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 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.37K+ 20.2% |
$222K - $261K
|
8.12K
$884K
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.37KNew |
$222K - $261K
|
1.37K
$149K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 2.54% |
$222K - $260K
|
55K
$5.99M
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.36KNew |
$221K - $259K
|
1.36K
$147K
|
|
Feb 06, 2023
Q4 2022
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$215K - $253K
|
1.32K
$144K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.31K+ 9.4% |
$213K - $251K
|
15.2K
$1.66M
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.3K+ 11.56% |
$212K - $249K
|
12.5K
$1.37M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.3K+ 5.38% |
$211K - $248K
|
25.4K
$2.76M
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.29K+ 7.68% |
$210K - $246K
|
18K
$1.96M
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.28K+ 2.35% |
$209K - $245K
|
55.8K
$6.07M
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.22K+ 21.95% |
$199K - $233K
|
6.78K
$738K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.22KNew |
$198K - $233K
|
1.22K
$132K
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.21KNew |
$198K - $232K
|
1.21K
$132K
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
1.2KNew |
$196K - $230K
|
1.2K
$131K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.2KNew |
$195K - $229K
|
1.2K
$130K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.18K+ 1.92% |
$192K - $225K
|
62.2K
$6.77M
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.18KNew |
$192K - $225K
|
1.18K
$128K
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.17KNew |
$191K - $224K
|
1.17K
$127K
|
|
Jan 11, 2023
Q4 2022
|
Albert D Mason Inc
|
BUY
|
- |
1.17KNew |
$191K - $224K
|
1.17K
$127K
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.17KNew |
$190K - $224K
|
1.17K
$127K
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
1.14KNew |
$186K - $219K
|
1.14K
$124K
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
1.14KNew |
$186K - $218K
|
1.14K
$124K
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.13KNew |
$184K - $216K
|
1.13K
$123K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.12K+ 71.9% |
$183K - $215K
|
2.69K
$292K
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.12K+ 42.14% |
$183K - $214K
|
3.78K
$411K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1.1K+ 1964.29% |
$179K - $211K
|
1.16K
$126K
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
1.09K+ 3.66% |
$178K - $209K
|
31K
$3.37M
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
1.09K+ 35.19% |
$178K - $209K
|
4.19K
$456K
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.08K+ 120.18% |
$177K - $207K
|
1.99K
$216K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.05K+ 1.13% |
$171K - $201K
|
94.1K
$10.2M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.03K+ 795.38% |
$169K - $198K
|
1.16K
$127K
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.03K+ 2.72% |
$167K - $196K
|
38.7K
$4.21M
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
996+ 11.92% |
$162K - $191K
|
9.35K
$1.02M
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
996+ 3.02% |
$162K - $191K
|
34K
$3.7M
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
996+ 13.64% |
$162K - $191K
|
8.3K
$903K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
995+ 7.4% |
$162K - $190K
|
14.4K
$1.57M
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
962+ 18.02% |
$157K - $184K
|
6.3K
$686K
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
957+ 28.17% |
$156K - $183K
|
4.35K
$474K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
940+ 0.62% |
$153K - $180K
|
153K
$16.6M
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
929New |
$151K - $178K
|
929
$101K
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
908New |
$148K - $174K
|
908
$98.8K
|
|
Jan 26, 2023
Q4 2022
|
Galibier Capital Management Ltd.
|
BUY
|
- |
900New |
$147K - $172K
|
900
$97.9K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
900+ 61.39% |
$147K - $172K
|
2.37K
$257K
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
895New |
$146K - $171K
|
895
$97.4K
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
879+ 335.5% |
$143K - $168K
|
1.14K
$124K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
879+ 14.1% |
$143K - $168K
|
7.12K
$774K
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
848+ 4.68% |
$138K - $162K
|
19K
$2.06M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
847+ 7.47% |
$138K - $162K
|
12.2K
$1.33M
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
811+ 2.12% |
$132K - $155K
|
39.1K
$4.26M
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
794+ 9.11% |
$129K - $152K
|
9.51K
$1.03M
|