Purchases and Sales Made in Q1 2025 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q1 2025. The information is specifically focused on institutions that hold shares of COSTCO WHOLESALE CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
2.48KNew |
$2.21M - $2.67M
|
2.48K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.47K+ 8.7% |
$2.2M - $2.66M
|
30.9K
$28.8M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.47K+ 11.24% |
$2.2M - $2.66M
|
24.4K
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
Gallo Partners, LP
Bloomfield, NJ |
BUY
|
- |
2.45KNew |
$2.18M - $2.64M
|
2.45K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
2.44K+ 42.0% |
$2.17M - $2.63M
|
8.25K
$7.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.41K+ 8.02% |
$2.15M - $2.6M
|
32.5K
$30.3M
|
|
|
May 05, 2025
Q1 2025
|
Savoir Faire Capital Management, L.P.
Norwalk, CT |
BUY
|
- |
2.4KNew |
$2.13M - $2.58M
|
2.4K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.39K+ 53.77% |
$2.13M - $2.58M
|
6.85K
$6.39M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.33K+ 13.62% |
$2.08M - $2.51M
|
19.4K
$18.2M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.31K+ 5.02% |
$2.05M - $2.48M
|
48.3K
$45.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
2.31K+ 6.11% |
$2.05M - $2.48M
|
40K
$37.4M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.31K+ 30.88% |
$2.05M - $2.48M
|
9.77K
$9.12M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
2.28K+ 3.65% |
$2.03M - $2.46M
|
64.7K
$60.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.25KNew |
$2.01M - $2.43M
|
2.25K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.23K+ 2.65% |
$1.99M - $2.4M
|
86.5K
$80.8M
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.21K+ 247.26% |
$1.97M - $2.38M
|
3.11K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.18K+ 272.25% |
$1.94M - $2.35M
|
2.98K
$2.78M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
2.17K+ 9.68% |
$1.94M - $2.34M
|
24.6K
$23M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
2.17K+ 23.17% |
$1.93M - $2.33M
|
11.5K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.12KNew |
$1.89M - $2.29M
|
2.12K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.12K+ 163.86% |
$1.89M - $2.29M
|
3.42K
$3.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.08K+ 193.68% |
$1.86M - $2.24M
|
3.16K
$2.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
2.07K+ 576.6% |
$1.84M - $2.23M
|
2.43K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.07K+ 206700.0% |
$1.84M - $2.23M
|
2.07K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
2.06K+ 91.71% |
$1.83M - $2.22M
|
4.3K
$4.02M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.06K+ 165.62% |
$1.83M - $2.22M
|
3.3K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.05K+ 48.94% |
$1.82M - $2.21M
|
6.24K
$5.82M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.98K+ 7.29% |
$1.76M - $2.13M
|
29.1K
$27.2M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
1.98KNew |
$1.76M - $2.13M
|
1.98K
$1.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.96K+ 23.92% |
$1.75M - $2.11M
|
10.2K
$9.49M
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
1.96K+ 11.6% |
$1.74M - $2.11M
|
18.9K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
1.96K+ 76.04% |
$1.74M - $2.11M
|
4.53K
$4.23M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.95K+ 14.79% |
$1.73M - $2.09M
|
15.1K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.94K+ 0.45% |
$1.73M - $2.09M
|
428K
$400M
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.92K+ 4.69% |
$1.71M - $2.07M
|
42.8K
$40M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.92KNew |
$1.71M - $2.07M
|
1.92K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.92K+ 16.43% |
$1.71M - $2.06M
|
13.6K
$12.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.89K+ 3.9% |
$1.69M - $2.04M
|
50.5K
$47.1M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.89K+ 0.94% |
$1.69M - $2.04M
|
204K
$190M
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
1.89K+ 29.29% |
$1.68M - $2.03M
|
8.33K
$7.78M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.89K+ 8200.0% |
$1.68M - $2.03M
|
1.91K
$1.78M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.87K+ 16.93% |
$1.66M - $2.01M
|
12.9K
$12.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
1.84K+ 9.1% |
$1.64M - $1.99M
|
22.1K
$20.7M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.84KNew |
$1.64M - $1.98M
|
1.84K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
BUY
|
- |
1.83K+ 22.5% |
$1.63M - $1.97M
|
9.94K
$9.28M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.81K+ 187.93% |
$1.61M - $1.94M
|
2.77K
$2.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.8K+ 17.19% |
$1.6M - $1.94M
|
12.3K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.8KNew |
$1.6M - $1.94M
|
1.8K
$1.68M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.8KNew |
$1.6M - $1.94M
|
1.8K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.79K+ 138.0% |
$1.6M - $1.93M
|
3.09K
$2.89M
|