Purchases and Sales Made in Q4 2024 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q4 2024. 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 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-310- 7.86% |
$36.6K - $43.4K
|
3.64K
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-311- 7.7% |
$36.7K - $43.5K
|
3.73K
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-320- 4.8% |
$37.8K - $44.8K
|
6.35K
$693K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-321- 13.97% |
$37.9K - $44.9K
|
1.98K
$216K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-323- 22.52% |
$38.1K - $45.2K
|
1.11K
$121K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-324- 2.56% |
$38.2K - $45.3K
|
12.3K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-331- 0.57% |
$39.1K - $46.3K
|
57.7K
$6.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-341- 15.44% |
$40.2K - $47.7K
|
1.87K
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-343- 13.03% |
$40.5K - $48K
|
2.29K
$250K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-353- 5.44% |
$41.7K - $49.4K
|
6.14K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-353- 11.93% |
$41.7K - $49.4K
|
2.61K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-358- 9.14% |
$42.2K - $50.1K
|
3.56K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-363- 2.07% |
$42.8K - $50.8K
|
17.2K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-365- 2.6% |
$43.1K - $51.1K
|
13.7K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-371- 0.6% |
$43.8K - $51.9K
|
61.4K
$6.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-382- 92.72% |
$45.1K - $53.4K
|
30
$3.27K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-390- 11.36% |
$46K - $54.6K
|
3.04K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-391- 11.03% |
$46.1K - $54.7K
|
3.16K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-391- 18.81% |
$46.1K - $54.7K
|
1.69K
$184K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-395- 6.89% |
$46.6K - $55.3K
|
5.34K
$582K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-421- 4.78% |
$49.7K - $58.9K
|
8.38K
$915K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-422- 13.4% |
$49.8K - $59K
|
2.73K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-445- 4.54% |
$52.5K - $62.2K
|
9.36K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-449- 20.76% |
$53K - $62.8K
|
1.71K
$187K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-452- 0.86% |
$53.3K - $63.2K
|
52.3K
$5.71M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-455- 9.11% |
$53.7K - $63.6K
|
4.54K
$496K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-456- 2.31% |
$53.8K - $63.8K
|
19.3K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-483- 1.78% |
$57K - $67.6K
|
26.7K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-486- 13.9% |
$57.3K - $68K
|
3.01K
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-494- 4.69% |
$58.3K - $69.1K
|
10K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-497- 4.31% |
$58.6K - $69.5K
|
11K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-500- 13.7% |
$59K - $69.9K
|
3.15K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-508- 19.28% |
$59.9K - $71.1K
|
2.13K
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-515- 10.11% |
$60.8K - $72K
|
4.58K
$500K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-519- 3.2% |
$61.2K - $72.6K
|
15.7K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Infusive Asset Management Inc.
New York, NY |
SELL
|
- |
-527- 1.7% |
$62.2K - $73.7K
|
30.5K
$3.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-537- 6.1% |
$63.4K - $75.1K
|
8.27K
$902K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-548- 15.09% |
$64.7K - $76.7K
|
3.08K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-551- 14.62% |
$65K - $77.1K
|
3.22K
$351K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-555- 17.84% |
$65.5K - $77.6K
|
2.56K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-563- 6.21% |
$66.4K - $78.8K
|
8.5K
$928K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-567- 12.33% |
$66.9K - $79.3K
|
4.03K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-578- 11.42% |
$68.2K - $80.9K
|
4.49K
$490K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-601- 78.05% |
$70.9K - $84.1K
|
169
$18.4K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-603- 23.48% |
$71.2K - $84.3K
|
1.97K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-619- 10.69% |
$73K - $86.6K
|
5.17K
$565K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-627- 27.24% |
$74K - $87.7K
|
1.68K
$183K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-644- 24.76% |
$76K - $90.1K
|
1.96K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-646- 1.98% |
$76.2K - $90.4K
|
32K
$3.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-652- 11.56% |
$76.9K - $91.2K
|
4.99K
$544K
|