Purchases and Sales Made in Q2 2023 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-31- 43.66% |
$5.18K - $5.87K
|
40
$4.73K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-31- 8.01% |
$5.18K - $5.87K
|
356
$42.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-33- 2.69% |
$5.51K - $6.25K
|
1.19K
$141K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-34- 1.85% |
$5.68K - $6.43K
|
1.8K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-34- 0.05% |
$5.68K - $6.43K
|
69.8K
$8.25M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-35- 0.45% |
$5.85K - $6.62K
|
7.68K
$908K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-35- 3.26% |
$5.85K - $6.62K
|
1.04K
$123K
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-35- 2.25% |
$5.85K - $6.62K
|
1.52K
$180K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-36- 19.15% |
$6.02K - $6.81K
|
152
$18K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-38- 22.09% |
$6.35K - $7.19K
|
134
$15.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-40- 3.23% |
$6.68K - $7.57K
|
1.2K
$142K
|
|
|
Jul 24, 2023
Q2 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-40- 0.28% |
$6.68K - $7.57K
|
14.2K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-41- 0.29% |
$6.85K - $7.76K
|
13.9K
$1.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-42- 0.32% |
$7.02K - $7.95K
|
13.2K
$1.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-42- 0.32% |
$7.02K - $7.95K
|
13.2K
$1.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-44- 9.63% |
$7.35K - $8.33K
|
413
$48.8K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-44- 0.71% |
$7.35K - $8.33K
|
6.18K
$730K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-49- 0.58% |
$8.19K - $9.27K
|
8.4K
$993K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 6.94% |
$8.36K - $9.46K
|
670
$79.2K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 6.94% |
$8.36K - $9.46K
|
670
$79.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-51- 1.79% |
$8.52K - $9.65K
|
2.79K
$330K
|
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
SELL
|
- |
-53- 1.32% |
$8.86K - $10K
|
3.95K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-54- 0.28% |
$9.02K - $10.2K
|
19.5K
$2.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-60- 2.46% |
$10K - $11.4K
|
2.38K
$281K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-60- 5.13% |
$10K - $11.4K
|
1.11K
$131K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-61- 4.75% |
$10.2K - $11.5K
|
1.22K
$145K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-63- 4.95% |
$10.5K - $11.9K
|
1.21K
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-63- 0.37% |
$10.5K - $11.9K
|
17K
$2.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-65- 11.17% |
$10.9K - $12.3K
|
517
$61.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-66- 1.75% |
$11K - $12.5K
|
3.71K
$439K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-68- 0.5% |
$11.4K - $12.9K
|
13.7K
$1.62M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-74- 6.01% |
$12.4K - $14K
|
1.16K
$137K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-75- 1.43% |
$12.5K - $14.2K
|
5.17K
$611K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-78- 1.6% |
$13K - $14.8K
|
4.8K
$568K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-78- 4.84% |
$13K - $14.8K
|
1.54K
$181K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-79- 0.83% |
$13.2K - $15K
|
9.5K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-80- 3.99% |
$13.4K - $15.1K
|
1.93K
$228K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-80- 1.37% |
$13.4K - $15.1K
|
5.78K
$683K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-81- 3.55% |
$13.5K - $15.3K
|
2.2K
$260K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-85- 5.09% |
$14.2K - $16.1K
|
1.58K
$187K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-86- 1.31% |
$14.4K - $16.3K
|
6.46K
$764K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-87- 2.95% |
$14.5K - $16.5K
|
2.86K
$338K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-88- 81.48% |
$14.7K - $16.7K
|
20
$2.36K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-90- 0.93% |
$15K - $17K
|
9.55K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-91- 0.7% |
$15.2K - $17.2K
|
12.9K
$1.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-91- 2.06% |
$15.2K - $17.2K
|
4.33K
$512K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-91- 2.55% |
$15.2K - $17.2K
|
3.47K
$410K
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-94- 0.72% |
$15.7K - $17.8K
|
13K
$1.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-95- 1.28% |
$15.9K - $18K
|
7.35K
$869K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-97- 7.19% |
$16.2K - $18.4K
|
1.25K
$148K
|