Purchases and Sales Made in Q4 2021 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
21+ 0.22% |
$4.05K - $4.66K
|
9.36K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
21+ 1.18% |
$4.05K - $4.66K
|
1.8K
$213K
|
|
|
Feb 10, 2022
Q4 2021
|
Td Asset Management Inc
|
BUY
|
- |
20+ 0.22% |
$3.86K - $4.44K
|
9.21K
$1.09M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
20+ 0.95% |
$3.86K - $4.44K
|
2.12K
$251K
|
|
|
Feb 16, 2022
Q4 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
20+ 0.56% |
$3.86K - $4.44K
|
3.61K
$427K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19+ 1.49% |
$3.66K - $4.21K
|
1.29K
$153K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
16+ 0.46% |
$3.08K - $3.55K
|
3.46K
$410K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
16+ 2.1% |
$3.08K - $3.55K
|
778
$92K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
16+ 0.97% |
$3.08K - $3.55K
|
1.66K
$196K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
15+ 0.34% |
$2.89K - $3.33K
|
4.48K
$530K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
15+ 15.0% |
$2.89K - $3.33K
|
115
$13.6K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
13New |
$2.51K - $2.88K
|
13
$1.54K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
13New |
$2.51K - $2.88K
|
13
$1.54K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 1.16% |
$2.51K - $2.88K
|
1.13K
$134K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
12+ 0.28% |
$2.31K - $2.66K
|
4.23K
$500K
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.09% |
$2.31K - $2.66K
|
13.5K
$1.59M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
12New |
$2.31K - $2.66K
|
12
$1.42K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
12+ 1.15% |
$2.31K - $2.66K
|
1.05K
$124K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11+ 0.17% |
$2.12K - $2.44K
|
6.42K
$759K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
9+ 0.82% |
$1.73K - $2K
|
1.1K
$131K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
9+ 0.37% |
$1.73K - $2K
|
2.45K
$289K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9+ 7.83% |
$1.73K - $2K
|
124
$14.7K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.48% |
$1.73K - $2K
|
1.88K
$222K
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
8+ 0.51% |
$1.54K - $1.77K
|
1.58K
$187K
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
8New |
$1.54K - $1.77K
|
8
$946
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.53% |
$1.54K - $1.77K
|
1.53K
$181K
|
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
8+ 0.62% |
$1.54K - $1.77K
|
1.3K
$153K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
8New |
$1.54K - $1.77K
|
8
$946
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
7New |
$1.35K - $1.55K
|
7
$828
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
7+ 1.79% |
$1.35K - $1.55K
|
397
$46.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
7+ 7.69% |
$1.35K - $1.55K
|
98
$11.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
7+ 0.64% |
$1.35K - $1.55K
|
1.1K
$130K
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
BUY
|
- |
6+ 0.08% |
$1.16K - $1.33K
|
7.1K
$840K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6+ 0.05% |
$1.16K - $1.33K
|
13.2K
$1.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6+ 0.46% |
$1.16K - $1.33K
|
1.32K
$156K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
6+ 0.55% |
$1.16K - $1.33K
|
1.1K
$130K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 0.38% |
$964 - $1.11K
|
1.32K
$156K
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
5+ 0.03% |
$964 - $1.11K
|
18.5K
$2.19M
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
BUY
|
- |
4+ 0.07% |
$771 - $887
|
5.47K
$647K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 4.44% |
$771 - $887
|
94
$11.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
4+ 0.18% |
$771 - $887
|
2.21K
$261K
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3+ 0.02% |
$578 - $665
|
16K
$1.89M
|
|
|
Jan 21, 2022
Q4 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
3+ 0.09% |
$578 - $665
|
3.18K
$376K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.28% |
$578 - $665
|
237
$28K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3+ 0.19% |
$578 - $665
|
1.61K
$190K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3New |
$578 - $665
|
3
$355
|
|
|
Jan 31, 2022
Q4 2021
|
Westhampton Capital, LLC
|
BUY
|
- |
3+ 0.02% |
$578 - $665
|
13.1K
$1.55M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 0.59% |
$578 - $665
|
511
$60.4K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.21% |
$578 - $665
|
1.42K
$168K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 1.6% |
$386 - $444
|
127
$15K
|