Purchases and Sales Made in Q2 2022 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.11KNew |
$186K - $235K
|
1.11K
$121K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.05K+ 13.63% |
$176K - $222K
|
8.75K
$955K
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.04K+ 57.34% |
$174K - $219K
|
2.84K
$310K
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
1.03K+ 59.61% |
$173K - $218K
|
2.76K
$301K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
998+ 20.9% |
$167K - $211K
|
5.77K
$630K
|
|
|
Aug 09, 2022
Q2 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
998+ 6.79% |
$167K - $211K
|
15.7K
$1.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
972+ 27.4% |
$163K - $206K
|
4.52K
$493K
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
970+ 6.02% |
$163K - $206K
|
17.1K
$1.86M
|
|
|
Aug 04, 2022
Q2 2022
|
Becker Capital Management Inc
|
BUY
|
- |
950+ 33.53% |
$159K - $201K
|
3.78K
$413K
|
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
BUY
|
- |
949+ 17.36% |
$159K - $201K
|
6.42K
$700K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
942+ 0.51% |
$158K - $200K
|
186K
$20.3M
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
932+ 2.8% |
$156K - $197K
|
34.2K
$3.74M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
928+ 7.01% |
$156K - $197K
|
14.2K
$1.55M
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
922+ 117.01% |
$155K - $195K
|
1.71K
$187K
|
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
BUY
|
- |
907+ 5.45% |
$152K - $192K
|
17.5K
$1.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
902+ 63.66% |
$151K - $191K
|
2.32K
$253K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
890New |
$149K - $189K
|
890
$97.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
866+ 29.27% |
$145K - $183K
|
3.83K
$417K
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
851+ 23.3% |
$143K - $180K
|
4.5K
$492K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwater Malick LLC
|
BUY
|
- |
802+ 2.2% |
$134K - $170K
|
37.3K
$4.07M
|
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
801+ 14.34% |
$134K - $170K
|
6.39K
$697K
|
|
|
Jul 26, 2022
Q2 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
782+ 2.65% |
$131K - $166K
|
30.3K
$3.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
764New |
$128K - $162K
|
764
$83.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
737+ 16.33% |
$124K - $156K
|
5.25K
$573K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
730+ 4.44% |
$122K - $155K
|
17.2K
$1.87M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
715+ 14.72% |
$120K - $151K
|
5.57K
$608K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
713+ 54.51% |
$120K - $151K
|
2.02K
$221K
|
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
678+ 2.35% |
$114K - $144K
|
29.5K
$3.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
670New |
$112K - $142K
|
670
$73.1K
|
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
BUY
|
- |
645+ 1.44% |
$108K - $137K
|
45.4K
$4.95M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
641+ 14.01% |
$107K - $136K
|
5.22K
$569K
|
|
|
Jul 27, 2022
Q2 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
639+ 1.5% |
$107K - $135K
|
43.2K
$4.72M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
638+ 9.28% |
$107K - $135K
|
7.51K
$820K
|
|
|
Aug 12, 2022
Q2 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
625+ 5.17% |
$105K - $132K
|
12.7K
$1.39M
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
625+ 16.91% |
$105K - $132K
|
4.32K
$472K
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
578+ 1.63% |
$96.9K - $122K
|
35.9K
$3.92M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
577+ 0.49% |
$96.7K - $122K
|
118K
$12.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
577+ 0.49% |
$96.7K - $122K
|
118K
$12.9M
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
547+ 27.98% |
$91.7K - $116K
|
2.5K
$273K
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
545+ 37.43% |
$91.4K - $115K
|
2K
$218K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
538+ 0.63% |
$90.2K - $114K
|
85.4K
$9.32M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
535+ 16.17% |
$89.7K - $113K
|
3.84K
$419K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
529+ 9.98% |
$88.7K - $112K
|
5.83K
$636K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
520New |
$87.2K - $110K
|
520
$56.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
519+ 4.37% |
$87K - $110K
|
12.4K
$1.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
507+ 28.14% |
$85K - $107K
|
2.31K
$252K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
503+ 0.71% |
$84.3K - $107K
|
71.1K
$7.76M
|
|
|
Jul 21, 2022
Q2 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
500+ 19.31% |
$83.8K - $106K
|
3.09K
$337K
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
500+ 3.04% |
$83.8K - $106K
|
16.9K
$1.85M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
486+ 1.49% |
$81.5K - $103K
|
33.2K
$3.62M
|