Purchases and Sales Made in Q4 2022 in Starbucks Corp (SBUX)
This table provides information about the institutional ownership of Starbucks Corp (SBUX) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.04% |
$83.8 - $105
|
2.82K
$238K
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1+ 0.0% |
$83.8 - $105
|
26.5K
$2.24M
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1New |
$83.8 - $105
|
1
$84.4
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
1+ 0.03% |
$83.8 - $105
|
3.22K
$272K
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.11% |
$83.8 - $105
|
912
$76.9K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.56% |
$83.8 - $105
|
65
$5.48K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.42% |
$83.8 - $105
|
240
$20.2K
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1New |
$83.8 - $105
|
1
$84.4
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1+ 0.02% |
$83.8 - $105
|
4.13K
$348K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.69% |
$83.8 - $105
|
146
$12.3K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.34% |
$83.8 - $105
|
298
$25.1K
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.03% |
$83.8 - $105
|
3.33K
$281K
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1- 0.03% |
$83.8 - $105
|
2.87K
$242K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 2.22% |
$83.8 - $105
|
44
$3.71K
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$83.8 - $105
|
5.27K
$444K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1- 0.01% |
$83.8 - $105
|
14.5K
$1.22M
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 3.77% |
$168 - $210
|
51
$4.3K
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2- 0.02% |
$168 - $210
|
11.7K
$990K
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-4- 0.09% |
$335 - $420
|
4.38K
$370K
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-5- 0.19% |
$419 - $525
|
2.58K
$218K
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-5- 0.12% |
$419 - $525
|
4.23K
$357K
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-6- 0.06% |
$503 - $630
|
10.3K
$866K
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-7- 3.3% |
$586 - $735
|
205
$17.3K
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-7- 0.19% |
$586 - $735
|
3.62K
$306K
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.15% |
$586 - $735
|
4.58K
$387K
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-8- 0.3% |
$670 - $840
|
2.7K
$228K
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-9- 0.74% |
$754 - $945
|
1.21K
$102K
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-9- 0.15% |
$754 - $945
|
5.85K
$493K
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-9- 0.2% |
$754 - $945
|
4.41K
$372K
|
|
Jan 30, 2023
Q4 2022
|
Tevis Investment Management
|
SELL
|
- |
-9- 0.06% |
$754 - $945
|
15.2K
$1.28M
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-10- 0.85% |
$838 - $1.05K
|
1.16K
$97.9K
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-10- 0.14% |
$838 - $1.05K
|
7.29K
$615K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10- 0.07% |
$838 - $1.05K
|
15.3K
$1.29M
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 1.21% |
$838 - $1.05K
|
815
$68.8K
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.13% |
$921 - $1.16K
|
8.68K
$732K
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-11- 0.14% |
$921 - $1.16K
|
8K
$675K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-11- 19.3% |
$921 - $1.16K
|
46
$3.88K
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-12- 0.27% |
$1.01K - $1.26K
|
4.45K
$376K
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-12- 0.11% |
$1.01K - $1.26K
|
10.7K
$906K
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-14- 10.07% |
$1.17K - $1.47K
|
125
$10.5K
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-15- 0.09% |
$1.26K - $1.58K
|
16.2K
$1.37M
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-15- 0.04% |
$1.26K - $1.58K
|
34K
$2.87M
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-16- 12.31% |
$1.34K - $1.68K
|
114
$9.62K
|
|
Feb 01, 2023
Q4 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-16- 0.24% |
$1.34K - $1.68K
|
6.64K
$560K
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-17- 0.61% |
$1.42K - $1.79K
|
2.77K
$234K
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-18- 0.22% |
$1.51K - $1.89K
|
8.21K
$693K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-18- 1.84% |
$1.51K - $1.89K
|
962
$81.2K
|
|
Feb 09, 2023
Q4 2022
|
Miramar Capital, LLC
|
SELL
|
- |
-18- 0.02% |
$1.51K - $1.89K
|
82.3K
$6.94M
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-19- 0.71% |
$1.59K - $2K
|
2.67K
$225K
|