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 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.44K+ 10.47% |
$129K - $154K
|
15.2K
$1.45M
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.43K+ 6.21% |
$128K - $154K
|
24.5K
$2.33M
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
1.43K+ 0.92% |
$128K - $154K
|
158K
$15M
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.43KNew |
$128K - $154K
|
1.43K
$136K
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
1.42K+ 6.77% |
$127K - $152K
|
22.4K
$2.13M
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
1.42K+ 2.01% |
$127K - $152K
|
71.9K
$6.84M
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.41K+ 2.08% |
$126K - $151K
|
69.2K
$6.59M
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.41K+ 8.34% |
$126K - $151K
|
18.3K
$1.74M
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
1.38K+ 21.37% |
$124K - $148K
|
7.84K
$746K
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.37K+ 40.92% |
$122K - $147K
|
4.71K
$448K
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.37K+ 12.04% |
$122K - $146K
|
12.7K
$1.21M
|
|
Feb 14, 2024
Q4 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
1.36K+ 1.43% |
$122K - $146K
|
96.2K
$9.15M
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.35KNew |
$121K - $145K
|
1.35K
$129K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.35K+ 200.15% |
$121K - $145K
|
2.03K
$193K
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.35K+ 1.02% |
$121K - $145K
|
133K
$12.7M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.33K+ 1698.72% |
$119K - $142K
|
1.4K
$133K
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
1.31K+ 1.55% |
$117K - $140K
|
85.8K
$8.16M
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.3KNew |
$116K - $139K
|
1.3K
$124K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.3K+ 14.79% |
$116K - $139K
|
10.1K
$959K
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.29KNew |
$115K - $138K
|
1.29K
$123K
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.27K+ 2.25% |
$113K - $136K
|
57.5K
$5.47M
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.27K+ 50.99% |
$113K - $136K
|
3.75K
$357K
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.24K+ 53.69% |
$111K - $133K
|
3.54K
$337K
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.22K+ 0.39% |
$109K - $131K
|
313K
$29.8M
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.21K+ 7.98% |
$108K - $130K
|
16.4K
$1.56M
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.2K+ 33.96% |
$107K - $129K
|
4.73K
$450K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.2KNew |
$107K - $129K
|
1.2K
$114K
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.2KNew |
$107K - $128K
|
1.2K
$114K
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.17K+ 3.51% |
$105K - $125K
|
34.4K
$3.28M
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.17K+ 1.37% |
$104K - $125K
|
86.4K
$8.22M
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.17K+ 34.32% |
$104K - $125K
|
4.56K
$434K
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.13K+ 5.5% |
$101K - $121K
|
21.7K
$2.07M
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.12K+ 18.45% |
$100K - $120K
|
7.21K
$686K
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.1K+ 0.57% |
$98.4K - $118K
|
196K
$18.6M
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
BUY
|
- |
1.1K+ 0.74% |
$98.2K - $118K
|
149K
$14.2M
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
1.09K+ 2.68% |
$97.6K - $117K
|
41.8K
$3.98M
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.09K+ 3.88% |
$97.5K - $117K
|
29.2K
$2.78M
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.08K+ 3.57% |
$96.2K - $115K
|
31.2K
$2.96M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.05K+ 72.73% |
$93.8K - $112K
|
2.49K
$237K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.04K+ 15.08% |
$93.1K - $111K
|
7.94K
$755K
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
1.04K+ 1283.95% |
$93.1K - $111K
|
1.12K
$107K
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.04K+ 10.55% |
$92.7K - $111K
|
10.9K
$1.03M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.03K+ 0.57% |
$92.1K - $110K
|
182K
$17.3M
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.02K+ 45.35% |
$91.6K - $110K
|
3.28K
$312K
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.02K+ 81.8% |
$90.9K - $109K
|
2.26K
$215K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.02K+ 17.2% |
$90.8K - $109K
|
6.92K
$658K
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.01K+ 18.87% |
$90.7K - $109K
|
6.39K
$608K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1K+ 3.89% |
$89.5K - $107K
|
26.7K
$2.54M
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1K+ 5.53% |
$89.5K - $107K
|
19.1K
$1.82M
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
996+ 0.3% |
$89.1K - $107K
|
332K
$31.6M
|