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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
100New |
$9.83K - $11K
|
100
$9.69K
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.06KNew |
$203K - $227K
|
2.06K
$200K
|
|
May 11, 2023
Q1 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
2.72KNew |
$268K - $299K
|
2.72K
$264K
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
82.8KNew |
$8.14M - $9.11M
|
82.8K
$8.02M
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 6.82% |
$295 - $330
|
41
$3.97K
|
|
May 10, 2023
Q1 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
4.47KNew |
$440K - $492K
|
4.47K
$433K
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-72- 2.91% |
$7.08K - $7.92K
|
2.4K
$233K
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.28KNew |
$224K - $251K
|
2.28K
$221K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
11+ 26.19% |
$1.08K - $1.21K
|
53
$5.13K
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
4+ 0.05% |
$393 - $440
|
7.61K
$737K
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
1.96KNew |
$193K - $216K
|
1.96K
$190K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
84+ 5.17% |
$8.26K - $9.24K
|
1.71K
$166K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
PUT |
300New |
$29.5K - $33K
|
300
$29.1K
|
|
May 08, 2023
Q1 2023
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
BUY
|
- |
15KNew |
$1.48M - $1.65M
|
15K
$1.45M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
487New |
$47.9K - $53.6K
|
487
$47.2K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$98.3 - $110
|
978
$94.7K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-727- 54.33% |
$71.5K - $80K
|
611
$59.2K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
124New |
$12.2K - $13.6K
|
124
$12K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
971New |
$95.5K - $107K
|
971
$94.1K
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
1.21K+ 48.43% |
$119K - $133K
|
3.7K
$358K
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
132+ 6.14% |
$13K - $14.5K
|
2.28K
$221K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-10- 0.36% |
$983 - $1.1K
|
2.77K
$268K
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
23+ 1.09% |
$2.26K - $2.53K
|
2.14K
$207K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
150+ 2.0% |
$14.8K - $16.5K
|
7.64K
$740K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$197 - $220
|
2
$194
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
244New |
$24K - $26.8K
|
244
$23.6K
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-440- 4.23% |
$43.3K - $48.4K
|
9.97K
$966K
|
|
May 02, 2023
Q1 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-125- 1.8% |
$12.3K - $13.7K
|
6.82K
$661K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
640+ 22.26% |
$62.9K - $70.4K
|
3.52K
$340K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 1.75% |
$197 - $220
|
112
$10.8K
|
|
May 02, 2023
Q1 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
2KNew |
$197K - $220K
|
2K
$194K
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-6.13K- 74.86% |
$603K - $675K
|
2.06K
$200K
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-203- 6.76% |
$20K - $22.3K
|
2.8K
$271K
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
2.01KNew |
$198K - $221K
|
2.01K
$195K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.34KNew |
$328K - $367K
|
3.34K
$323K
|
|
Apr 26, 2023
Q1 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
2.16KNew |
$213K - $238K
|
2.16K
$209K
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-1.55K- 14.93% |
$152K - $170K
|
8.82K
$854K
|
|
Apr 25, 2023
Q1 2023
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
64KNew |
$6.29M - $7.04M
|
64K
$6.2M
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
5+ 0.03% |
$492 - $550
|
18.3K
$1.77M
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
SELL
|
- |
-191- 8.34% |
$18.8K - $21K
|
2.1K
$203K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.98KNew |
$195K - $218K
|
1.98K
$192K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-2- 6.45% |
$197 - $220
|
29
$2.81K
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.7KNew |
$266K - $297K
|
2.7K
$262K
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-20K- 36.37% |
$1.97M - $2.2M
|
35.1K
$3.4M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.72KNew |
$465K - $520K
|
4.72K
$458K
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-416- 9.61% |
$40.9K - $45.8K
|
3.91K
$379K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
169New |
$16.6K - $18.6K
|
169
$16.4K
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
77+ 3.59% |
$7.57K - $8.47K
|
2.22K
$215K
|
|
Apr 20, 2023
Q1 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-12- 0.55% |
$1.18K - $1.32K
|
2.16K
$210K
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
6.04KNew |
$594K - $665K
|
6.04K
$585K
|