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 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
392New |
$206K - $223K
|
392
$359K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
388New |
$204K - $221K
|
388
$356K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
350+ 13.81% |
$184K - $199K
|
2.88K
$2.64M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
311+ 1.25% |
$163K - $177K
|
25.3K
$23.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
306+ 50.25% |
$161K - $174K
|
915
$839K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
285+ 0.95% |
$150K - $162K
|
30.4K
$27.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
229+ 16.94% |
$120K - $130K
|
1.58K
$1.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
202+ 13.65% |
$106K - $115K
|
1.68K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
200+ 13.2% |
$105K - $114K
|
1.72K
$1.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
150+ 5.73% |
$78.8K - $85.3K
|
2.77K
$2.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
124+ 2.1% |
$65.1K - $70.5K
|
6.02K
$5.51M
|
|
|
Oct 27, 2023
Q3 2023
|
Montgomery Investment Management Inc
|
BUY
|
- |
90+ 7.5% |
$47.3K - $51.2K
|
1.29K
$1.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
40+ 3.88% |
$21K - $22.7K
|
1.07K
$981K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
40New |
$21K - $22.7K
|
40
$36.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
39New |
$20.5K - $22.2K
|
39
$35.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28+ 9.06% |
$14.7K - $15.9K
|
337
$309K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
26+ 6.62% |
$13.7K - $14.8K
|
419
$384K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
21+ 1.67% |
$11K - $11.9K
|
1.28K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
14New |
$7.35K - $7.96K
|
14
$12.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
14+ 3.23% |
$7.35K - $7.96K
|
447
$410K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
10+ 2.05% |
$5.25K - $5.69K
|
498
$457K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
8New |
$4.2K - $4.55K
|
8
$7.33K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
8+ 0.28% |
$4.2K - $4.55K
|
2.91K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
7+ 0.18% |
$3.68K - $3.98K
|
3.86K
$3.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
5+ 7.69% |
$2.63K - $2.84K
|
70
$64.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Reik & Co., LLC
|
BUY
|
- |
5+ 1.14% |
$2.63K - $2.84K
|
442
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2+ 0.53% |
$1.05K - $1.14K
|
378
$347K
|
|
| Q2 2023 | |||||||
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
30KNew |
$14.5M - $16.2M
|
30K
$27.5M
|
|
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
30KNew |
$14.5M - $16.2M
|
30K
$27.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
23.7KNew |
$11.5M - $12.8M
|
23.7K
$21.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
22.8K+ 9.62% |
$11M - $12.3M
|
260K
$239M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
15.6K+ 776.36% |
$7.53M - $8.4M
|
17.6K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
9.5KNew |
$4.58M - $5.11M
|
9.5K
$8.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
7.81K+ 610.95% |
$3.77M - $4.21M
|
9.09K
$8.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Nine27 Capital Management, LP
Basking Ridge, NJ |
BUY
|
- |
4KNew |
$1.93M - $2.15M
|
4K
$3.67M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
3.78KNew |
$1.82M - $2.03M
|
3.78K
$3.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$727K - $810K
|
1.51K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
CALL |
1.5KNew |
$724K - $808K
|
1.5K
$1.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.2KNew |
$579K - $646K
|
1.2K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
1K+ 200.0% |
$483K - $538K
|
1.5K
$1.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
867New |
$419K - $467K
|
867
$795K
|
|
|
Aug 14, 2023
Q2 2023
|
Marketfield Asset Management LLC
|
BUY
|
- |
767+ 12.06% |
$370K - $413K
|
7.13K
$6.53M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
726New |
$350K - $391K
|
726
$666K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
PUT |
600New |
$290K - $323K
|
600
$550K
|
|
|
Aug 11, 2023
Q2 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
550New |
$266K - $296K
|
550
$504K
|
|
|
Aug 14, 2023
Q2 2023
|
Castellan Group
Louisville, KY |
BUY
|
- |
514New |
$248K - $277K
|
514
$471K
|
|
|
Jul 13, 2023
Q2 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
414New |
$200K - $223K
|
414
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Page Arthur B
|
BUY
|
- |
400New |
$193K - $215K
|
400
$367K
|
|
|
Jul 28, 2023
Q2 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
400New |
$193K - $215K
|
400
$367K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
CALL |
400New |
$193K - $215K
|
400
$367K
|
|