Holdings Channel
SBUX Holdings Changes image
This page summarizes the SBUX holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether SBUX is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing SBUX Share Count
Bourgeon Capital Management LLC 5 4,013 +4,008 +80160.00%
Van ECK Associates Corp 78,931 2,150,309 +2,071,378 +2624.29%
Rockland Trust Co. 18,194 247,314 +229,120 +1259.32%
Exchange Traded Concepts LLC 69 911 +842 +1220.29%
Miracle Mile Advisors LLC 6,890 52,630 +45,740 +663.86%
Simplicity Wealth LLC 6,272 41,413 +35,141 +560.28%
Venturi Wealth Management LLC 2,623 12,667 +10,044 +382.92%
Richardson Capital Management LLC 49 234 +185 +377.55%
Simplex Trading LLC 91,721 388,024 +296,303 +323.05%
Sound Income Strategies LLC 2,489 9,520 +7,031 +282.48%
BKM Wealth Management LLC 570 2,145 +1,575 +276.32%
Steel Peak Wealth Management LLC 19,381 61,654 +42,273 +218.12%
Executive Wealth Group LLC 25,932 78,012 +52,080 +200.83%
Buckingham Capital Management Inc. 16,390 45,460 +29,070 +177.36%
First Horizon Advisors Inc. 131,315 314,851 +183,536 +139.77%
Verity & Verity LLC 89,224 201,891 +112,667 +126.27%
Beech Hill Advisors Inc. 19,883 43,703 +23,820 +119.80%
Unique Wealth Strategies LLC 9,276 20,281 +11,005 +118.64%
Country Trust Bank 312 626 +314 +100.64%
Harel Insurance Investments & Financial Services Ltd. 1,920 3,800 +1,880 +97.92%
Allspring Global Investments Holdings LLC 159,460 312,309 +152,849 +95.85%
Greystone Financial Group LLC 40,262 76,670 +36,408 +90.43%
Rise Advisors LLC 847 1,533 +686 +80.99%
Independence Bank of Kentucky 9,658 17,214 +7,556 +78.24%
SlateStone Wealth LLC 33,523 59,290 +25,767 +76.86%
Benin Management CORP 10,831 19,058 +8,227 +75.96%
Soltis Investment Advisors LLC 9,999 17,500 +7,501 +75.02%
Wealth Advisory Solutions LLC 48,603 84,124 +35,521 +73.08%
General Partner Inc. 2,471 4,218 +1,747 +70.70%
First Citizens Bank & Trust Co. 11,490 19,517 +8,027 +69.86%
Palmer Knight Co 44,494 74,728 +30,234 +67.95%
Lecap Asset Management Ltd. 5,814 9,739 +3,925 +67.51%
CWM LLC 77,579 126,889 +49,310 +63.56%
Compass Wealth Management LLC 1,063 1,709 +646 +60.77%
Nations Financial Group Inc. IA ADV 23,727 37,234 +13,507 +56.93%
Keel Point LLC 5,235 8,182 +2,947 +56.29%
Daymark Wealth Partners LLC 7,692 11,702 +4,010 +52.13%
Viking Fund Management LLC 22,000 33,000 +11,000 +50.00%
Arlington Partners LLC 21,279 31,821 +10,542 +49.54%
M&R Capital Management Inc. 290 433 +143 +49.31%
Callahan Advisors LLC 13,499 20,143 +6,644 +49.22%
Clear Creek Financial Management LLC 3,724 5,521 +1,797 +48.25%
Simon Quick Advisors LLC 2,283 3,365 +1,082 +47.39%
Cornerstone Wealth Group LLC 4,143 6,049 +1,906 +46.01%
AdvisorNet Financial Inc 1,391 2,024 +633 +45.51%
Patriot Financial Group Insurance Agency LLC 8,174 11,872 +3,698 +45.24%
Fifth Third Wealth Advisors LLC 6,079 8,701 +2,622 +43.13%
Perigon Wealth Management LLC 26,699 38,181 +11,482 +43.01%
Cox Capital Mgt LLC 31,950 45,322 +13,372 +41.85%
Financiere des Professionnels Fonds d investissement inc. 51,831 73,251 +21,420 +41.33%
Range Financial Group LLC 8,739 12,336 +3,597 +41.16%
USA Financial Portformulas Corp 22 31 +9 +40.91%
PFG Investments LLC 16,154 22,477 +6,323 +39.14%
Confluence Wealth Services Inc. 2,311 3,215 +904 +39.12%
S.E.E.D. Planning Group LLC 13,912 19,321 +5,409 +38.88%
Silicon Valley Capital Partners 73,434 101,055 +27,621 +37.61%
Allworth Financial LP 21,890 29,950 +8,060 +36.82%
Alliance Wealth Advisors LLC 3,312 4,477 +1,165 +35.18%
Nelson Van Denburg & Campbell Wealth Management Group LLC 10,652 14,391 +3,739 +35.10%
Northwest Quadrant Wealth Management LLC 3,171 4,266 +1,095 +34.53%
OFI Invest Asset Management 75,093 100,964 +25,871 +34.45%
QV Investors Inc. 129,470 173,260 +43,790 +33.82%
Meadow Creek Wealth Advisors LLC 4,359 5,814 +1,455 +33.38%
Trust Co 6,318 8,393 +2,075 +32.84%
Leavell Investment Management Inc. 3,184 4,215 +1,031 +32.38%
Hudson Valley Investment Advisors Inc. ADV 63,747 84,321 +20,574 +32.27%
Azzad Asset Management Inc. ADV 22,773 30,089 +7,316 +32.13%
Wiley BROS. Aintree Capital LLC 10,687 14,012 +3,325 +31.11%
Secure Asset Management LLC 2,761 3,578 +817 +29.59%
Absher Wealth Management LLC 234,237 303,120 +68,883 +29.41%
Investment Partners Asset Management Inc. 3,008 3,883 +875 +29.09%
Palumbo Wealth Management LLC 6,489 8,373 +1,884 +29.03%
HS Management Partners LLC 976,187 1,257,922 +281,735 +28.86%
Activest Wealth Management 77 98 +21 +27.27%
Banque Cantonale Vaudoise 34,206 43,220 +9,014 +26.35%
Matrix Asset Advisors Inc. NY 109,263 137,082 +27,819 +25.46%
Thompson Investment Management Inc. 38,982 48,860 +9,878 +25.34%
Ashton Thomas Private Wealth LLC 39,070 48,761 +9,691 +24.80%
Clarius Group LLC 54,028 67,345 +13,317 +24.65%
HF Advisory Group LLC 4,672 5,817 +1,145 +24.51%
Robbins Farley LLC 29,487 36,700 +7,213 +24.46%
Regions Financial Corp 311,637 386,247 +74,610 +23.94%
Investment Partners LTD. 3,193 3,956 +763 +23.90%
Conning Inc. 317,008 392,014 +75,006 +23.66%
Private Capital Management LLC 3,118 3,830 +712 +22.84%
Naviter Wealth LLC 13,511 16,561 +3,050 +22.57%
Wealthcare Advisory Partners LLC 8,163 9,929 +1,766 +21.63%
Francis Financial Inc. 2,230 2,706 +476 +21.35%
Somerset Trust Co 3,522 4,268 +746 +21.18%
DB Fitzpatrick & Co Inc 8,747 10,585 +1,838 +21.01%
Petra Financial Advisors Inc. 3,157 3,810 +653 +20.68%
Oak Harvest Investment Services 37,361 45,078 +7,717 +20.66%
Elk River Wealth Management LLC 33,560 40,379 +6,819 +20.32%
Cullinan Associates Inc. 126,444 151,313 +24,869 +19.67%
Cambridge Investment Research Advisors Inc. 241,246 287,740 +46,494 +19.27%
Cohen Investment Advisors LLC 19,673 23,398 +3,725 +18.93%
Gradient Investments LLC 240,000 285,322 +45,322 +18.88%
Brookstone Capital Management 18,829 22,345 +3,516 +18.67%
Costello Asset Management INC 39,891 47,257 +7,366 +18.47%
Wesbanco Bank Inc. 121,657 144,042 +22,385 +18.40%
Coastal Investment Advisors Inc. 5,155 6,058 +903 +17.52%
City State Bank 5,384 6,314 +930 +17.27%
Columbus Macro LLC 5,490 6,437 +947 +17.25%
Precedent Wealth Partners LLC 5,729 6,714 +985 +17.19%
Triangle Securities Wealth Management 4,474 5,223 +749 +16.74%
Stewart & Patten Co. LLC 117,875 136,563 +18,688 +15.85%
Stablepoint Partners LLC 22,236 25,652 +3,416 +15.36%
Ellsworth Advisors LLC 5,154 5,927 +773 +15.00%
Heritage Investors Management Corp 3,502 4,024 +522 +14.91%
City Holding Co. 14,998 17,141 +2,143 +14.29%
Arcadia Investment Management Corp MI 119,882 136,860 +16,978 +14.16%
Montecito Bank & Trust 6,667 7,568 +901 +13.51%
Atlas Private Wealth Management 17,493 19,839 +2,346 +13.41%
Jeppson Wealth Management LLC 5,637 6,391 +754 +13.38%
Dakota Community Bank & Trust NA 2,864 3,247 +383 +13.37%
Lederer & Associates Investment Counsel CA 15,359 17,367 +2,008 +13.07%
Exeter Financial LLC 12,929 14,611 +1,682 +13.01%
Park National Corp OH 2,733 3,082 +349 +12.77%
Narwhal Capital Management 28,069 31,596 +3,527 +12.57%
Brown Advisory Inc. 480,931 540,800 +59,869 +12.45%
Madrona Financial Services LLC 12,404 13,917 +1,513 +12.20%
TrimTabs Asset Management LLC 14,774 16,526 +1,752 +11.86%
Hendershot Investments Inc. 113,837 127,280 +13,443 +11.81%
Epiq Partners LLC 3,499 3,912 +413 +11.80%
GAMMA Investing LLC 6,695 7,460 +765 +11.43%
Signet Investment Advisory Group Inc. 18,293 20,352 +2,059 +11.26%
Chicago Partners Investment Group LLC 17,140 19,049 +1,909 +11.14%
Capital Investment Advisors LLC 12,578 13,952 +1,374 +10.92%
Regatta Capital Group LLC 15,210 16,861 +1,651 +10.85%
Equitable Trust Co. 30,564 33,855 +3,291 +10.77%
Cedrus LLC 4,081 4,517 +436 +10.68%
Cardinal Capital Management 71,583 78,875 +7,292 +10.19%
L.M. Kohn & Company 3,710 4,073 +363 +9.78%
Omnia Family Wealth LLC 2,199 2,414 +215 +9.78%
DekaBank Deutsche Girozentrale 394,167 432,452 +38,285 +9.71%
St. Johns Investment Management Company LLC 9,789 10,734 +945 +9.65%
Hudson Canyon Capital Management 16,419 18,000 +1,581 +9.63%
Capital Advisors Inc. OK 4,341 4,758 +417 +9.61%
Lake Street Financial LLC 36,959 40,422 +3,463 +9.37%
Congress Wealth Management LLC DE 15,961 17,456 +1,495 +9.37%
Salem Investment Counselors Inc. 6,215 6,794 +579 +9.32%
Cypress Wealth Services LLC 5,580 6,092 +512 +9.18%
Berger Financial Group Inc 6,130 6,691 +561 +9.15%
Factory Mutual Insurance Co. 296,400 323,100 +26,700 +9.01%
Cooper Financial Group 7,256 7,910 +654 +9.01%
Agate Pass Investment Management LLC 3,059 3,331 +272 +8.89%
Veriti Management LLC 25,836 28,103 +2,267 +8.77%
Marietta Wealth Management LLC 62,679 68,113 +5,434 +8.67%
Copeland Capital Management LLC 136,582 148,246 +11,664 +8.54%
Trust Point Inc. 9,564 10,371 +807 +8.44%
Strategy Asset Managers LLC 5,786 6,273 +487 +8.42%
Masso Torrence Wealth Management Inc. 2,220 2,407 +187 +8.42%
McKinley Carter Wealth Services Inc. 77,051 83,401 +6,350 +8.24%
Versant Capital Management Inc 1,537 1,659 +122 +7.94%
Stableford Capital II LLC 9,253 9,946 +693 +7.49%
Mirador Capital Partners LP 2,716 2,916 +200 +7.36%
Sanders Morris Harris LLC 5,000 5,363 +363 +7.26%
Apexium Financial LP 3,697 3,964 +267 +7.22%
Boston Trust Walden Corp 684,595 733,711 +49,116 +7.17%
Atwater Malick LLC 2,602 2,786 +184 +7.07%
Charter Trust Co. 29,657 31,748 +2,091 +7.05%
New Century Financial Group LLC 4,962 5,310 +348 +7.01%
Mitchell & Pahl Private Wealth LLC 13,167 14,086 +919 +6.98%
Hengehold Capital Management LLC 4,250 4,540 +290 +6.82%
Lynch Asset Management Inc. 10,300 11,000 +700 +6.80%
Tower Bridge Advisors 18,436 19,686 +1,250 +6.78%
First Pacific Financial 502 536 +34 +6.77%
HB Wealth Management LLC 31,087 33,138 +2,051 +6.60%
Channel Wealth LLC 5,667 6,036 +369 +6.51%
Dillon & Associates Inc. 131,371 139,908 +8,537 +6.50%
Sage Mountain Advisors LLC 9,313 9,917 +604 +6.49%
Procyon Private Wealth Partners LLC 30,147 32,074 +1,927 +6.39%
Zurcher Kantonalbank Zurich Cantonalbank 395,502 420,033 +24,531 +6.20%
Griffin Asset Management Inc. 99,015 105,146 +6,131 +6.19%
First National Trust Co 5,033 5,343 +310 +6.16%
Schaper Benz & Wise Investment Counsel Inc. WI 127,326 134,914 +7,588 +5.96%
Pinnacle West Asset Management Inc. 6,960 7,360 +400 +5.75%
Aurum Wealth Management Group LLC 9,332 9,867 +535 +5.73%
Checchi Capital Advisers LLC 16,058 16,971 +913 +5.69%
Valued Wealth Advisors LLC 88 93 +5 +5.68%
Dakota Wealth Management 65,306 68,979 +3,673 +5.62%
River Street Advisors LLC 12,522 13,207 +685 +5.47%
Tompkins Financial Corp 34,437 36,311 +1,874 +5.44%
BetterWealth LLC 2,947 3,107 +160 +5.43%
Opus Capital Group LLC 6,984 7,362 +378 +5.41%
Private Trust Co. NA 11,879 12,518 +639 +5.38%
North Star Investment Management Corp. 43,709 46,046 +2,337 +5.35%
Sendero Wealth Management LLC 8,703 9,166 +463 +5.32%
RFG Advisory LLC 9,840 10,353 +513 +5.21%
Nilsine Partners LLC 11,539 12,134 +595 +5.16%
Wealth Enhancement Advisory Services LLC 505,548 531,320 +25,772 +5.10%
Clifford Swan Investment Counsel LLC 153,801 161,579 +7,778 +5.06%
Brown Miller Wealth Management LLC 39,452 41,410 +1,958 +4.96%
Traveka Wealth LLC 2,848 2,986 +138 +4.85%
Core Wealth Partners LLC 3,812 3,996 +184 +4.83%
Pinnacle Bank 5,343 5,593 +250 +4.68%
Bath Savings Trust Co 85,730 89,737 +4,007 +4.67%
Raymond James Trust N.A. 117,188 122,519 +5,331 +4.55%
Summit Trail Advisors LLC 12,558 13,123 +565 +4.50%
Arlington Financial Advisors LLC 31,890 33,322 +1,432 +4.49%
Cookson Peirce & Co. Inc. 5,903 6,162 +259 +4.39%
Hexagon Capital Partners LLC 1,196 1,248 +52 +4.35%
Grimes & Company Inc. 73,621 76,799 +3,178 +4.32%
Symphony Financial Ltd. Co. 4,215 4,397 +182 +4.32%
LVM Capital Management Ltd. MI 71,924 74,886 +2,962 +4.12%
ERn Financial LLC 4,337 4,514 +177 +4.08%
Trifecta Capital Advisors LLC 26,754 27,826 +1,072 +4.01%
Aspiriant LLC 5,328 5,539 +211 +3.96%
Capital Planning LLC 7,893 8,205 +312 +3.95%
Davis Capital Management 11,385 11,834 +449 +3.94%
Legacy Advisors LLC 28,650 29,776 +1,126 +3.93%
Global Retirement Partners LLC 32,405 33,675 +1,270 +3.92%
KMG Fiduciary Partners LLC 26,249 27,272 +1,023 +3.90%
Naples Global Advisors LLC 39,120 40,643 +1,523 +3.89%
Peoples Bank KS 6,955 7,225 +270 +3.88%
Slow Capital Inc. 37,082 38,502 +1,420 +3.83%
Graybill Bartz & Assoc Ltd. 40,088 41,621 +1,533 +3.82%
KLR Investment Advisors LLC 4,472 4,638 +166 +3.71%
Verdence Capital Advisors LLC 8,804 9,122 +318 +3.61%
Toth Financial Advisory Corp 50,238 52,045 +1,807 +3.60%
Investment Research & Advisory Group Inc. 26,773 27,735 +962 +3.59%
Financial Advisory Service Inc. 24,606 25,480 +874 +3.55%
Smith Chas P & Associates PA Cpas 466,506 482,943 +16,437 +3.52%
Allen Capital Group LLC 4,813 4,982 +169 +3.51%
Shepherd Financial Partners LLC 12,349 12,781 +432 +3.50%
Horizon Wealth Management LLC 2,542 2,629 +87 +3.42%
Relyea Zuckerberg Hanson LLC 4,992 5,160 +168 +3.37%
FFT Wealth Management LLC 2,179 2,252 +73 +3.35%
Norris Perne & French LLP MI 4,116 4,253 +137 +3.33%
Norway Savings Bank 10,247 10,587 +340 +3.32%
PBMares Wealth Management LLC 2,397 2,476 +79 +3.30%
Patrick M Sweeney & Associates Inc. 4,750 4,900 +150 +3.16%
Los Angeles Capital Management & Equity Research Inc. 2,039,633 2,103,457 +63,824 +3.13%
Tempus Wealth Planning LLC 2,947 3,035 +88 +2.99%
Summit Financial LLC 15,585 16,043 +458 +2.94%
Perkins Coie Trust Co 55,297 56,902 +1,605 +2.90%
SignalPoint Asset Management LLC 3,539 3,641 +102 +2.88%
Iowa State Bank 31,878 32,794 +916 +2.87%
AMI Asset Management Corp 355,200 365,292 +10,092 +2.84%
Emerald Advisors LLC 3,694 3,798 +104 +2.82%
Telos Capital Management Inc. 55,809 57,375 +1,566 +2.81%
Jacobs & Co. CA 149,473 153,656 +4,183 +2.80%
Valeo Financial Advisors LLC 63,519 65,288 +1,769 +2.78%
Sawyer & Company Inc 29,177 29,971 +794 +2.72%
Petredis Investment Advisors LLC 17,943 18,428 +485 +2.70%
Harbor Investment Advisory LLC 57,295 58,797 +1,502 +2.62%
International Assets Investment Management LLC 8,060 8,271 +211 +2.62%
Horst & Graben Wealth Management LLC 5,287 5,419 +132 +2.50%
WoodTrust Financial Corp 63,347 64,924 +1,577 +2.49%
First Personal Financial Services 77,008 78,893 +1,885 +2.45%
Compton Wealth Advisory Group LLC 14,243 14,589 +346 +2.43%
Stonebridge Capital Management Inc. 40,478 41,428 +950 +2.35%
Founders Financial Securities LLC 6,107 6,250 +143 +2.34%
Wendell David Associates Inc. 28,029 28,683 +654 +2.33%
NorthCrest Asset Manangement LLC 155,172 158,778 +3,606 +2.32%
Chickasaw Capital Management LLC 17,950 18,350 +400 +2.23%
American Capital Advisory LLC 808 826 +18 +2.23%
Liberty One Investment Management LLC 151,066 154,418 +3,352 +2.22%
Tealwood Asset Management Inc. 13,085 13,374 +289 +2.21%
AJ Advisors LLC 2,397 2,447 +50 +2.09%
GFS Advisors LLC 26,145 26,680 +535 +2.05%
Busey Wealth Management 210,336 214,600 +4,264 +2.03%
Astoria Portfolio Advisors LLC. 6,266 6,393 +127 +2.03%
G&S Capital LLC 29,807 30,410 +603 +2.02%
Massmutual Trust Co. FSB ADV 312,557 318,496 +5,939 +1.90%
Coston McIsaac & Partners 51,787 52,768 +981 +1.89%
Fulton Breakefield Broenniman LLC 2,849 2,900 +51 +1.79%
Bristlecone Advisors LLC 55,312 56,304 +992 +1.79%
Cyndeo Wealth Partners LLC 53,046 53,998 +952 +1.79%
Kovack Advisors Inc. 7,879 8,019 +140 +1.78%
Round Rock Advisors LLC 2,227 2,266 +39 +1.75%
Smith Anglin Financial LLC 2,644 2,690 +46 +1.74%
Tower View Investment Management & Research LLC 37,915 38,546 +631 +1.66%
Harrington Investments INC 36,290 36,878 +588 +1.62%
Culbertson A N & Co. Inc. 22,295 22,655 +360 +1.61%
Optas LLC 5,769 5,857 +88 +1.53%
Gateway Investment Advisers LLC 72,755 73,834 +1,079 +1.48%
Butensky & Cohen Financial Security Inc. 46,258 46,938 +680 +1.47%
MKT Advisors LLC 7,505 7,613 +108 +1.44%
Allied Investment Advisors LLC 6,981 7,081 +100 +1.43%
Joel Isaacson & Co. LLC 9,572 9,708 +136 +1.42%
New Hampshire Trust 30,542 30,968 +426 +1.39%
Westside Investment Management Inc. 12,624 12,798 +174 +1.38%
Jamison Private Wealth Management Inc. 8,289 8,403 +114 +1.38%
Town & Country Bank & Trust CO dba First Bankers Trust CO 3,007 3,048 +41 +1.36%
Godsey & Gibb Associates 184,559 187,044 +2,485 +1.35%
Pflug Koory LLC 2,026 2,053 +27 +1.33%
Columbia Advisory Partners LLC 4,940 5,004 +64 +1.30%
Blossom Wealth Management 6,363 6,443 +80 +1.26%
Mather Group LLC. 18,413 18,639 +226 +1.23%
Stonegate Investment Group LLC 86,753 87,819 +1,066 +1.23%
Schnieders Capital Management LLC 4,083 4,133 +50 +1.22%
Cravens & Co Advisors LLC 8,837 8,945 +108 +1.22%
Kathmere Capital Management LLC 2,402 2,431 +29 +1.21%
CORDA Investment Management LLC. 224,279 226,847 +2,568 +1.15%
MEMBERS Trust Co 9,609 9,719 +110 +1.14%
Coerente Capital Management 200,029 202,290 +2,261 +1.13%
Argonautica Private Wealth Management Inc. 49,849 50,388 +539 +1.08%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 915,486 924,954 +9,468 +1.03%
Pacifica Partners Inc. 3,899 3,939 +40 +1.03%
Reik & CO. LLC 49,028 49,528 +500 +1.02%
Stratos Wealth Partners LTD. 78,891 79,693 +802 +1.02%
Pinnacle Associates Ltd. 236,285 238,642 +2,357 +1.00%
Copperwynd Financial LLC 3,299 3,332 +33 +1.00%
Moody National Bank Trust Division 22,714 22,923 +209 +0.92%
Deane Retirement Strategies Inc. 28,790 29,055 +265 +0.92%
Covenant Asset Management LLC 22,266 22,466 +200 +0.90%
Vantage Investment Partners LLC 130,466 131,620 +1,154 +0.88%
Navalign LLC 12,302 12,409 +107 +0.87%
Moseley Investment Management Inc. 7,726 7,791 +65 +0.84%
Family Legacy Inc. 29,978 30,228 +250 +0.83%
Cambridge Advisors Inc. 7,397 7,448 +51 +0.69%
Bender Robert & Associates 45,310 45,617 +307 +0.68%
Chesley Taft & Associates LLC 73,706 74,206 +500 +0.68%
Bill Few Associates Inc. 21,166 21,308 +142 +0.67%
Galvin Gaustad & Stein LLC 210,112 211,464 +1,352 +0.64%
Perennial Advisors LLC 54,071 54,411 +340 +0.63%
Stordahl Capital Management Inc. 5,244 5,277 +33 +0.63%
Tilia Fiduciary Partners Inc. 2,255 2,269 +14 +0.62%
Gulf International Bank UK Ltd 94,207 94,777 +570 +0.61%
Manchester Financial Inc. 25,934 26,090 +156 +0.60%
WealthBridge Investment Counsel Inc. 71,001 71,426 +425 +0.60%
Gleason Group Inc. 1,021 1,027 +6 +0.59%
Dechtman Wealth Management LLC 4,380 4,406 +26 +0.59%
Marest Capital LLC 3,257 3,276 +19 +0.58%
B & T Capital Management DBA Alpha Capital Management 41,573 41,807 +234 +0.56%
Arkadios Wealth Advisors 10,367 10,423 +56 +0.54%
Jmac Enterprises LLC 10,589 10,645 +56 +0.53%
Blue Bell Private Wealth Management LLC 598 601 +3 +0.50%
Horrell Capital Management Inc. 29,224 29,371 +147 +0.50%
Royal Fund Management LLC 34,903 35,079 +176 +0.50%
Walker Asset Management LLC 22,418 22,527 +109 +0.49%
Lakeridge Wealth Management LLC 4,354 4,374 +20 +0.46%
Cedar Mountain Advisors LLC 2,897 2,910 +13 +0.45%
Monterey Private Wealth Inc. 3,081 3,095 +14 +0.45%
Sugarloaf Wealth Management LLC 1,915 1,923 +8 +0.42%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 11,111 11,158 +47 +0.42%
Planning Capital Management Corp 1,199 1,204 +5 +0.42%
Greenleaf Trust 213,902 214,764 +862 +0.40%
Prestige Wealth Management Group LLC 2,282 2,291 +9 +0.39%
Douglas Lane & Associates LLC 12,305 12,349 +44 +0.36%
Field & Main Bank 9,930 9,965 +35 +0.35%
GHE LLC 44,814 44,962 +148 +0.33%
Tradewinds Capital Management LLC 8,900 8,926 +26 +0.29%
Gemmer Asset Management LLC 111,993 112,248 +255 +0.23%
PFW Advisors LLC 22,023 22,073 +50 +0.23%
First PREMIER Bank 10,741 10,765 +24 +0.22%
Apella Capital LLC 6,903 6,918 +15 +0.22%
SOA Wealth Advisors LLC. 3,675 3,683 +8 +0.22%
180 Wealth Advisors LLC 44,713 44,806 +93 +0.21%
Allen Mooney & Barnes Investment Advisors LLC 21,723 21,768 +45 +0.21%
Planning Center Inc. 4,469 4,478 +9 +0.20%
Adviser Investments LLC 162,876 163,179 +303 +0.19%
Park Avenue Securities LLC 72,916 73,046 +130 +0.18%
Soundmark Wealth Management LLC 6,030 6,041 +11 +0.18%
Pine Haven Investment Counsel Inc 41,529 41,599 +70 +0.17%
Powers Advisory Group LLC 7,282 7,293 +11 +0.15%
Fulton Bank N.A. 17,849 17,873 +24 +0.13%
Pavion Blue Capital LLC 10,318 10,328 +10 +0.10%
Catalyst Capital Advisors LLC 1,076 1,077 +1 +0.09%
Sage Capital Advisors llc 2,564 2,566 +2 +0.08%
Ridgecrest Wealth Partners LLC 23,870 23,887 +17 +0.07%
Robeco Institutional Asset Management B.V. 50,102 50,132 +30 +0.06%
BNC Wealth Management LLC 32,700 32,721 +21 +0.06%
LongView Wealth Management 4,143 4,145 +2 +0.05%
ST Germain D J Co. Inc. 7,130 7,133 +3 +0.04%
SNS Financial Group LLC 2,339 2,340 +1 +0.04%
Pacific Sage Partners LLC 31,537 31,550 +13 +0.04%
Lodestar Private Asset Management LLC 3,840 3,841 +1 +0.03%
Matisse Capital 8,325 8,327 +2 +0.02%
Eudaimonia Partners LLC 4,246 4,247 +1 +0.02%
Paragon Financial Partners Inc. 4,415 4,416 +1 +0.02%
Advisory Services & Investments LLC 8,032 8,033 +1 +0.01%
13F Filers Reporting New Positions In SBUX
IAG Wealth Partners LLC 0 0 UNCH 100%
American National Bank & Trust Co. VA 0 9,203 +9,203 +100%
Hartline Investment Corp 0 4,024 +4,024 +100%
Hennessy Advisors Inc. 0 56,200 +56,200 +100%
Deltec Asset Management LLC 0 11,200 +11,200 +100%
Westend Capital Management LLC 0 56 +56 +100%
Sky Investment Group LLC 0 19,703 +19,703 +100%
Atlas Brown Inc. 0 3,537 +3,537 +100%
Tributary Capital Management LLC 0 52 +52 +100%
Confluence Investment Management LLC 0 685,247 +685,247 +100%
Mesirow Financial Investment Management Inc. 0 152,562 +152,562 +100%
Bright Rock Capital Management LLC 0 100,000 +100,000 +100%
Community Financial Services Group LLC 0 9,898 +9,898 +100%
Aviance Capital Partners LLC 0 3,614 +3,614 +100%
Iron Financial LLC 0 7,850 +7,850 +100%
Donald L. Hagan LLC 0 11,070 +11,070 +100%
Fort Pitt Capital Group LLC 0 799,696 +799,696 +100%
Horizon Financial Services LLC 0 125 +125 +100%
Ibex Wealth Advisors 0 19,127 +19,127 +100%
OmniStar Financial Group Inc. 0 14,163 +14,163 +100%
SpiderRock Advisors LLC 0 85,973 +85,973 +100%
CBOE Vest Financial LLC 0 2,539 +2,539 +100%
Fulcrum Equity Management 0 2,709 +2,709 +100%
Evolution Wealth Advisors LLC 0 2,585 +2,585 +100%
O Keefe Stevens Advisory Inc. 0 2,323 +2,323 +100%
LifeSteps Financial Inc. 0 1,055 +1,055 +100%
Future Financial Wealth Managment LLC 0 50 +50 +100%
H&H Retirement Design & Management INC 0 4,973 +4,973 +100%
F M Investments LLC 0 2,192 +2,192 +100%
Crew Capital Management Ltd. 0 7,164 +7,164 +100%
Financial Management Network Inc. 0 3,204 +3,204 +100%
Fermata Advisors LLC 0 3,826 +3,826 +100%
Pallas Capital Advisors LLC 0 2,834 +2,834 +100%
Eagle Strategies LLC 0 2,810 +2,810 +100%
Stegent Equity Advisors Inc. 0 4,908 +4,908 +100%
Redmont Wealth Advisors LLC 0 157 +157 +100%
jvl associates llc 0 3,276 +3,276 +100%
Global Assets Advisory LLC 0 35,223 +35,223 +100%
Melfa Wealth Management LLC 0 2,199 +2,199 +100%
Register Financial Advisors LLC 0 633 +633 +100%
Dover Advisors LLC 0 3,225 +3,225 +100%
Milestone Asset Management LLC 0 2,748 +2,748 +100%
MY Purposeful Wealth CORP. 0 3,934 +3,934 +100%
Silvia Mccoll Wealth Management LLC 0 2,776 +2,776 +100%
Dixon Mitchell Investment Counsel Inc. 0 500 +500 +100%
Focus Financial Network Inc. 0 10,987 +10,987 +100%
nVerses Capital LLC 0 100 +100 +100%
Foguth Wealth Management LLC. 0 8,536 +8,536 +100%
Emprise Bank 0 8,930 +8,930 +100%
Davies Financial Advisors Inc. 0 9,403 +9,403 +100%
Diversify Advisory Services LLC 0 25,121 +25,121 +100%
13F Filers With Unchanged Share Count
Rowland & Co. Investment Counsel ADV 22,009 22,009 UNCH 0.00%
Horizon Bancorp Inc. IN 110 110 UNCH 0.00%
Walter & Keenan Financial Consulting Co. MI ADV 5,925 5,925 UNCH 0.00%
Mount Vernon Associates Inc. MD 22,557 22,557 UNCH 0.00%
Summit Financial Group Inc. 3,441 3,441 UNCH 0.00%
First National Corp MA ADV 2,192 2,192 UNCH 0.00%
Marshall & Sullivan Inc. WA 10,627 10,627 UNCH 0.00%
Grace & White Inc. NY 3,750 3,750 UNCH 0.00%
Groesbeck Investment Management Corp NJ 4,802 4,802 UNCH 0.00%
Moody Lynn & Lieberson LLC 8,736 8,736 UNCH 0.00%
Stephenson National Bank & Trust 67 67 UNCH 0.00%
Pioneer Trust Bank N A OR 11,210 11,210 UNCH 0.00%
Fort Washington Investment Advisors Inc. OH 1,219,037 1,219,037 UNCH 0.00%
Optimum Investment Advisors 6,555 6,555 UNCH 0.00%
Atwood & Palmer Inc. 207 207 UNCH 0.00%
Amarillo National Bank 12,874 12,874 UNCH 0.00%
Forbes J M & Co. LLP 3,852 3,852 UNCH 0.00%
Advanced Asset Management Advisors Inc 70,000 70,000 UNCH 0.00%
Alta Capital Management LLC 4,000 4,000 UNCH 0.00%
First Community Trust NA 363 363 UNCH 0.00%
Sonata Capital Group Inc. 5,049 5,049 UNCH 0.00%
Rice Hall James & Associates LLC 2,468 2,468 UNCH 0.00%
Profit Investment Management LLC 4,154 4,154 UNCH 0.00%
Hartford Financial Management Inc. 42 42 UNCH 0.00%
Bangor Savings Bank 416 416 UNCH 0.00%
Indiana Trust & Investment Management CO 3,145 3,145 UNCH 0.00%
Baker Ellis Asset Management LLC 5,859 5,859 UNCH 0.00%
Contravisory Investment Management Inc. 550 550 UNCH 0.00%
Liberty Capital Management Inc. 2,660 2,660 UNCH 0.00%
West Oak Capital LLC 1,815 1,815 UNCH 0.00%
Fruth Investment Management 80,249 80,249 UNCH 0.00%
Gibson Capital LLC 2,284 2,284 UNCH 0.00%
Legato Capital Management LLC 16,654 16,654 UNCH 0.00%
Cohen Klingenstein LLC 30,100 30,100 UNCH 0.00%
Timber Creek Capital Management LLC 178 178 UNCH 0.00%
Rocky Mountain Advisers LLC 400 400 UNCH 0.00%
Alta Advisers Ltd 3,200 3,200 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 2,258 2,258 UNCH 0.00%
Consolidated Investment Group LLC 13,098 13,098 UNCH 0.00%
Boltwood Capital Management 2,826 2,826 UNCH 0.00%
JNBA Financial Advisors 2,661 2,661 UNCH 0.00%
Lowe Wealth Advisors LLC 1,108 1,108 UNCH 0.00%
R.H. Dinel Investment Counsel Inc. 74,400 74,400 UNCH 0.00%
Cranbrook Wealth Management LLC 250 250 UNCH 0.00%
CKW Financial Group 2,080 2,080 UNCH 0.00%
Curbstone Financial Management Corp 12,280 12,280 UNCH 0.00%
DORCHESTER WEALTH MANAGEMENT Co 5,055 5,055 UNCH 0.00%
Cable Hill Partners LLC 13,138 13,138 UNCH 0.00%
Harbour Capital Advisors LLC 2,407 2,407 UNCH 0.00%
Legacy Bridge LLC 295 295 UNCH 0.00%
First Bank & Trust 3,438 3,438 UNCH 0.00%
Radnor Capital Management LLC 10,905 10,905 UNCH 0.00%
GenTrust LLC 2,800 2,800 UNCH 0.00%
Symmetry Partners LLC 5,516 5,516 UNCH 0.00%
Oak Asset Management LLC 20,241 20,241 UNCH 0.00%
Global Trust Asset Management LLC 1,072 1,072 UNCH 0.00%
Carmichael Hill & Associates Inc. 61 61 UNCH 0.00%
Northwest Capital Management Inc 2,407 2,407 UNCH 0.00%
Luken Investment Analytics LLC 1,600 1,600 UNCH 0.00%
Solstein Capital LLC 318 318 UNCH 0.00%
Silvant Capital Management LLC 1,604 1,604 UNCH 0.00%
Retirement Group LLC 64 64 UNCH 0.00%
Principle Wealth Partners LLC 12,752 12,752 UNCH 0.00%
Essex Savings Bank 5,619 5,619 UNCH 0.00%
Insight Financial Services 112 112 UNCH 0.00%
Aspire Private Capital LLC 43 43 UNCH 0.00%
Yarbrough Capital LLC 15,877 15,877 UNCH 0.00%
Wesleyan Assurance Society 44,950 44,950 UNCH 0.00%
Zhang Financial LLC 3,772 3,772 UNCH 0.00%
IFG Advisors LLC 3,800 3,800 UNCH 0.00%
Carolina Wealth Advisors LLC 255 255 UNCH 0.00%
HBW Advisory Services LLC 39,912 39,912 UNCH 0.00%
Red Spruce Capital LLC 6,516 6,516 UNCH 0.00%
Atticus Wealth Management LLC 330 330 UNCH 0.00%
HighMark Wealth Management LLC 441 441 UNCH 0.00%
Center for Financial Planning Inc. 131 131 UNCH 0.00%
StrongBox Wealth LLC 3,073 3,073 UNCH 0.00%
West Financial Advisors LLC 497 497 UNCH 0.00%
TriaGen Wealth Management LLC 8,386 8,386 UNCH 0.00%
Johnson Bixby & Associates LLC 3,851 3,851 UNCH 0.00%
DHJJ Financial Advisors Ltd. 1,096 1,096 UNCH 0.00%
Piscataqua Savings Bank 985 985 UNCH 0.00%
JTC Employer Solutions Trusteee Ltd 1,250 1,250 UNCH 0.00%
Northcape Wealth Management LLC 3,743 3,743 UNCH 0.00%
ShankerValleau Wealth Advisors Inc. 2,879 2,879 UNCH 0.00%
Viewpoint Capital Management LLC 4,342 4,342 UNCH 0.00%
Lockerman Financial Group Inc. 2,266 2,266 UNCH 0.00%
Morton Brown Family Wealth LLC 351 351 UNCH 0.00%
Chemistry Wealth Management LLC 8,330 8,330 UNCH 0.00%
Red Tortoise LLC 276 276 UNCH 0.00%
Intelligent Financial Strategies 260 260 UNCH 0.00%
Ulland Investment Advisors LLC 200 200 UNCH 0.00%
Autumn Glory Partners LLC 11,164 11,164 UNCH 0.00%
Family CFO Inc 115 115 UNCH 0.00%
Global Wealth Strategies & Associates 97 97 UNCH 0.00%
Armstrong Advisory Group Inc. 665 665 UNCH 0.00%
DecisionPoint Financial LLC 325 325 UNCH 0.00%
Signature Resources Capital Management LLC 76 76 UNCH 0.00%
V Square Quantitative Management LLC 7,469 7,469 UNCH 0.00%
Axim Planning & Wealth 3,028 3,028 UNCH 0.00%
Summa Corp. 4,000 4,000 UNCH 0.00%
Creative Capital Management Investments LLC 695 695 UNCH 0.00%
Stephens Consulting LLC 56 56 UNCH 0.00%
Glass Jacobson Investment Advisors llc 1,246 1,246 UNCH 0.00%
Financial Freedom LLC 79 79 UNCH 0.00%
McCarthy Grittinger Financial Group LLC 3 3 UNCH 0.00%
North Ridge Wealth Advisors Inc. 2,229 2,229 UNCH 0.00%
Trivant Custom Portfolio Group LLC 445 445 UNCH 0.00%
CGC Financial Services LLC 1,982 1,982 UNCH 0.00%
Sentry LLC 3,552 3,552 UNCH 0.00%
Bear Mountain Capital Inc. 564 564 UNCH 0.00%
Partnership Wealth Management LLC 119 119 UNCH 0.00%
1858 Wealth Management LLC 4,006 4,006 UNCH 0.00%
Transcendent Capital Group LLC 711 711 UNCH 0.00%
Walden Wealth Partners LLC 2,798 2,798 UNCH 0.00%
Fairway Wealth LLC 130 130 UNCH 0.00%
13F Filers Decreasing SBUX Share Count
Cutler Group LP 37,839 89 -37,750 -99.76%
Franklin Street Advisors Inc. NC 216,434 5,820 -210,614 -97.31%
Roble Belko & Company Inc 78 3 -75 -96.15%
Transform Wealth LLC 58,816 2,929 -55,887 -95.02%
Summit Global Investments 78,950 4,736 -74,214 -94.00%
GUNN & Co INVESTMENT MANAGEMENT INC. 466,506 34,787 -431,719 -92.54%
MV Capital Management Inc. 18,475 2,283 -16,192 -87.64%
Bremer Bank National Association 13,292 2,293 -10,999 -82.75%
West Branch Capital LLC 63 11 -52 -82.54%
SJS Investment Consulting Inc. 130 26 -104 -80.00%
Cary Street Partners Investment Advisory LLC 72,951 15,653 -57,298 -78.54%
Wetzel Investment Advisors Inc. 168 40 -128 -76.19%
CX Institutional 31,907 8,320 -23,587 -73.92%
Annapolis Financial Services LLC 542 142 -400 -73.80%
PFS Partners LLC 64 17 -47 -73.44%
Voisard Asset Management Group Inc. 649 200 -449 -69.18%
Wolff Wiese Magana LLC 1,679 524 -1,155 -68.79%
Assenagon Asset Management S.A. 1,866,851 595,253 -1,271,598 -68.11%
Fairman Group LLC 310 101 -209 -67.42%
Fundamentun LLC 42,206 14,575 -27,631 -65.47%
Oak Thistle LLC 21,553 8,154 -13,399 -62.17%
Fulcrum Capital LLC 5,784 2,284 -3,500 -60.51%
CHURCHILL MANAGEMENT Corp 40,179 16,095 -24,084 -59.94%
Red Cedar Investment Management LLC 24,815 10,365 -14,450 -58.23%
Webster Bank N. A. 2,202 927 -1,275 -57.90%
Summit Place Financial Advisors LLC 16,860 8,129 -8,731 -51.79%
Fortis Group Advisors LLC 1,120 560 -560 -50.00%
Steigerwald Gordon & Koch Inc. 6,466 3,335 -3,131 -48.42%
Asset Dedication LLC 29,201 15,156 -14,045 -48.10%
Mechanics Bank Trust Department 11,881 6,182 -5,699 -47.97%
Leeward Financial Partners LLC 16,819 8,852 -7,967 -47.37%
Pure Financial Advisors Inc. 9,204 5,004 -4,200 -45.63%
Sapient Capital LLC 214,137 116,900 -97,237 -45.41%
Capital Investment Advisory Services LLC 13,726 7,510 -6,216 -45.29%
First Financial Bank Trust Division 9,124 5,118 -4,006 -43.91%
Arthur M. Cohen & Associates LLC 11,649 6,605 -5,044 -43.30%
Ameliora Wealth Management Ltd. 879 500 -379 -43.12%
Wallace Advisory Group LLC 3,912 2,237 -1,675 -42.82%
Financial Synergies Wealth Advisors Inc. 390 224 -166 -42.56%
First Hawaiian Bank 25,767 16,550 -9,217 -35.77%
Birinyi Associates Inc. 12,025 7,800 -4,225 -35.14%
Dougherty Wealth Advisers LLC 2,831 1,869 -962 -33.98%
Coastline Trust Co 20,095 13,320 -6,775 -33.71%
ZRC Wealth Management LLC 1,445 958 -487 -33.70%
Byrne Asset Management LLC 1,790 1,225 -565 -31.56%
Bradley & Co. Private Wealth Management LLC 15,130 10,372 -4,758 -31.45%
Impax Asset Management Group plc 145,497 102,583 -42,914 -29.49%
Centurion Wealth Management LLC 3,518 2,491 -1,027 -29.19%
WASHINGTON TRUST Co 21,955 15,606 -6,349 -28.92%
LGL Partners LLC 3,808 2,754 -1,054 -27.68%
China Universal Asset Management Co. Ltd. 11,875 8,603 -3,272 -27.55%
Perpetual Ltd 28,033 20,609 -7,424 -26.48%
Newbridge Financial Services Group Inc. 3,118 2,342 -776 -24.89%
Tyche Wealth Partners LLC 8,266 6,267 -1,999 -24.18%
Monument Capital Management 5,825 4,441 -1,384 -23.76%
CFM Wealth Partners LLC 32,665 25,029 -7,636 -23.38%
UMB Bank N A MO 206,574 158,507 -48,067 -23.27%
Sigma Investment Counselors Inc. 3,634 2,800 -834 -22.95%
Hazlett Burt & Watson Inc. 685 531 -154 -22.48%
Financial Perspectives Inc 148 115 -33 -22.30%
Kingswood Wealth Advisors LLC 10,541 8,293 -2,248 -21.33%
Turtle Creek Wealth Advisors LLC 7,068 5,572 -1,496 -21.17%
DNB Asset Management AS 221,292 174,574 -46,718 -21.11%
Hanson & Doremus Investment Management 15,854 12,525 -3,329 -21.00%
Park Place Capital Corp 7,614 6,026 -1,588 -20.86%
West Bancorporation Inc. 2,800 2,237 -563 -20.11%
Hall Laurie J Trustee 250 200 -50 -20.00%
Blue Chip Partners Inc. 3,589 2,884 -705 -19.64%
Steele Capital Management Inc. 2,912 2,343 -569 -19.54%
Stratos Wealth Advisors LLC 9,268 7,492 -1,776 -19.16%
Vanguard Capital Wealth Advisors 3,638 2,942 -696 -19.13%
TFC Financial Management 63 51 -12 -19.05%
Bay Colony Advisory Group Inc d b a Bay Colony Advisors 4,969 4,024 -945 -19.02%
Papp L Roy & Associates 25,912 21,076 -4,836 -18.66%
Integrated Investment Consultants LLC 3,970 3,231 -739 -18.61%
Financial Management Professionals Inc. 1,145 933 -212 -18.52%
Chemung Canal Trust Co. 13,462 10,993 -2,469 -18.34%
Bogart Wealth LLC 75,089 61,340 -13,749 -18.31%
Nichols & Pratt Advisers LLP MA 6,530 5,365 -1,165 -17.84%
Everpar Advisors LLC 4,897 4,048 -849 -17.34%
Nicholas Hoffman & Company LLC. 6,239 5,165 -1,074 -17.21%
Private Wealth Management Group LLC 1,432 1,196 -236 -16.48%
Mn Services Vermogensbeheer B.V. 544,600 457,800 -86,800 -15.94%
Catalyst Financial Partners LLC 7,198 6,056 -1,142 -15.87%
Fifth Third Bancorp 465,983 392,596 -73,387 -15.75%
YHB Investment Advisors Inc. 8,842 7,450 -1,392 -15.74%
Premier Path Wealth Partners LLC 6,558 5,531 -1,027 -15.66%
Diversified Trust Co 24,022 20,318 -3,704 -15.42%
KRS Capital Management LLC 6,897 5,854 -1,043 -15.12%
Fortitude Family Office LLC 418 355 -63 -15.07%
Tsfg LLC 6,202 5,276 -926 -14.93%
Financial Advisory Partners LLC 38,999 33,204 -5,795 -14.86%
Capital Advisors Ltd. LLC 4,673 3,980 -693 -14.83%
First Financialcorp IN 11,301 9,628 -1,673 -14.80%
Chicago Capital LLC 27,848 23,774 -4,074 -14.63%
Enzi Wealth 2,825 2,413 -412 -14.58%
Chaney Capital Management Inc. 17,378 14,879 -2,499 -14.38%
American Financial Advisors LLC 3,872 3,316 -556 -14.36%
Private Ocean LLC 7,936 6,834 -1,102 -13.89%
Amalgamated Bank 284,793 245,338 -39,455 -13.85%
Fishman Jay A Ltd. MI 8,040 6,940 -1,100 -13.68%
Bank of New Hampshire 2,626 2,269 -357 -13.59%
Sequoia Financial Advisors LLC 100,808 87,354 -13,454 -13.35%
Financial Insights Inc. 15,054 13,051 -2,003 -13.31%
Cutler Investment Counsel LLC 12,842 11,162 -1,680 -13.08%
Peoples Financial Services CORP. 3,905 3,405 -500 -12.80%
LVW Advisors LLC 2,834 2,483 -351 -12.39%
Notis McConarty Edward 5,503 4,847 -656 -11.92%
JJJ Advisors Inc. 434 383 -51 -11.75%
Beese Fulmer Investment Management Inc. 7,092 6,269 -823 -11.60%
Archford Capital Strategies LLC 2,535 2,242 -293 -11.56%
Valley National Advisers Inc. 13,058 11,561 -1,497 -11.46%
Threadgill Financial LLC 28,464 25,328 -3,136 -11.02%
Drive Wealth Management LLC 2,854 2,544 -310 -10.86%
AFT Forsyth & Company Inc. 9,215 8,250 -965 -10.47%
Canandaigua National Bank & Trust Co. 3,401 3,045 -356 -10.47%
WealthShield Partners LLC 2,572 2,308 -264 -10.26%
Means Investment CO. Inc. 28,658 25,814 -2,844 -9.92%
Trust Co. of Toledo NA OH 28,588 25,778 -2,810 -9.83%
Patten Group Inc. 3,737 3,372 -365 -9.77%
Osher Van de Voorde Investment Management 187,185 169,130 -18,055 -9.65%
Mission Wealth Management LP 29,813 27,006 -2,807 -9.42%
First Merchants Corp 29,823 27,058 -2,765 -9.27%
Lindbrook Capital LLC 16,190 14,719 -1,471 -9.09%
Wealthfront Advisers LLC 133,196 121,138 -12,058 -9.05%
Carlton Hofferkamp & Jenks Wealth Management LLC 9,097 8,277 -820 -9.01%
Hamel Associates Inc. 28,241 25,716 -2,525 -8.94%
CAPROCK Group Inc. 24,348 22,187 -2,161 -8.88%
Little House Capital LLC 2,506 2,285 -221 -8.82%
RBA Wealth Management LLC 5,087 4,642 -445 -8.75%
Stonehearth Capital Management LLC 2,818 2,572 -246 -8.73%
Foster Group Inc. 2,854 2,605 -249 -8.72%
JFS Wealth Advisors LLC 3,000 2,739 -261 -8.70%
Concord Wealth Partners 2,432 2,224 -208 -8.55%
Oakworth Capital Inc. 4,254 3,902 -352 -8.27%
Tritonpoint Wealth LLC 94,146 86,392 -7,754 -8.24%
Traynor Capital Management Inc. 6,942 6,370 -572 -8.24%
Ipswich Investment Management Co. Inc. 3,662 3,364 -298 -8.14%
TRUE Private Wealth Advisors 10,733 9,887 -846 -7.88%
Securian Asset Management Inc 72,364 66,685 -5,679 -7.85%
BLB&B Advisors LLC 3,532 3,255 -277 -7.84%
Anderson Fisher LLC 4,080 3,763 -317 -7.77%
Bridges Investment Management Inc. 3,865 3,565 -300 -7.76%
OLD National Bancorp IN 16,860 15,552 -1,308 -7.76%
SeaCrest Wealth Management LLC 13,290 12,262 -1,028 -7.74%
Marion Wealth Management 4,828 4,459 -369 -7.64%
Central Bank & Trust Co. 12,066 11,147 -919 -7.62%
Legacy Trust 15,606 14,485 -1,121 -7.18%
Investment Advisory Group LLC 2,787 2,589 -198 -7.10%
IVC Wealth Advisors LLC 16,278 15,132 -1,146 -7.04%
Childress Capital Advisors LLC 3,639 3,387 -252 -6.92%
Doliver Advisors LP 5,552 5,172 -380 -6.84%
Aaron Wealth Advisors 3,823 3,562 -261 -6.83%
Alpha Cubed Investments LLC 121,024 112,877 -8,147 -6.73%
Kesler Norman & Wride LLC 21,350 19,921 -1,429 -6.69%
Sage Rhino Capital LLC 2,999 2,800 -199 -6.64%
Atlantic Union Bankshares Corp 44,253 41,335 -2,918 -6.59%
Latitude Advisors LLC 4,054 3,789 -265 -6.54%
Ninety One UK Ltd 679,603 635,296 -44,307 -6.52%
Octavia Wealth Advisors LLC 4,389 4,114 -275 -6.27%
Winthrop Advisory Group LLC 8,498 7,969 -529 -6.22%
CHICAGO TRUST Co NA 13,879 13,018 -861 -6.20%
Mogy Joel R Investment Counsel Inc. 338,380 317,580 -20,800 -6.15%
Cornerstone Wealth Management LLC 5,200 4,886 -314 -6.04%
Grove Bank & Trust 1,229 1,155 -74 -6.02%
Stock Yards Bank & Trust Co. 104,502 98,219 -6,283 -6.01%
Marks Group Wealth Management Inc 21,206 19,953 -1,253 -5.91%
Mcdonald Partners LLC 6,427 6,047 -380 -5.91%
Farmers & Merchants Trust Co of Chambersburg PA 1,183 1,114 -69 -5.83%
Raymond James Financial Services Advisors Inc. 801,908 755,562 -46,346 -5.78%
Pegasus Partners Ltd. 29,959 28,234 -1,725 -5.76%
Apeiron RIA LLC 3,129 2,951 -178 -5.69%
Sweet Financial Partners LLC 3,382 3,190 -192 -5.68%
Evanson Asset Management LLC 3,546 3,345 -201 -5.67%
DeDora Capital Inc. 4,820 4,547 -273 -5.66%
Adell Harriman & Carpenter Inc. 38,647 36,492 -2,155 -5.58%
California Public Employees Retirement System 2,722,714 2,571,476 -151,238 -5.55%
United Asset Strategies Inc. 136,852 129,264 -7,588 -5.54%
Rosenberg Matthew Hamilton 3,165 2,991 -174 -5.50%
Princeton Global Asset Management LLC 854 807 -47 -5.50%
West Coast Financial LLC 18,991 17,978 -1,013 -5.33%
Dynamic Advisor Solutions LLC 12,061 11,424 -637 -5.28%
Orrstown Financial Services Inc. 3,228 3,061 -167 -5.17%
J.W. Cole Advisors Inc. 7,159 6,793 -366 -5.11%
Duncker Streett & Co. Inc. 15,022 14,257 -765 -5.09%
Sivia Capital Partners LLC 3,479 3,303 -176 -5.06%
Claro Advisors LLC 14,297 13,578 -719 -5.03%
Hartford Investment Management Co. 76,935 73,083 -3,852 -5.01%
Bell Bank 14,289 13,575 -714 -5.00%
Norwood Financial Corp 1,020 970 -50 -4.90%
Iron Horse Wealth Management LLC 2,092 1,992 -100 -4.78%
Norden Group LLC 9,571 9,118 -453 -4.73%
Riverview Trust Co 3,289 3,134 -155 -4.71%
Mayflower Financial Advisors LLC 3,218 3,068 -150 -4.66%
Covea Finance 99,647 94,999 -4,648 -4.66%
Argent Capital Management LLC 7,200 6,865 -335 -4.65%
Union Savings Bank 1,954 1,865 -89 -4.55%
Farmers Trust Co. 2,378 2,270 -108 -4.54%
Caldwell Sutter Capital Inc. 7,238 6,916 -322 -4.45%
Cullen Investment Group LTD. 113,043 108,019 -5,024 -4.44%
Benjamin Edwards Inc. 4,328 4,142 -186 -4.30%
Riverbridge Partners LLC 573,497 549,098 -24,399 -4.25%
First Affirmative Financial Network 5,289 5,066 -223 -4.22%
Sumitomo Life Insurance Co. 10,542 10,097 -445 -4.22%
Hixon Zuercher LLC 64,424 61,749 -2,675 -4.15%
Cottage Street Advisors LLC 23,595 22,618 -977 -4.14%
JB Capital LLC 2,857 2,741 -116 -4.06%
WBH Advisory Inc. 14,785 14,184 -601 -4.06%
D. B. Root & Company LLC 13,314 12,779 -535 -4.02%
State of Alaska Department of Revenue 143,994 138,234 -5,760 -4.00%
Donaldson Capital Management LLC 24,207 23,240 -967 -3.99%
Sterling Investment Counsel LLC 7,114 6,833 -281 -3.95%
Signal Advisors Wealth LLC 9,213 8,856 -357 -3.87%
Ignite Planners LLC 5,752 5,530 -222 -3.86%
Orca Investment Management LLC 7,494 7,206 -288 -3.84%
Appleton Partners Inc. MA 73,237 70,430 -2,807 -3.83%
Strategic Advisors LLC 3,085 2,967 -118 -3.82%
Arbor Trust Wealth Advisors LLC 3,687 3,547 -140 -3.80%
Sunbelt Securities Inc. 13,152 12,661 -491 -3.73%
West Paces Advisors Inc. 13,705 13,197 -508 -3.71%
Zullo Investment Group Inc. 5,035 4,850 -185 -3.67%
Unionview LLC 13,915 13,406 -509 -3.66%
Acropolis Investment Management LLC 4,503 4,342 -161 -3.58%
Cornell Pochily Investment Advisors Inc. 9,994 9,638 -356 -3.56%
Barrett & Company Inc. 705 680 -25 -3.55%
New Mexico Educational Retirement Board 59,698 57,598 -2,100 -3.52%
M3 Advisory Group LLC 4,568 4,408 -160 -3.50%
NBT Bank N A NY 18,029 17,404 -625 -3.47%
CVA Family Office LLC 4,279 4,134 -145 -3.39%
New York State Teachers Retirement System 1,172,096 1,132,720 -39,376 -3.36%
Criterion Capital Advisors LLC 690 667 -23 -3.33%
MeadowBrook Investment Advisors LLC 10,500 10,150 -350 -3.33%
Fielder Capital Group LLC 5,143 4,974 -169 -3.29%
Alpha Omega Wealth Management LLC 2,511 2,430 -81 -3.23%
Welch Group LLC 5,159 4,994 -165 -3.20%
Cigna Investments Inc. New 12,179 11,789 -390 -3.20%
Ferguson Wellman Capital Management Inc. 46,401 44,927 -1,474 -3.18%
ORBA Wealth Advisors L.L.C. 3,185 3,085 -100 -3.14%
Omega Financial Group LLC 3,613 3,500 -113 -3.13%
Capital Advisors Wealth Management LLC 2,856 2,769 -87 -3.05%
PSI Advisors LLC 2,177 2,112 -65 -2.99%
Inspirion Wealth Advisors LLC 7,593 7,367 -226 -2.98%
Louisiana State Employees Retirement System 159,400 154,700 -4,700 -2.95%
Red Door Wealth Management LLC 4,949 4,804 -145 -2.93%
Gradient Capital Advisors LLC 3,426 3,327 -99 -2.89%
Flagship Harbor Advisors LLC 5,059 4,913 -146 -2.89%
Raub Brock Capital Management LP 156,602 152,104 -4,498 -2.87%
GoalVest Advisory LLC 175 170 -5 -2.86%
Monumental Financial Group Inc. 11,348 11,037 -311 -2.74%
CENTRAL TRUST Co 71,968 70,013 -1,955 -2.72%
Eads & Heald Wealth Management 12,598 12,263 -335 -2.66%
Stiles Financial Services Inc 6,970 6,785 -185 -2.65%
Plimoth Trust Co. LLC 7,765 7,560 -205 -2.64%
Veracity Capital LLC 4,579 4,459 -120 -2.62%
RDA Financial Network 5,486 5,346 -140 -2.55%
Baldwin Brothers Inc. MA 129,055 125,769 -3,286 -2.55%
SYSTM Wealth Solutions LLC 51,051 49,856 -1,195 -2.34%
McAdam LLC 3,826 3,740 -86 -2.25%
Northwest Investment Counselors LLC 30,924 30,250 -674 -2.18%
Fragasso Group Inc. 12,983 12,702 -281 -2.16%
Schmidt P J Investment Management Inc. 5,264 5,151 -113 -2.15%
Main Street Financial Solutions LLC 4,855 4,751 -104 -2.14%
Grassi Investment Management 9,332 9,132 -200 -2.14%
Yousif Capital Management LLC 127,665 124,947 -2,718 -2.13%
Sitrin Capital Management LLC 51,218 50,125 -1,093 -2.13%
Covenant Partners LLC 4,122 4,037 -85 -2.06%
Burns J W & Co. Inc. NY 86,112 84,343 -1,769 -2.05%
GPS Wealth Strategies Group LLC 11,417 11,184 -233 -2.04%
Romano Brothers AND Company 35,368 34,654 -714 -2.02%
Bank of New York Mellon Corp 9,574,404 9,385,919 -188,485 -1.97%
Weatherly Asset Management L. P. 117,861 115,535 -2,326 -1.97%
NBC Securities Inc. 33,631 32,968 -663 -1.97%
Cedar Brook Financial Partners LLC 4,878 4,783 -95 -1.95%
Ballentine Partners LLC 27,989 27,451 -538 -1.92%
Ritholtz Wealth Management 24,523 24,065 -458 -1.87%
Pinnacle Financial Partners Inc. 32,829 32,217 -612 -1.86%
Southland Equity Partners LLC 3,596 3,530 -66 -1.84%
Portside Wealth Group LLC 13,096 12,862 -234 -1.79%
Total Clarity Wealth Management Inc. 11,759 11,548 -211 -1.79%
Forza Wealth Management LLC 4,558 4,478 -80 -1.76%
Synergy Financial Management LLC 2,666 2,620 -46 -1.73%
Norman Fields Gottscho Capital Management LLC 69,720 68,534 -1,186 -1.70%
Parsons Capital Management Inc. RI 16,237 15,961 -276 -1.70%
Commonwealth Equity Services LLC 579,380 570,014 -9,366 -1.62%
Spire Wealth Management 45,403 44,673 -730 -1.61%
CRA Financial Services LLC 3,098 3,048 -50 -1.61%
Wedmont Private Capital 17,908 17,621 -287 -1.60%
Parker Financial LLC 6,633 6,531 -102 -1.54%
Ausdal Financial Partners Inc. 3,658 3,602 -56 -1.53%
Central Valley Advisors LLC 4,339 4,273 -66 -1.52%
Principal Financial Group Inc. 2,711,954 2,670,797 -41,157 -1.52%
Benjamin F. Edwards & Company Inc. 107,293 105,682 -1,611 -1.50%
Natixis Advisors L.P. 1,145,555 1,128,549 -17,006 -1.48%
Wambolt & Associates LLC 3,449 3,399 -50 -1.45%
Northstar Asset Management LLC 21,200 20,900 -300 -1.42%
Ellis Investment Partners LLC 3,207 3,162 -45 -1.40%
PayPay Securities Corp 73 72 -1 -1.37%
GHP Investment Advisors Inc. 6,675 6,586 -89 -1.33%
Neville Rodie & Shaw Inc. 2,331 2,300 -31 -1.33%
Bensler LLC 18,931 18,684 -247 -1.30%
Hofer & Associates. Inc 2,602 2,569 -33 -1.27%
Saratoga Research & Investment Management 538,129 531,438 -6,691 -1.24%
UMA Financial Services Inc. 2,956 2,920 -36 -1.22%
Bellevue Asset Management LLC 72,216 71,354 -862 -1.19%
Northstar Group Inc. 68,798 67,981 -817 -1.19%
First Fiduciary Investment Counsel Inc. 91,617 90,544 -1,073 -1.17%
HTLF Bank 55,633 55,003 -630 -1.13%
Lakeside Advisors INC. 29,191 28,867 -324 -1.11%
Onyx Bridge Wealth Group LLC 2,527 2,499 -28 -1.11%
MCF Advisors LLC 2,435 2,408 -27 -1.11%
Private Advisor Group LLC 131,730 130,316 -1,414 -1.07%
Parcion Private Wealth LLC 14,372 14,220 -152 -1.06%
Arlington Trust Co LLC 2,320 2,297 -23 -0.99%
Skyline Advisors Inc. 10,873 10,765 -108 -0.99%
Tevis Investment Management 6,992 6,924 -68 -0.97%
Fjarde AP Fonden Fourth Swedish National Pension Fund 160,495 158,995 -1,500 -0.93%
Compass Ion Advisors LLC 6,821 6,758 -63 -0.92%
Kercheville Advisors LLC 44,142 43,742 -400 -0.91%
Moisand Fitzgerald Tamayo LLC 3,074 3,046 -28 -0.91%
State of Michigan Retirement System 312,859 310,259 -2,600 -0.83%
Retirement Systems of Alabama 251,818 249,892 -1,926 -0.76%
Patton Albertson Miller Group LLC 2,671 2,651 -20 -0.75%
Everett Harris & Co. CA 1,132,230 1,123,784 -8,446 -0.75%
IFM Investors Pty Ltd 224,272 222,642 -1,630 -0.73%
Exchange Capital Management Inc. 45,495 45,178 -317 -0.70%
Investment Advisory Services Inc. TX ADV 13,882 13,785 -97 -0.70%
Trust Co. of Virginia VA 103,335 102,621 -714 -0.69%
Altfest L J & Co. Inc. 5,729 5,691 -38 -0.66%
Albion Financial Group UT 144,974 144,096 -878 -0.61%
Maltin Wealth Management Inc. 4,184 4,159 -25 -0.60%
Madison Park Capital Advisors LLC 4,088 4,064 -24 -0.59%
Charles Schwab Trust Co 9,189 9,135 -54 -0.59%
Howard Capital Management Group LLC 4,466 4,441 -25 -0.56%
626 Financial LLC 3,791 3,770 -21 -0.55%
Northern Financial Advisors Inc 7,544 7,503 -41 -0.54%
Buttonwood Financial Advisors Inc. 25,321 25,193 -128 -0.51%
Keystone Wealth Services LLC 9,852 9,802 -50 -0.51%
Czech National Bank 200,153 199,212 -941 -0.47%
Lincoln Capital LLC 179,471 178,632 -839 -0.47%
Maryland State Retirement & Pension System 87,836 87,436 -400 -0.46%
BKD Wealth Advisors LLC 11,968 11,913 -55 -0.46%
JGP Wealth Management LLC 10,633 10,586 -47 -0.44%
Leonard Rickey Investment Advisors P.L.L.C. 6,199 6,172 -27 -0.44%
Bennett Selby Investments LP 42,390 42,210 -180 -0.42%
Campbell Newman Asset Management Inc. 14,637 14,578 -59 -0.40%
Strategic Blueprint LLC 7,670 7,641 -29 -0.38%
Essex Financial Services Inc. 11,985 11,940 -45 -0.38%
American National Bank 3,186 3,174 -12 -0.38%
Raymond James & Associates 1,491,108 1,485,467 -5,641 -0.38%
Benedict Financial Advisors Inc. 34,935 34,802 -133 -0.38%
Scott Capital Advisors LLC 4,350 4,335 -15 -0.34%
Yarger Wealth Strategies LLC 2,458 2,450 -8 -0.33%
Avitas Wealth Management LLC 23,418 23,341 -77 -0.33%
Haverford Financial Services Inc. 72,089 71,855 -234 -0.32%
Kinneret Advisory LLC 22,163 22,094 -69 -0.31%
Addenda Capital Inc. 62,173 62,000 -173 -0.28%
Sovereign Financial Group Inc. 4,407 4,395 -12 -0.27%
Country Club Bank GFN 21,554 21,501 -53 -0.25%
Wynn Capital LLC 8,769 8,749 -20 -0.23%
Delta Financial Group Inc. 7,098 7,082 -16 -0.23%
White Pine Investment CO 41,801 41,706 -95 -0.23%
Eastover Investment Advisors LLC 55,963 55,840 -123 -0.22%
Klingenstein Fields & Co. LP 220,156 219,669 -487 -0.22%
Farmers & Merchants Investments Inc. 138,088 137,809 -279 -0.20%
Cora Capital Advisors LLC 2,230 2,226 -4 -0.18%
Bray Capital Advisors 39,440 39,381 -59 -0.15%
New England Research & Management Inc. 6,920 6,910 -10 -0.14%
Sumitomo Mitsui Trust Holdings Inc. 2,801,236 2,797,795 -3,441 -0.12%
Meyer Handelman Co. 93,498 93,388 -110 -0.12%
Salvus Wealth Management LLC 7,051 7,045 -6 -0.09%
Hedeker Wealth LLC 12,817 12,809 -8 -0.06%
Bruce G. Allen Investments LLC 2,684 2,683 -1 -0.04%
Dumont & Blake Investment Advisors LLC 10,930 10,927 -3 -0.03%
Adirondack Trust Co. 3,458 3,457 -1 -0.03%
Alhambra Investment Partners LLC 7,341 7,340 -1 -0.01%
Kiley Juergens Wealth Management LLC 120,247 120,235 -12 -0.01%
Institute for Wealth Management LLC. 75,135 75,131 -4 -0.01%
Family Capital Trust Co 50,277 50,271 -6 -0.01%
13F Filers Exiting SBUX
Ables Iannone Moore & Associates Inc. 665 0 -665 -100.00%
Objectivity Squared LLC 2,290 0 -2,290 -100.00%
CAP Partners LLC 2,214 0 -2,214 -100.00%
Twin Peaks Wealth Advisors LLC 2,269 0 -2,269 -100.00%
Financial Security Advisor Inc. 2,179 0 -2,179 -100.00%
RAM Investment Partners LLC 2,376 0 -2,376 -100.00%
Consolidated Portfolio Review Corp 2,680 0 -2,680 -100.00%
Talbot Financial LLC 89,447 0 -89,447 -100.00%
Silverlake Wealth Management LLC 3,327 0 -3,327 -100.00%
Oak Hill Wealth Advisors LLC 15,229 0 -15,229 -100.00%
McGlone Suttner Wealth Management Inc. 805 0 -805 -100.00%
B.O.S.S. Retirement Advisors LLC 5,829 0 -5,829 -100.00%
Granite Bay Wealth Management LLC 6,604 0 -6,604 -100.00%
Consilio Wealth Advisors LLC 2,109 0 -2,109 -100.00%
Perfromance Wealth Partners LLC 64,359 0 -64,359 -100.00%
Amplius Wealth Advisors LLC 2,091 0 -2,091 -100.00%
Sageworth Trust Co of South Dakota 2,900 0 -2,900 -100.00%
Advocate Group LLC 2,182 0 -2,182 -100.00%
MBL Wealth LLC 2,230 0 -2,230 -100.00%
Bond & Devick Financial Network Inc. 2,745 0 -2,745 -100.00%
Planned Solutions Inc. 1,354 0 -1,354 -100.00%
Cordant Inc. 80 0 -80 -100.00%
Tennessee Valley Asset Management Partners 397 0 -397 -100.00%
KWB Wealth 4,074 0 -4,074 -100.00%
Advisor Resource Council 3,334 0 -3,334 -100.00%
Jackson Square Capital LLC 6,120 0 -6,120 -100.00%
Dohj LLC 6,485 0 -6,485 -100.00%
Vista Wealth Management Group LLC 2,423 0 -2,423 -100.00%
Lineweaver Wealth Advisors LLC 2,838 0 -2,838 -100.00%
Monticello Wealth Management LLC 2,256 0 -2,256 -100.00%
OneAscent Financial Services LLC 2,386 0 -2,386 -100.00%
Inscription Capital LLC 15,587 0 -15,587 -100.00%
Insight Wealth Strategies LLC 10,858 0 -10,858 -100.00%
Bfsg LLC 50 0 -50 -100.00%
Meridian Wealth Management LLC 14,932 0 -14,932 -100.00%
AustralianSuper Pty Ltd 32,873 0 -32,873 -100.00%
Teamwork Financial Advisors LLC 2,323 0 -2,323 -100.00%
Friedenthal Financial 100 0 -100 -100.00%
Carlson Capital Management 2,993 0 -2,993 -100.00%
Weiss Multi Strategy Advisers LLC 3,555 0 -3,555 -100.00%
Buffington Mohr McNeal 2,230 0 -2,230 -100.00%
America First Investment Advisors LLC 244 0 -244 -100.00%
Rational Advisors LLC 1,076 0 -1,076 -100.00%
Woodmont Investment Counsel LLC 2,534 0 -2,534 -100.00%
Mountain Pacific Investment Advisers Inc. ID 2,092 0 -2,092 -100.00%
Vaughan Nelson Investment Management L.P. 30 0 -30 -100.00%
University of Texas Texas AM Investment Managment Co. 53 0 -53 -100.00%
Wedge Capital Management L L P NC 2,400 0 -2,400 -100.00%
Osborne Partners Capital Management LLC 2,210 0 -2,210 -100.00%
ZWJ Investment Counsel Inc. 2,144 0 -2,144 -100.00%

See Summary: Institutional Holders of SBUX
See Details: Top 10 Hedge Funds Holding SBUX
Also See: SBUX Insider Buying

SBUX Holdings Changes | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.