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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.29K+ 86.73% |
$1.15M - $1.39M
|
2.79K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.29K+ 8.42% |
$1.15M - $1.39M
|
16.6K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.29K+ 1.18% |
$1.15M - $1.38M
|
111K
$103M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.28K+ 17.41% |
$1.14M - $1.38M
|
8.66K
$8.09M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.28K+ 3.29% |
$1.14M - $1.38M
|
40.2K
$37.5M
|
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
1.27K+ 178.79% |
$1.13M - $1.37M
|
1.99K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.25K+ 54.78% |
$1.11M - $1.34M
|
3.53K
$3.3M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.25K+ 4.56% |
$1.11M - $1.34M
|
28.6K
$26.7M
|
|
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
1.24KNew |
$1.11M - $1.34M
|
1.24K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.24K+ 37.83% |
$1.1M - $1.33M
|
4.5K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.23K+ 3.69% |
$1.1M - $1.33M
|
34.7K
$32.4M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
1.23K+ 1.28% |
$1.1M - $1.33M
|
97.7K
$91.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.23KNew |
$1.1M - $1.33M
|
1.23K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.21K+ 91.2% |
$1.08M - $1.31M
|
2.54K
$2.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.21K+ 3.14% |
$1.07M - $1.3M
|
39.7K
$37M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.19K+ 4.82% |
$1.06M - $1.28M
|
25.9K
$24.2M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.19K+ 4.58% |
$1.06M - $1.28M
|
27.1K
$25.3M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.15K+ 146.63% |
$1.03M - $1.24M
|
1.94K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.1K+ 12.38% |
$983K - $1.19M
|
10K
$9.36M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.1K+ 4.85% |
$982K - $1.19M
|
23.8K
$22.2M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
1.09K+ 45.85% |
$974K - $1.18M
|
3.48K
$3.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.09K+ 1.58% |
$973K - $1.18M
|
70.1K
$65.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
1.09K+ 6.94% |
$967K - $1.17M
|
16.7K
$15.6M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.08K+ 4.71% |
$964K - $1.17M
|
24.1K
$22.5M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.08K+ 7.56% |
$963K - $1.16M
|
15.4K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.08K+ 11.05% |
$960K - $1.16M
|
10.8K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.07K+ 10.51% |
$954K - $1.15M
|
11.3K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
1.06K+ 1.3% |
$946K - $1.14M
|
82.6K
$77.1M
|
|
|
May 01, 2025
Q1 2025
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
1.05K+ 76.59% |
$935K - $1.13M
|
2.42K
$2.26M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
1.04K+ 2.19% |
$924K - $1.12M
|
48.5K
$45.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
1.02K+ 126.39% |
$908K - $1.1M
|
1.83K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.02K+ 90.87% |
$904K - $1.09M
|
2.13K
$1.99M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.01K+ 269.15% |
$901K - $1.09M
|
1.39K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
1KNew |
$891K - $1.08M
|
1K
$934K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
990+ 0.82% |
$882K - $1.07M
|
122K
$114M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
981+ 16.93% |
$874K - $1.06M
|
6.77K
$6.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
980+ 64.52% |
$873K - $1.06M
|
2.5K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
980+ 16.09% |
$873K - $1.06M
|
7.07K
$6.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
976+ 19.25% |
$869K - $1.05M
|
6.05K
$5.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
973+ 16.17% |
$867K - $1.05M
|
6.99K
$6.53M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
966+ 19.01% |
$860K - $1.04M
|
6.05K
$5.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
964New |
$859K - $1.04M
|
964
$900K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
961+ 0.27% |
$856K - $1.03M
|
357K
$333M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
960+ 12.06% |
$855K - $1.03M
|
8.92K
$8.33M
|
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
956+ 5.04% |
$851K - $1.03M
|
19.9K
$18.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
947+ 15.42% |
$843K - $1.02M
|
7.09K
$6.62M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
947New |
$843K - $1.02M
|
947
$884K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
933+ 0.61% |
$831K - $1M
|
154K
$144M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
905+ 57.72% |
$806K - $975K
|
2.47K
$2.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
904+ 12.21% |
$805K - $973K
|
8.31K
$7.76M
|