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 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
75+ 0.81% |
$7.38K - $8.25K
|
9.31K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
75+ 2.63% |
$7.38K - $8.25K
|
2.93K
$325K
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
74+ 0.51% |
$7.28K - $8.14K
|
14.6K
$1.63M
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
72+ 2.0% |
$7.08K - $7.92K
|
3.67K
$407K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
72New |
$7.08K - $7.92K
|
72
$7.99K
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
70+ 0.18% |
$6.88K - $7.7K
|
38.1K
$4.23M
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
70+ 1.73% |
$6.88K - $7.7K
|
4.12K
$457K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
70+ 2.03% |
$6.88K - $7.7K
|
3.51K
$390K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
70+ 1.01% |
$6.88K - $7.7K
|
6.99K
$777K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
68+ 2.76% |
$6.69K - $7.48K
|
2.53K
$281K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
67+ 0.6% |
$6.59K - $7.37K
|
11.2K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
67+ 3.11% |
$6.59K - $7.37K
|
2.22K
$247K
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
66New |
$6.49K - $7.26K
|
66
$7.33K
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
66+ 0.22% |
$6.49K - $7.26K
|
30.1K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
64+ 1.96% |
$6.29K - $7.04K
|
3.33K
$369K
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
63+ 0.51% |
$6.2K - $6.93K
|
12.3K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
63+ 2.83% |
$6.2K - $6.93K
|
2.29K
$255K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
62+ 1.34% |
$6.1K - $6.82K
|
4.69K
$520K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
62+ 1.36% |
$6.1K - $6.82K
|
4.63K
$514K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
61+ 2.3% |
$6K - $6.71K
|
2.71K
$301K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
61+ 0.37% |
$6K - $6.71K
|
16.6K
$1.84M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
61+ 2.39% |
$6K - $6.71K
|
2.61K
$290K
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
61+ 1.55% |
$6K - $6.71K
|
4K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
61+ 24.4% |
$6K - $6.71K
|
311
$34.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
60+ 2.1% |
$5.9K - $6.6K
|
2.92K
$324K
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
60+ 0.21% |
$5.9K - $6.6K
|
29.3K
$3.25M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
60+ 1.58% |
$5.9K - $6.6K
|
3.87K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
60+ 2.51% |
$5.9K - $6.6K
|
2.45K
$272K
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
59+ 0.86% |
$5.8K - $6.49K
|
6.9K
$766K
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
59+ 1.9% |
$5.8K - $6.49K
|
3.16K
$351K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
57+ 0.59% |
$5.61K - $6.27K
|
9.74K
$1.08M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
56+ 2.17% |
$5.51K - $6.16K
|
2.64K
$293K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
56+ 0.08% |
$5.51K - $6.16K
|
66.9K
$7.43M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
56+ 1.25% |
$5.51K - $6.16K
|
4.52K
$502K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
54+ 2.01% |
$5.31K - $5.94K
|
2.74K
$304K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
53+ 2.2% |
$5.21K - $5.83K
|
2.46K
$274K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
53+ 0.11% |
$5.21K - $5.83K
|
46.4K
$5.15M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
50+ 0.63% |
$4.92K - $5.5K
|
8.03K
$891K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
50+ 45.45% |
$4.92K - $5.5K
|
160
$17.8K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
50New |
$4.92K - $5.5K
|
50
$5.55K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
49+ 0.81% |
$4.82K - $5.39K
|
6.12K
$679K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
49+ 16.44% |
$4.82K - $5.39K
|
347
$38.5K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
47+ 0.55% |
$4.62K - $5.17K
|
8.55K
$950K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
46+ 2.23% |
$4.52K - $5.06K
|
2.11K
$234K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
45+ 0.75% |
$4.43K - $4.95K
|
6.05K
$672K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
45+ 0.79% |
$4.43K - $4.95K
|
5.73K
$636K
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
45+ 0.83% |
$4.43K - $4.95K
|
5.5K
$610K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
44New |
$4.33K - $4.84K
|
44
$4.89K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
43+ 66.15% |
$4.23K - $4.73K
|
108
$12K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
43+ 1.04% |
$4.23K - $4.73K
|
4.16K
$462K
|