Purchases and Sales Made in Q1 2024 in Starbucks Corp (SBUX)
This table provides information about the institutional ownership of Starbucks Corp (SBUX) during Q1 2024. The information is specifically focused on institutions that hold shares of STARBUCKS CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
34+ 6.77% |
$3.06K - $3.31K
|
536
$45.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
33+ 0.63% |
$2.97K - $3.21K
|
5.28K
$445K
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
33+ 1.0% |
$2.97K - $3.21K
|
3.33K
$281K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
33+ 0.29% |
$2.97K - $3.21K
|
11.5K
$973K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
31+ 1.12% |
$2.79K - $3.02K
|
2.8K
$236K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
29+ 1.21% |
$2.61K - $2.82K
|
2.43K
$205K
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
29+ 0.94% |
$2.61K - $2.82K
|
3.12K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
28+ 0.47% |
$2.52K - $2.72K
|
6.02K
$508K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
27+ 1.33% |
$2.43K - $2.63K
|
2.05K
$173K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
27+ 0.44% |
$2.43K - $2.63K
|
6.1K
$515K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
27+ 24.77% |
$2.43K - $2.63K
|
136
$11.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
26+ 0.29% |
$2.34K - $2.53K
|
8.93K
$753K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
26+ 0.59% |
$2.34K - $2.53K
|
4.41K
$372K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
24+ 0.13% |
$2.16K - $2.34K
|
17.9K
$1.51M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
24+ 0.22% |
$2.16K - $2.34K
|
10.8K
$908K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
24+ 160.0% |
$2.16K - $2.34K
|
39
$3.29K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
23+ 0.62% |
$2.07K - $2.24K
|
3.76K
$317K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
23+ 0.63% |
$2.07K - $2.24K
|
3.67K
$310K
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
21+ 0.06% |
$1.89K - $2.04K
|
32.7K
$2.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
21+ 27.27% |
$1.89K - $2.04K
|
98
$8.27K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
20+ 0.46% |
$1.8K - $1.95K
|
4.37K
$369K
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
19+ 0.58% |
$1.71K - $1.85K
|
3.28K
$276K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
19+ 0.08% |
$1.71K - $1.85K
|
23.9K
$2.02M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
19+ 0.41% |
$1.71K - $1.85K
|
4.6K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
19+ 0.16% |
$1.71K - $1.85K
|
12.1K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
19+ 0.11% |
$1.71K - $1.85K
|
18K
$1.52M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
18+ 2.23% |
$1.62K - $1.75K
|
826
$69.7K
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
18+ 0.07% |
$1.62K - $1.75K
|
25.8K
$2.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
17+ 0.07% |
$1.53K - $1.65K
|
23.9K
$2.02M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
17+ 1.38% |
$1.53K - $1.65K
|
1.25K
$105K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
15+ 0.22% |
$1.35K - $1.46K
|
6.92K
$584K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
15+ 0.51% |
$1.35K - $1.46K
|
2.94K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15+ 18.07% |
$1.35K - $1.46K
|
98
$8.27K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
14+ 0.45% |
$1.26K - $1.36K
|
3.1K
$261K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
14+ 0.62% |
$1.26K - $1.36K
|
2.27K
$191K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
13+ 0.45% |
$1.17K - $1.26K
|
2.91K
$246K
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
13+ 0.04% |
$1.17K - $1.26K
|
31.6K
$2.66M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
13+ 0.53% |
$1.17K - $1.26K
|
2.48K
$209K
|
|
|
May 10, 2024
Q1 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
12+ 0.58% |
$1.08K - $1.17K
|
2.08K
$175K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
12+ 3.39% |
$1.08K - $1.17K
|
366
$30.9K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
12+ 19.67% |
$1.08K - $1.17K
|
73
$6.16K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
11+ 0.18% |
$991 - $1.07K
|
6.04K
$510K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
11+ 0.15% |
$991 - $1.07K
|
7.29K
$615K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
11+ 0.14% |
$991 - $1.07K
|
8K
$675K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
11+ 0.48% |
$991 - $1.07K
|
2.32K
$196K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
10+ 0.1% |
$901 - $973
|
10.3K
$871K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10+ 0.22% |
$901 - $973
|
4.47K
$377K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 0.32% |
$811 - $876
|
2.85K
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
9+ 0.2% |
$811 - $876
|
4.48K
$378K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 0.39% |
$811 - $876
|
2.29K
$193K
|