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 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.67KNew |
$418K - $501K
|
4.67K
$441K
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.67K+ 11.74% |
$418K - $500K
|
44.4K
$4.19M
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.62K+ 3.65% |
$413K - $495K
|
131K
$12.4M
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.6KNew |
$412K - $493K
|
4.6K
$434K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.59KNew |
$411K - $492K
|
4.59K
$433K
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
4.57KNew |
$409K - $490K
|
4.57K
$431K
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
4.4K+ 82.87% |
$394K - $472K
|
9.71K
$917K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.39K+ 10.89% |
$392K - $470K
|
44.7K
$4.22M
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4.37K+ 32.45% |
$391K - $469K
|
17.8K
$1.69M
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
4.37K+ 18.45% |
$391K - $468K
|
28K
$2.65M
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4.35KNew |
$390K - $467K
|
4.35K
$411K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.34K+ 198.58% |
$389K - $466K
|
6.53K
$617K
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.34KNew |
$388K - $465K
|
4.34K
$410K
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
4.34KNew |
$388K - $465K
|
4.34K
$410K
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
4.33K+ 22.01% |
$388K - $465K
|
24K
$2.27M
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
4.32K+ 16.46% |
$387K - $463K
|
30.6K
$2.89M
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.29K+ 1.79% |
$384K - $460K
|
244K
$23M
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.29KNew |
$384K - $460K
|
4.29K
$405K
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
4.24K+ 188.4% |
$379K - $454K
|
6.49K
$613K
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
4.22KNew |
$378K - $453K
|
4.22K
$399K
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4.2KNew |
$376K - $450K
|
4.2K
$396K
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
4.15K+ 370.38% |
$372K - $445K
|
5.27K
$498K
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.14KNew |
$371K - $444K
|
4.14K
$391K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.12K+ 3.43% |
$369K - $442K
|
124K
$11.7M
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
4.11K+ 15.79% |
$368K - $441K
|
30.1K
$2.85M
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.09KNew |
$366K - $438K
|
4.09K
$386K
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
4.09KNew |
$366K - $438K
|
4.09K
$386K
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.05K+ 246.68% |
$362K - $434K
|
5.69K
$537K
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.03K+ 4.2% |
$360K - $432K
|
100K
$9.44M
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
4.01K+ 6.29% |
$359K - $430K
|
67.8K
$6.4M
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
4.01KNew |
$358K - $429K
|
4.01K
$378K
|
|
Jan 11, 2024
Q4 2023
|
R.H. Dinel Investment Counsel, Inc.
|
BUY
|
- |
4K+ 5.68% |
$358K - $429K
|
74.4K
$7.03M
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4KNew |
$358K - $429K
|
4K
$378K
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4KNew |
$358K - $429K
|
4K
$378K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4K+ 14.76% |
$358K - $429K
|
31.1K
$2.94M
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3.93K+ 9.88% |
$352K - $421K
|
43.7K
$4.13M
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
BUY
|
- |
3.88K+ 47.55% |
$347K - $415K
|
12K
$1.14M
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3.87K+ 38.07% |
$346K - $415K
|
14K
$1.33M
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.85K+ 4.65% |
$345K - $413K
|
86.8K
$8.19M
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
3.8K+ 57.16% |
$340K - $408K
|
10.5K
$987K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.77K+ 7.72% |
$338K - $405K
|
52.7K
$4.97M
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.74K+ 9.15% |
$335K - $401K
|
44.7K
$4.22M
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.72K+ 9.68% |
$333K - $399K
|
42.2K
$3.98M
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
3.66K+ 2.59% |
$327K - $392K
|
145K
$13.7M
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
3.65KNew |
$326K - $391K
|
3.65K
$345K
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
3.65KNew |
$326K - $391K
|
3.65K
$344K
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.64K+ 1.68% |
$325K - $390K
|
220K
$20.8M
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.61KNew |
$323K - $387K
|
3.61K
$341K
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.6K+ 8.16% |
$322K - $386K
|
47.8K
$4.51M
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.6K+ 7.79% |
$322K - $386K
|
49.9K
$4.71M
|