, 2022
Q3 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
350+ 67.31% |
$163K - $196K
|
870
$839K
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
217+ 868.0% |
$101K - $122K
|
242
$233K
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
208+ 2.17% |
$97K - $117K
|
9.79K
$9.44M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
202+ 3.33% |
$94.2K - $113K
|
6.27K
$6.04M
|
|
Nov 14, 2022
Q3 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
145+ 13.18% |
$67.6K - $81.3K
|
1.25K
$1.2M
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
101+ 4.68% |
$47.1K - $56.7K
|
2.26K
$2.18M
|
|
Nov 07, 2022
Q3 2022
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
100New |
$46.6K - $56.1K
|
100
$96.4K
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
BUY
|
- |
85New |
$39.6K - $47.7K
|
85
$81.9K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
83+ 3.26% |
$38.7K - $46.6K
|
2.63K
$2.54M
|
|
Nov 14, 2022
Q3 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
80+ 5.87% |
$37.3K - $44.9K
|
1.44K
$1.39M
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
75+ 17.86% |
$35K - $42.1K
|
495
$477K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
54New |
$25.2K - $30.3K
|
54
$52.1K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
44New |
$20.5K - $24.7K
|
44
$42.4K
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
36+ 5.19% |
$16.8K - $20.2K
|
729
$703K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
26New |
$12.1K - $14.6K
|
26
$25.1K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
22+ 0.43% |
$10.3K - $12.3K
|
5.09K
$4.9M
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
20+ 0.55% |
$9.33K - $11.2K
|
3.65K
$3.52M
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
16+ 0.16% |
$7.46K - $8.98K
|
9.74K
$9.39M
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
12+ 2.58% |
$5.6K - $6.73K
|
477
$460K
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
11New |
$5.13K - $6.17K
|
11
$10.6K
|
|
Nov 14, 2022
Q3 2022
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
8New |
$3.73K - $4.49K
|
8
$7.71K
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
6+ 0.78% |
$2.8K - $3.37K
|
779
$751K
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 0.84% |
$2.8K - $3.37K
|
718
$692K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3+ 0.06% |
$1.4K - $1.68K
|
4.65K
$4.49M
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
3+ 0.15% |
$1.4K - $1.68K
|
1.94K
$1.87M
|
|
Nov 14, 2022
Q3 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
66.4KNew |
$27.7M - $40.4M
|
66.4K
$64M
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
19KNew |
$7.91M - $11.6M
|
19K
$18.3M
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
5.77K+ 21.17% |
$2.4M - $3.51M
|
33K
$31.8M
|
|
Aug 16, 2022
Q2 2022
|
Empirical Capital Management, LLC
Hendersonville, TN |
BUY
|
CALL |
5KNew |
$2.08M - $3.04M
|
5K
$4.82M
|
|
Aug 15, 2022
Q2 2022
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
4.28KNew |
$1.78M - $2.6M
|
4.28K
$4.13M
|
|
Jul 05, 2022
Q2 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
4.17KNew |
$1.74M - $2.53M
|
4.17K
$4.02M
|
|
Aug 15, 2022
Q2 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
3.28KNew |
$1.36M - $1.99M
|
3.28K
$3.16M
|
|
Aug 15, 2022
Q2 2022
|
Rip Road Capital Partners LP
Boston, MA |
BUY
|
- |
3.2KNew |
$1.33M - $1.95M
|
3.2K
$3.08M
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.74KNew |
$1.14M - $1.67M
|
2.74K
$2.64M
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.47K+ 6.71% |
$610K - $891K
|
23.3K
$22.5M
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.45K+ 15.55% |
$605K - $883K
|
10.8K
$10.4M
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
1.45K+ 169.01% |
$602K - $879K
|
2.3K
$2.22M
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
1.4K+ 350.0% |
$583K - $851K
|
1.8K
$1.74M
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
1.35K+ 101.74% |
$561K - $818K
|
2.67K
$2.57M
|
|
Jul 22, 2022
Q2 2022
|
Artemis Investment Management LLP
|
BUY
|
PUT |
1.3KNew |
$541K - $790K
|
1.3K
$1.25M
|
|
Aug 02, 2022
Q2 2022
|
Applied Research Investments, LLC
|
BUY
|
- |
772New |
$321K - $469K
|
772
$744K
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
759New |
$316K - $462K
|
759
$732K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
534+ 5.79% |
$222K - $325K
|
9.75K
$9.4M
|
|
Aug 18, 2022
Q2 2022
|
Poplar Forest Capital LLC
|
BUY
|
- |
500New |
$208K - $304K
|
500
$482K
|
|
Aug 15, 2022
Q2 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
459New |
$191K - $279K
|
459
$442K
|