Purchases and Sales Made in Q1 2022 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q1 2022. The information is specifically focused on institutions that hold shares of DIAGEO PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
125+ 1.01% |
$22K - $27.8K
|
12.5K
$1.37M
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
BUY
|
- |
120+ 14.46% |
$21.1K - $26.7K
|
950
$104K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
120New |
$21.1K - $26.7K
|
120
$13.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
BUY
|
- |
119+ 9.17% |
$20.9K - $26.4K
|
1.42K
$155K
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
118+ 10.44% |
$20.7K - $26.2K
|
1.25K
$136K
|
|
|
Apr 11, 2022
Q1 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
118+ 3.5% |
$20.7K - $26.2K
|
3.49K
$381K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
118+ 1.77% |
$20.7K - $26.2K
|
6.78K
$740K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
112+ 24.62% |
$19.7K - $24.9K
|
567
$61.9K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
111+ 11.17% |
$19.5K - $24.7K
|
1.11K
$121K
|
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
107+ 1.61% |
$18.8K - $23.8K
|
6.77K
$739K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
105+ 1.66% |
$18.4K - $23.3K
|
6.41K
$700K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
104+ 1.71% |
$18.3K - $23.1K
|
6.18K
$675K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
102+ 7.51% |
$17.9K - $22.7K
|
1.46K
$159K
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
101+ 1.62% |
$17.7K - $22.4K
|
6.33K
$691K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
99+ 9.72% |
$17.4K - $22K
|
1.12K
$122K
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
99+ 9.05% |
$17.4K - $22K
|
1.19K
$130K
|
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
99+ 5.37% |
$17.4K - $22K
|
1.94K
$212K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
97New |
$17K - $21.5K
|
97
$10.6K
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
95+ 1.71% |
$16.7K - $21.1K
|
5.66K
$618K
|
|
|
Apr 20, 2022
Q1 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
94+ 0.15% |
$16.5K - $20.9K
|
63.5K
$6.93M
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
94+ 2.42% |
$16.5K - $20.9K
|
3.98K
$435K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
89+ 16.27% |
$15.6K - $19.8K
|
636
$69.4K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
87+ 111.54% |
$15.3K - $19.3K
|
165
$18K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
86+ 103.61% |
$15.1K - $19.1K
|
169
$18.4K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
83+ 5.41% |
$14.6K - $18.4K
|
1.62K
$176K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
83+ 4.57% |
$14.6K - $18.4K
|
1.9K
$207K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
82+ 4.4% |
$14.4K - $18.2K
|
1.94K
$212K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
80+ 7.52% |
$14.1K - $17.8K
|
1.14K
$125K
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
79+ 4.21% |
$13.9K - $17.5K
|
1.96K
$213K
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
76+ 0.54% |
$13.3K - $16.9K
|
14.3K
$1.56M
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
75+ 0.6% |
$13.2K - $16.7K
|
12.6K
$1.38M
|
|
|
Apr 29, 2022
Q1 2022
|
Sather Financial Group Inc
|
BUY
|
- |
73+ 1.99% |
$12.8K - $16.2K
|
3.75K
$409K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
66+ 16.5% |
$11.6K - $14.7K
|
466
$50.9K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
66+ 3.38% |
$11.6K - $14.7K
|
2.02K
$220K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
65+ 6.11% |
$11.4K - $14.4K
|
1.13K
$123K
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
64+ 2.18% |
$11.2K - $14.2K
|
3K
$327K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
61New |
$10.7K - $13.5K
|
61
$6.66K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
60+ 3.22% |
$10.5K - $13.3K
|
1.92K
$210K
|
|
|
Apr 19, 2022
Q1 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
60+ 0.79% |
$10.5K - $13.3K
|
7.66K
$836K
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
59+ 2.02% |
$10.4K - $13.1K
|
2.97K
$325K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
58New |
$10.2K - $12.9K
|
58
$6.33K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
58+ 13.12% |
$10.2K - $12.9K
|
500
$54.6K
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
57+ 0.63% |
$10K - $12.7K
|
9.04K
$987K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
57+ 3.02% |
$10K - $12.7K
|
1.95K
$213K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
56+ 81.16% |
$9.84K - $12.4K
|
125
$13.6K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
55+ 20.68% |
$9.66K - $12.2K
|
321
$35K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
55+ 4.28% |
$9.66K - $12.2K
|
1.34K
$146K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
54New |
$9.48K - $12K
|
54
$5.89K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
52+ 3.13% |
$9.13K - $11.5K
|
1.72K
$187K
|
|
|
Apr 26, 2022
Q1 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
52+ 0.06% |
$9.13K - $11.5K
|
86.1K
$9.4M
|