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 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
69New |
$13.3K - $15.3K
|
69
$8.16K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
68+ 3.42% |
$13.1K - $15.1K
|
2.06K
$243K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
67+ 67.0% |
$12.9K - $14.9K
|
167
$19.7K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
67+ 20.12% |
$12.9K - $14.9K
|
400
$47.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
65New |
$12.5K - $14.4K
|
65
$7.68K
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
65New |
$12.5K - $14.4K
|
65
$7.68K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
64New |
$12.3K - $14.2K
|
64
$7.57K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
62New |
$12K - $13.8K
|
62
$7.33K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
60+ 1.49% |
$11.6K - $13.3K
|
4.1K
$484K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
59+ 3.58% |
$11.4K - $13.1K
|
1.71K
$202K
|
|
|
Jan 28, 2022
Q4 2021
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
58+ 0.29% |
$11.2K - $12.9K
|
19.9K
$2.35M
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
57+ 3.16% |
$11K - $12.6K
|
1.86K
$220K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
57+ 2.0% |
$11K - $12.6K
|
2.91K
$345K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
56New |
$10.8K - $12.4K
|
56
$6.62K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
BUY
|
- |
55+ 3.18% |
$10.6K - $12.2K
|
1.78K
$211K
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
54+ 2.65% |
$10.4K - $12K
|
2.09K
$247K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
54+ 1.22% |
$10.4K - $12K
|
4.47K
$528K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
53+ 0.73% |
$10.2K - $11.8K
|
7.32K
$866K
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
52+ 0.58% |
$10K - $11.5K
|
8.98K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
51+ 1.01% |
$9.83K - $11.3K
|
5.08K
$601K
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
51+ 3.14% |
$9.83K - $11.3K
|
1.68K
$198K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
51+ 2.72% |
$9.83K - $11.3K
|
1.92K
$227K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
51+ 0.36% |
$9.83K - $11.3K
|
14.3K
$1.69M
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
51+ 5.14% |
$9.83K - $11.3K
|
1.04K
$123K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
50New |
$9.64K - $11.1K
|
50
$5.91K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
50New |
$9.64K - $11.1K
|
50
$5.91K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
50New |
$9.64K - $11.1K
|
50
$5.91K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
50+ 40.98% |
$9.64K - $11.1K
|
172
$20.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
49+ 3.88% |
$9.44K - $10.9K
|
1.31K
$155K
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
48+ 1.34% |
$9.25K - $10.6K
|
3.63K
$429K
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
48+ 0.98% |
$9.25K - $10.6K
|
4.95K
$585K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
48+ 2.1% |
$9.25K - $10.6K
|
2.33K
$276K
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
47+ 0.69% |
$9.06K - $10.4K
|
6.9K
$815K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
46+ 5.69% |
$8.87K - $10.2K
|
855
$101K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
45+ 750.0% |
$8.67K - $9.98K
|
51
$6.03K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
42+ 10.5% |
$8.1K - $9.32K
|
442
$52.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
40+ 0.07% |
$7.71K - $8.87K
|
57.9K
$6.85M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
40+ 1.04% |
$7.71K - $8.87K
|
3.89K
$459K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
38+ 3.2% |
$7.32K - $8.43K
|
1.22K
$145K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
34+ 50.75% |
$6.55K - $7.54K
|
101
$11.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
33+ 0.46% |
$6.36K - $7.32K
|
7.16K
$847K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
31+ 2.91% |
$5.98K - $6.88K
|
1.1K
$130K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
30+ 2.4% |
$5.78K - $6.65K
|
1.28K
$151K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
30+ 0.22% |
$5.78K - $6.65K
|
13.7K
$1.61M
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
29+ 0.16% |
$5.59K - $6.43K
|
17.7K
$2.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
29+ 9.51% |
$5.59K - $6.43K
|
334
$39.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
27+ 2.25% |
$5.2K - $5.99K
|
1.23K
$145K
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
27+ 1.1% |
$5.2K - $5.99K
|
2.49K
$294K
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
25+ 1.21% |
$4.82K - $5.54K
|
2.08K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
23+ 9.47% |
$4.43K - $5.1K
|
266
$31.4K
|