Purchases and Sales Made in Q2 2024 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-21- 10.55% |
$2.65K - $3.13K
|
178
$19.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-24- 1.46% |
$3.03K - $3.58K
|
1.62K
$177K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-25- 37.88% |
$3.15K - $3.73K
|
41
$4.48K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25- 1.28% |
$3.15K - $3.73K
|
1.93K
$211K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-25- 37.31% |
$3.15K - $3.73K
|
42
$4.58K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-28- 15.73% |
$3.53K - $4.17K
|
150
$16.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-31- 20.67% |
$3.91K - $4.62K
|
119
$13K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-31- 25.0% |
$3.91K - $4.62K
|
93
$10.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-34- 43.04% |
$4.29K - $5.07K
|
45
$4.91K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-35- 0.72% |
$4.41K - $5.22K
|
4.81K
$525K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-38- 0.63% |
$4.79K - $5.67K
|
5.96K
$650K
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-38- 0.85% |
$4.79K - $5.67K
|
4.44K
$484K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-40- 0.75% |
$5.04K - $5.96K
|
5.31K
$580K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-40- 1.34% |
$5.04K - $5.96K
|
2.94K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-43- 1.03% |
$5.42K - $6.41K
|
4.14K
$452K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-44- 17.96% |
$5.55K - $6.56K
|
201
$21.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-45- 0.76% |
$5.67K - $6.71K
|
5.9K
$644K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-47- 11.44% |
$5.93K - $7.01K
|
364
$39.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-47- 2.56% |
$5.93K - $7.01K
|
1.79K
$195K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-48- 19.05% |
$6.05K - $7.16K
|
204
$22.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-50- 6.62% |
$6.3K - $7.45K
|
705
$77K
|
|
|
Aug 14, 2024
Q2 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-50- 1.71% |
$6.3K - $7.45K
|
2.88K
$314K
|
|
|
Jul 11, 2024
Q2 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-55- 1.44% |
$6.93K - $8.2K
|
3.78K
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-56- 1.92% |
$7.06K - $8.35K
|
2.86K
$312K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-57- 1.71% |
$7.19K - $8.5K
|
3.29K
$359K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-58- 0.74% |
$7.31K - $8.65K
|
7.73K
$844K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-62- 2.87% |
$7.82K - $9.24K
|
2.1K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-64- 0.08% |
$8.07K - $9.54K
|
76.8K
$8.38M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-65- 3.03% |
$8.2K - $9.69K
|
2.08K
$227K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-68- 0.22% |
$8.57K - $10.1K
|
30.6K
$3.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-69- 2.64% |
$8.7K - $10.3K
|
2.55K
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-70- 1.74% |
$8.83K - $10.4K
|
3.96K
$432K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-72- 87.8% |
$9.08K - $10.7K
|
10
$1.09K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-74- 0.17% |
$9.33K - $11K
|
42.2K
$4.61M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-74- 3.54% |
$9.33K - $11K
|
2.02K
$220K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-75- 12.42% |
$9.46K - $11.2K
|
529
$57.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-76- 28.04% |
$9.58K - $11.3K
|
195
$21.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-77- 0.64% |
$9.71K - $11.5K
|
12K
$1.31M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-80- 2.2% |
$10.1K - $11.9K
|
3.56K
$388K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-84- 14.46% |
$10.6K - $12.5K
|
497
$54.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-84- 7.71% |
$10.6K - $12.5K
|
1.01K
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-84- 80.0% |
$10.6K - $12.5K
|
21
$2.29K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-85- 1.53% |
$10.7K - $12.7K
|
5.49K
$599K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-85- 95.51% |
$10.7K - $12.7K
|
4
$437
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-88- 12.61% |
$11.1K - $13.1K
|
610
$66.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-90- 3.24% |
$11.3K - $13.4K
|
2.69K
$293K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-97- 5.07% |
$12.2K - $14.5K
|
1.82K
$198K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-99- 0.21% |
$12.5K - $14.8K
|
46.2K
$5.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-100- 1.17% |
$12.6K - $14.9K
|
8.44K
$921K
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-100- 0.81% |
$12.6K - $14.9K
|
12.2K
$1.34M
|