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 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
762+ 10.21% |
$96.1K - $114K
|
8.23K
$898K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
720+ 5.56% |
$90.8K - $107K
|
13.7K
$1.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
707+ 3.74% |
$89.1K - $105K
|
19.6K
$2.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
681+ 26.36% |
$85.9K - $102K
|
3.26K
$356K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
674+ 48.28% |
$85K - $100K
|
2.07K
$226K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
670+ 13.22% |
$84.5K - $99.9K
|
5.74K
$626K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
654+ 14.35% |
$82.5K - $97.5K
|
5.21K
$569K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
641+ 8.15% |
$80.8K - $95.6K
|
8.5K
$928K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
612+ 7.42% |
$77.2K - $91.2K
|
8.86K
$967K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
607+ 29.39% |
$76.5K - $90.5K
|
2.67K
$292K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
594+ 10.84% |
$74.9K - $88.6K
|
6.07K
$663K
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
592+ 15.44% |
$74.6K - $88.3K
|
4.43K
$483K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
571+ 29.04% |
$72K - $85.1K
|
2.54K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
565New |
$71.2K - $84.2K
|
565
$61.7K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
548+ 2.93% |
$69.1K - $81.7K
|
19.3K
$2.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
531+ 33.69% |
$66.9K - $79.2K
|
2.11K
$230K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
530+ 13.18% |
$66.8K - $79K
|
4.55K
$497K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
524+ 12.77% |
$66.1K - $78.1K
|
4.63K
$505K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
524+ 19.15% |
$66.1K - $78.1K
|
3.26K
$356K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
510+ 3.75% |
$64.3K - $76K
|
14.1K
$1.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
500+ 9.01% |
$63K - $74.5K
|
6.05K
$660K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
491+ 23.94% |
$61.9K - $73.2K
|
2.54K
$277K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
465+ 0.78% |
$58.6K - $69.3K
|
60K
$6.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
460+ 4.54% |
$58K - $68.6K
|
10.6K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
421+ 29.67% |
$53.1K - $62.8K
|
1.84K
$201K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
410+ 12.64% |
$51.7K - $61.1K
|
3.65K
$399K
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
404+ 1.49% |
$50.9K - $60.2K
|
27.6K
$3.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
391+ 9.78% |
$49.3K - $58.3K
|
4.39K
$479K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
388+ 21.96% |
$48.9K - $57.8K
|
2.16K
$235K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
387+ 489.87% |
$48.8K - $57.7K
|
466
$50.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
385+ 1.29% |
$48.5K - $57.4K
|
30.2K
$3.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
383+ 2.07% |
$48.3K - $57.1K
|
18.9K
$2.07M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
382+ 5.75% |
$48.2K - $56.9K
|
7.02K
$766K
|
|
|
Aug 08, 2024
Q2 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
375+ 2.5% |
$47.3K - $55.9K
|
15.4K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
368+ 2.75% |
$46.4K - $54.9K
|
13.7K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
364+ 19.54% |
$45.9K - $54.3K
|
2.23K
$243K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
362+ 5.03% |
$45.6K - $54K
|
7.56K
$825K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
362+ 8.98% |
$45.6K - $54K
|
4.4K
$480K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
358+ 16.93% |
$45.1K - $53.4K
|
2.47K
$270K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
349New |
$44K - $52K
|
349
$38.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
344+ 2.73% |
$43.4K - $51.3K
|
12.9K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
343+ 1.36% |
$43.2K - $51.1K
|
25.5K
$2.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
343+ 29.77% |
$43.2K - $51.1K
|
1.5K
$163K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
332+ 1.71% |
$41.9K - $49.5K
|
19.8K
$2.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
330+ 24.44% |
$41.6K - $49.2K
|
1.68K
$183K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
322+ 11.2% |
$40.6K - $48K
|
3.2K
$349K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
321+ 7.65% |
$40.5K - $47.9K
|
4.52K
$493K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
317+ 23.39% |
$40K - $47.3K
|
1.67K
$182K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
304+ 17.8% |
$38.3K - $45.3K
|
2.01K
$220K
|
|
|
Jul 18, 2024
Q2 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
300+ 5.92% |
$37.8K - $44.7K
|
5.37K
$586K
|