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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
15New |
$2.63K - $3.33K
|
15
$1.64K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
15+ 0.74% |
$2.63K - $3.33K
|
2.03K
$222K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15+ 1.16% |
$2.63K - $3.33K
|
1.31K
$143K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
15+ 1.8% |
$2.63K - $3.33K
|
850
$92.8K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14+ 0.5% |
$2.46K - $3.11K
|
2.81K
$306K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
14+ 1.19% |
$2.46K - $3.11K
|
1.19K
$130K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14+ 7.0% |
$2.46K - $3.11K
|
214
$23.4K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
14+ 5.04% |
$2.46K - $3.11K
|
292
$31.9K
|
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
12+ 0.72% |
$2.11K - $2.67K
|
1.69K
$184K
|
|
|
May 11, 2022
Q1 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
10+ 0.1% |
$1.76K - $2.22K
|
9.64K
$1.05M
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
9+ 0.81% |
$1.58K - $2K
|
1.12K
$122K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
8+ 6.3% |
$1.41K - $1.78K
|
135
$14.7K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
8+ 0.51% |
$1.41K - $1.78K
|
1.58K
$172K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
7+ 0.13% |
$1.23K - $1.55K
|
5.49K
$599K
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
7+ 0.54% |
$1.23K - $1.55K
|
1.31K
$143K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7+ 12.28% |
$1.23K - $1.55K
|
64
$6.99K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 7.45% |
$1.23K - $1.55K
|
101
$11K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7New |
$1.23K - $1.55K
|
7
$764
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
7New |
$1.23K - $1.55K
|
7
$764
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.11% |
$1.23K - $1.55K
|
6.42K
$701K
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
6+ 0.32% |
$1.05K - $1.33K
|
1.86K
$203K
|
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
6+ 0.41% |
$1.05K - $1.33K
|
1.46K
$159K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.27% |
$878 - $1.11K
|
1.83K
$200K
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
5+ 0.48% |
$878 - $1.11K
|
1.05K
$114K
|
|
|
May 26, 2022
Q1 2022
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
4+ 7.84% |
$703 - $888
|
55
$6K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4+ 6.45% |
$703 - $888
|
66
$7.2K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4+ 0.06% |
$703 - $888
|
6.61K
$722K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
4+ 0.1% |
$703 - $888
|
4.13K
$450K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 0.04% |
$527 - $666
|
6.69K
$730K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
3New |
$527 - $666
|
3
$327
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
3+ 2.54% |
$527 - $666
|
121
$13.2K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.04% |
$351 - $444
|
4.46K
$486K
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 5.56% |
$176 - $222
|
19
$2.07K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.13% |
$176 - $222
|
770
$84K
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1Closed |
$176 - $222
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1- 0.06% |
$176 - $222
|
1.8K
$197K
|
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-3- 0.29% |
$527 - $666
|
1.04K
$113K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3- 0.68% |
$527 - $666
|
438
$47.8K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3- 1.13% |
$527 - $666
|
263
$28.7K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 4.41% |
$527 - $666
|
65
$7.09K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3Closed |
$527 - $666
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-4- 0.4% |
$703 - $888
|
999
$109K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-4- 2.34% |
$703 - $888
|
167
$18.2K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-5- 1.12% |
$878 - $1.11K
|
442
$48.2K
|
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-5- 0.36% |
$878 - $1.11K
|
1.37K
$149K
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6- 0.18% |
$1.05K - $1.33K
|
3.41K
$372K
|
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-6- 0.6% |
$1.05K - $1.33K
|
1K
$109K
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6- 0.53% |
$1.05K - $1.33K
|
1.13K
$123K
|