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
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
100+ 1.1% |
$8.95K - $10.7K
|
9.22K
$877K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
100+ 0.84% |
$8.95K - $10.7K
|
12K
$1.14M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
100New |
$8.95K - $10.7K
|
100
$9.51K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
99+ 2.83% |
$8.86K - $10.6K
|
3.6K
$342K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
99+ 0.95% |
$8.86K - $10.6K
|
10.6K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
97+ 0.95% |
$8.68K - $10.4K
|
10.3K
$980K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
96+ 2.64% |
$8.59K - $10.3K
|
3.73K
$355K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
95+ 0.45% |
$8.5K - $10.2K
|
21.2K
$2.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
94+ 0.32% |
$8.41K - $10.1K
|
29.2K
$2.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
93+ 0.82% |
$8.32K - $9.97K
|
11.4K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
91+ 8.04% |
$8.14K - $9.76K
|
1.22K
$116K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
90+ 1.28% |
$8.05K - $9.65K
|
7.1K
$675K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
90+ 0.74% |
$8.05K - $9.65K
|
12.2K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
89+ 2.26% |
$7.96K - $9.54K
|
4.03K
$383K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
88New |
$7.87K - $9.43K
|
88
$8.37K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
88+ 7.94% |
$7.87K - $9.43K
|
1.2K
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
87+ 0.74% |
$7.78K - $9.33K
|
11.9K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
87+ 1.86% |
$7.78K - $9.33K
|
4.76K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
87+ 3.42% |
$7.78K - $9.33K
|
2.63K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
87+ 0.86% |
$7.78K - $9.33K
|
10.2K
$970K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
86+ 1.28% |
$7.7K - $9.22K
|
6.82K
$649K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
84+ 1.53% |
$7.52K - $9.01K
|
5.58K
$531K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
83+ 0.89% |
$7.43K - $8.9K
|
9.4K
$894K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
83+ 0.37% |
$7.43K - $8.9K
|
22.2K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
83+ 18.24% |
$7.43K - $8.9K
|
538
$51.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
83+ 0.98% |
$7.43K - $8.9K
|
8.57K
$816K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
83New |
$7.43K - $8.9K
|
83
$7.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
82+ 0.78% |
$7.34K - $8.79K
|
10.6K
$1M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
81+ 2.03% |
$7.25K - $8.68K
|
4.08K
$388K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
81+ 4.46% |
$7.25K - $8.68K
|
1.9K
$181K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
81+ 2.21% |
$7.25K - $8.68K
|
3.74K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
81+ 0.11% |
$7.25K - $8.68K
|
74K
$7.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
80New |
$7.16K - $8.58K
|
80
$7.61K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
79+ 3.3% |
$7.07K - $8.47K
|
2.47K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
76New |
$6.8K - $8.15K
|
76
$7.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
76+ 2.22% |
$6.8K - $8.15K
|
3.5K
$333K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
75+ 2.41% |
$6.71K - $8.04K
|
3.18K
$303K
|
|
|
Jan 31, 2024
Q4 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
75+ 1.59% |
$6.71K - $8.04K
|
4.8K
$457K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
75+ 2500.0% |
$6.71K - $8.04K
|
78
$7.42K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
75+ 0.73% |
$6.71K - $8.04K
|
10.3K
$979K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
75+ 0.14% |
$6.71K - $8.04K
|
52.4K
$4.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
73+ 1.21% |
$6.53K - $7.83K
|
6.13K
$583K
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
73+ 2.76% |
$6.53K - $7.83K
|
2.72K
$259K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
73+ 0.78% |
$6.53K - $7.83K
|
9.46K
$900K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
72+ 1.02% |
$6.44K - $7.72K
|
7.11K
$676K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
71+ 2.33% |
$6.35K - $7.61K
|
3.12K
$297K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
71+ 15.01% |
$6.35K - $7.61K
|
544
$51.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
70+ 1.44% |
$6.26K - $7.5K
|
4.94K
$470K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
70+ 0.23% |
$6.26K - $7.5K
|
30K
$2.85M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
70+ 1.38% |
$6.26K - $7.5K
|
5.16K
$491K
|