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 15, 2024
Q4 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
12.8KNew |
$1.14M - $1.37M
|
12.8K
$1.17M
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
12.7K+ 143.82% |
$1.14M - $1.36M
|
21.5K
$1.97M
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
12.6K+ 3.31% |
$1.13M - $1.35M
|
394K
$36.2M
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
12.5K+ 15.5% |
$1.12M - $1.34M
|
93.2K
$8.55M
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
12.5K+ 22.68% |
$1.12M - $1.34M
|
67.6K
$6.2M
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.3K+ 77.78% |
$1.1M - $1.32M
|
28.2K
$2.59M
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
12.3K+ 7.06% |
$1.1M - $1.32M
|
187K
$17.2M
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
12.3KNew |
$1.1M - $1.31M
|
12.3K
$1.12M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
12.1K+ 14.52% |
$1.08M - $1.3M
|
95.4K
$8.75M
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.9K+ 2.05% |
$1.07M - $1.28M
|
594K
$54.5M
|
|
Feb 13, 2024
Q4 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
11.8KNew |
$1.05M - $1.26M
|
11.8K
$1.08M
|
|
Feb 09, 2024
Q4 2023
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
11.7KNew |
$1.05M - $1.25M
|
11.7K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
11.4K+ 8.08% |
$1.02M - $1.23M
|
153K
$14.1M
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
11.3K+ 249.74% |
$1.01M - $1.22M
|
15.9K
$1.46M
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
11.3K+ 32.09% |
$1.01M - $1.21M
|
46.4K
$4.26M
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
11.2K+ 8.58% |
$1M - $1.2M
|
141K
$13M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
11.1K+ 14.6% |
$994K - $1.19M
|
87.2K
$8M
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
11.1KNew |
$991K - $1.19M
|
11.1K
$1.02M
|
|
Jan 26, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
11K+ 18.97% |
$982K - $1.18M
|
68.9K
$6.32M
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
10.9KNew |
$976K - $1.17M
|
10.9K
$1M
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
10.9KNew |
$973K - $1.17M
|
10.9K
$998K
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.9K+ 25.73% |
$971K - $1.16M
|
53K
$4.87M
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
10.7KNew |
$960K - $1.15M
|
10.7K
$985K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
10.5KNew |
$940K - $1.13M
|
10.5K
$963K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
10.4K+ 8.22% |
$927K - $1.11M
|
136K
$12.5M
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10.4K+ 57.12% |
$927K - $1.11M
|
28.5K
$2.62M
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
10.3K+ 26.98% |
$924K - $1.11M
|
48.6K
$4.46M
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
10.3KNew |
$922K - $1.1M
|
10.3K
$946K
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
10.2K+ 186.55% |
$916K - $1.1M
|
15.7K
$1.44M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.2K+ 17.94% |
$914K - $1.09M
|
67.2K
$6.16M
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
10.2KNew |
$912K - $1.09M
|
10.2K
$935K
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
10.2K+ 12.89% |
$909K - $1.09M
|
89K
$8.17M
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
9.99KNew |
$894K - $1.07M
|
9.99K
$917K
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.93K+ 15.57% |
$889K - $1.06M
|
73.7K
$6.76M
|
|
Aug 07, 2024
Q4 2023
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
9.72KNew |
$870K - $1.04M
|
9.72K
$892K
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
9.68K+ 8.95% |
$866K - $1.04M
|
118K
$10.8M
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
9.56KNew |
$856K - $1.03M
|
9.56K
$877K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.52K+ 41.62% |
$852K - $1.02M
|
32.4K
$2.97M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.52K+ 6.16% |
$852K - $1.02M
|
164K
$15.1M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.44K+ 89.09% |
$844K - $1.01M
|
20K
$1.84M
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.38K+ 0.83% |
$840K - $1.01M
|
1.15M
$105M
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
9.28KNew |
$830K - $994K
|
9.28K
$851K
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.26K+ 13.66% |
$828K - $993K
|
77.1K
$7.07M
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.21KNew |
$824K - $988K
|
9.21K
$845K
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
8.95K+ 6.55% |
$801K - $960K
|
145K
$13.3M
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
8.86K+ 173.19% |
$793K - $950K
|
14K
$1.28M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.81K+ 1.77% |
$788K - $945K
|
506K
$46.5M
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.78K+ 200.75% |
$785K - $941K
|
13.1K
$1.21M
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
8.77KNew |
$785K - $940K
|
8.77K
$805K
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8.73K+ 8.12% |
$781K - $936K
|
116K
$10.7M
|