Purchases and Sales Made in Q3 2023 in Starbucks Corp (SBUX)
This table provides information about the institutional ownership of Starbucks Corp (SBUX) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.64K+ 5.56% |
$149K - $169K
|
31.1K
$3.17M
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
1.64K+ 22.62% |
$149K - $169K
|
8.89K
$905K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.54K+ 1.83% |
$140K - $158K
|
85.7K
$8.73M
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.53K+ 40.12% |
$140K - $158K
|
5.35K
$545K
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.53KNew |
$139K - $157K
|
1.53K
$155K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.53K+ 80.83% |
$139K - $157K
|
3.41K
$348K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.47K+ 32.18% |
$134K - $151K
|
6.03K
$614K
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
1.46K+ 43.52% |
$133K - $151K
|
4.83K
$492K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 9.75% |
$133K - $150K
|
16.4K
$1.67M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.44K+ 8.44% |
$131K - $149K
|
18.5K
$1.89M
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
1.44K+ 33.69% |
$131K - $148K
|
5.71K
$582K
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.43K+ 1.11% |
$130K - $147K
|
130K
$13.3M
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
1.43K+ 6.29% |
$130K - $147K
|
24.1K
$2.45M
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.41K+ 29.13% |
$128K - $145K
|
6.25K
$637K
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.41K+ 19.38% |
$128K - $145K
|
8.67K
$883K
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.4K+ 21.37% |
$128K - $144K
|
7.95K
$810K
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.4K+ 1.47% |
$127K - $144K
|
96K
$9.77M
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.4K+ 5.9% |
$127K - $144K
|
25K
$2.55M
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.38K+ 12.32% |
$126K - $142K
|
12.6K
$1.28M
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 1.96% |
$126K - $142K
|
71.7K
$7.3M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.38K+ 5.15% |
$125K - $142K
|
28.1K
$2.86M
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
1.35K+ 35.05% |
$123K - $139K
|
5.2K
$530K
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.35K+ 0.35% |
$123K - $139K
|
383K
$39M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.34K+ 5.15% |
$122K - $138K
|
27.3K
$2.78M
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1.31K+ 4.17% |
$119K - $135K
|
32.7K
$3.33M
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.3K+ 8.15% |
$119K - $134K
|
17.3K
$1.76M
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
1.3K+ 41.0% |
$118K - $134K
|
4.47K
$455K
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.3K+ 2.91% |
$118K - $134K
|
45.9K
$4.68M
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.28K+ 50.35% |
$116K - $132K
|
3.82K
$389K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.27K+ 3.28% |
$116K - $131K
|
40K
$4.08M
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.27K+ 9.08% |
$116K - $131K
|
15.3K
$1.55M
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.27K+ 3.42% |
$115K - $130K
|
38.3K
$3.9M
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
1.24K+ 1.76% |
$113K - $128K
|
71.8K
$7.31M
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
1.24K+ 1.76% |
$113K - $128K
|
71.8K
$7.31M
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.24K+ 4.81% |
$113K - $128K
|
27.1K
$2.76M
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.23K+ 14.93% |
$112K - $126K
|
9.46K
$963K
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
1.22K+ 29.39% |
$111K - $125K
|
5.35K
$545K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.21K+ 8.59% |
$110K - $124K
|
15.3K
$1.55M
|
|
Oct 25, 2023
Q3 2023
|
Sicart Associates LLC
|
BUY
|
- |
1.21K+ 6.39% |
$110K - $124K
|
20.1K
$2.04M
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.2K+ 2.2% |
$110K - $124K
|
56K
$5.7M
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.2K+ 5.01% |
$109K - $124K
|
25.2K
$2.56M
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.18K+ 4.71% |
$108K - $122K
|
26.3K
$2.68M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.18K+ 1.14% |
$107K - $121K
|
105K
$10.7M
|
|
Oct 19, 2023
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.18K+ 1.34% |
$107K - $121K
|
88.9K
$9.05M
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.17K+ 11.77% |
$107K - $121K
|
11.1K
$1.13M
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.17K+ 2.03% |
$106K - $120K
|
58.5K
$5.96M
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.16K+ 2.25% |
$106K - $120K
|
52.8K
$5.38M
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.15K+ 45.91% |
$105K - $118K
|
3.66K
$373K
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
1.15K+ 46.23% |
$104K - $118K
|
3.63K
$369K
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.13K+ 0.73% |
$103K - $117K
|
156K
$15.9M
|