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 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.74% |
$118 - $140
|
137
$15K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1- 1.16% |
$118 - $140
|
85
$9.28K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1- -0.0% |
$118 - $140
|
60.5K
$6.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1- -0.0% |
$118 - $140
|
34K
$3.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Henry James International Management Inc.
|
SELL
|
- |
-2- 0.13% |
$236 - $280
|
1.58K
$172K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3- 0.13% |
$354 - $420
|
2.36K
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-4- 0.09% |
$472 - $560
|
4.64K
$506K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-4- 36.36% |
$472 - $560
|
7
$764
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-5- 17.86% |
$590 - $699
|
23
$2.51K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-5- 0.3% |
$590 - $699
|
1.68K
$183K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5- 0.05% |
$590 - $699
|
9.7K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 30.43% |
$826 - $979
|
16
$1.75K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-9- 10.84% |
$1.06K - $1.26K
|
74
$8.08K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-10- 10.64% |
$1.18K - $1.4K
|
84
$9.17K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-11- 7.69% |
$1.3K - $1.54K
|
132
$14.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-11- 73.33% |
$1.3K - $1.54K
|
4
$437
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-11- 0.45% |
$1.3K - $1.54K
|
2.44K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-11- 1.1% |
$1.3K - $1.54K
|
987
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 0.57% |
$1.53K - $1.82K
|
2.28K
$249K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-14- 0.86% |
$1.65K - $1.96K
|
1.61K
$176K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-15- 39.47% |
$1.77K - $2.1K
|
23
$2.51K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16- 1.13% |
$1.89K - $2.24K
|
1.4K
$153K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.05% |
$2.01K - $2.38K
|
34.4K
$3.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-18- 11.32% |
$2.12K - $2.52K
|
141
$15.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-20- 0.42% |
$2.36K - $2.8K
|
4.79K
$522K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-21- 3.41% |
$2.48K - $2.94K
|
595
$64.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-24- 4.58% |
$2.83K - $3.36K
|
500
$54.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-25- 28.09% |
$2.95K - $3.5K
|
64
$6.99K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-27- 7.16% |
$3.19K - $3.78K
|
350
$38.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-28- 2.48% |
$3.3K - $3.92K
|
1.1K
$120K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-29- 74.36% |
$3.42K - $4.06K
|
10
$1.09K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-30- 7.59% |
$3.54K - $4.2K
|
365
$39.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-33- 18.03% |
$3.89K - $4.62K
|
150
$16.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-34- 0.62% |
$4.01K - $4.76K
|
5.49K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-36- 0.43% |
$4.25K - $5.04K
|
8.32K
$908K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-36- 4.73% |
$4.25K - $5.04K
|
725
$79.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-38- 2.08% |
$4.48K - $5.32K
|
1.79K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-38- 1.47% |
$4.48K - $5.32K
|
2.56K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-38- 0.75% |
$4.48K - $5.32K
|
5.03K
$549K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-40- 1.62% |
$4.72K - $5.6K
|
2.43K
$265K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-41- 0.1% |
$4.84K - $5.74K
|
40.1K
$4.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-42- 5.92% |
$4.96K - $5.87K
|
667
$72.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-44- 0.92% |
$5.19K - $6.15K
|
4.72K
$515K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-46- 2.75% |
$5.43K - $6.43K
|
1.62K
$177K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-47- 2.77% |
$5.55K - $6.57K
|
1.65K
$180K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-48- 9.64% |
$5.66K - $6.71K
|
450
$49.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-49- 1.06% |
$5.78K - $6.85K
|
4.59K
$501K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-50- 10.8% |
$5.9K - $6.99K
|
413
$45.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-50- 0.83% |
$5.9K - $6.99K
|
6K
$655K
|