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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Applied Research Investments, LLC
|
BUY
|
- |
772New |
$321K - $469K
|
772
$820K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
759New |
$316K - $462K
|
759
$806K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
534+ 5.79% |
$222K - $325K
|
9.75K
$10.4M
|
|
|
Aug 18, 2022
Q2 2022
|
Poplar Forest Capital LLC
|
BUY
|
- |
500New |
$208K - $304K
|
500
$531K
|
|
|
Aug 15, 2022
Q2 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
446New |
$186K - $271K
|
446
$474K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
345+ 10.48% |
$144K - $210K
|
3.64K
$3.86M
|
|
|
Aug 10, 2022
Q2 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
200+ 28.09% |
$83.3K - $122K
|
912
$969K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
175+ 17.66% |
$72.9K - $106K
|
1.17K
$1.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
109New |
$45.4K - $66.3K
|
109
$116K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
88New |
$36.6K - $53.5K
|
88
$93.5K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
75+ 2.31% |
$31.2K - $45.6K
|
3.33K
$3.54M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
69+ 3.16% |
$28.7K - $42K
|
2.26K
$2.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
52+ 12.87% |
$21.7K - $31.6K
|
456
$485K
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
37+ 0.57% |
$15.4K - $22.5K
|
6.52K
$6.92M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
35+ 33.65% |
$14.6K - $21.3K
|
139
$148K
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
33+ 16.75% |
$13.7K - $20.1K
|
230
$244K
|
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
26+ 3.99% |
$10.8K - $15.8K
|
677
$719K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
18+ 0.46% |
$7.5K - $10.9K
|
3.89K
$4.13M
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
12New |
$5K - $7.3K
|
12
$12.8K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
27KNew |
$12.9M - $15.6M
|
27K
$28.7M
|
|
|
Apr 08, 2022
Q1 2022
|
New Capital Management LP
|
BUY
|
PUT |
10KNew |
$4.77M - $5.76M
|
10K
$10.6M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
9KNew |
$4.29M - $5.19M
|
9K
$9.56M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
7.51KNew |
$3.58M - $4.33M
|
7.51K
$7.97M
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
6.48KNew |
$3.09M - $3.73M
|
6.48K
$6.88M
|
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
149New |
$71.1K - $85.9K
|
149
$158K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
92+ 2.41% |
$43.9K - $53K
|
3.9K
$4.15M
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
91New |
$43.4K - $52.5K
|
91
$96.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
40New |
$19.1K - $23.1K
|
40
$42.5K
|
|
|
May 12, 2022
Q1 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
25New |
$11.9K - $14.4K
|
25
$26.6K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1New |
$477 - $576
|
1
$1.06K
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1+ 0.23% |
$477 - $576
|
435
$462K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
40.5K+ 12.13% |
$17.8M - $23M
|
374K
$398M
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
15KNew |
$6.6M - $8.52M
|
15K
$15.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
4.6KNew |
$2.02M - $2.61M
|
4.6K
$4.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
3.17K+ 11.55% |
$1.4M - $1.8M
|
30.6K
$32.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
PUT |
2KNew |
$880K - $1.14M
|
2K
$2.13M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
CALL |
1KNew |
$440K - $568K
|
1K
$1.06M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
644New |
$283K - $366K
|
644
$684K
|
|
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
532New |
$234K - $302K
|
532
$565K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
451New |
$199K - $256K
|
451
$479K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
367New |
$162K - $208K
|
367
$390K
|
|
|
Jan 18, 2022
Q4 2021
|
Barton Investment Management
|
BUY
|
- |
274+ 36.53% |
$121K - $156K
|
1.02K
$1.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
69+ 61.61% |
$30.4K - $39.2K
|
181
$192K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
16New |
$7.04K - $9.08K
|
16
$17K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
15New |
$6.6K - $8.52K
|
15
$15.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
10+ 23.81% |
$4.4K - $5.68K
|
52
$55.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
10New |
$4.4K - $5.68K
|
10
$10.6K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
78.6KNew |
$31M - $36.8M
|
78.6K
$83.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
PUT |
50KNew |
$19.7M - $23.4M
|
50K
$53.1M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
21.6KNew |
$8.52M - $10.1M
|
21.6K
$22.9M
|
|