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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3.56K+ 20.01% |
$319K - $382K
|
21.4K
$2.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3.55KNew |
$318K - $381K
|
3.55K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.48KNew |
$311K - $373K
|
3.48K
$390K
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
3.47KNew |
$310K - $372K
|
3.47K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3.43K+ 0.07% |
$307K - $368K
|
4.76M
$534M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
3.37K+ 33.28% |
$302K - $361K
|
13.5K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
3.37K+ 1.31% |
$301K - $361K
|
260K
$29.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3.36K+ 2.28% |
$301K - $360K
|
151K
$16.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.33KNew |
$298K - $357K
|
3.33K
$374K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.31K+ 27.88% |
$296K - $354K
|
15.2K
$1.7M
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.27K+ 38.03% |
$293K - $351K
|
11.9K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
3.26KNew |
$291K - $349K
|
3.26K
$365K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.26K+ 112.86% |
$291K - $349K
|
6.14K
$689K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
3.23KNew |
$289K - $346K
|
3.23K
$362K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.19KNew |
$285K - $341K
|
3.19K
$357K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.17K+ 2.78% |
$284K - $340K
|
117K
$13.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3.17KNew |
$284K - $340K
|
3.17K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
3.17K+ 17.2% |
$284K - $340K
|
21.6K
$2.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.16K+ 8.11% |
$283K - $339K
|
42.1K
$4.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.16K+ 26.8% |
$282K - $338K
|
14.9K
$1.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
BUY
|
- |
3.16K+ 0.9% |
$282K - $338K
|
355K
$39.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.14K+ 63.33% |
$281K - $337K
|
8.1K
$909K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.13K+ 10.31% |
$280K - $336K
|
33.5K
$3.76M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3.11KNew |
$278K - $333K
|
3.11K
$349K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.1KNew |
$278K - $333K
|
3.1K
$348K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
3.07K+ 10.78% |
$275K - $329K
|
31.6K
$3.54M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
3.02KNew |
$270K - $324K
|
3.02K
$339K
|
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
3.02KNew |
$270K - $324K
|
3.02K
$339K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.01KNew |
$269K - $322K
|
3.01K
$337K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.91KNew |
$261K - $312K
|
2.91K
$327K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.91KNew |
$261K - $312K
|
2.91K
$327K
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.89KNew |
$258K - $309K
|
2.89K
$324K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.89KNew |
$258K - $309K
|
2.89K
$324K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.86K+ 13.93% |
$255K - $306K
|
23.4K
$2.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.85K+ 20.42% |
$255K - $306K
|
16.8K
$1.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.85KNew |
$255K - $305K
|
2.85K
$320K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.84K+ 14.86% |
$254K - $304K
|
21.9K
$2.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
BUY
|
- |
2.83KNew |
$253K - $303K
|
2.83K
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.82K+ 0.29% |
$252K - $302K
|
967K
$109M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
2.8KNew |
$251K - $300K
|
2.8K
$314K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
2.8KNew |
$250K - $300K
|
2.8K
$314K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.76KNew |
$247K - $296K
|
2.76K
$310K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.76KNew |
$247K - $296K
|
2.76K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.74K+ 4.62% |
$245K - $293K
|
62K
$6.95M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.74K+ 4.62% |
$245K - $293K
|
62K
$6.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.72KNew |
$243K - $291K
|
2.72K
$305K
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.71K+ 320.8% |
$243K - $291K
|
3.56K
$399K
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
2.69K+ 10.69% |
$241K - $288K
|
27.9K
$3.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.68KNew |
$240K - $288K
|
2.68K
$301K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.68K+ 7.35% |
$240K - $287K
|
39.1K
$4.39M
|