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 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
7.74KNew |
$1.49M - $1.72M
|
7.74K
$963K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.69K+ 4.8% |
$1.48M - $1.71M
|
168K
$20.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Ervin Investment Management, LLC
|
BUY
|
- |
7.6KNew |
$1.46M - $1.69M
|
7.6K
$946K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
7.31KNew |
$1.41M - $1.62M
|
7.31K
$910K
|
|
|
Feb 14, 2022
Q4 2021
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
7.15KNew |
$1.38M - $1.59M
|
7.15K
$890K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.82K+ 195.11% |
$1.31M - $1.51M
|
10.3K
$1.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.67K+ 101.85% |
$1.28M - $1.48M
|
13.2K
$1.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.54KNew |
$1.26M - $1.45M
|
6.54K
$814K
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
6.45KNew |
$1.24M - $1.43M
|
6.45K
$803K
|
|
|
Feb 11, 2022
Q4 2021
|
Aigen Investment Management, LP
|
BUY
|
- |
6.43KNew |
$1.24M - $1.43M
|
6.43K
$801K
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
6.34KNew |
$1.22M - $1.41M
|
6.34K
$788K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
6.19KNew |
$1.19M - $1.37M
|
6.19K
$771K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5.96KNew |
$1.15M - $1.32M
|
5.96K
$742K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.7KNew |
$1.1M - $1.26M
|
5.7K
$709K
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
5.58KNew |
$1.08M - $1.24M
|
5.58K
$695K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.38K+ 13.85% |
$1.04M - $1.19M
|
44.2K
$5.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
5.27KNew |
$1.02M - $1.17M
|
5.27K
$656K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.24K+ 361.17% |
$1.01M - $1.16M
|
6.69K
$832K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.91KNew |
$946K - $1.09M
|
4.91K
$611K
|
|
|
Feb 14, 2022
Q4 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.85K+ 3.42% |
$935K - $1.08M
|
147K
$18.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
4.82KNew |
$929K - $1.07M
|
4.82K
$600K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.75K+ 27.48% |
$915K - $1.05M
|
22K
$2.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.59K+ 5.39% |
$884K - $1.02M
|
89.6K
$11.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.33K+ 155.18% |
$834K - $960K
|
7.12K
$886K
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.13K+ 38.03% |
$796K - $916K
|
15K
$1.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
4.09K+ 1.13% |
$788K - $907K
|
367K
$45.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.05KNew |
$781K - $898K
|
4.05K
$504K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.95K+ 22.53% |
$761K - $876K
|
21.5K
$2.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
3.93K+ 34.68% |
$758K - $872K
|
15.3K
$1.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
3.85KNew |
$742K - $853K
|
3.85K
$479K
|
|
|
Feb 10, 2022
Q4 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3.81KNew |
$735K - $846K
|
3.81K
$475K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.34K+ 2.97% |
$644K - $741K
|
116K
$14.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.24K+ 18.98% |
$624K - $718K
|
20.3K
$2.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
3.2KNew |
$617K - $710K
|
3.2K
$398K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.11KNew |
$600K - $690K
|
3.11K
$387K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.04K+ 190.3% |
$586K - $674K
|
4.64K
$577K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$578K - $665K
|
3K
$373K
|
|
|
Feb 16, 2022
Q4 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.99K+ 268.62% |
$576K - $662K
|
4.1K
$510K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.93KNew |
$565K - $651K
|
2.93K
$365K
|
|
|
Feb 10, 2022
Q4 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
2.88KNew |
$556K - $639K
|
2.88K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.87K+ 3.03% |
$553K - $636K
|
97.5K
$12.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.87K+ 4.29% |
$552K - $636K
|
69.7K
$8.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.82K+ 77.47% |
$544K - $625K
|
6.46K
$804K
|
|
|
Feb 14, 2022
Q4 2021
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
2.81K+ 12.35% |
$541K - $622K
|
25.5K
$3.18M
|
|
|
Feb 16, 2022
Q4 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
2.79K+ 34.03% |
$538K - $619K
|
11K
$1.37M
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.74K+ 10.09% |
$528K - $608K
|
29.9K
$3.72M
|
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
2.65K+ 9.45% |
$511K - $588K
|
30.7K
$3.82M
|
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
2.65KNew |
$511K - $588K
|
2.65K
$330K
|
|
|
Mar 10, 2022
Q4 2021
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
2.61KNew |
$503K - $579K
|
2.61K
$325K
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.59KNew |
$498K - $573K
|
2.59K
$322K
|