Purchases and Sales Made in Q1 2024 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q1 2024. 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 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
14+ 4.44% |
$1.93K - $2.17K
|
329
$38.9K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13+ 11.71% |
$1.79K - $2.01K
|
124
$14.7K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
12+ 1.33% |
$1.65K - $1.86K
|
911
$108K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
12+ 0.14% |
$1.65K - $1.86K
|
8.32K
$984K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
11New |
$1.51K - $1.7K
|
11
$1.3K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 16.18% |
$1.51K - $1.7K
|
79
$9.34K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
11New |
$1.51K - $1.7K
|
11
$1.3K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 10.84% |
$1.24K - $1.39K
|
92
$10.9K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9+ 6.38% |
$1.24K - $1.39K
|
150
$17.7K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
9+ 0.63% |
$1.24K - $1.39K
|
1.45K
$171K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
8New |
$1.1K - $1.24K
|
8
$946
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7+ 0.09% |
$963 - $1.08K
|
7.42K
$878K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
6+ 0.3% |
$825 - $928
|
2.01K
$237K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
5+ 0.14% |
$688 - $773
|
3.64K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
5+ 10.2% |
$688 - $773
|
54
$6.38K
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
5+ 0.31% |
$688 - $773
|
1.6K
$190K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
4New |
$550 - $619
|
4
$473
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
2+ 0.08% |
$275 - $309
|
2.5K
$296K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1+ 0.02% |
$138 - $155
|
4.73K
$560K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$138 - $155
|
3.81K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 6.67% |
$138 - $155
|
14
$1.66K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-3- 0.02% |
$413 - $464
|
15.3K
$1.81M
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-5- 0.18% |
$688 - $773
|
2.71K
$320K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-7- 0.37% |
$963 - $1.08K
|
1.89K
$224K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-8- 0.26% |
$1.1K - $1.24K
|
3.11K
$368K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-8- 7.21% |
$1.1K - $1.24K
|
103
$12.2K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-10- 0.6% |
$1.38K - $1.55K
|
1.64K
$194K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-11- 11.7% |
$1.51K - $1.7K
|
83
$9.81K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-11- 4.44% |
$1.51K - $1.7K
|
237
$28K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-12- 20.34% |
$1.65K - $1.86K
|
47
$5.56K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-12- 2.44% |
$1.65K - $1.86K
|
479
$56.6K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-12- 0.44% |
$1.65K - $1.86K
|
2.69K
$318K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-14- 17.28% |
$1.93K - $2.17K
|
67
$7.92K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-14- 6.57% |
$1.93K - $2.17K
|
199
$23.5K
|
|
|
May 08, 2024
Q1 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-15- 0.82% |
$2.06K - $2.32K
|
1.83K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-15- 0.74% |
$2.06K - $2.32K
|
2.02K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16- 0.85% |
$2.2K - $2.48K
|
1.87K
$221K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-16- 21.62% |
$2.2K - $2.48K
|
58
$6.86K
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
SELL
|
- |
-17- 1.08% |
$2.34K - $2.63K
|
1.56K
$184K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-18- 1.08% |
$2.48K - $2.78K
|
1.64K
$194K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-19- 43.18% |
$2.61K - $2.94K
|
25
$2.96K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-19- 4.91% |
$2.61K - $2.94K
|
368
$43.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-20- 0.52% |
$2.75K - $3.09K
|
3.83K
$453K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-20- 1.08% |
$2.75K - $3.09K
|
1.84K
$217K
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-20- 0.43% |
$2.75K - $3.09K
|
4.61K
$546K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21- 1.21% |
$2.89K - $3.25K
|
1.71K
$203K
|
|
|
May 07, 2024
Q1 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-21- 1.36% |
$2.89K - $3.25K
|
1.52K
$179K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-22- 1.18% |
$3.03K - $3.4K
|
1.85K
$218K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-25- 54.35% |
$3.44K - $3.87K
|
21
$2.48K
|