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 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.08% |
$182 - $206
|
2.56K
$253K
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2+ 0.02% |
$182 - $206
|
8.49K
$839K
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2+ 0.08% |
$182 - $206
|
2.59K
$256K
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.03% |
$182 - $206
|
6.29K
$622K
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$91.1 - $103
|
3.79K
$375K
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.01% |
$91.1 - $103
|
7.42K
$733K
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.01% |
$91.1 - $103
|
7.25K
$716K
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.02% |
$91.1 - $103
|
4.79K
$473K
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.03% |
$91.1 - $103
|
3.47K
$343K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.36% |
$91.1 - $103
|
276
$27.3K
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.32% |
$91.1 - $103
|
318
$31.4K
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.0% |
$91.1 - $103
|
43.9K
$4.34M
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1+ 0.03% |
$91.1 - $103
|
3.78K
$374K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.03% |
$91.1 - $103
|
3.11K
$307K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.09% |
$91.1 - $103
|
1.13K
$112K
|
|
Nov 13, 2023
Q3 2023
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
BUY
|
- |
1+ 0.01% |
$91.1 - $103
|
7.23K
$714K
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.04% |
$91.1 - $103
|
2.23K
$220K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.12% |
$91.1 - $103
|
841
$83.1K
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.87% |
$91.1 - $103
|
116
$11.5K
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
1+ 0.04% |
$91.1 - $103
|
2.25K
$222K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.68% |
$91.1 - $103
|
148
$14.6K
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.26% |
$91.1 - $103
|
381
$37.6K
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1- 0.04% |
$91.1 - $103
|
2.41K
$238K
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-1- 0.03% |
$91.1 - $103
|
3.05K
$301K
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1- 0.63% |
$91.1 - $103
|
158
$15.6K
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.08% |
$273 - $309
|
3.96K
$392K
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4- 0.06% |
$364 - $412
|
6.9K
$682K
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-4- 4.71% |
$364 - $412
|
81
$8K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4- 0.1% |
$364 - $412
|
3.85K
$380K
|
|
Oct 10, 2023
Q3 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-5- 0.06% |
$455 - $515
|
8.33K
$823K
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-5- 0.22% |
$455 - $515
|
2.3K
$227K
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-5- 7.69% |
$455 - $515
|
60
$5.93K
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-6- 0.08% |
$546 - $618
|
7.26K
$718K
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.06% |
$546 - $618
|
10.2K
$1.01M
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-6- 0.06% |
$546 - $618
|
10.6K
$1.04M
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-7- 0.05% |
$638 - $720
|
14K
$1.38M
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-8- 0.09% |
$729 - $823
|
9.37K
$926K
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-8- 0.28% |
$729 - $823
|
2.86K
$282K
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-8- 0.05% |
$729 - $823
|
16.9K
$1.67M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-8- 0.02% |
$729 - $823
|
36.2K
$3.57M
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-9- 0.12% |
$820 - $926
|
7.51K
$742K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-9- 0.01% |
$820 - $926
|
75.4K
$7.45M
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-9- 0.81% |
$820 - $926
|
1.11K
$109K
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-10- 0.55% |
$911 - $1.03K
|
1.82K
$179K
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-10- 0.35% |
$911 - $1.03K
|
2.82K
$279K
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 0.14% |
$911 - $1.03K
|
7.2K
$712K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-10- 0.19% |
$911 - $1.03K
|
5.34K
$528K
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-11- 0.04% |
$1K - $1.13K
|
25.9K
$2.56M
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-11- 1.66% |
$1K - $1.13K
|
650
$64.2K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-14- 0.6% |
$1.28K - $1.44K
|
2.31K
$228K
|