Purchases and Sales Made in Q4 2022 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q4 2022. 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 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-47- 83.93% |
$7.66K - $9K
|
9
$982
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-47- 6.62% |
$7.66K - $9K
|
663
$72.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-48- 13.83% |
$7.82K - $9.19K
|
299
$32.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
SELL
|
- |
-50- 0.3% |
$8.15K - $9.57K
|
16.9K
$1.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-50- 0.66% |
$8.15K - $9.57K
|
7.58K
$827K
|
|
|
Feb 10, 2023
Q4 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-50- 0.85% |
$8.15K - $9.57K
|
5.86K
$639K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-50- 0.36% |
$8.15K - $9.57K
|
13.8K
$1.51M
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-50- 0.44% |
$8.15K - $9.57K
|
11.3K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-50- 0.51% |
$8.15K - $9.57K
|
9.83K
$1.07M
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-51- 1.03% |
$8.31K - $9.76K
|
4.89K
$534K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-51- 4.87% |
$8.31K - $9.76K
|
997
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-53- 0.64% |
$8.64K - $10.1K
|
8.19K
$893K
|
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-56- 0.38% |
$9.13K - $10.7K
|
14.7K
$1.61M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-58- 2.97% |
$9.45K - $11.1K
|
1.9K
$207K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-59- 26.11% |
$9.62K - $11.3K
|
167
$18.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-59- 1.28% |
$9.62K - $11.3K
|
4.56K
$498K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-60- 66.67% |
$9.78K - $11.5K
|
30
$3.27K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-62- 4.67% |
$10.1K - $11.9K
|
1.27K
$138K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-66- 4.07% |
$10.8K - $12.6K
|
1.56K
$170K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-67- 4.75% |
$10.9K - $12.8K
|
1.34K
$147K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-71- 3.21% |
$11.6K - $13.6K
|
2.14K
$234K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-71- 5.85% |
$11.6K - $13.6K
|
1.14K
$125K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-72- 16.33% |
$11.7K - $13.8K
|
369
$40.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-72- 2.46% |
$11.7K - $13.8K
|
2.86K
$312K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-75- 1.42% |
$12.2K - $14.4K
|
5.2K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-75- 3.69% |
$12.2K - $14.4K
|
1.96K
$214K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-75- 10.92% |
$12.2K - $14.4K
|
612
$66.8K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-76- 15.93% |
$12.4K - $14.5K
|
401
$43.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-77- 1.54% |
$12.5K - $14.7K
|
4.92K
$537K
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-79- 1.3% |
$12.9K - $15.1K
|
6K
$655K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-79- 0.17% |
$12.9K - $15.1K
|
45.1K
$4.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-79- 15.19% |
$12.9K - $15.1K
|
441
$48.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-79- 51.3% |
$12.9K - $15.1K
|
75
$8.19K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-80- 13.79% |
$13K - $15.3K
|
500
$54.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-85- 4.42% |
$13.9K - $16.3K
|
1.84K
$201K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-87- 33.33% |
$14.2K - $16.7K
|
174
$19K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-89- 0.78% |
$14.5K - $17K
|
11.3K
$1.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-94- 4.65% |
$15.3K - $18K
|
1.93K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-95- 7.02% |
$15.5K - $18.2K
|
1.26K
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-97- 2.57% |
$15.8K - $18.6K
|
3.68K
$402K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-99- 3.86% |
$16.1K - $18.9K
|
2.47K
$269K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 8.96% |
$16.3K - $19.1K
|
1.02K
$111K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-100- 3.57% |
$16.3K - $19.1K
|
2.7K
$295K
|
|
|
Feb 09, 2023
Q4 2022
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-100- 1.32% |
$16.3K - $19.1K
|
7.45K
$813K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-100- 6.98% |
$16.3K - $19.1K
|
1.33K
$145K
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-100- 0.79% |
$16.3K - $19.1K
|
12.6K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-102- 39.23% |
$16.6K - $19.5K
|
158
$17.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-110- 0.55% |
$17.9K - $21.1K
|
19.9K
$2.17M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-110- 4.59% |
$17.9K - $21.1K
|
2.29K
$250K
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
SELL
|
- |
-111- 7.68% |
$18.1K - $21.2K
|
1.33K
$146K
|