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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.74K+ 1.03% |
$415K - $486K
|
465K
$52.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.74K+ 62.01% |
$415K - $486K
|
12.4K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.71KNew |
$411K - $482K
|
4.71K
$532K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
4.69K+ 34.51% |
$410K - $481K
|
18.3K
$2.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.69K+ 16.65% |
$410K - $481K
|
32.8K
$3.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
4.68KNew |
$409K - $480K
|
4.68K
$529K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.67K+ 10.0% |
$408K - $478K
|
51.4K
$5.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
4.55KNew |
$398K - $466K
|
4.55K
$514K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.51K+ 63.52% |
$395K - $463K
|
11.6K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
4.51KNew |
$394K - $462K
|
4.51K
$510K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
4.48KNew |
$391K - $459K
|
4.48K
$506K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
4.47KNew |
$391K - $458K
|
4.47K
$505K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.3KNew |
$376K - $441K
|
4.3K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.28K+ 7.67% |
$374K - $438K
|
60K
$6.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.27KNew |
$373K - $437K
|
4.27K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
4.17KNew |
$364K - $427K
|
4.17K
$471K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.16KNew |
$364K - $426K
|
4.16K
$470K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.11K+ 181.57% |
$359K - $421K
|
6.37K
$720K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.1KNew |
$359K - $420K
|
4.1K
$464K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.1K+ 529.88% |
$358K - $420K
|
4.87K
$550K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4.08K+ 222.43% |
$356K - $418K
|
5.91K
$667K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.07K+ 1.22% |
$356K - $417K
|
339K
$38.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
4.05KNew |
$354K - $415K
|
4.05K
$458K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
4.04K+ 33.04% |
$354K - $414K
|
16.3K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4K+ 144.62% |
$350K - $410K
|
6.77K
$765K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.88KNew |
$340K - $398K
|
3.88K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.82K+ 0.6% |
$334K - $392K
|
643K
$72.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
3.8KNew |
$332K - $390K
|
3.8K
$430K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.79K+ 4.98% |
$331K - $389K
|
79.9K
$9.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.79KNew |
$331K - $388K
|
3.79K
$428K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.78K+ 70.96% |
$330K - $387K
|
9.1K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.77K+ 23.45% |
$330K - $387K
|
19.9K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.77KNew |
$329K - $386K
|
3.77K
$425K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.73K+ 9.97% |
$326K - $382K
|
41.1K
$4.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.72KNew |
$325K - $381K
|
3.72K
$420K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.67K+ 11.31% |
$321K - $376K
|
36.1K
$4.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
3.6KNew |
$315K - $369K
|
3.6K
$407K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.54KNew |
$310K - $363K
|
3.54K
$400K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.53KNew |
$309K - $362K
|
3.53K
$399K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
3.48K+ 40.71% |
$305K - $357K
|
12K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
3.46KNew |
$302K - $354K
|
3.46K
$390K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.42K+ 2.61% |
$299K - $350K
|
134K
$15.2M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.4K+ 2.79% |
$297K - $349K
|
125K
$14.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
3.37KNew |
$295K - $346K
|
3.37K
$381K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.37KNew |
$295K - $345K
|
3.37K
$381K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
3.36KNew |
$294K - $344K
|
3.36K
$379K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
3.31KNew |
$289K - $339K
|
3.31K
$374K
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
3.31KNew |
$289K - $339K
|
3.31K
$374K
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
3.25KNew |
$284K - $333K
|
3.25K
$367K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.22KNew |
$282K - $330K
|
3.22K
$364K
|