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 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.76K+ 1080.98% |
$1.57M - $1.9M
|
1.93K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
1.74KNew |
$1.55M - $1.88M
|
1.74K
$1.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
1.74KNew |
$1.55M - $1.87M
|
1.74K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
1.71K+ 0.26% |
$1.52M - $1.84M
|
654K
$611M
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
BUY
|
- |
1.71KNew |
$1.52M - $1.84M
|
1.71K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.71K+ 0.4% |
$1.52M - $1.84M
|
427K
$398M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.7K+ 49.2% |
$1.51M - $1.83M
|
5.16K
$4.81M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.7K+ 6.99% |
$1.51M - $1.83M
|
26K
$24.3M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.69KNew |
$1.51M - $1.82M
|
1.69K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.68K+ 2.99% |
$1.5M - $1.81M
|
57.8K
$53.9M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.68KNew |
$1.49M - $1.81M
|
1.68K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.63K+ 52.9% |
$1.45M - $1.76M
|
4.72K
$4.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.63K+ 43.77% |
$1.45M - $1.76M
|
5.35K
$5M
|
|
|
May 15, 2025
Q1 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.63KNew |
$1.45M - $1.76M
|
1.63K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.63K+ 25.39% |
$1.45M - $1.75M
|
8.03K
$7.49M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.62K+ 1.55% |
$1.44M - $1.74M
|
106K
$98.7M
|
|
|
May 12, 2025
Q1 2025
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
1.62KNew |
$1.44M - $1.74M
|
1.62K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.59KNew |
$1.42M - $1.72M
|
1.59K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.59K+ 12.05% |
$1.41M - $1.71M
|
14.8K
$13.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.58K+ 1.4% |
$1.41M - $1.7M
|
114K
$107M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
1.57KNew |
$1.39M - $1.69M
|
1.57K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.53K+ 246.3% |
$1.36M - $1.65M
|
2.15K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.53K+ 2.22% |
$1.36M - $1.65M
|
70.3K
$65.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.53K+ 9.09% |
$1.36M - $1.64M
|
18.3K
$17.1M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.53K+ 53.54% |
$1.36M - $1.64M
|
4.38K
$4.09M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
1.52K+ 4.37% |
$1.36M - $1.64M
|
36.3K
$33.9M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.52K+ 3.25% |
$1.35M - $1.64M
|
48.4K
$45.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.52K+ 84.29% |
$1.35M - $1.63M
|
3.32K
$3.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
1.5KNew |
$1.34M - $1.62M
|
1.5K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.5K+ 8.41% |
$1.33M - $1.61M
|
19.3K
$18M
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.49KNew |
$1.33M - $1.61M
|
1.49K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
1.49KNew |
$1.33M - $1.61M
|
1.49K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.48K+ 11.08% |
$1.32M - $1.59M
|
14.8K
$13.9M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.47K+ 2.11% |
$1.31M - $1.58M
|
71.2K
$66.5M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.45KNew |
$1.29M - $1.56M
|
1.45K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.44K+ 2.72% |
$1.28M - $1.55M
|
54.5K
$50.9M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.43K+ 10.99% |
$1.27M - $1.54M
|
14.4K
$13.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.42K+ 30.46% |
$1.26M - $1.53M
|
6.07K
$5.67M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.41KNew |
$1.26M - $1.52M
|
1.41K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 16.89% |
$1.25M - $1.51M
|
9.7K
$9.06M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.38K+ 583.05% |
$1.23M - $1.48M
|
1.61K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
1.37K+ 132.3% |
$1.22M - $1.48M
|
2.41K
$2.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.36K+ 43.15% |
$1.21M - $1.47M
|
4.53K
$4.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
1.34K+ 1.39% |
$1.2M - $1.45M
|
97.7K
$91.2M
|
|
|
May 12, 2025
Q1 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
1.34K+ 4.13% |
$1.19M - $1.44M
|
33.6K
$31.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.33K+ 8.53% |
$1.19M - $1.44M
|
17K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.33K+ 109.44% |
$1.19M - $1.44M
|
2.55K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.32K+ 20.08% |
$1.18M - $1.42M
|
7.9K
$7.38M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.32K+ 20.1% |
$1.17M - $1.42M
|
7.86K
$7.34M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.31K+ 129.42% |
$1.17M - $1.41M
|
2.32K
$2.17M
|