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 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
36+ 1.34% |
$3.22K - $3.86K
|
2.72K
$259K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
34+ 0.55% |
$3.04K - $3.65K
|
6.22K
$592K
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
33+ 0.91% |
$2.95K - $3.54K
|
3.65K
$347K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
32+ 1.14% |
$2.86K - $3.43K
|
2.85K
$271K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
30+ 1.21% |
$2.68K - $3.22K
|
2.51K
$238K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
30New |
$2.68K - $3.22K
|
30
$2.85K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
30+ 0.27% |
$2.68K - $3.22K
|
10.9K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30+ 0.18% |
$2.68K - $3.22K
|
16.3K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
29+ 0.26% |
$2.59K - $3.11K
|
11.2K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
29+ 0.42% |
$2.59K - $3.11K
|
6.95K
$661K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
29+ 6.32% |
$2.59K - $3.11K
|
488
$46.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
28+ 0.92% |
$2.51K - $3K
|
3.07K
$292K
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
28+ 0.26% |
$2.51K - $3K
|
10.7K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
28+ 1.1% |
$2.51K - $3K
|
2.58K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
28+ 12.61% |
$2.51K - $3K
|
250
$23.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
27+ 0.31% |
$2.42K - $2.89K
|
8.8K
$837K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
27+ 7.18% |
$2.42K - $2.89K
|
403
$38.3K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
27New |
$2.42K - $2.89K
|
27
$2.57K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
26+ 0.49% |
$2.33K - $2.79K
|
5.29K
$503K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
25+ 7.84% |
$2.24K - $2.68K
|
344
$32.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
24+ 0.55% |
$2.15K - $2.57K
|
4.38K
$417K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
23+ 21.3% |
$2.06K - $2.47K
|
131
$12.5K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
23+ 0.29% |
$2.06K - $2.47K
|
7.95K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
22+ 0.73% |
$1.97K - $2.36K
|
3.02K
$287K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
22+ 1.74% |
$1.97K - $2.36K
|
1.29K
$123K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
21+ 0.72% |
$1.88K - $2.25K
|
2.95K
$280K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
20+ 0.51% |
$1.79K - $2.14K
|
3.91K
$372K
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
20+ 0.05% |
$1.79K - $2.14K
|
41.5K
$3.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
20+ 0.16% |
$1.79K - $2.14K
|
12.3K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
20+ 0.5% |
$1.79K - $2.14K
|
4.05K
$385K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
20+ 0.61% |
$1.79K - $2.14K
|
3.3K
$314K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
19+ 0.29% |
$1.7K - $2.04K
|
6.6K
$628K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.64% |
$1.7K - $2.04K
|
3K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
19+ 0.73% |
$1.7K - $2.04K
|
2.61K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
19+ 0.05% |
$1.7K - $2.04K
|
41.6K
$3.96M
|
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
BUY
|
- |
18+ 0.26% |
$1.61K - $1.93K
|
6.99K
$665K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
17+ 0.13% |
$1.52K - $1.82K
|
13.3K
$1.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
17+ 0.5% |
$1.52K - $1.82K
|
3.43K
$326K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.1% |
$1.52K - $1.82K
|
17.1K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
16+ 2.96% |
$1.43K - $1.72K
|
557
$53K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
15+ 2.31% |
$1.34K - $1.61K
|
665
$63.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
15+ 0.19% |
$1.34K - $1.61K
|
7.98K
$760K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
15+ 0.49% |
$1.34K - $1.61K
|
3.06K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
15+ 0.42% |
$1.34K - $1.61K
|
3.59K
$342K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
14+ 0.39% |
$1.25K - $1.5K
|
3.59K
$341K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
14+ 0.48% |
$1.25K - $1.5K
|
2.93K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
14New |
$1.25K - $1.5K
|
14
$1.33K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
14New |
$1.25K - $1.5K
|
14
$1.33K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
13+ 0.52% |
$1.16K - $1.39K
|
2.49K
$237K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 0.12% |
$1.16K - $1.39K
|
10.7K
$1.01M
|