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 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
69+ 1.9% |
$6.17K - $7.4K
|
3.69K
$351K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
69+ 2.41% |
$6.17K - $7.4K
|
2.93K
$279K
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
68+ 1.79% |
$6.08K - $7.29K
|
3.87K
$368K
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
64+ 1.29% |
$5.73K - $6.86K
|
5.04K
$479K
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
63+ 1.16% |
$5.64K - $6.75K
|
5.49K
$522K
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
63+ 2.75% |
$5.64K - $6.75K
|
2.35K
$224K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
62+ 0.81% |
$5.55K - $6.65K
|
7.72K
$734K
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
62+ 0.47% |
$5.55K - $6.65K
|
13.3K
$1.27M
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
62+ 0.06% |
$5.55K - $6.65K
|
112K
$10.7M
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
62+ 0.0% |
$5.55K - $6.65K
|
108M
$10.3B
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
61New |
$5.46K - $6.54K
|
61
$5.8K
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
60+ 0.74% |
$5.37K - $6.43K
|
8.17K
$778K
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
60+ 0.83% |
$5.37K - $6.43K
|
7.32K
$697K
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
59+ 1.03% |
$5.28K - $6.33K
|
5.77K
$549K
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
57+ 0.46% |
$5.1K - $6.11K
|
12.4K
$1.18M
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
57+ 0.54% |
$5.1K - $6.11K
|
10.6K
$1.01M
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
57New |
$5.1K - $6.11K
|
57
$5.42K
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
57+ 2.63% |
$5.1K - $6.11K
|
2.22K
$211K
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
56+ 1.69% |
$5.01K - $6K
|
3.37K
$320K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
56New |
$5.01K - $6K
|
56
$5.33K
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
55+ 1.76% |
$4.92K - $5.9K
|
3.19K
$303K
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
54+ 1.1% |
$4.83K - $5.79K
|
4.95K
$471K
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
54+ 0.55% |
$4.83K - $5.79K
|
9.84K
$936K
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
54+ 1.22% |
$4.83K - $5.79K
|
4.47K
$425K
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
53+ 2.1% |
$4.74K - $5.68K
|
2.58K
$245K
|
|
Feb 28, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
53New |
$4.74K - $5.68K
|
53
$5.04K
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
53New |
$4.74K - $5.68K
|
53
$5.04K
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
52+ 472.73% |
$4.65K - $5.57K
|
63
$5.99K
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
52+ 1.02% |
$4.65K - $5.57K
|
5.16K
$491K
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
51+ 0.92% |
$4.56K - $5.47K
|
5.6K
$533K
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
51+ 2.1% |
$4.56K - $5.47K
|
2.48K
$236K
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
50+ 0.19% |
$4.47K - $5.36K
|
26.1K
$2.48M
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
50New |
$4.47K - $5.36K
|
50
$4.76K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$4.47K - $5.36K
|
50
$4.76K
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
49+ 1.15% |
$4.38K - $5.25K
|
4.29K
$408K
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
49+ 2.03% |
$4.38K - $5.25K
|
2.46K
$234K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
49New |
$4.38K - $5.25K
|
49
$4.66K
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
48+ 0.48% |
$4.3K - $5.15K
|
9.99K
$951K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
48New |
$4.3K - $5.15K
|
48
$4.57K
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
46+ 0.24% |
$4.12K - $4.93K
|
19K
$1.81M
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
46+ 0.19% |
$4.12K - $4.93K
|
24.1K
$2.3M
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
45+ 0.66% |
$4.03K - $4.82K
|
6.86K
$652K
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
44+ 0.56% |
$3.94K - $4.72K
|
7.89K
$751K
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
43+ 0.66% |
$3.85K - $4.61K
|
6.6K
$628K
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
42+ 0.37% |
$3.76K - $4.5K
|
11.3K
$1.08M
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
41+ 1.53% |
$3.67K - $4.4K
|
2.72K
$258K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
41+ 3.42% |
$3.67K - $4.4K
|
1.24K
$118K
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
40+ 1.06% |
$3.58K - $4.29K
|
3.82K
$363K
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
40+ 0.35% |
$3.58K - $4.29K
|
11.5K
$1.09M
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
38+ 0.66% |
$3.4K - $4.07K
|
5.79K
$550K
|