Purchases and Sales Made in Q4 2022 in Starbucks Corp (SBUX)
This table provides information about the institutional ownership of Starbucks Corp (SBUX) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
100+ 0.71% |
$8.38K - $10.5K
|
14.2K
$1.43M
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
99+ 2.81% |
$8.29K - $10.4K
|
3.63K
$365K
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
99+ 2.73% |
$8.29K - $10.4K
|
3.72K
$375K
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
98+ 2.0% |
$8.21K - $10.3K
|
5K
$503K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
97New |
$8.12K - $10.2K
|
97
$9.76K
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
97+ 3.8% |
$8.12K - $10.2K
|
2.65K
$267K
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
95+ 19.19% |
$7.96K - $9.98K
|
590
$59.4K
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
92+ 0.1% |
$7.71K - $9.66K
|
88K
$8.86M
|
|
Jan 30, 2023
Q4 2022
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
90+ 0.0% |
$7.54K - $9.45K
|
2.7M
$272M
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
88+ 1.64% |
$7.37K - $9.24K
|
5.45K
$549K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
86New |
$7.2K - $9.03K
|
86
$8.66K
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
85+ 2.6% |
$7.12K - $8.93K
|
3.36K
$338K
|
|
Jan 26, 2023
Q4 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
85+ 0.82% |
$7.12K - $8.93K
|
10.5K
$1.06M
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
85+ 13.6% |
$7.12K - $8.93K
|
710
$71.5K
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
84+ 0.88% |
$7.04K - $8.82K
|
9.68K
$974K
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
83+ 2.22% |
$6.95K - $8.72K
|
3.83K
$385K
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
82+ 0.97% |
$6.87K - $8.61K
|
8.55K
$861K
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
81+ 1.52% |
$6.78K - $8.51K
|
5.42K
$545K
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
80+ 2.51% |
$6.7K - $8.4K
|
3.26K
$328K
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
BUY
|
- |
80+ 1.17% |
$6.7K - $8.4K
|
6.94K
$699K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
79+ 1.66% |
$6.62K - $8.3K
|
4.84K
$487K
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
79+ 0.66% |
$6.62K - $8.3K
|
12.1K
$1.22M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
79New |
$6.62K - $8.3K
|
79
$7.95K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
78New |
$6.53K - $8.19K
|
78
$7.85K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
78New |
$6.53K - $8.19K
|
78
$7.85K
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
75+ 0.84% |
$6.28K - $7.88K
|
9.05K
$911K
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
73+ 0.71% |
$6.11K - $7.67K
|
10.3K
$1.04M
|
|
Jan 27, 2023
Q4 2022
|
Sicart Associates LLC
|
BUY
|
- |
70+ 0.3% |
$5.86K - $7.35K
|
23.1K
$2.32M
|
|
Jan 30, 2023
Q4 2022
|
Family Capital Trust CO
|
BUY
|
- |
70+ 0.14% |
$5.86K - $7.35K
|
50.3K
$5.06M
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
70+ 0.56% |
$5.86K - $7.35K
|
12.6K
$1.27M
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
69+ 2.88% |
$5.78K - $7.25K
|
2.46K
$248K
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
68+ 0.16% |
$5.7K - $7.14K
|
42.7K
$4.3M
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
67+ 1.89% |
$5.61K - $7.04K
|
3.61K
$363K
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
67+ 0.65% |
$5.61K - $7.04K
|
10.4K
$1.04M
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
67+ 1.53% |
$5.61K - $7.04K
|
4.45K
$448K
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
66+ 1.39% |
$5.53K - $6.93K
|
4.81K
$484K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
66+ 10.41% |
$5.53K - $6.93K
|
700
$70.5K
|
|
Jan 20, 2023
Q4 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
65+ 0.1% |
$5.44K - $6.83K
|
63.9K
$6.43M
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
65+ 1.23% |
$5.44K - $6.83K
|
5.37K
$540K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
64New |
$5.36K - $6.72K
|
64
$6.44K
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
64+ 32.0% |
$5.36K - $6.72K
|
264
$26.6K
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
64+ 0.13% |
$5.36K - $6.72K
|
51.2K
$5.15M
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
62+ 2.08% |
$5.19K - $6.51K
|
3.04K
$306K
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
62+ 0.58% |
$5.19K - $6.51K
|
10.8K
$1.09M
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
62+ 2.36% |
$5.19K - $6.51K
|
2.69K
$271K
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
61+ 2.03% |
$5.11K - $6.41K
|
3.07K
$309K
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
61+ 0.04% |
$5.11K - $6.41K
|
161K
$16.2M
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
61+ 0.16% |
$5.11K - $6.41K
|
37.4K
$3.76M
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
60+ 0.72% |
$5.03K - $6.3K
|
8.35K
$840K
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
57+ 1.76% |
$4.77K - $5.99K
|
3.29K
$331K
|