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 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.04% |
$1.16K - $1.39K
|
36.2K
$3.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
12+ 0.42% |
$1.07K - $1.29K
|
2.9K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
12+ 0.12% |
$1.07K - $1.29K
|
10.2K
$969K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
11+ 0.18% |
$984 - $1.18K
|
6.03K
$574K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11+ 0.55% |
$984 - $1.18K
|
2.02K
$192K
|
|
|
Feb 13, 2024
Q4 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
11+ 0.54% |
$984 - $1.18K
|
2.07K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
11+ 6.96% |
$984 - $1.18K
|
169
$16.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendley & CO Inc
|
BUY
|
- |
10+ 0.36% |
$895 - $1.07K
|
2.78K
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
10+ 0.26% |
$895 - $1.07K
|
3.81K
$363K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
10+ 0.42% |
$895 - $1.07K
|
2.4K
$228K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
9+ 0.39% |
$805 - $965
|
2.31K
$220K
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
9+ 0.4% |
$805 - $965
|
2.25K
$214K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9+ 2.36% |
$805 - $965
|
390
$37.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
8+ 0.26% |
$716 - $858
|
3.06K
$291K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8+ 0.24% |
$716 - $858
|
3.31K
$315K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7+ 0.03% |
$626 - $750
|
27.3K
$2.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
7+ 0.2% |
$626 - $750
|
3.52K
$335K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6+ 4.17% |
$537 - $643
|
150
$14.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6+ 0.2% |
$537 - $643
|
2.96K
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 0.83% |
$537 - $643
|
727
$69.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$447 - $536
|
4.35K
$414K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.16% |
$447 - $536
|
3.21K
$305K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5+ 0.16% |
$447 - $536
|
3.14K
$299K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
5+ 0.19% |
$447 - $536
|
2.7K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
5+ 0.18% |
$447 - $536
|
2.77K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.14% |
$447 - $536
|
3.69K
$351K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 0.35% |
$358 - $429
|
1.15K
$109K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.06% |
$358 - $429
|
7.03K
$669K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.06% |
$358 - $429
|
7.15K
$680K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
4New |
$358 - $429
|
4
$381
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3+ 0.05% |
$268 - $322
|
6.2K
$590K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
3+ 0.09% |
$268 - $322
|
3.38K
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.23% |
$268 - $322
|
247
$23.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
3+ 0.06% |
$268 - $322
|
4.77K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3+ 0.13% |
$268 - $322
|
2.28K
$217K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
3+ 0.44% |
$268 - $322
|
680
$64.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$179 - $214
|
2.61K
$248K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.1% |
$179 - $214
|
2.03K
$193K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.06% |
$179 - $214
|
3.08K
$293K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.25% |
$179 - $214
|
789
$75.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2+ 0.04% |
$179 - $214
|
4.58K
$436K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2New |
$179 - $214
|
2
$190
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 3.64% |
$179 - $214
|
57
$5.42K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.04% |
$89.5 - $107
|
2.35K
$224K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.36% |
$89.5 - $107
|
277
$26.4K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.3% |
$89.5 - $107
|
333
$31.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$89.5 - $107
|
4.36K
$415K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.32% |
$89.5 - $107
|
77
$7.33K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.1% |
$89.5 - $107
|
1.02K
$97.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
1+ 0.0% |
$89.5 - $107
|
31.9K
$3.03M
|