Purchases and Sales Made in Q4 2024 in Starbucks Corp (SBUX)
This table provides information about the institutional ownership of Starbucks Corp (SBUX) during Q4 2024. 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 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
6.08KNew |
$531K - $623K
|
6.08K
$682K
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
6.06K+ 20.49% |
$530K - $621K
|
35.6K
$3.99M
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.92K+ 58.3% |
$517K - $607K
|
16.1K
$1.8M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.89KNew |
$515K - $604K
|
5.89K
$661K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.88K+ 14.71% |
$514K - $602K
|
45.8K
$5.14M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.7K+ 258.04% |
$498K - $584K
|
7.91K
$887K
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
5.65K+ 12.56% |
$494K - $579K
|
50.7K
$5.69M
|
|
Jan 13, 2025
Q4 2024
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
5.56KNew |
$486K - $570K
|
5.56K
$624K
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
5.53KNew |
$484K - $567K
|
5.53K
$621K
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
5.35K+ 75.53% |
$468K - $549K
|
12.4K
$1.4M
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
5.32KNew |
$465K - $545K
|
5.32K
$597K
|
|
Jan 31, 2025
Q4 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
5.31K+ 3.01% |
$464K - $544K
|
182K
$20.4M
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
5.27K+ 1.13% |
$461K - $541K
|
474K
$53.2M
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.02K+ 62.35% |
$439K - $514K
|
13.1K
$1.47M
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
4.93K+ 121.54% |
$431K - $506K
|
8.99K
$1.01M
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4.9KNew |
$429K - $503K
|
4.9K
$550K
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
4.8K+ 10.53% |
$420K - $492K
|
50.4K
$5.65M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.74K+ 1.03% |
$415K - $486K
|
465K
$52.2M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.74K+ 62.01% |
$415K - $486K
|
12.4K
$1.39M
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.71KNew |
$411K - $482K
|
4.71K
$528K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
4.69K+ 34.51% |
$410K - $481K
|
18.3K
$2.05M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.69K+ 16.65% |
$410K - $481K
|
32.8K
$3.69M
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
4.68KNew |
$409K - $480K
|
4.68K
$525K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.67K+ 10.0% |
$408K - $478K
|
51.4K
$5.76M
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.51K+ 63.52% |
$395K - $463K
|
11.6K
$1.3M
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
4.51KNew |
$394K - $462K
|
4.51K
$506K
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
4.48KNew |
$391K - $459K
|
4.48K
$502K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.3KNew |
$376K - $441K
|
4.3K
$483K
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.27KNew |
$373K - $437K
|
4.27K
$479K
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.16KNew |
$364K - $426K
|
4.16K
$467K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.11K+ 181.57% |
$359K - $421K
|
6.37K
$715K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.1K+ 529.88% |
$358K - $420K
|
4.87K
$546K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4.08K+ 222.43% |
$356K - $418K
|
5.91K
$663K
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
4.05KNew |
$354K - $415K
|
4.05K
$454K
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
4.04K+ 33.04% |
$354K - $414K
|
16.3K
$1.83M
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4K+ 144.62% |
$350K - $410K
|
6.77K
$760K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.88KNew |
$340K - $398K
|
3.88K
$436K
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
3.8KNew |
$332K - $390K
|
3.8K
$427K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.79K+ 4.98% |
$331K - $389K
|
79.9K
$8.97M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.78K+ 70.96% |
$330K - $387K
|
9.1K
$1.02M
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.77KNew |
$329K - $386K
|
3.77K
$422K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.73K+ 9.97% |
$326K - $382K
|
41.1K
$4.61M
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.72KNew |
$325K - $381K
|
3.72K
$417K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.67K+ 11.31% |
$321K - $376K
|
36.1K
$4.05M
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
3.6KNew |
$315K - $369K
|
3.6K
$404K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.54KNew |
$310K - $363K
|
3.54K
$397K
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.53KNew |
$309K - $362K
|
3.53K
$396K
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
3.48K+ 40.71% |
$305K - $357K
|
12K
$1.35M
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
3.46KNew |
$302K - $354K
|
3.46K
$388K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.42K+ 2.61% |
$299K - $350K
|
134K
$15.1M
|