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 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.85% |
$1.39K - $1.64K
|
1.3K
$142K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10New |
$1.26K - $1.49K
|
10
$1.09K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
9+ 0.99% |
$1.13K - $1.34K
|
920
$100K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
9New |
$1.13K - $1.34K
|
9
$982
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
6+ 11.11% |
$756 - $894
|
60
$6.55K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
6+ 0.43% |
$756 - $894
|
1.39K
$152K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.45% |
$630 - $745
|
1.11K
$121K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5+ 0.17% |
$630 - $745
|
3.04K
$331K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5+ 0.57% |
$630 - $745
|
884
$96.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 2.4% |
$504 - $596
|
171
$18.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
3+ 1.28% |
$378 - $447
|
237
$25.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3+ 0.14% |
$378 - $447
|
2.21K
$242K
|
|
|
Jul 09, 2024
Q2 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
3+ 0.01% |
$378 - $447
|
27.2K
$2.97M
|
|
|
Feb 21, 2025
Q2 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
3+ 0.01% |
$378 - $447
|
27.2K
$2.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.52% |
$252 - $298
|
386
$42.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 1.68% |
$252 - $298
|
121
$13.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2New |
$252 - $298
|
2
$218
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.07% |
$252 - $298
|
2.69K
$294K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.0% |
$126 - $149
|
20.7K
$2.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.63% |
$126 - $149
|
159
$17.4K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.93% |
$126 - $149
|
108
$11.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 7.14% |
$126 - $149
|
15
$1.64K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.33% |
$126 - $149
|
76
$8.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.74% |
$126 - $149
|
136
$14.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.82% |
$126 - $149
|
123
$13.4K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1- 0.02% |
$126 - $149
|
6.07K
$663K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 2.3% |
$252 - $298
|
85
$9.28K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-4- 50.0% |
$504 - $596
|
4
$437
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 12.5% |
$504 - $596
|
28
$3.06K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-6- 4.44% |
$756 - $894
|
129
$14.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6- 0.11% |
$756 - $894
|
5.23K
$571K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7- 0.41% |
$883 - $1.04K
|
1.72K
$188K
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-7- 0.03% |
$883 - $1.04K
|
27.5K
$3M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 30.43% |
$883 - $1.04K
|
16
$1.75K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-8- 34.78% |
$1.01K - $1.19K
|
15
$1.64K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8- 0.47% |
$1.01K - $1.19K
|
1.71K
$186K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-8- 0.13% |
$1.01K - $1.19K
|
6.31K
$688K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-9- 0.79% |
$1.13K - $1.34K
|
1.14K
$124K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 1.8% |
$1.13K - $1.34K
|
491
$53.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-10- 0.12% |
$1.26K - $1.49K
|
8.09K
$883K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-10- 7.69% |
$1.26K - $1.49K
|
120
$13.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-10- 5.18% |
$1.26K - $1.49K
|
183
$20K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-11- 0.18% |
$1.39K - $1.64K
|
6.16K
$672K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-11- 0.32% |
$1.39K - $1.64K
|
3.43K
$374K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-12- 25.0% |
$1.51K - $1.79K
|
36
$3.93K
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-15- 0.39% |
$1.89K - $2.24K
|
3.79K
$414K
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-16- 0.1% |
$2.02K - $2.39K
|
16.4K
$1.79M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-17- 12.69% |
$2.14K - $2.53K
|
117
$12.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-18- 0.16% |
$2.27K - $2.68K
|
10.9K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-19- 18.45% |
$2.4K - $2.83K
|
84
$9.17K
|