Latest Institutional Transactions on Starbucks Corp (SBUX)
This table provides information on the latest institutional transactions involving Starbucks Corp (SBUX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-412- 14.58% |
$37.1K - $40.1K
|
2.41K
$234K
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-28- 0.91% |
$2.52K - $2.72K
|
3.05K
$295K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
2.35K+ 13.41% |
$211K - $228K
|
19.8K
$1.92M
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
773+ 15.0% |
$69.7K - $75.2K
|
5.93K
$574K
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-140- 3.8% |
$12.6K - $13.6K
|
3.55K
$344K
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
6.82K+ 20.32% |
$615K - $663K
|
40.4K
$3.91M
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-211K- 97.31% |
$19M - $20.5M
|
5.82K
$564K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
875+ 29.09% |
$78.9K - $85.1K
|
3.88K
$376K
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-55.9K- 95.02% |
$5.04M - $5.44M
|
2.93K
$284K
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-25- 0.6% |
$2.25K - $2.43K
|
4.16K
$403K
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
BUY
|
- |
1.75K+ 11.86% |
$158K - $170K
|
16.5K
$1.6M
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
56New |
$5.05K - $5.45K
|
56
$5.42K
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
947+ 17.25% |
$85.3K - $92.1K
|
6.44K
$623K
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
23.8K+ 119.8% |
$2.15M - $2.32M
|
43.7K
$4.23M
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.68K- 42.82% |
$151K - $163K
|
2.24K
$217K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
35.2KNew |
$3.17M - $3.43M
|
35.2K
$3.41M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-166- 42.56% |
$15K - $16.2K
|
224
$21.7K
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-380- 6.84% |
$34.2K - $37K
|
5.17K
$501K
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
11+ 0.18% |
$991 - $1.07K
|
6.04K
$585K
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
52.1K+ 200.83% |
$4.69M - $5.07M
|
78K
$7.56M
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-24.1K- 59.94% |
$2.17M - $2.34M
|
16.1K
$1.56M
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-75- 96.15% |
$6.76K - $7.3K
|
3
$291
|
|
Apr 09, 2024
Q1 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-18.1K- 9.65% |
$1.63M - $1.76M
|
169K
$16.4M
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
SELL
|
- |
-108- 4.54% |
$9.73K - $10.5K
|
2.27K
$220K
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.75K+ 70.7% |
$157K - $170K
|
4.22K
$409K
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
275K+ 4.0% |
$24.6M - $29.5M
|
7.15M
$692M
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-5.24KClosed |
$469K - $561K
|
0
$0
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-2.93KClosed |
$262K - $314K
|
0
$0
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
27New |
$2.42K - $2.89K
|
27
$2.62K
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
8.19KNew |
$733K - $878K
|
8.19K
$793K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
665New |
$59.5K - $71.3K
|
665
$64.4K
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
2.8KNew |
$250K - $300K
|
2.8K
$271K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2New |
$179 - $214
|
2
$194
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.26KNew |
$202K - $243K
|
2.26K
$219K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
272New |
$24.3K - $29.2K
|
272
$26.3K
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-88- 2.93% |
$7.87K - $9.43K
|
2.91K
$282K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
14New |
$1.25K - $1.5K
|
14
$1.36K
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-477- 11.02% |
$42.7K - $51.1K
|
3.85K
$373K
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
2.42KNew |
$217K - $260K
|
2.42K
$235K
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.2K+ 33.96% |
$107K - $129K
|
4.73K
$459K
|
|
Feb 14, 2024
Q4 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
150KNew |
$13.4M - $16.1M
|
150K
$14.5M
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-208K- 60.17% |
$18.6M - $22.3M
|
138K
$13.4M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
303KNew |
$27.1M - $32.4M
|
303K
$29.3M
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
87+ 3.42% |
$7.78K - $9.33K
|
2.63K
$255K
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
7.01K+ 62.27% |
$628K - $752K
|
18.3K
$1.77M
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.78K- 62.36% |
$160K - $191K
|
1.08K
$104K
|
|
Feb 14, 2024
Q4 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
5.37KNew |
$481K - $576K
|
5.37K
$520K
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-67.2K- 94.97% |
$6.01M - $7.2M
|
3.56K
$344K
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
11+ 6.96% |
$984 - $1.18K
|
169
$16.4K
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
37.3K+ 362.16% |
$3.34M - $4M
|
47.6K
$4.61M
|