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 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
101+ 4.68% |
$47.1K - $56.7K
|
2.26K
$2.15M
|
|
Nov 07, 2022
Q3 2022
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
100New |
$46.6K - $56.1K
|
100
$95.4K
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
BUY
|
- |
85New |
$39.6K - $47.7K
|
85
$81.1K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
83+ 3.26% |
$38.7K - $46.6K
|
2.63K
$2.51M
|
|
Nov 14, 2022
Q3 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
80+ 5.87% |
$37.3K - $44.9K
|
1.44K
$1.38M
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
75+ 17.86% |
$35K - $42.1K
|
495
$472K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
54New |
$25.2K - $30.3K
|
54
$51.5K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
44New |
$20.5K - $24.7K
|
44
$42K
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
36+ 5.19% |
$16.8K - $20.2K
|
729
$695K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
26New |
$12.1K - $14.6K
|
26
$24.8K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
22+ 0.43% |
$10.3K - $12.3K
|
5.09K
$4.85M
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
20+ 0.55% |
$9.33K - $11.2K
|
3.65K
$3.48M
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
16+ 0.16% |
$7.46K - $8.98K
|
9.74K
$9.29M
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
12+ 2.58% |
$5.6K - $6.73K
|
477
$455K
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
11New |
$5.13K - $6.17K
|
11
$10.5K
|
|
Nov 14, 2022
Q3 2022
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
8New |
$3.73K - $4.49K
|
8
$7.63K
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
6+ 0.78% |
$2.8K - $3.37K
|
779
$743K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3+ 0.06% |
$1.4K - $1.68K
|
4.65K
$4.44M
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
3+ 0.15% |
$1.4K - $1.68K
|
1.94K
$1.85M
|
|
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
$63.3M
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
19KNew |
$7.91M - $11.6M
|
19K
$18.1M
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
5.77K+ 21.17% |
$2.4M - $3.51M
|
33K
$31.5M
|
|
Aug 16, 2022
Q2 2022
|
Empirical Capital Management, LLC
Hendersonville, TN |
BUY
|
CALL |
5KNew |
$2.08M - $3.04M
|
5K
$4.77M
|
|
Jul 05, 2022
Q2 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
4.17KNew |
$1.74M - $2.53M
|
4.17K
$3.98M
|
|
Aug 15, 2022
Q2 2022
|
Rip Road Capital Partners LP
Boston, MA |
BUY
|
- |
3.2KNew |
$1.33M - $1.95M
|
3.2K
$3.05M
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.74KNew |
$1.14M - $1.67M
|
2.74K
$2.62M
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.47K+ 6.71% |
$610K - $891K
|
23.3K
$22.2M
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.45K+ 15.55% |
$605K - $883K
|
10.8K
$10.3M
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
1.45K+ 169.01% |
$602K - $879K
|
2.3K
$2.19M
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
1.4K+ 350.0% |
$583K - $851K
|
1.8K
$1.72M
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
1.35K+ 101.74% |
$561K - $818K
|
2.67K
$2.55M
|
|
Jul 22, 2022
Q2 2022
|
Artemis Investment Management LLP
|
BUY
|
PUT |
1.3KNew |
$541K - $790K
|
1.3K
$1.24M
|
|
Aug 02, 2022
Q2 2022
|
Applied Research Investments, LLC
|
BUY
|
- |
772New |
$321K - $469K
|
772
$736K
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
759New |
$316K - $462K
|
759
$724K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
534+ 5.79% |
$222K - $325K
|
9.75K
$9.3M
|
|
Aug 18, 2022
Q2 2022
|
Poplar Forest Capital LLC
|
BUY
|
- |
500New |
$208K - $304K
|
500
$477K
|
|
Aug 15, 2022
Q2 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
446New |
$186K - $271K
|
446
$425K
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
345+ 10.48% |
$144K - $210K
|
3.64K
$3.47M
|
|
Aug 10, 2022
Q2 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
200+ 28.09% |
$83.3K - $122K
|
912
$870K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
175+ 17.66% |
$72.9K - $106K
|
1.17K
$1.11M
|
|
Aug 11, 2022
Q2 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
109New |
$45.4K - $66.3K
|
109
$104K
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
88New |
$36.6K - $53.5K
|
88
$83.9K
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
75+ 2.31% |
$31.2K - $45.6K
|
3.33K
$3.17M
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
69+ 3.16% |
$28.7K - $42K
|
2.26K
$2.15M
|
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
52+ 12.87% |
$21.7K - $31.6K
|
456
$435K
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
37+ 0.57% |
$15.4K - $22.5K
|
6.52K
$6.22M
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
35+ 33.65% |
$14.6K - $21.3K
|
139
$133K
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
33+ 16.75% |
$13.7K - $20.1K
|
230
$219K
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
26+ 3.99% |
$10.8K - $15.8K
|
677
$646K
|