Purchases and Sales Made in Q1 2025 in Starbucks Corp (SBUX)
This table provides information about the institutional ownership of Starbucks Corp (SBUX) during Q1 2025. 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 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 1.32% |
$1.84K - $2.32K
|
1.54K
$130K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
19+ 0.39% |
$1.74K - $2.2K
|
4.95K
$418K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
19+ 100.0% |
$1.74K - $2.2K
|
38
$3.21K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
19+ 0.34% |
$1.74K - $2.2K
|
5.57K
$470K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
18+ 62.07% |
$1.65K - $2.08K
|
47
$3.97K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18+ 0.19% |
$1.65K - $2.08K
|
9.57K
$808K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
18+ 0.31% |
$1.65K - $2.08K
|
5.85K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
18+ 0.23% |
$1.65K - $2.08K
|
7.98K
$673K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
17New |
$1.56K - $1.97K
|
17
$1.43K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
17New |
$1.56K - $1.97K
|
17
$1.43K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
BUY
|
- |
16+ 0.57% |
$1.47K - $1.85K
|
2.83K
$238K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
16+ 0.21% |
$1.47K - $1.85K
|
7.58K
$639K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
16+ 228.57% |
$1.47K - $1.85K
|
23
$1.94K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
16+ 4.78% |
$1.47K - $1.85K
|
351
$29.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 0.92% |
$1.38K - $1.74K
|
1.65K
$139K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
15+ 18.75% |
$1.38K - $1.74K
|
95
$8.02K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
15+ 2.31% |
$1.38K - $1.74K
|
665
$56.1K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15+ 60.0% |
$1.38K - $1.74K
|
40
$3.37K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
15+ 0.46% |
$1.38K - $1.74K
|
3.25K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
15+ 1.63% |
$1.38K - $1.74K
|
935
$78.9K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
15+ 0.12% |
$1.38K - $1.74K
|
12.6K
$1.06M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
15+ 1.63% |
$1.38K - $1.74K
|
935
$78.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
14+ 0.04% |
$1.28K - $1.62K
|
36.4K
$3.07M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
14+ 0.13% |
$1.28K - $1.62K
|
11K
$930K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
14+ 3.0% |
$1.28K - $1.62K
|
481
$40.6K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
14+ 0.61% |
$1.28K - $1.62K
|
2.32K
$196K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
13+ 0.45% |
$1.19K - $1.51K
|
2.89K
$244K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
13+ 0.22% |
$1.19K - $1.51K
|
6.02K
$507K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
13+ 0.27% |
$1.19K - $1.51K
|
4.84K
$408K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
13+ 0.59% |
$1.19K - $1.51K
|
2.22K
$187K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12+ 1.1% |
$1.1K - $1.39K
|
1.1K
$92.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12+ 0.02% |
$1.1K - $1.39K
|
76.6K
$6.46M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
12+ 0.16% |
$1.1K - $1.39K
|
7.69K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12+ 0.82% |
$1.1K - $1.39K
|
1.47K
$124K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12+ 0.12% |
$1.1K - $1.39K
|
9.86K
$832K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
11+ 0.19% |
$1.01K - $1.27K
|
5.88K
$496K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
11+ 0.16% |
$1.01K - $1.27K
|
6.95K
$586K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
11+ 3.67% |
$1.01K - $1.27K
|
311
$26.2K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11New |
$1.01K - $1.27K
|
11
$928
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
10+ 0.14% |
$918 - $1.16K
|
7.33K
$619K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
10+ 0.2% |
$918 - $1.16K
|
5.08K
$428K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
10+ 0.45% |
$918 - $1.16K
|
2.25K
$190K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
10+ 0.17% |
$918 - $1.16K
|
5.88K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
10New |
$918 - $1.16K
|
10
$844
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
9+ 0.23% |
$826 - $1.04K
|
3.86K
$325K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9+ 0.35% |
$826 - $1.04K
|
2.56K
$216K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
9+ 0.3% |
$826 - $1.04K
|
3.01K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
9+ 0.22% |
$826 - $1.04K
|
4.13K
$349K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
8+ 0.19% |
$734 - $926
|
4.25K
$359K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8+ 0.13% |
$734 - $926
|
6.02K
$508K
|