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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
364+ 0.9% |
$43K - $50.9K
|
40.6K
$4.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
357+ 2.29% |
$42.1K - $49.9K
|
15.9K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
353+ 2.33% |
$41.7K - $49.4K
|
15.5K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
351+ 7.01% |
$41.4K - $49.1K
|
5.36K
$585K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
349+ 5.3% |
$41.2K - $48.8K
|
6.94K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
348+ 0.92% |
$41.1K - $48.7K
|
38.1K
$4.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
346+ 0.29% |
$40.8K - $48.4K
|
119K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
336+ 51.77% |
$39.6K - $47K
|
985
$108K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
325+ 11.55% |
$38.4K - $45.5K
|
3.14K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
323+ 18.21% |
$38.1K - $45.2K
|
2.1K
$229K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
320New |
$37.8K - $44.8K
|
320
$34.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
312+ 17.51% |
$36.8K - $43.6K
|
2.09K
$229K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
302+ 8.61% |
$35.6K - $42.2K
|
3.81K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
300New |
$35.4K - $42K
|
300
$32.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
297+ 3.69% |
$35K - $41.5K
|
8.35K
$911K
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
295+ 9.99% |
$34.8K - $41.3K
|
3.25K
$354K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
294+ 7.65% |
$34.7K - $41.1K
|
4.14K
$452K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
288+ 7.23% |
$34K - $40.3K
|
4.27K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
284New |
$33.5K - $39.7K
|
284
$31K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
279New |
$32.9K - $39K
|
279
$30.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
277+ 4.81% |
$32.7K - $38.7K
|
6.04K
$659K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
271+ 10.99% |
$32K - $37.9K
|
2.74K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
263+ 3.46% |
$31K - $36.8K
|
7.87K
$858K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
256+ 1.85% |
$30.2K - $35.8K
|
14.1K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
254+ 3.18% |
$30K - $35.5K
|
8.25K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
254New |
$30K - $35.5K
|
254
$27.7K
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
251+ 1.75% |
$29.6K - $35.1K
|
14.6K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
250New |
$29.5K - $35K
|
250
$27.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
250+ 6.91% |
$29.5K - $35K
|
3.87K
$422K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
249New |
$29.4K - $34.8K
|
249
$27.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
235+ 12.55% |
$27.7K - $32.9K
|
2.11K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
231+ 9.59% |
$27.3K - $32.3K
|
2.64K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
226+ 10.05% |
$26.7K - $31.6K
|
2.48K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
216+ 1.69% |
$25.5K - $30.2K
|
13K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
213+ 8.89% |
$25.1K - $29.8K
|
2.61K
$285K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
213+ 2.38% |
$25.1K - $29.8K
|
9.16K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
207+ 116.95% |
$24.4K - $29K
|
384
$41.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
200New |
$23.6K - $28K
|
200
$21.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
192+ 3.68% |
$22.7K - $26.9K
|
5.41K
$591K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
188+ 32.98% |
$22.2K - $26.3K
|
758
$82.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
187New |
$22.1K - $26.2K
|
187
$20.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
185+ 2.47% |
$21.8K - $25.9K
|
7.69K
$839K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
185+ 2.54% |
$21.8K - $25.9K
|
7.46K
$814K
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
180+ 0.65% |
$21.2K - $25.2K
|
27.7K
$3.02M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
180New |
$21.2K - $25.2K
|
180
$19.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
176+ 10.3% |
$20.8K - $24.6K
|
1.89K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
166+ 4.49% |
$19.6K - $23.2K
|
3.86K
$422K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
162+ 4.43% |
$19.1K - $22.7K
|
3.82K
$417K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
160New |
$18.9K - $22.4K
|
160
$17.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
160+ 4.89% |
$18.9K - $22.4K
|
3.43K
$375K
|