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 |
---|---|---|---|---|---|---|---|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1+ 0.02% |
$90.1 - $97.3
|
6.2K
$523K
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1+ 0.33% |
$90.1 - $97.3
|
303
$25.6K
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-1- 0.03% |
$90.1 - $97.3
|
3.46K
$292K
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 0.04% |
$90.1 - $97.3
|
2.68K
$226K
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1- 0.01% |
$90.1 - $97.3
|
7.34K
$619K
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 1.37% |
$90.1 - $97.3
|
72
$6.07K
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 3.51% |
$180 - $195
|
55
$4.64K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-2- 0.73% |
$180 - $195
|
272
$22.9K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 0.01% |
$180 - $195
|
17.3K
$1.46M
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-3- 0.03% |
$270 - $292
|
10.9K
$922K
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-4- 0.18% |
$360 - $389
|
2.23K
$188K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4- 0.01% |
$360 - $389
|
75.1K
$6.34M
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-5- 2.86% |
$451 - $487
|
170
$14.3K
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-5- 0.18% |
$451 - $487
|
2.76K
$233K
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-5- 0.08% |
$451 - $487
|
6.13K
$517K
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-6- 0.09% |
$541 - $584
|
7.05K
$594K
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
SELL
|
- |
-6- 0.01% |
$541 - $584
|
50.3K
$4.24M
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 1.23% |
$541 - $584
|
482
$40.7K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6- 10.91% |
$541 - $584
|
49
$4.13K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-6- 23.08% |
$541 - $584
|
20
$1.69K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-6- 1.31% |
$541 - $584
|
452
$38.1K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-7- 0.13% |
$631 - $681
|
5.59K
$472K
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
SELL
|
- |
-7- 0.08% |
$631 - $681
|
8.59K
$724K
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-8- 0.06% |
$721 - $778
|
12.8K
$1.08M
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-8- 0.33% |
$721 - $778
|
2.45K
$207K
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-10- 0.14% |
$901 - $973
|
6.91K
$583K
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-10- 0.44% |
$901 - $973
|
2.24K
$189K
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-10- 0.35% |
$901 - $973
|
2.87K
$242K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11- 0.21% |
$991 - $1.07K
|
5.16K
$436K
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-11- 0.26% |
$991 - $1.07K
|
4.29K
$362K
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-11- 0.17% |
$991 - $1.07K
|
6.53K
$551K
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-12- 0.38% |
$1.08K - $1.17K
|
3.17K
$268K
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-12- 0.27% |
$1.08K - $1.17K
|
4.4K
$371K
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-12- 0.01% |
$1.08K - $1.17K
|
120K
$10.1M
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-12- 19.05% |
$1.08K - $1.17K
|
51
$4.3K
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-15- 0.34% |
$1.35K - $1.46K
|
4.34K
$366K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-16- 0.23% |
$1.44K - $1.56K
|
7.08K
$598K
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-16- 0.14% |
$1.44K - $1.56K
|
11.3K
$957K
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-18- 4.47% |
$1.62K - $1.75K
|
385
$32.5K
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-18- 0.33% |
$1.62K - $1.75K
|
5.41K
$456K
|
|
May 07, 2024
Q1 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-19- 0.11% |
$1.71K - $1.85K
|
17K
$1.43M
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-20- 0.23% |
$1.8K - $1.95K
|
8.75K
$738K
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-20- 0.75% |
$1.8K - $1.95K
|
2.65K
$224K
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-21- 0.55% |
$1.89K - $2.04K
|
3.77K
$318K
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-22- 0.76% |
$1.98K - $2.14K
|
2.87K
$242K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-23- 0.99% |
$2.07K - $2.24K
|
2.3K
$194K
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-23- 3.33% |
$2.07K - $2.24K
|
667
$56.3K
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-23- 0.59% |
$2.07K - $2.24K
|
3.86K
$326K
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-24- 0.59% |
$2.16K - $2.34K
|
4.06K
$343K
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-24- 0.22% |
$2.16K - $2.34K
|
11.1K
$936K
|