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 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9+ 40.91% |
$811 - $876
|
31
$2.62K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.22% |
$721 - $778
|
3.68K
$311K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8+ 0.42% |
$721 - $778
|
1.92K
$162K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
8+ 0.35% |
$721 - $778
|
2.29K
$193K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
8+ 0.04% |
$721 - $778
|
22.2K
$1.87M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.17% |
$721 - $778
|
4.85K
$409K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 1.1% |
$721 - $778
|
735
$62K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
8+ 0.32% |
$721 - $778
|
2.54K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
8+ 0.08% |
$721 - $778
|
10.3K
$869K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 0.23% |
$631 - $681
|
3.07K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
7+ 0.25% |
$631 - $681
|
2.76K
$233K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.59% |
$541 - $584
|
1.03K
$86.6K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6+ 0.19% |
$541 - $584
|
3.15K
$266K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
6+ 0.27% |
$541 - $584
|
2.25K
$190K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
5+ 0.42% |
$451 - $487
|
1.2K
$102K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 5.68% |
$451 - $487
|
93
$7.85K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
5+ 0.05% |
$451 - $487
|
10.2K
$860K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
5+ 0.07% |
$451 - $487
|
7.59K
$640K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4+ 0.06% |
$360 - $389
|
7.23K
$610K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3+ 0.04% |
$270 - $292
|
7.13K
$602K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.5% |
$270 - $292
|
601
$50.7K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3+ 0.02% |
$270 - $292
|
12.3K
$1.03M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.55% |
$270 - $292
|
547
$46.2K
|
|
|
May 07, 2025
Q1 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3+ 0.33% |
$270 - $292
|
906
$76.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2+ 0.08% |
$180 - $195
|
2.57K
$216K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2+ 0.05% |
$180 - $195
|
4.15K
$350K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
2+ 0.02% |
$180 - $195
|
8.33K
$703K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
2+ 0.07% |
$180 - $195
|
2.71K
$229K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2+ 0.02% |
$180 - $195
|
8.49K
$716K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
2+ 0.08% |
$180 - $195
|
2.61K
$220K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2+ 0.09% |
$180 - $195
|
2.27K
$192K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$180 - $195
|
6.78K
$572K
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2+ 0.09% |
$180 - $195
|
2.34K
$197K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2+ 0.04% |
$180 - $195
|
4.58K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2+ 0.28% |
$180 - $195
|
713
$60.2K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.42% |
$180 - $195
|
474
$40K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2+ 0.31% |
$180 - $195
|
643
$54.2K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$180 - $195
|
4.76K
$402K
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1+ 0.01% |
$90.1 - $97.3
|
8.03K
$678K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1+ 0.09% |
$90.1 - $97.3
|
1.08K
$90.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1+ 0.04% |
$90.1 - $97.3
|
2.34K
$197K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.02% |
$90.1 - $97.3
|
4.42K
$373K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1+ 0.02% |
$90.1 - $97.3
|
4.25K
$358K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1+ 0.03% |
$90.1 - $97.3
|
3.84K
$324K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1+ 0.41% |
$90.1 - $97.3
|
242
$20.4K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1+ 0.93% |
$90.1 - $97.3
|
109
$9.2K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.45% |
$90.1 - $97.3
|
221
$18.6K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.4% |
$90.1 - $97.3
|
251
$21.2K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.04% |
$90.1 - $97.3
|
2.23K
$188K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.61% |
$90.1 - $97.3
|
63
$5.32K
|