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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-24- 0.77% |
$4.63K - $5.32K
|
3.09K
$366K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-24Closed |
$4.63K - $5.32K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-25- 43.86% |
$4.82K - $5.54K
|
32
$3.78K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-27- 0.53% |
$5.2K - $5.99K
|
5.07K
$599K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-27- 8.26% |
$5.2K - $5.99K
|
300
$35.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-28- 0.99% |
$5.4K - $6.21K
|
2.79K
$330K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-28- 1.28% |
$5.4K - $6.21K
|
2.15K
$254K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-29- 2.69% |
$5.59K - $6.43K
|
1.05K
$124K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-29- 1.27% |
$5.59K - $6.43K
|
2.26K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29- 0.31% |
$5.59K - $6.43K
|
9.35K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-30- 0.11% |
$5.78K - $6.65K
|
26.7K
$3.16M
|
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
SELL
|
- |
-30- 1.75% |
$5.78K - $6.65K
|
1.68K
$199K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-31- 0.28% |
$5.98K - $6.88K
|
11.2K
$1.33M
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-33Closed |
$6.36K - $7.32K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-33- 0.52% |
$6.36K - $7.32K
|
6.25K
$739K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-36- 2.68% |
$6.94K - $7.98K
|
1.31K
$154K
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-36- 0.43% |
$6.94K - $7.98K
|
8.42K
$995K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-36- 2.36% |
$6.94K - $7.98K
|
1.49K
$176K
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-38- 2.08% |
$7.32K - $8.43K
|
1.79K
$211K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-39Closed |
$7.52K - $8.65K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-40- 1.79% |
$7.71K - $8.87K
|
2.19K
$259K
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-40- 1.6% |
$7.71K - $8.87K
|
2.46K
$291K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-43- 1.64% |
$8.29K - $9.54K
|
2.58K
$306K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-44- 30.56% |
$8.48K - $9.76K
|
100
$11.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-45- 0.93% |
$8.67K - $9.98K
|
4.79K
$567K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-47- 50.0% |
$9.06K - $10.4K
|
47
$5.56K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-48- 1.37% |
$9.25K - $10.6K
|
3.46K
$409K
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-48- 3.32% |
$9.25K - $10.6K
|
1.4K
$165K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-49- 2.72% |
$9.44K - $10.9K
|
1.76K
$207K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-49- 4.04% |
$9.44K - $10.9K
|
1.16K
$138K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-50- 3.09% |
$9.64K - $11.1K
|
1.57K
$186K
|
|
|
Feb 08, 2022
Q4 2021
|
Hamel Associates, Inc.
|
SELL
|
- |
-50- 0.24% |
$9.64K - $11.1K
|
21K
$2.48M
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-51- 4.89% |
$9.83K - $11.3K
|
992
$117K
|
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-58- 1.17% |
$11.2K - $12.9K
|
4.89K
$578K
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-60- 68.97% |
$11.6K - $13.3K
|
27
$3.19K
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-60- 0.5% |
$11.6K - $13.3K
|
12K
$1.41M
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-64- 1.02% |
$12.3K - $14.2K
|
6.23K
$737K
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-64- 1.27% |
$12.3K - $14.2K
|
4.98K
$589K
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-65- 1.26% |
$12.5K - $14.4K
|
5.1K
$603K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-66Closed |
$12.7K - $14.6K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-67- 4.96% |
$12.9K - $14.9K
|
1.28K
$152K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-67- 4.18% |
$12.9K - $14.9K
|
1.53K
$181K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-67- 0.21% |
$12.9K - $14.9K
|
32.1K
$3.79M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-69- 0.03% |
$13.3K - $15.3K
|
239K
$28.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-70- 3.36% |
$13.5K - $15.5K
|
2.02K
$238K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-71- 1.16% |
$13.7K - $15.7K
|
6.05K
$715K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-71- 1.16% |
$13.7K - $15.7K
|
6.05K
$715K
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-71- 1.14% |
$13.7K - $15.7K
|
6.16K
$728K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
SELL
|
- |
-73- 3.28% |
$14.1K - $16.2K
|
2.15K
$254K
|
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
SELL
|
- |
-74- 0.41% |
$14.3K - $16.4K
|
18.2K
$2.15M
|