Purchases and Sales Made in Q1 2023 in Starbucks Corp (SBUX)
This table provides information about the institutional ownership of Starbucks Corp (SBUX) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 10, 2023
Q1 2023
|
Gagnon Securities LLC
|
BUY
|
- |
16+ 0.34% |
$1.57K - $1.76K
|
4.69K
$462K
|
|
Apr 18, 2023
Q1 2023
|
Sather Financial Group Inc
|
BUY
|
- |
16+ 0.13% |
$1.57K - $1.76K
|
12.4K
$1.22M
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
16+ 0.05% |
$1.57K - $1.76K
|
33K
$3.25M
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
16+ 0.44% |
$1.57K - $1.76K
|
3.64K
$358K
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14+ 0.17% |
$1.38K - $1.54K
|
8.22K
$809K
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
14+ 0.51% |
$1.38K - $1.54K
|
2.77K
$273K
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
14+ 2.15% |
$1.38K - $1.54K
|
664
$65.4K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
13+ 0.77% |
$1.28K - $1.43K
|
1.69K
$167K
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
13+ 0.52% |
$1.28K - $1.43K
|
2.53K
$249K
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
13+ 0.21% |
$1.28K - $1.43K
|
6.31K
$621K
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
13+ 0.48% |
$1.28K - $1.43K
|
2.71K
$267K
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12+ 0.2% |
$1.18K - $1.32K
|
5.89K
$580K
|
|
May 11, 2023
Q1 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
12+ 0.31% |
$1.18K - $1.32K
|
3.94K
$388K
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
11+ 0.46% |
$1.08K - $1.21K
|
2.38K
$234K
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
11+ 0.43% |
$1.08K - $1.21K
|
2.59K
$255K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
11+ 26.19% |
$1.08K - $1.21K
|
53
$5.22K
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
11+ 0.47% |
$1.08K - $1.21K
|
2.36K
$233K
|
|
May 15, 2023
Q1 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
11+ 0.1% |
$1.08K - $1.21K
|
10.6K
$1.04M
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
11+ 0.34% |
$1.08K - $1.21K
|
3.23K
$318K
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
10+ 0.17% |
$983 - $1.1K
|
6K
$591K
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
10+ 0.37% |
$983 - $1.1K
|
2.73K
$269K
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
10+ 0.38% |
$983 - $1.1K
|
2.66K
$262K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10+ 0.06% |
$983 - $1.1K
|
16K
$1.58M
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10+ 0.51% |
$983 - $1.1K
|
1.98K
$195K
|
|
May 15, 2023
Q1 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
10+ 0.49% |
$983 - $1.1K
|
2.04K
$200K
|
|
Sep 27, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
10+ 0.03% |
$983 - $1.1K
|
36.7K
$3.62M
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
10+ 0.08% |
$983 - $1.1K
|
12K
$1.18M
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9+ 0.03% |
$885 - $990
|
27.8K
$2.73M
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
9+ 0.19% |
$885 - $990
|
4.81K
$474K
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.19% |
$885 - $990
|
4.75K
$467K
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
9+ 10.23% |
$885 - $990
|
97
$9.55K
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
BUY
|
- |
8+ 0.18% |
$787 - $880
|
4.45K
$439K
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
8+ 0.11% |
$787 - $880
|
7.05K
$694K
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
7+ 3.5% |
$688 - $770
|
207
$20.4K
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.06% |
$688 - $770
|
11K
$1.08M
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 0.23% |
$688 - $770
|
3.09K
$304K
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
6+ 0.09% |
$590 - $660
|
6.54K
$644K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.16% |
$590 - $660
|
3.64K
$359K
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
6+ 0.16% |
$590 - $660
|
3.66K
$361K
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
6+ 0.29% |
$590 - $660
|
2.04K
$201K
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.15% |
$492 - $550
|
3.41K
$335K
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
5+ 0.03% |
$492 - $550
|
18.3K
$1.8M
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
5+ 0.13% |
$492 - $550
|
3.81K
$375K
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
5+ 0.12% |
$492 - $550
|
4.23K
$417K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4+ 0.37% |
$393 - $440
|
1.07K
$106K
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 0.17% |
$393 - $440
|
2.41K
$237K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 7.84% |
$393 - $440
|
55
$5.42K
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
4+ 0.13% |
$393 - $440
|
3.03K
$299K
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
4+ 0.2% |
$393 - $440
|
2.06K
$202K
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
4+ 0.06% |
$393 - $440
|
6.68K
$658K
|