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
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
158+ 39.5% |
$18.6K - $22.1K
|
558
$60.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
150New |
$17.7K - $21K
|
150
$16.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
146+ 16.37% |
$17.2K - $20.4K
|
1.04K
$113K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
130New |
$15.3K - $18.2K
|
130
$14.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
125+ 107.76% |
$14.8K - $17.5K
|
241
$26.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
125New |
$14.8K - $17.5K
|
125
$13.6K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
121+ 0.91% |
$14.3K - $16.9K
|
13.4K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
121+ 3.99% |
$14.3K - $16.9K
|
3.15K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
120+ 3.25% |
$14.2K - $16.8K
|
3.81K
$416K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
116+ 6.16% |
$13.7K - $16.2K
|
2K
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
113New |
$13.3K - $15.8K
|
113
$12.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
109+ 1.8% |
$12.9K - $15.2K
|
6.17K
$674K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
109+ 1.68% |
$12.9K - $15.2K
|
6.59K
$720K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
108New |
$12.7K - $15.1K
|
108
$11.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
107+ 7.05% |
$12.6K - $15K
|
1.62K
$177K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
105+ 1.48% |
$12.4K - $14.7K
|
7.22K
$788K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
104+ 1.66% |
$12.3K - $14.5K
|
6.37K
$695K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
103+ 2.84% |
$12.2K - $14.4K
|
3.74K
$408K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
102+ 8.61% |
$12K - $14.3K
|
1.29K
$140K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
100New |
$11.8K - $14K
|
100
$10.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
100+ 333.33% |
$11.8K - $14K
|
130
$14.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
100+ 3.33% |
$11.8K - $14K
|
3.1K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
99+ 0.18% |
$11.7K - $13.8K
|
54.9K
$5.99M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
98+ 5.58% |
$11.6K - $13.7K
|
1.86K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
95+ 5.36% |
$11.2K - $13.3K
|
1.87K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
93+ 4.45% |
$11K - $13K
|
2.18K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
92+ 1.34% |
$10.9K - $12.9K
|
6.94K
$758K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
88New |
$10.4K - $12.3K
|
88
$9.61K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
88+ 4.95% |
$10.4K - $12.3K
|
1.86K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
87New |
$10.3K - $12.2K
|
87
$9.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
86New |
$10.1K - $12K
|
86
$9.39K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
86+ 2.61% |
$10.1K - $12K
|
3.38K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
82+ 0.53% |
$9.68K - $11.5K
|
15.5K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
81+ 3.3% |
$9.56K - $11.3K
|
2.54K
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
80+ 19.7% |
$9.44K - $11.2K
|
486
$53K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
75+ 0.03% |
$8.85K - $10.5K
|
246K
$26.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
75New |
$8.85K - $10.5K
|
75
$8.19K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
71+ 3.11% |
$8.38K - $9.93K
|
2.36K
$257K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
70New |
$8.26K - $9.79K
|
70
$7.64K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
65New |
$7.67K - $9.09K
|
65
$7.09K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
63+ 1.35% |
$7.43K - $8.81K
|
4.74K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
61New |
$7.2K - $8.53K
|
61
$6.66K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
60+ 2.36% |
$7.08K - $8.39K
|
2.6K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
60New |
$7.08K - $8.39K
|
60
$6.55K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
60+ 2.55% |
$7.08K - $8.39K
|
2.41K
$263K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
57+ 3.87% |
$6.73K - $7.97K
|
1.53K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
52+ 2.36% |
$6.14K - $7.27K
|
2.25K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
51+ 141.67% |
$6.02K - $7.13K
|
87
$9.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
50+ 81.97% |
$5.9K - $6.99K
|
111
$12.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
50New |
$5.9K - $6.99K
|
50
$5.46K
|