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 |
---|---|---|---|---|---|---|---|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
34+ 1.31% |
$3.1K - $3.5K
|
2.64K
$216K
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
33+ 0.51% |
$3.01K - $3.4K
|
6.56K
$536K
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
33+ 0.23% |
$3.01K - $3.4K
|
14.2K
$1.16M
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
BUY
|
- |
33+ 0.12% |
$3.01K - $3.4K
|
27.7K
$2.27M
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
33+ 0.19% |
$3.01K - $3.4K
|
17.4K
$1.42M
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
32+ 1.19% |
$2.91K - $3.29K
|
2.73K
$223K
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
31+ 0.38% |
$2.82K - $3.19K
|
8.2K
$670K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30+ 0.28% |
$2.73K - $3.09K
|
10.6K
$870K
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
30+ 10.45% |
$2.73K - $3.09K
|
317
$25.9K
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
29+ 0.6% |
$2.64K - $2.98K
|
4.9K
$400K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
29+ 1.43% |
$2.64K - $2.98K
|
2.06K
$169K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
28New |
$2.55K - $2.88K
|
28
$2.29K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
28+ 1.53% |
$2.55K - $2.88K
|
1.86K
$152K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
27+ 0.43% |
$2.46K - $2.78K
|
6.24K
$510K
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
27+ 0.18% |
$2.46K - $2.78K
|
15.4K
$1.26M
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
BUY
|
- |
26+ 0.27% |
$2.37K - $2.68K
|
9.49K
$775K
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
26+ 21.67% |
$2.37K - $2.68K
|
146
$11.9K
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
26+ 0.88% |
$2.37K - $2.68K
|
2.98K
$244K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
26+ 0.87% |
$2.37K - $2.68K
|
3K
$245K
|
|
Oct 19, 2023
Q3 2023
|
Harrington Investments, Inc
|
BUY
|
- |
25+ 0.07% |
$2.28K - $2.57K
|
36.4K
$2.98M
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
25+ 0.07% |
$2.28K - $2.57K
|
34.3K
$2.8M
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
24+ 0.57% |
$2.19K - $2.47K
|
4.26K
$349K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
24+ 0.18% |
$2.19K - $2.47K
|
13.3K
$1.09M
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
24+ 0.87% |
$2.19K - $2.47K
|
2.8K
$229K
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
24+ 0.27% |
$2.19K - $2.47K
|
8.91K
$729K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
23+ 5.03% |
$2.09K - $2.37K
|
480
$39.2K
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
23+ 1.0% |
$2.09K - $2.37K
|
2.32K
$190K
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.47% |
$2.09K - $2.37K
|
4.91K
$401K
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
22+ 0.19% |
$2K - $2.26K
|
11.9K
$972K
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
22+ 0.58% |
$2K - $2.26K
|
3.81K
$311K
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
22+ 0.68% |
$2K - $2.26K
|
3.25K
$266K
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
21+ 0.29% |
$1.91K - $2.16K
|
7.15K
$584K
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
21+ 0.81% |
$1.91K - $2.16K
|
2.61K
$213K
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
21+ 0.64% |
$1.91K - $2.16K
|
3.31K
$271K
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
21+ 0.05% |
$1.91K - $2.16K
|
46.3K
$3.79M
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
21+ 0.86% |
$1.91K - $2.16K
|
2.46K
$201K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
20+ 0.75% |
$1.82K - $2.06K
|
2.68K
$219K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
19+ 1.13% |
$1.73K - $1.96K
|
1.7K
$139K
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
19+ 0.11% |
$1.73K - $1.96K
|
16.7K
$1.37M
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
19+ 0.53% |
$1.73K - $1.96K
|
3.58K
$292K
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
BUY
|
- |
19+ 0.02% |
$1.73K - $1.96K
|
93.5K
$7.65M
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
18+ 0.82% |
$1.64K - $1.85K
|
2.2K
$180K
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
18+ 0.45% |
$1.64K - $1.85K
|
4.05K
$331K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
17+ 0.22% |
$1.55K - $1.75K
|
7.9K
$646K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
17+ 2.76% |
$1.55K - $1.75K
|
634
$51.8K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
17New |
$1.55K - $1.75K
|
17
$1.39K
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
17+ 0.03% |
$1.55K - $1.75K
|
50.1K
$4.09M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17+ 0.14% |
$1.55K - $1.75K
|
12.1K
$992K
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
16+ 0.57% |
$1.46K - $1.65K
|
2.8K
$229K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
14+ 0.22% |
$1.28K - $1.44K
|
6.34K
$518K
|