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 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
793+ 22.95% |
$129K - $152K
|
4.25K
$462K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
760+ 9.01% |
$124K - $145K
|
9.2K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
756+ 350.0% |
$123K - $145K
|
972
$106K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
753+ 1.86% |
$123K - $144K
|
41.3K
$4.49M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
752+ 6.87% |
$123K - $144K
|
11.7K
$1.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
750New |
$122K - $144K
|
750
$81.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
742New |
$121K - $142K
|
742
$80.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
738+ 0.16% |
$120K - $141K
|
455K
$49.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
712+ 4.37% |
$116K - $136K
|
17K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
687+ 3.52% |
$112K - $131K
|
20.2K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
685+ 39.41% |
$112K - $131K
|
2.42K
$264K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
669New |
$109K - $128K
|
669
$72.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
652+ 0.74% |
$106K - $125K
|
88.8K
$9.67M
|
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
641+ 2.06% |
$104K - $123K
|
31.7K
$3.45M
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
619+ 11.91% |
$101K - $118K
|
5.82K
$633K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
618+ 13.27% |
$101K - $118K
|
5.28K
$574K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
613+ 63.26% |
$99.9K - $117K
|
1.58K
$172K
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
611+ 24.0% |
$99.6K - $117K
|
3.16K
$344K
|
|
|
Jan 12, 2023
Q4 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
603+ 6.97% |
$98.3K - $115K
|
9.25K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
600+ 13.07% |
$97.8K - $115K
|
5.19K
$565K
|
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
594+ 22.5% |
$96.8K - $114K
|
3.23K
$352K
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
589+ 2.84% |
$96K - $113K
|
21.3K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
586+ 14.79% |
$95.5K - $112K
|
4.55K
$495K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
583+ 10.37% |
$95K - $112K
|
6.21K
$675K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
574+ 1.04% |
$93.6K - $110K
|
55.7K
$6.07M
|
|
|
Feb 14, 2023
Q4 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
561+ 5.57% |
$91.4K - $107K
|
10.6K
$1.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
557+ 20.56% |
$90.8K - $107K
|
3.27K
$355K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
546+ 35.0% |
$89K - $104K
|
2.11K
$229K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
544+ 4.96% |
$88.7K - $104K
|
11.5K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
542+ 9.3% |
$88.3K - $104K
|
6.37K
$694K
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
527+ 7.34% |
$85.9K - $101K
|
7.71K
$839K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
526+ 8.64% |
$85.7K - $101K
|
6.61K
$719K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
520New |
$84.7K - $99.5K
|
520
$56.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
505+ 11.34% |
$82.3K - $96.7K
|
4.96K
$540K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
504+ 12.21% |
$82.1K - $96.5K
|
4.63K
$504K
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
497+ 0.25% |
$81K - $95.1K
|
198K
$21.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
485+ 1.39% |
$79K - $92.8K
|
35.4K
$3.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
476+ 12.71% |
$77.6K - $91.1K
|
4.22K
$459K
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
472+ 15.99% |
$76.9K - $90.3K
|
3.42K
$373K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
470+ 3.95% |
$76.6K - $90K
|
12.4K
$1.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
444+ 15.39% |
$72.4K - $85K
|
3.33K
$362K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
430New |
$70.1K - $82.3K
|
430
$46.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
428+ 19.03% |
$69.8K - $81.9K
|
2.68K
$291K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
424+ 31.76% |
$69.1K - $81.1K
|
1.76K
$191K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
411New |
$67K - $78.7K
|
411
$44.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
400+ 20.86% |
$65.2K - $76.6K
|
2.32K
$252K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
386+ 5.84% |
$62.9K - $73.9K
|
6.99K
$761K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
386+ 15.48% |
$62.9K - $73.9K
|
2.88K
$313K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
385+ 4.3% |
$62.7K - $73.7K
|
9.34K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
384+ 1.08% |
$62.6K - $73.5K
|
35.8K
$3.89M
|