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 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.28K+ 9.15% |
$420K - $470K
|
51K
$5.02M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.27K+ 21.87% |
$420K - $470K
|
23.8K
$2.34M
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.23K+ 16.14% |
$416K - $465K
|
30.4K
$2.99M
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.19K+ 193.18% |
$412K - $461K
|
6.36K
$626K
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
4.19K+ 6.73% |
$412K - $461K
|
66.5K
$6.55M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
4.17K+ 11.52% |
$410K - $458K
|
40.3K
$3.97M
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.11K+ 99.08% |
$404K - $452K
|
8.25K
$813K
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.06K+ 4.49% |
$399K - $446K
|
94.4K
$9.3M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.05K+ 13.25% |
$399K - $446K
|
34.7K
$3.41M
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.03KNew |
$396K - $443K
|
4.03K
$397K
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.95KNew |
$388K - $434K
|
3.95K
$389K
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.93K+ 41.45% |
$387K - $433K
|
13.4K
$1.32M
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
3.9K+ 260.0% |
$384K - $429K
|
5.4K
$532K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.86K+ 1.68% |
$380K - $425K
|
234K
$23M
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.8KNew |
$374K - $418K
|
3.8K
$374K
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3.79K+ 12.52% |
$373K - $417K
|
34K
$3.35M
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.79KNew |
$373K - $417K
|
3.79K
$373K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.74K+ 48.41% |
$367K - $411K
|
11.5K
$1.13M
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
3.7K+ 0.34% |
$364K - $407K
|
1.08M
$107M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.6KNew |
$354K - $396K
|
3.6K
$355K
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
3.6K+ 1.15% |
$354K - $396K
|
316K
$31.1M
|
|
Apr 13, 2023
Q1 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
3.6K+ 23.56% |
$354K - $396K
|
18.9K
$1.86M
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.6KNew |
$354K - $395K
|
3.6K
$354K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.52K+ 127.0% |
$346K - $387K
|
6.3K
$620K
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.49KNew |
$343K - $384K
|
3.49K
$344K
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.49K+ 36.39% |
$343K - $384K
|
13.1K
$1.29M
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
3.48K+ 1.59% |
$342K - $382K
|
222K
$21.9M
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
3.45K+ 61.31% |
$339K - $379K
|
9.07K
$893K
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.44K+ 0.0% |
$339K - $379K
|
106M
$10.5B
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.4K+ 6.98% |
$334K - $374K
|
52.1K
$5.13M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.39K+ 14.03% |
$333K - $372K
|
27.5K
$2.71M
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.37KNew |
$332K - $371K
|
3.37K
$332K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
3.36K+ 1.63% |
$330K - $369K
|
210K
$20.7M
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.36KNew |
$330K - $369K
|
3.36K
$331K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.34KNew |
$328K - $367K
|
3.34K
$329K
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.33K+ 26.33% |
$328K - $367K
|
16K
$1.58M
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.33KNew |
$327K - $366K
|
3.33K
$328K
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
3.32K+ 14.24% |
$326K - $365K
|
26.6K
$2.62M
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.31K+ 6.47% |
$326K - $364K
|
54.5K
$5.36M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.18K+ 26.7% |
$313K - $350K
|
15.1K
$1.49M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.17K+ 44.47% |
$312K - $349K
|
10.3K
$1.01M
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.15K+ 4.52% |
$310K - $346K
|
72.8K
$7.16M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.11K+ 33.66% |
$306K - $343K
|
12.4K
$1.22M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.11K+ 4.16% |
$306K - $342K
|
77.8K
$7.66M
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
BUY
|
- |
3.09K+ 9.9% |
$303K - $339K
|
34.3K
$3.37M
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
3.05K+ 36.71% |
$300K - $335K
|
11.3K
$1.12M
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.03K+ 22.31% |
$298K - $333K
|
16.6K
$1.63M
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.99K+ 11.02% |
$294K - $329K
|
30.1K
$2.96M
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.97K+ 1.73% |
$292K - $327K
|
175K
$17.2M
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
2.96K+ 3.08% |
$291K - $326K
|
99.2K
$9.77M
|