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
|
Enhancing Capital LLC
|
BUY
|
- |
1.35KNew |
$260K - $299K
|
1.35K
$160K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.34K+ 58.77% |
$259K - $298K
|
3.63K
$429K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.34K+ 9.34% |
$259K - $298K
|
15.7K
$1.86M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.33K+ 40.77% |
$256K - $294K
|
4.58K
$541K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.32K+ 34.06% |
$254K - $292K
|
5.19K
$613K
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.3KNew |
$251K - $289K
|
1.3K
$154K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.3K+ 5.78% |
$251K - $289K
|
23.8K
$2.82M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.29K+ 5.12% |
$248K - $286K
|
26.5K
$3.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.23KNew |
$237K - $273K
|
1.23K
$145K
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.23KNew |
$237K - $272K
|
1.23K
$145K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.23KNew |
$236K - $272K
|
1.23K
$145K
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.22KNew |
$234K - $269K
|
1.22K
$144K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.2K+ 8.21% |
$231K - $266K
|
15.8K
$1.87M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.19K+ 56.45% |
$230K - $264K
|
3.3K
$390K
|
|
|
Jan 31, 2022
Q4 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.19K+ 11.66% |
$229K - $264K
|
11.4K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.17K+ 1.76% |
$226K - $259K
|
67.7K
$8M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
1.16KNew |
$223K - $257K
|
1.16K
$137K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.15K+ 24.62% |
$222K - $256K
|
5.83K
$689K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.15K+ 14.71% |
$221K - $255K
|
8.96K
$1.06M
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.13KNew |
$218K - $251K
|
1.13K
$134K
|
|
|
Jan 25, 2022
Q4 2021
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.13K+ 0.22% |
$217K - $250K
|
506K
$59.9M
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.12KNew |
$217K - $249K
|
1.12K
$133K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.12K+ 9.18% |
$216K - $249K
|
13.3K
$1.58M
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 9.51% |
$216K - $248K
|
12.9K
$1.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.11KNew |
$214K - $246K
|
1.11K
$131K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.1KNew |
$212K - $244K
|
1.1K
$130K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.1KNew |
$212K - $244K
|
1.1K
$130K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.1KNew |
$212K - $244K
|
1.1K
$130K
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.1KNew |
$212K - $244K
|
1.1K
$130K
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.09KNew |
$211K - $243K
|
1.09K
$129K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
1.08KNew |
$209K - $240K
|
1.08K
$128K
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.06KNew |
$205K - $236K
|
1.06K
$126K
|
|
|
Feb 09, 2022
Q4 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$205K - $236K
|
1.06K
$126K
|
|
|
Jan 14, 2022
Q4 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
1.05KNew |
$202K - $233K
|
1.05K
$124K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.05KNew |
$202K - $232K
|
1.05K
$124K
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.04KNew |
$201K - $232K
|
1.04K
$123K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.04KNew |
$201K - $232K
|
1.04K
$123K
|
|
|
Jan 24, 2022
Q4 2021
|
Lcm Capital Management Inc
|
BUY
|
- |
1.04KNew |
$201K - $231K
|
1.04K
$123K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.04KNew |
$199K - $230K
|
1.04K
$122K
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.03KNew |
$199K - $229K
|
1.03K
$122K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
1.03KNew |
$199K - $228K
|
1.03K
$122K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
1.02KNew |
$197K - $227K
|
1.02K
$121K
|
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
1.02KNew |
$196K - $226K
|
1.02K
$120K
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.02KNew |
$196K - $225K
|
1.02K
$120K
|
|
|
Feb 09, 2022
Q4 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.01KNew |
$195K - $224K
|
1.01K
$120K
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
1.01KNew |
$195K - $224K
|
1.01K
$119K
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.01KNew |
$194K - $224K
|
1.01K
$119K
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.01KNew |
$194K - $224K
|
1.01K
$119K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.01K+ 19.41% |
$194K - $223K
|
6.2K
$733K
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
BUY
|
- |
1.01KNew |
$194K - $223K
|
1.01K
$119K
|