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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
2.51KNew |
$409K - $481K
|
2.51K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.44K+ 71.34% |
$397K - $466K
|
5.85K
$636K
|
|
|
Feb 14, 2023
Q4 2022
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
2.37K+ 0.14% |
$385K - $453K
|
1.74M
$189M
|
|
|
Jan 31, 2023
Q4 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
2.35K+ 2.63% |
$382K - $449K
|
91.7K
$9.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.31K+ 18.78% |
$376K - $442K
|
14.6K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.27K+ 23.67% |
$371K - $435K
|
11.9K
$1.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.24K+ 4.8% |
$365K - $429K
|
49K
$5.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.22K+ 2.27% |
$362K - $425K
|
100K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.19KNew |
$357K - $419K
|
2.19K
$238K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.14K+ 7.54% |
$349K - $410K
|
30.6K
$3.32M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.13K+ 98.02% |
$347K - $407K
|
4.3K
$468K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.12KNew |
$346K - $406K
|
2.12K
$231K
|
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
BUY
|
- |
2.07K+ 141.23% |
$337K - $396K
|
3.53K
$385K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.05KNew |
$335K - $393K
|
2.05K
$223K
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
2.05KNew |
$334K - $392K
|
2.05K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.04KNew |
$333K - $391K
|
2.04K
$222K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
2.03K+ 5.8% |
$331K - $389K
|
37K
$4.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.02KNew |
$329K - $387K
|
2.02K
$220K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.01K+ 26.77% |
$327K - $384K
|
9.51K
$1.03M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2K+ 12.5% |
$325K - $382K
|
18K
$1.95M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.95KNew |
$317K - $372K
|
1.95K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.93KNew |
$315K - $369K
|
1.93K
$210K
|
|
|
Feb 03, 2023
Q4 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.9K+ 3.84% |
$310K - $364K
|
51.4K
$5.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
1.89K+ 12.44% |
$308K - $362K
|
17.1K
$1.86M
|
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
1.84K+ 5.5% |
$300K - $352K
|
35.3K
$3.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.83KNew |
$299K - $351K
|
1.83K
$199K
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
1.83KNew |
$298K - $349K
|
1.83K
$199K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.82K+ 2.0% |
$296K - $348K
|
92.5K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.74KNew |
$283K - $333K
|
1.74K
$189K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.74K+ 1.9% |
$283K - $332K
|
92.9K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.72K+ 9.4% |
$280K - $329K
|
20K
$2.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.7KNew |
$278K - $326K
|
1.7K
$185K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
1.67K+ 1.9% |
$273K - $320K
|
89.6K
$9.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.64KNew |
$267K - $313K
|
1.64K
$178K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.61K+ 11.91% |
$263K - $309K
|
15.1K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.6K+ 0.28% |
$261K - $307K
|
573K
$62.4M
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.59KNew |
$259K - $304K
|
1.59K
$173K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.55KNew |
$252K - $296K
|
1.55K
$168K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.53KNew |
$249K - $293K
|
1.53K
$166K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.52KNew |
$248K - $292K
|
1.52K
$166K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.52KNew |
$248K - $291K
|
1.52K
$166K
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.47K+ 35.48% |
$239K - $281K
|
5.61K
$610K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.47K+ 43.55% |
$239K - $280K
|
4.83K
$525K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.45K+ 1.47% |
$237K - $278K
|
100K
$10.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.45KNew |
$236K - $278K
|
1.45K
$158K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.43K+ 11.68% |
$233K - $274K
|
13.7K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.41KNew |
$230K - $271K
|
1.41K
$154K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.41K+ 10.54% |
$230K - $270K
|
14.8K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.4KNew |
$228K - $268K
|
1.4K
$153K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
1.39K+ 19.25% |
$227K - $266K
|
8.62K
$938K
|