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 |
---|---|---|---|---|---|---|---|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
- |
7KNew |
$3.8M - $4.77M
|
7K
$6.68M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
4.52KNew |
$2.46M - $3.08M
|
4.52K
$4.31M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.1KNew |
$1.14M - $1.43M
|
2.1K
$2.01M
|
|
Feb 14, 2024
Q4 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
1.65KNew |
$894K - $1.12M
|
1.65K
$1.57M
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.43KNew |
$775K - $973K
|
1.43K
$1.36M
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.17KNew |
$636K - $798K
|
1.17K
$1.12M
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
1.1KNew |
$600K - $752K
|
1.1K
$1.05M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.04K+ 7.09% |
$564K - $708K
|
15.7K
$15M
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
PUT |
1KNew |
$543K - $681K
|
1K
$954K
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
992New |
$539K - $676K
|
992
$946K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
798+ 3.37% |
$433K - $544K
|
24.5K
$23.4M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
530New |
$288K - $361K
|
530
$506K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
496New |
$269K - $338K
|
496
$473K
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
479New |
$260K - $326K
|
479
$457K
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
402New |
$218K - $274K
|
402
$383K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
400+ 8.33% |
$217K - $272K
|
5.2K
$4.96M
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
387New |
$210K - $264K
|
387
$369K
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
387New |
$210K - $264K
|
387
$369K
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
385New |
$209K - $262K
|
385
$367K
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
385New |
$209K - $262K
|
385
$367K
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
352New |
$191K - $240K
|
352
$336K
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
340New |
$185K - $232K
|
340
$324K
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
316New |
$172K - $215K
|
316
$301K
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
316New |
$172K - $215K
|
316
$301K
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
315New |
$171K - $215K
|
315
$300K
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
313New |
$170K - $213K
|
313
$299K
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
309New |
$168K - $211K
|
309
$295K
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
308New |
$167K - $210K
|
308
$294K
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
307New |
$167K - $209K
|
307
$293K
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
304New |
$165K - $207K
|
304
$290K
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
275+ 7.07% |
$149K - $187K
|
4.16K
$3.97M
|
|
Mar 01, 2024
Q4 2023
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
200New |
$109K - $136K
|
200
$191K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
165+ 4.46% |
$89.6K - $112K
|
3.86K
$3.68M
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
138+ 11.14% |
$74.9K - $94K
|
1.38K
$1.31M
|
|
Apr 15, 2025
Q4 2023
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
125+ 30.49% |
$67.9K - $85.2K
|
535
$510K
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
114New |
$61.9K - $77.7K
|
114
$109K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
109New |
$59.2K - $74.3K
|
109
$104K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
92+ 6.78% |
$50K - $62.7K
|
1.45K
$1.38M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
87New |
$47.2K - $59.3K
|
87
$83K
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
84+ 0.44% |
$45.6K - $57.2K
|
19.1K
$18.2M
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
55New |
$29.9K - $37.5K
|
55
$52.5K
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
38New |
$20.6K - $25.9K
|
38
$36.2K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
29New |
$15.7K - $19.8K
|
29
$27.7K
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
23New |
$12.5K - $15.7K
|
23
$21.9K
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
20New |
$10.9K - $13.6K
|
20
$19.1K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
CALL |
17New |
$9.23K - $11.6K
|
17
$16.2K
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
15New |
$8.15K - $10.2K
|
15
$14.3K
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
10New |
$5.43K - $6.81K
|
10
$9.54K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
7+ 1.07% |
$3.8K - $4.77K
|
662
$631K
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6+ 0.38% |
$3.26K - $4.09K
|
1.6K
$1.53M
|