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 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
903+ 15.02% |
$804K - $972K
|
6.92K
$6.46M
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
894+ 11.52% |
$796K - $963K
|
8.66K
$8.08M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
890+ 141.95% |
$793K - $958K
|
1.52K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
876+ 438.0% |
$780K - $943K
|
1.08K
$1M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
874+ 21.32% |
$778K - $941K
|
4.97K
$4.64M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
874+ 74.45% |
$778K - $941K
|
2.05K
$1.91M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
874+ 38.55% |
$778K - $941K
|
3.14K
$2.93M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
842+ 1.29% |
$750K - $907K
|
66K
$61.6M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
840+ 12.25% |
$748K - $905K
|
7.7K
$7.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
833+ 23.79% |
$742K - $897K
|
4.34K
$4.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
832New |
$741K - $896K
|
832
$777K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
831+ 6.09% |
$740K - $895K
|
14.5K
$13.5M
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
827New |
$737K - $891K
|
827
$772K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
820+ 7.72% |
$730K - $883K
|
11.4K
$10.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
816+ 3.91% |
$727K - $879K
|
21.7K
$20.3M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
813+ 1.12% |
$724K - $875K
|
73.6K
$68.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
810+ 83.94% |
$721K - $872K
|
1.78K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
800+ 0.92% |
$712K - $861K
|
88K
$82.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
800New |
$712K - $861K
|
800
$747K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
786+ 0.26% |
$700K - $846K
|
306K
$286M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
782New |
$696K - $842K
|
782
$730K
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
779New |
$694K - $839K
|
779
$727K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
767+ 2.54% |
$683K - $826K
|
31K
$28.9M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
764+ 323.73% |
$680K - $823K
|
1K
$934K
|
|
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
753New |
$671K - $811K
|
753
$703K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
748+ 1.57% |
$666K - $805K
|
48.3K
$45.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
747New |
$665K - $804K
|
747
$698K
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
740+ 54.37% |
$659K - $797K
|
2.1K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
735+ 2.28% |
$655K - $791K
|
32.9K
$30.7M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
730+ 131.53% |
$650K - $786K
|
1.29K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
725+ 49.62% |
$646K - $781K
|
2.19K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
722+ 4.35% |
$643K - $777K
|
17.3K
$16.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
717+ 20.49% |
$639K - $772K
|
4.22K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
715+ 1.89% |
$637K - $770K
|
38.5K
$36M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
714+ 20.77% |
$636K - $769K
|
4.15K
$3.88M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
714+ 10.34% |
$636K - $769K
|
7.62K
$7.12M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
706+ 52.88% |
$629K - $760K
|
2.04K
$1.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
703+ 9.37% |
$626K - $757K
|
8.21K
$7.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
703+ 1.33% |
$626K - $757K
|
53.4K
$49.9M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
698+ 98.87% |
$622K - $752K
|
1.4K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
695+ 6.95% |
$619K - $748K
|
10.7K
$9.99M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
695+ 13.58% |
$619K - $748K
|
5.81K
$5.43M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
690New |
$615K - $743K
|
690
$644K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
681+ 145.82% |
$607K - $733K
|
1.15K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
680New |
$606K - $732K
|
680
$635K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
678+ 1.85% |
$604K - $730K
|
37.4K
$34.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
676+ 49.42% |
$602K - $728K
|
2.04K
$1.91M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
676+ 8.07% |
$602K - $728K
|
9.06K
$8.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
671New |
$598K - $723K
|
671
$627K
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
668New |
$595K - $719K
|
668
$624K
|