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 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
152+ 0.64% |
$13.6K - $16.3K
|
23.7K
$2.26M
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
152+ 0.58% |
$13.6K - $16.3K
|
26.5K
$2.52M
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
151+ 2.08% |
$13.5K - $16.2K
|
7.4K
$704K
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
150+ 2.74% |
$13.4K - $16.1K
|
5.62K
$535K
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
150+ 6.19% |
$13.4K - $16.1K
|
2.57K
$245K
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
150+ 0.17% |
$13.4K - $16.1K
|
90.7K
$8.63M
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
149+ 6.02% |
$13.3K - $16K
|
2.62K
$250K
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
144+ 6.37% |
$12.9K - $15.4K
|
2.4K
$229K
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
143+ 2.63% |
$12.8K - $15.3K
|
5.58K
$530K
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
140+ 400.0% |
$12.5K - $15K
|
175
$16.6K
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
134+ 3.41% |
$12K - $14.4K
|
4.06K
$386K
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
133+ 1.86% |
$11.9K - $14.3K
|
7.28K
$693K
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
133+ 2.38% |
$11.9K - $14.3K
|
5.73K
$545K
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
133+ 0.87% |
$11.9K - $14.3K
|
15.4K
$1.46M
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
133+ 4.87% |
$11.9K - $14.3K
|
2.86K
$272K
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
132+ 2.1% |
$11.8K - $14.2K
|
6.42K
$611K
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
130New |
$11.6K - $13.9K
|
130
$12.4K
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
128+ 3.19% |
$11.5K - $13.7K
|
4.14K
$394K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
126+ 3.49% |
$11.3K - $13.5K
|
3.74K
$356K
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
125+ 0.99% |
$11.2K - $13.4K
|
12.7K
$1.21M
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
125+ 0.75% |
$11.2K - $13.4K
|
16.7K
$1.59M
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
124+ 3.35% |
$11.1K - $13.3K
|
3.83K
$364K
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
123+ 1.15% |
$11K - $13.2K
|
10.9K
$1.03M
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
120+ 3.18% |
$10.7K - $12.9K
|
3.9K
$371K
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
119New |
$10.6K - $12.8K
|
119
$11.3K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
118+ 24.58% |
$10.6K - $12.7K
|
598
$56.9K
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
118+ 134.09% |
$10.6K - $12.7K
|
206
$19.6K
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
116+ 0.12% |
$10.4K - $12.4K
|
96.6K
$9.19M
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
114+ 1.21% |
$10.2K - $12.2K
|
9.57K
$911K
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
113+ 3.23% |
$10.1K - $12.1K
|
3.61K
$344K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
113+ 9.97% |
$10.1K - $12.1K
|
1.25K
$119K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
113New |
$10.1K - $12.1K
|
113
$10.7K
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
110+ 2.98% |
$9.84K - $11.8K
|
3.8K
$361K
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
109+ 0.27% |
$9.75K - $11.7K
|
40.1K
$3.81M
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
109New |
$9.75K - $11.7K
|
109
$10.4K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
108+ 2.77% |
$9.66K - $11.6K
|
4K
$381K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
108+ 2.77% |
$9.66K - $11.6K
|
4K
$381K
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
107+ 0.68% |
$9.57K - $11.5K
|
15.7K
$1.5M
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
107+ 0.34% |
$9.57K - $11.5K
|
31.5K
$3M
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
106+ 2.15% |
$9.48K - $11.4K
|
5.03K
$479K
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
105+ 0.11% |
$9.4K - $11.3K
|
91.9K
$8.74M
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
104+ 0.42% |
$9.31K - $11.1K
|
24.6K
$2.34M
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
103+ 381.48% |
$9.22K - $11K
|
130
$12.4K
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
103+ 2.95% |
$9.22K - $11K
|
3.6K
$342K
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
101+ 0.3% |
$9.04K - $10.8K
|
33.9K
$3.22M
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
100+ 1.16% |
$8.95K - $10.7K
|
8.7K
$828K
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
100+ 0.37% |
$8.95K - $10.7K
|
26.8K
$2.55M
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
100+ 1.11% |
$8.95K - $10.7K
|
9.1K
$865K
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
100New |
$8.95K - $10.7K
|
100
$9.51K
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
100New |
$8.95K - $10.7K
|
100
$9.51K
|