Latest Institutional Purchases of Diageo PLC (DEO)
This list provides information on the latest institutional transactions involving Diageo PLC (DEO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
124+ 100.0% |
$20.7K - $23.5K
|
248
$29.3K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
121+ 6.35% |
$20.2K - $22.9K
|
2.03K
$240K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
118+ 7.04% |
$19.7K - $22.3K
|
1.8K
$212K
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
100New |
$16.7K - $18.9K
|
100
$11.8K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
80New |
$13.4K - $15.1K
|
80
$9.46K
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
66New |
$11K - $12.5K
|
66
$7.8K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
60New |
$10K - $11.4K
|
60
$7.09K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
59New |
$9.86K - $11.2K
|
59
$6.98K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
56+ 4.46% |
$9.36K - $10.6K
|
1.31K
$155K
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
41New |
$6.85K - $7.76K
|
41
$4.85K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
38New |
$6.35K - $7.19K
|
38
$4.49K
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
37+ 2.13% |
$6.18K - $7K
|
1.78K
$210K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
35New |
$5.85K - $6.62K
|
35
$4.14K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
33+ 0.78% |
$5.51K - $6.25K
|
4.25K
$502K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
21New |
$3.51K - $3.97K
|
21
$2.48K
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
19+ 0.06% |
$3.17K - $3.6K
|
31.4K
$3.71M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
17New |
$2.84K - $3.22K
|
17
$2.01K
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
17+ 0.81% |
$2.84K - $3.22K
|
2.12K
$250K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
8New |
$1.34K - $1.51K
|
8
$946
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
7+ 0.57% |
$1.17K - $1.32K
|
1.24K
$146K
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
1+ 0.25% |
$167 - $189
|
398
$47.1K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
298KNew |
$50.4M - $55.9M
|
298K
$35.2M
|
|
May 15, 2023
Q1 2023
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
BUY
|
- |
228KNew |
$38.6M - $42.8M
|
228K
$26.9M
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
157KNew |
$26.6M - $29.5M
|
157K
$18.6M
|
|
May 05, 2023
Q1 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
4.8K+ 9.09% |
$813K - $900K
|
57.6K
$6.8M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.35KNew |
$398K - $441K
|
2.35K
$278K
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.49KNew |
$253K - $280K
|
1.49K
$176K
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.4KNew |
$237K - $263K
|
1.4K
$166K
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.31KNew |
$223K - $247K
|
1.31K
$155K
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.21KNew |
$205K - $227K
|
1.21K
$143K
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.18KNew |
$200K - $221K
|
1.18K
$139K
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.17KNew |
$199K - $220K
|
1.17K
$139K
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.17KNew |
$198K - $219K
|
1.17K
$138K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.15KNew |
$194K - $215K
|
1.15K
$136K
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
1.14KNew |
$193K - $214K
|
1.14K
$135K
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1.12KNew |
$190K - $210K
|
1.12K
$132K
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.12KNew |
$189K - $210K
|
1.12K
$132K
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.11KNew |
$187K - $207K
|
1.11K
$131K
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
743+ 59.16% |
$126K - $139K
|
2K
$236K
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
600New |
$102K - $113K
|
600
$70.9K
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
542+ 9.74% |
$91.8K - $102K
|
6.11K
$722K
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
390+ 18.39% |
$66.1K - $73.2K
|
2.51K
$297K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
379New |
$64.2K - $71.2K
|
379
$44.8K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200New |
$33.9K - $37.5K
|
200
$23.6K
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
188+ 94.0% |
$31.9K - $35.3K
|
388
$45.9K
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
177+ 5.61% |
$30K - $33.2K
|
3.33K
$394K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
135+ 11.14% |
$22.9K - $25.3K
|
1.35K
$159K
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
105+ 7.16% |
$17.8K - $19.7K
|
1.57K
$186K
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
103+ 3.54% |
$17.5K - $19.3K
|
3.01K
$356K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
100+ 100.0% |
$16.9K - $18.8K
|
200
$23.6K
|