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 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
11+ 0.13% |
$1K - $1.13K
|
8.38K
$927K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
11+ 0.46% |
$1K - $1.13K
|
2.38K
$264K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
11+ 0.1% |
$1K - $1.13K
|
11.1K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
11+ 0.54% |
$1K - $1.13K
|
2.06K
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
10+ 9.71% |
$911 - $1.03K
|
113
$12.5K
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
10+ 0.37% |
$911 - $1.03K
|
2.68K
$296K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
9+ 0.05% |
$820 - $926
|
17.2K
$1.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
9+ 0.12% |
$820 - $926
|
7.39K
$817K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 0.33% |
$820 - $926
|
2.73K
$302K
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
9+ 0.37% |
$820 - $926
|
2.41K
$267K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
8+ 0.07% |
$729 - $823
|
10.8K
$1.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
8+ 0.32% |
$729 - $823
|
2.53K
$280K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
8+ 0.09% |
$729 - $823
|
8.91K
$985K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
8+ 0.26% |
$729 - $823
|
3.05K
$338K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7+ 0.23% |
$638 - $720
|
3.11K
$344K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
7New |
$638 - $720
|
7
$774
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
7+ 350.0% |
$638 - $720
|
9
$995
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
7+ 0.19% |
$638 - $720
|
3.73K
$413K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
6+ 0.08% |
$546 - $618
|
7.69K
$850K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.59% |
$546 - $618
|
1.02K
$113K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6+ 0.19% |
$546 - $618
|
3.14K
$347K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.24% |
$546 - $618
|
2.51K
$278K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
6+ 0.27% |
$546 - $618
|
2.24K
$248K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6+ 0.11% |
$546 - $618
|
5.56K
$615K
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
6+ 0.15% |
$546 - $618
|
3.9K
$432K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5New |
$455 - $515
|
5
$553
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
5New |
$455 - $515
|
5
$553
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.16% |
$455 - $515
|
3.2K
$354K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5+ 0.07% |
$455 - $515
|
7.51K
$830K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5+ 0.48% |
$455 - $515
|
1.05K
$116K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4+ 0.16% |
$364 - $412
|
2.5K
$277K
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4+ 0.05% |
$364 - $412
|
8.59K
$950K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
4+ 0.06% |
$364 - $412
|
6.39K
$706K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
4+ 0.06% |
$364 - $412
|
6.69K
$739K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.03% |
$273 - $309
|
9.1K
$1.01M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
3+ 0.08% |
$273 - $309
|
3.87K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
3+ 0.06% |
$273 - $309
|
4.76K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3+ 0.07% |
$273 - $309
|
4.33K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.04% |
$273 - $309
|
6.81K
$754K
|
|
|
Nov 14, 2023
Q3 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
3+ 0.12% |
$273 - $309
|
2.43K
$269K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 0.03% |
$273 - $309
|
11.4K
$1.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2+ 0.06% |
$182 - $206
|
3.62K
$400K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2+ 0.08% |
$182 - $206
|
2.54K
$280K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2+ 0.08% |
$182 - $206
|
2.52K
$278K
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2+ 0.07% |
$182 - $206
|
3.01K
$333K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.65% |
$182 - $206
|
311
$34.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.06% |
$182 - $206
|
3.38K
$374K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.09% |
$182 - $206
|
2.26K
$250K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.77% |
$182 - $206
|
263
$29.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
2+ 0.07% |
$182 - $206
|
2.83K
$313K
|