Purchases and Sales Made in Q3 2022 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
33+ 94.29% |
$1.52K - $6.34K
|
68
$7.42K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
33+ 0.77% |
$1.52K - $6.34K
|
4.34K
$474K
|
|
|
Oct 18, 2022
Q3 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
33+ 1.04% |
$1.52K - $6.34K
|
3.22K
$351K
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
32+ 2.66% |
$1.47K - $6.15K
|
1.23K
$135K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
31+ 2.86% |
$1.43K - $5.96K
|
1.12K
$122K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
31New |
$1.43K - $5.96K
|
31
$3.38K
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
30+ 2.45% |
$1.38K - $5.77K
|
1.26K
$137K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
28+ 1.93% |
$1.29K - $5.38K
|
1.48K
$162K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
27+ 0.62% |
$1.24K - $5.19K
|
4.35K
$475K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
26+ 0.96% |
$1.2K - $5K
|
2.75K
$300K
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
26+ 1.34% |
$1.2K - $5K
|
1.96K
$214K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
26+ 1.83% |
$1.2K - $5K
|
1.45K
$158K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25+ 2.65% |
$1.15K - $4.81K
|
969
$106K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
25+ 40.98% |
$1.15K - $4.81K
|
86
$9.39K
|
|
|
Oct 24, 2022
Q3 2022
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
25+ 0.87% |
$1.15K - $4.81K
|
2.91K
$317K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
25+ 1.22% |
$1.15K - $4.81K
|
2.07K
$226K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
24+ 1.22% |
$1.11K - $4.61K
|
1.99K
$217K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
23New |
$1.06K - $4.42K
|
23
$2.51K
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
21+ 1.54% |
$967 - $4.04K
|
1.39K
$151K
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
20+ 0.22% |
$921 - $3.84K
|
8.96K
$978K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
17+ 0.39% |
$783 - $3.27K
|
4.33K
$472K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16New |
$737 - $3.08K
|
16
$1.75K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
16+ 1.31% |
$737 - $3.08K
|
1.23K
$135K
|
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
15+ 0.3% |
$691 - $2.88K
|
4.96K
$541K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15+ 0.14% |
$691 - $2.88K
|
10.9K
$1.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
15+ 20.0% |
$691 - $2.88K
|
90
$9.82K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15+ 0.6% |
$691 - $2.88K
|
2.51K
$273K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
14+ 9.59% |
$645 - $2.69K
|
160
$17.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
13New |
$599 - $2.5K
|
13
$1.42K
|
|
|
Oct 24, 2022
Q3 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
12+ 0.48% |
$553 - $2.31K
|
2.49K
$272K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10New |
$461 - $1.92K
|
10
$1.09K
|
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
10+ 0.11% |
$461 - $1.92K
|
9.01K
$983K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
10+ 8.0% |
$461 - $1.92K
|
135
$14.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
10+ 0.28% |
$461 - $1.92K
|
3.63K
$397K
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10+ 0.52% |
$461 - $1.92K
|
1.93K
$211K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 19.15% |
$414 - $1.73K
|
56
$6.11K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8+ 17.78% |
$368 - $1.54K
|
53
$5.78K
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
7+ 0.12% |
$322 - $1.35K
|
6.08K
$663K
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
BUY
|
- |
7+ 87.5% |
$322 - $1.35K
|
15
$1.64K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
7+ 0.15% |
$322 - $1.35K
|
4.55K
$497K
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6+ 0.5% |
$276 - $1.15K
|
1.21K
$133K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
6+ 0.46% |
$276 - $1.15K
|
1.32K
$144K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
5+ 0.08% |
$230 - $961
|
6.45K
$704K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
5+ 0.14% |
$230 - $961
|
3.71K
$405K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 9.38% |
$138 - $577
|
35
$3.82K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
3+ 1.99% |
$138 - $577
|
154
$16.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
2+ 0.09% |
$92.1 - $384
|
2.25K
$245K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.17% |
$46.1 - $192
|
574
$62.7K
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
1+ 0.04% |
$46.1 - $192
|
2.56K
$280K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 9.09% |
$46.1 - $192
|
12
$1.31K
|