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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
516+ 1.15% |
$46.2K - $55.3K
|
45.3K
$4.31M
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
514+ 1.75% |
$46K - $55.1K
|
29.8K
$2.84M
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
505+ 5.36% |
$45.2K - $54.1K
|
9.93K
$945K
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
503+ 4.75% |
$45K - $53.9K
|
11.1K
$1.05M
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
501+ 9.16% |
$44.8K - $53.7K
|
5.97K
$568K
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
500+ 6.63% |
$44.7K - $53.6K
|
8.04K
$765K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
500+ 6.33% |
$44.7K - $53.6K
|
8.4K
$799K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
498New |
$44.6K - $53.4K
|
498
$47.4K
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
489+ 0.88% |
$43.8K - $52.4K
|
55.9K
$5.32M
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
481+ 2.77% |
$43K - $51.6K
|
17.8K
$1.7M
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
480+ 3.73% |
$43K - $51.5K
|
13.3K
$1.27M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
479+ 61.81% |
$42.9K - $51.4K
|
1.25K
$119K
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
477+ 2.08% |
$42.7K - $51.1K
|
23.4K
$2.23M
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
473+ 0.83% |
$42.3K - $50.7K
|
57.3K
$5.45M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
472New |
$42.2K - $50.6K
|
472
$44.9K
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
470+ 3.41% |
$42.1K - $50.4K
|
14.3K
$1.36M
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
468+ 19.39% |
$41.9K - $50.2K
|
2.88K
$274K
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
467+ 0.18% |
$41.8K - $50.1K
|
267K
$25.4M
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
466+ 6.63% |
$41.7K - $50K
|
7.49K
$713K
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
466+ 5.5% |
$41.7K - $50K
|
8.94K
$851K
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
465+ 14.39% |
$41.6K - $49.9K
|
3.7K
$352K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
464+ 0.83% |
$41.5K - $49.7K
|
56.1K
$5.33M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
459+ 0.23% |
$41.1K - $49.2K
|
198K
$18.8M
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
458New |
$41K - $49.1K
|
458
$43.6K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
456+ 0.67% |
$40.8K - $48.9K
|
68.1K
$6.48M
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
453+ 0.72% |
$40.5K - $48.6K
|
63.5K
$6.04M
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
452+ 1.6% |
$40.4K - $48.5K
|
28.8K
$2.74M
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
451+ 196.09% |
$40.4K - $48.4K
|
681
$64.8K
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
450+ 1.68% |
$40.3K - $48.2K
|
27.3K
$2.59M
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
443+ 9.89% |
$39.6K - $47.5K
|
4.92K
$468K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
443+ 2.38% |
$39.6K - $47.5K
|
19.1K
$1.81M
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
440+ 1.33% |
$39.4K - $47.2K
|
33.6K
$3.19M
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
BUY
|
- |
440+ 0.55% |
$39.4K - $47.2K
|
80.2K
$7.63M
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
439+ 5.01% |
$39.3K - $47.1K
|
9.2K
$876K
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
438+ 0.87% |
$39.2K - $47K
|
50.8K
$4.83M
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
438+ 3.07% |
$39.2K - $47K
|
14.7K
$1.4M
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
437+ 3.95% |
$39.1K - $46.9K
|
11.5K
$1.09M
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
429+ 0.99% |
$38.4K - $46K
|
43.6K
$4.15M
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
425+ 14.72% |
$38K - $45.6K
|
3.31K
$315K
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
419+ 4.45% |
$37.5K - $44.9K
|
9.84K
$936K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
418New |
$37.4K - $44.8K
|
418
$39.8K
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
417+ 2.73% |
$37.3K - $44.7K
|
15.7K
$1.49M
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
416+ 0.12% |
$37.2K - $44.6K
|
333K
$31.7M
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
415+ 8.61% |
$37.1K - $44.5K
|
5.24K
$498K
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
410+ 3.46% |
$36.7K - $44K
|
12.3K
$1.17M
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
410+ 0.66% |
$36.7K - $44K
|
62.7K
$5.96M
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
407+ 0.83% |
$36.4K - $43.6K
|
49.3K
$4.69M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
405New |
$36.2K - $43.4K
|
405
$38.5K
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
400New |
$35.8K - $42.9K
|
400
$38.1K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
397New |
$35.5K - $42.6K
|
397
$37.8K
|