Purchases and Sales Made in Q4 2023 in Starbucks Corp (SBUX)
This table provides information about the institutional ownership of Starbucks Corp (SBUX) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
17+ 0.5% |
$1.52K - $1.82K
|
3.43K
$289K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.1% |
$1.52K - $1.82K
|
17.1K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
16+ 2.96% |
$1.43K - $1.72K
|
557
$47K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
15+ 2.31% |
$1.34K - $1.61K
|
665
$56.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
15+ 0.19% |
$1.34K - $1.61K
|
7.98K
$674K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
15+ 0.49% |
$1.34K - $1.61K
|
3.06K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
15+ 0.42% |
$1.34K - $1.61K
|
3.59K
$303K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
14+ 0.39% |
$1.25K - $1.5K
|
3.59K
$303K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
14+ 0.48% |
$1.25K - $1.5K
|
2.93K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
14New |
$1.25K - $1.5K
|
14
$1.18K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
14New |
$1.25K - $1.5K
|
14
$1.18K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
13+ 0.52% |
$1.16K - $1.39K
|
2.49K
$210K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 0.12% |
$1.16K - $1.39K
|
10.7K
$899K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.04% |
$1.16K - $1.39K
|
36.2K
$3.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
12+ 0.42% |
$1.07K - $1.29K
|
2.9K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
12+ 0.12% |
$1.07K - $1.29K
|
10.2K
$860K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
11+ 0.18% |
$984 - $1.18K
|
6.03K
$509K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11+ 0.55% |
$984 - $1.18K
|
2.02K
$170K
|
|
|
Feb 13, 2024
Q4 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
11+ 0.54% |
$984 - $1.18K
|
2.07K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
11+ 6.96% |
$984 - $1.18K
|
169
$14.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendley & CO Inc
|
BUY
|
- |
10+ 0.36% |
$895 - $1.07K
|
2.78K
$235K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
10+ 0.26% |
$895 - $1.07K
|
3.81K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
10+ 0.42% |
$895 - $1.07K
|
2.4K
$202K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
9+ 0.39% |
$805 - $965
|
2.31K
$195K
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
9+ 0.4% |
$805 - $965
|
2.25K
$190K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9+ 2.36% |
$805 - $965
|
390
$32.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
8+ 0.26% |
$716 - $858
|
3.06K
$258K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8+ 0.24% |
$716 - $858
|
3.31K
$280K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7+ 0.03% |
$626 - $750
|
27.3K
$2.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
7+ 0.2% |
$626 - $750
|
3.52K
$297K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6+ 4.17% |
$537 - $643
|
150
$12.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6+ 0.2% |
$537 - $643
|
2.96K
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 0.83% |
$537 - $643
|
727
$61.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$447 - $536
|
4.35K
$367K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.16% |
$447 - $536
|
3.21K
$271K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5+ 0.16% |
$447 - $536
|
3.14K
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
5+ 0.19% |
$447 - $536
|
2.7K
$228K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
5+ 0.18% |
$447 - $536
|
2.77K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.14% |
$447 - $536
|
3.69K
$312K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 0.35% |
$358 - $429
|
1.15K
$96.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.06% |
$358 - $429
|
7.03K
$593K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.06% |
$358 - $429
|
7.15K
$603K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
4New |
$358 - $429
|
4
$337
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3+ 0.05% |
$268 - $322
|
6.2K
$523K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
3+ 0.09% |
$268 - $322
|
3.38K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.23% |
$268 - $322
|
247
$20.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
3+ 0.06% |
$268 - $322
|
4.77K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3+ 0.13% |
$268 - $322
|
2.28K
$193K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
3+ 0.44% |
$268 - $322
|
680
$57.4K
|
|
|
May 07, 2025
Q4 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3+ 0.33% |
$268 - $322
|
903
$76.2K
|