Purchases and Sales Made in Q3 2023 in Starbucks Corp (SBUX)
This table provides information about the institutional ownership of Starbucks Corp (SBUX) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
780+ 1.13% |
$71K - $80.3K
|
69.8K
$6.43M
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
770+ 8.51% |
$70.1K - $79.2K
|
9.82K
$905K
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
770+ 5.98% |
$70.1K - $79.2K
|
13.7K
$1.26M
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
763+ 9.57% |
$69.5K - $78.5K
|
8.74K
$805K
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
763+ 3.51% |
$69.5K - $78.5K
|
22.5K
$2.08M
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
762+ 1.14% |
$69.4K - $78.4K
|
67.8K
$6.25M
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
758+ 6.54% |
$69K - $78K
|
12.3K
$1.14M
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
755+ 1.2% |
$68.8K - $77.7K
|
63.8K
$5.88M
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
752+ 35.69% |
$68.5K - $77.4K
|
2.86K
$263K
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
752+ 35.26% |
$68.5K - $77.4K
|
2.89K
$266K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
748+ 7.49% |
$68.1K - $77K
|
10.7K
$989K
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
740+ 15.64% |
$67.4K - $76.2K
|
5.47K
$504K
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
733+ 8.47% |
$66.8K - $75.4K
|
9.39K
$865K
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
726+ 15.72% |
$66.1K - $74.7K
|
5.34K
$492K
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
723+ 10.06% |
$65.9K - $74.4K
|
7.91K
$729K
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
720+ 6.78% |
$65.6K - $74.1K
|
11.3K
$1.05M
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
717+ 10.04% |
$65.3K - $73.8K
|
7.86K
$724K
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
716+ 30.15% |
$65.2K - $73.7K
|
3.09K
$285K
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
715+ 27.04% |
$65.1K - $73.6K
|
3.36K
$310K
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
714+ 4.05% |
$65K - $73.5K
|
18.3K
$1.69M
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
709+ 0.82% |
$64.6K - $73K
|
86.9K
$8.01M
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
704+ 6.01% |
$64.1K - $72.5K
|
12.4K
$1.14M
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
703+ 0.66% |
$64K - $72.4K
|
108K
$9.92M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
701+ 3.06% |
$63.8K - $72.1K
|
23.6K
$2.17M
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
701+ 12.06% |
$63.8K - $72.1K
|
6.51K
$600K
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
687+ 0.2% |
$62.6K - $70.7K
|
352K
$32.5M
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
671+ 21.33% |
$61.1K - $69.1K
|
3.82K
$352K
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
664+ 7.39% |
$60.5K - $68.3K
|
9.65K
$889K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
662+ 5.18% |
$60.3K - $68.1K
|
13.4K
$1.24M
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
644+ 13.6% |
$58.7K - $66.3K
|
5.38K
$496K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
638+ 9.97% |
$58.1K - $65.7K
|
7.04K
$649K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
635+ 2.22% |
$57.8K - $65.4K
|
29.2K
$2.69M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
634+ 6.74% |
$57.7K - $65.3K
|
10K
$925K
|
|
Oct 25, 2023
Q3 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
633+ 15.46% |
$57.7K - $65.1K
|
4.73K
$436K
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
631+ 2.54% |
$57.5K - $64.9K
|
25.4K
$2.34M
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
627+ 15.2% |
$57.1K - $64.5K
|
4.75K
$438K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
625+ 548.25% |
$56.9K - $64.3K
|
739
$68.1K
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
613+ 4.37% |
$55.8K - $63.1K
|
14.6K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
612+ 4.3% |
$55.7K - $63K
|
14.9K
$1.37M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
605+ 2.33% |
$55.1K - $62.3K
|
26.6K
$2.45M
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
605+ 2.05% |
$55.1K - $62.3K
|
30.1K
$2.77M
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
603+ 0.48% |
$54.9K - $62.1K
|
126K
$11.6M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
601+ 2.24% |
$54.7K - $61.9K
|
27.4K
$2.53M
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
600+ 2.15% |
$54.6K - $61.8K
|
28.5K
$2.62M
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
599+ 9.9% |
$54.6K - $61.6K
|
6.65K
$613K
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
597+ 2.37% |
$54.4K - $61.4K
|
25.8K
$2.38M
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
597+ 9.28% |
$54.4K - $61.4K
|
7.03K
$648K
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
590+ 2.79% |
$53.7K - $60.7K
|
21.7K
$2M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
587+ 0.8% |
$53.5K - $60.4K
|
73.9K
$6.81M
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
586+ 5.47% |
$53.4K - $60.3K
|
11.3K
$1.04M
|