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 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1+ 0.01% |
$89.5 - $107
|
10K
$951K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.0% |
$89.5 - $107
|
43.9K
$4.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1+ 0.02% |
$89.5 - $107
|
5.26K
$501K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.31% |
$89.5 - $107
|
319
$30.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1+ 0.01% |
$89.5 - $107
|
8.49K
$807K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1+ 0.02% |
$89.5 - $107
|
4.47K
$425K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.02% |
$89.5 - $107
|
5.17K
$492K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1+ 0.01% |
$89.5 - $107
|
12.7K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1+ 0.02% |
$89.5 - $107
|
6.28K
$597K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.01% |
$89.5 - $107
|
11.2K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$89.5 - $107
|
6.21K
$590K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-1- 0.01% |
$89.5 - $107
|
10.7K
$1.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 0.12% |
$89.5 - $107
|
801
$76.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
SELL
|
- |
-1- 0.01% |
$89.5 - $107
|
7.23K
$687K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2- 0.03% |
$179 - $214
|
7.51K
$714K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 0.18% |
$179 - $214
|
1.1K
$104K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$268 - $322
|
5.06K
$481K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-4- 0.16% |
$358 - $429
|
2.56K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-4- 0.14% |
$358 - $429
|
2.85K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-4- 0.06% |
$358 - $429
|
6.98K
$664K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-5- 0.09% |
$447 - $536
|
5.8K
$552K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5- 0.66% |
$447 - $536
|
755
$71.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5- 4.42% |
$447 - $536
|
108
$10.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-5- 0.02% |
$447 - $536
|
33K
$3.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-6- 0.02% |
$537 - $643
|
28.6K
$2.72M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6- 0.76% |
$537 - $643
|
785
$74.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-7- 0.65% |
$626 - $750
|
1.07K
$102K
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-7- 0.2% |
$626 - $750
|
3.42K
$325K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-8- 2.82% |
$716 - $858
|
276
$26.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-9- 0.32% |
$805 - $965
|
2.79K
$265K
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-10- 0.35% |
$895 - $1.07K
|
2.85K
$271K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11- 0.09% |
$984 - $1.18K
|
11.8K
$1.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-12- 0.3% |
$1.07K - $1.29K
|
3.97K
$378K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-12- 0.14% |
$1.07K - $1.29K
|
8.63K
$820K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-12- 0.98% |
$1.07K - $1.29K
|
1.21K
$115K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-12- 0.37% |
$1.07K - $1.29K
|
3.24K
$308K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-13- 0.31% |
$1.16K - $1.39K
|
4.12K
$392K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-14- 0.09% |
$1.25K - $1.5K
|
15.2K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-14- 0.49% |
$1.25K - $1.5K
|
2.87K
$273K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-14- 0.09% |
$1.25K - $1.5K
|
15.2K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-15- 0.59% |
$1.34K - $1.61K
|
2.53K
$241K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-16- 0.16% |
$1.43K - $1.72K
|
10.2K
$971K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-17- 0.02% |
$1.52K - $1.82K
|
105K
$9.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-17- 0.33% |
$1.52K - $1.82K
|
5.09K
$484K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-17- 0.23% |
$1.52K - $1.82K
|
7.23K
$688K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-17- 0.27% |
$1.52K - $1.82K
|
6.24K
$594K
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-18- 0.29% |
$1.61K - $1.93K
|
6.12K
$582K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-18- 0.75% |
$1.61K - $1.93K
|
2.4K
$228K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-18- 0.04% |
$1.61K - $1.93K
|
40K
$3.81M
|