Purchases and Sales Made in Q2 2023 in Starbucks Corp (SBUX)
This table provides information about the institutional ownership of Starbucks Corp (SBUX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
215+ 0.67% |
$21K - $24.6K
|
32.2K
$3.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
214+ 2.83% |
$20.9K - $24.5K
|
7.78K
$783K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
212+ 2.1% |
$20.7K - $24.3K
|
10.3K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
212+ 2.34% |
$20.7K - $24.3K
|
9.26K
$932K
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
212+ 2.44% |
$20.7K - $24.3K
|
8.89K
$895K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
206+ 1.71% |
$20.1K - $23.6K
|
12.3K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
205+ 3.89% |
$20K - $23.5K
|
5.47K
$551K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
205+ 5.85% |
$20K - $23.5K
|
3.71K
$374K
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
204+ 1.19% |
$19.9K - $23.4K
|
17.4K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
202+ 0.99% |
$19.7K - $23.1K
|
20.6K
$2.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
201+ 0.82% |
$19.6K - $23K
|
24.8K
$2.49M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
200+ 9.88% |
$19.5K - $22.9K
|
2.22K
$224K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
199+ 7.79% |
$19.4K - $22.8K
|
2.75K
$277K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
199+ 3.25% |
$19.4K - $22.8K
|
6.31K
$636K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
197+ 10.17% |
$19.2K - $22.6K
|
2.14K
$215K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
197+ 1.4% |
$19.2K - $22.6K
|
14.2K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
194+ 0.8% |
$18.9K - $22.2K
|
24.3K
$2.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
193+ 1.13% |
$18.8K - $22.1K
|
17.3K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
192+ 1.98% |
$18.7K - $22K
|
9.89K
$995K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
192+ 36.16% |
$18.7K - $22K
|
723
$72.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
190+ 8.44% |
$18.5K - $21.8K
|
2.44K
$246K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
189+ 0.53% |
$18.4K - $21.7K
|
36K
$3.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
188+ 1.8% |
$18.3K - $21.5K
|
10.7K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
187+ 4.83% |
$18.2K - $21.4K
|
4.06K
$409K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
187+ 3.9% |
$18.2K - $21.4K
|
4.99K
$502K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
182+ 1.62% |
$17.7K - $20.8K
|
11.4K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
180+ 360.0% |
$17.6K - $20.6K
|
230
$23.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
177+ 2.94% |
$17.3K - $20.3K
|
6.19K
$623K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
176+ 1.69% |
$17.2K - $20.2K
|
10.6K
$1.06M
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
175+ 5.89% |
$17.1K - $20K
|
3.15K
$317K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
172+ 0.89% |
$16.8K - $19.7K
|
19.5K
$1.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
172+ 2.84% |
$16.8K - $19.7K
|
6.22K
$626K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
170+ 3.58% |
$16.6K - $19.5K
|
4.92K
$495K
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
170+ 0.28% |
$16.6K - $19.5K
|
61K
$6.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
166+ 17.2% |
$16.2K - $19K
|
1.13K
$114K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
166+ 1.0% |
$16.2K - $19K
|
16.8K
$1.69M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
166+ 47.84% |
$16.2K - $19K
|
513
$51.6K
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
164+ 7.21% |
$16K - $18.8K
|
2.44K
$245K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
160+ 5.72% |
$15.6K - $18.3K
|
2.96K
$298K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
160+ 0.74% |
$15.6K - $18.3K
|
21.7K
$2.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
160+ 3.58% |
$15.6K - $18.3K
|
4.63K
$466K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
160+ 4.4% |
$15.6K - $18.3K
|
3.8K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
159New |
$15.5K - $18.2K
|
159
$16K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
155+ 1.29% |
$15.1K - $17.8K
|
12.2K
$1.22M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
152+ 3.24% |
$14.8K - $17.4K
|
4.84K
$487K
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
150+ 4.24% |
$14.6K - $17.2K
|
3.69K
$371K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
150+ 48.86% |
$14.6K - $17.2K
|
457
$46K
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
150+ 3.41% |
$14.6K - $17.2K
|
4.55K
$458K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
150+ 21.71% |
$14.6K - $17.2K
|
841
$84.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
149+ 1.78% |
$14.5K - $17.1K
|
8.5K
$855K
|