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 |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
1+ 0.17% |
$543 - $681
|
574
$548K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.19% |
$543 - $681
|
517
$493K
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.15% |
$543 - $681
|
680
$649K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
20KNew |
$10.5M - $11.4M
|
20K
$19.1M
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
17K+ 404.76% |
$8.93M - $9.67M
|
21.2K
$20.2M
|
|
Nov 13, 2023
Q3 2023
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
PUT |
10KNew |
$5.25M - $5.69M
|
10K
$9.54M
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.75K+ 16.85% |
$1.97M - $2.13M
|
26K
$24.8M
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
3.73K+ 701.13% |
$1.96M - $2.12M
|
4.26K
$4.07M
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
3KNew |
$1.58M - $1.71M
|
3K
$2.86M
|
|
Nov 13, 2023
Q3 2023
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.91KNew |
$1.53M - $1.65M
|
2.91K
$2.77M
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.7KNew |
$1.42M - $1.54M
|
2.7K
$2.58M
|
|
Nov 14, 2023
Q3 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
2.65K+ 368.52% |
$1.39M - $1.5M
|
3.36K
$3.21M
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.89KNew |
$992K - $1.07M
|
1.89K
$1.8M
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.58KNew |
$827K - $896K
|
1.58K
$1.5M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.15KNew |
$605K - $656K
|
1.15K
$1.1M
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
1.12KNew |
$586K - $635K
|
1.12K
$1.06M
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
970New |
$509K - $552K
|
970
$925K
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
863+ 5.49% |
$453K - $491K
|
16.6K
$15.8M
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
837New |
$439K - $476K
|
837
$798K
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
825+ 26.98% |
$433K - $469K
|
3.88K
$3.7M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
600New |
$315K - $341K
|
600
$572K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
564+ 9.77% |
$296K - $321K
|
6.34K
$6.05M
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
416New |
$218K - $237K
|
416
$397K
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
392New |
$206K - $223K
|
392
$374K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
388New |
$204K - $221K
|
388
$370K
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
369New |
$194K - $210K
|
369
$352K
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
350+ 13.81% |
$184K - $199K
|
2.88K
$2.75M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
311+ 1.25% |
$163K - $177K
|
25.3K
$24.1M
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
306+ 50.25% |
$161K - $174K
|
915
$873K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
285+ 0.95% |
$150K - $162K
|
30.4K
$29M
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
229+ 16.94% |
$120K - $130K
|
1.58K
$1.51M
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
202+ 13.65% |
$106K - $115K
|
1.68K
$1.6M
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
200+ 13.2% |
$105K - $114K
|
1.72K
$1.64M
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
150+ 5.73% |
$78.8K - $85.3K
|
2.77K
$2.64M
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
124+ 2.1% |
$65.1K - $70.5K
|
6.02K
$5.74M
|
|
Oct 27, 2023
Q3 2023
|
Montgomery Investment Management Inc
|
BUY
|
- |
90+ 7.5% |
$47.3K - $51.2K
|
1.29K
$1.23M
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
40+ 3.88% |
$21K - $22.7K
|
1.07K
$1.02M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
40New |
$21K - $22.7K
|
40
$38.2K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
39New |
$20.5K - $22.2K
|
39
$37.2K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28+ 9.06% |
$14.7K - $15.9K
|
337
$321K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
26+ 6.62% |
$13.7K - $14.8K
|
419
$400K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
21+ 1.67% |
$11K - $11.9K
|
1.28K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
14New |
$7.35K - $7.96K
|
14
$13.4K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
14+ 3.23% |
$7.35K - $7.96K
|
447
$426K
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
10+ 2.05% |
$5.25K - $5.69K
|
498
$475K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
8New |
$4.2K - $4.55K
|
8
$7.63K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
8+ 0.28% |
$4.2K - $4.55K
|
2.91K
$2.78M
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
7+ 0.18% |
$3.68K - $3.98K
|
3.86K
$3.68M
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
5+ 7.69% |
$2.63K - $2.84K
|
70
$66.8K
|
|
Nov 06, 2023
Q3 2023
|
Reik & Co., LLC
|
BUY
|
- |
5+ 1.14% |
$2.63K - $2.84K
|
442
$422K
|