Purchases and Sales Made in Q1 2023 in Starbucks Corp (SBUX)
This table provides information about the institutional ownership of Starbucks Corp (SBUX) during Q1 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
115+ 0.23% |
$11.3K - $12.6K
|
49.2K
$5.46M
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
114New |
$11.2K - $12.5K
|
114
$12.7K
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
114+ 4.47% |
$11.2K - $12.5K
|
2.66K
$296K
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
111+ 0.38% |
$10.9K - $12.2K
|
29.4K
$3.27M
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
106+ 0.41% |
$10.4K - $11.7K
|
25.9K
$2.88M
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
105+ 1.77% |
$10.3K - $11.5K
|
6.05K
$671K
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
105+ 0.97% |
$10.3K - $11.5K
|
10.9K
$1.21M
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
104+ 4.66% |
$10.2K - $11.4K
|
2.33K
$259K
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
104+ 0.34% |
$10.2K - $11.4K
|
30.8K
$3.42M
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
103+ 4.51% |
$10.1K - $11.3K
|
2.39K
$265K
|
|
Apr 11, 2023
Q1 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
102+ 1.03% |
$10K - $11.2K
|
9.98K
$1.11M
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
102+ 3.13% |
$10K - $11.2K
|
3.36K
$373K
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
102+ 24.06% |
$10K - $11.2K
|
526
$58.4K
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
101+ 2.74% |
$9.93K - $11.1K
|
3.79K
$421K
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
100+ 11.3% |
$9.83K - $11K
|
985
$109K
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
100+ 4.5% |
$9.83K - $11K
|
2.32K
$258K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
100New |
$9.83K - $11K
|
100
$11.1K
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
100+ 1.59% |
$9.83K - $11K
|
6.41K
$711K
|
|
May 10, 2023
Q1 2023
|
Birinyi Associates Inc
|
BUY
|
- |
100+ 0.87% |
$9.83K - $11K
|
11.6K
$1.29M
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
99+ 1.21% |
$9.74K - $10.9K
|
8.31K
$923K
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
98+ 1.7% |
$9.64K - $10.8K
|
5.87K
$652K
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
95+ 4.16% |
$9.34K - $10.4K
|
2.38K
$264K
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
93+ 1.37% |
$9.15K - $10.2K
|
6.88K
$764K
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
93+ 1.85% |
$9.15K - $10.2K
|
5.12K
$569K
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
93+ 1.85% |
$9.15K - $10.2K
|
5.12K
$569K
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
92+ 4.47% |
$9.05K - $10.1K
|
2.15K
$239K
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
92+ 0.64% |
$9.05K - $10.1K
|
14.5K
$1.61M
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
92+ 2.02% |
$9.05K - $10.1K
|
4.64K
$515K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
90+ 0.67% |
$8.85K - $9.9K
|
13.5K
$1.5M
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
89+ 1.72% |
$8.75K - $9.79K
|
5.26K
$584K
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
88+ 103.53% |
$8.65K - $9.68K
|
173
$19.2K
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
86+ 3.16% |
$8.46K - $9.46K
|
2.81K
$312K
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
86+ 2.7% |
$8.46K - $9.46K
|
3.27K
$363K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
84+ 5.17% |
$8.26K - $9.24K
|
1.71K
$190K
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
84+ 0.45% |
$8.26K - $9.24K
|
19K
$2.11M
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
82+ 3.5% |
$8.06K - $9.02K
|
2.43K
$269K
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
82+ 0.24% |
$8.06K - $9.02K
|
34K
$3.78M
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
82+ 12.17% |
$8.06K - $9.02K
|
756
$83.9K
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
81+ 2.83% |
$7.97K - $8.91K
|
2.95K
$327K
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
81New |
$7.97K - $8.91K
|
81
$8.99K
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
80+ 1.06% |
$7.87K - $8.8K
|
7.64K
$848K
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
78+ 1.76% |
$7.67K - $8.58K
|
4.51K
$500K
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
77+ 3.59% |
$7.57K - $8.47K
|
2.22K
$247K
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
77+ 0.36% |
$7.57K - $8.47K
|
21.5K
$2.39M
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
76+ 0.91% |
$7.47K - $8.36K
|
8.46K
$940K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
76+ 1.28% |
$7.47K - $8.36K
|
6.02K
$668K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
76+ 1.82% |
$7.47K - $8.36K
|
4.24K
$471K
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
75+ 1.03% |
$7.38K - $8.25K
|
7.36K
$818K
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
75+ 3.61% |
$7.38K - $8.25K
|
2.15K
$239K
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
75+ 1.46% |
$7.38K - $8.25K
|
5.23K
$580K
|