Purchases and Sales Made in Q4 2023 in Starbucks Corp (SBUX)
This table provides information about the institutional ownership of Starbucks Corp (SBUX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.27KNew |
$203K - $243K
|
2.27K
$216K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.27K+ 4.42% |
$203K - $243K
|
53.6K
$5.1M
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.26KNew |
$202K - $243K
|
2.26K
$215K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$202K - $242K
|
2.25K
$214K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.25K+ 158.98% |
$201K - $241K
|
3.66K
$348K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
2.25KNew |
$201K - $241K
|
2.25K
$214K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2.24K+ 8.94% |
$201K - $240K
|
27.3K
$2.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
2.24KNew |
$200K - $240K
|
2.24K
$213K
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.23KNew |
$200K - $239K
|
2.23K
$212K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.23KNew |
$200K - $239K
|
2.23K
$212K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.23KNew |
$199K - $239K
|
2.23K
$212K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.22KNew |
$199K - $238K
|
2.22K
$211K
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
2.22K+ 33.5% |
$198K - $238K
|
8.83K
$840K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.21KNew |
$198K - $237K
|
2.21K
$211K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.21KNew |
$198K - $237K
|
2.21K
$210K
|
|
|
Jan 11, 2024
Q4 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
2.21K+ 72.49% |
$197K - $237K
|
5.25K
$499K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
2.19KNew |
$196K - $235K
|
2.19K
$209K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.18KNew |
$195K - $234K
|
2.18K
$207K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2.18KNew |
$195K - $234K
|
2.18K
$207K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.18KNew |
$195K - $234K
|
2.18K
$207K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.16K+ 25.83% |
$193K - $231K
|
10.5K
$999K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.15K+ 37.38% |
$192K - $231K
|
7.9K
$752K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.14KNew |
$192K - $230K
|
2.14K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
2.14KNew |
$192K - $230K
|
2.14K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.14KNew |
$192K - $230K
|
2.14K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.13KNew |
$191K - $229K
|
2.13K
$203K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.12K+ 50.07% |
$190K - $227K
|
6.35K
$604K
|
|
|
Feb 02, 2024
Q4 2023
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
2.11KNew |
$189K - $226K
|
2.11K
$201K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.11KNew |
$189K - $226K
|
2.11K
$201K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
2.11KNew |
$189K - $226K
|
2.11K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.11KNew |
$189K - $226K
|
2.11K
$201K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.1KNew |
$188K - $225K
|
2.1K
$200K
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.09KNew |
$187K - $224K
|
2.09K
$199K
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
2.09KNew |
$187K - $224K
|
2.09K
$199K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.09KNew |
$187K - $224K
|
2.09K
$199K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.08K+ 4.0% |
$186K - $223K
|
54.1K
$5.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.07K+ 7.47% |
$185K - $222K
|
29.8K
$2.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.05K+ 1.74% |
$183K - $220K
|
120K
$11.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.03K+ 26.65% |
$182K - $218K
|
9.66K
$919K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
2KNew |
$179K - $214K
|
2K
$190K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 81.51% |
$176K - $211K
|
4.39K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.97K+ 1.61% |
$176K - $211K
|
125K
$11.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.95K+ 9.77% |
$174K - $209K
|
21.9K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.91K+ 3.81% |
$171K - $205K
|
52.2K
$4.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.91K+ 30.47% |
$171K - $205K
|
8.19K
$779K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.91K+ 1.01% |
$170K - $204K
|
190K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.89K+ 0.62% |
$169K - $202K
|
305K
$29M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
1.87K+ 14.23% |
$167K - $200K
|
15K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.85K+ 39.82% |
$165K - $198K
|
6.49K
$617K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.84K+ 0.9% |
$164K - $197K
|
207K
$19.7M
|