Purchases and Sales Made in Q1 2022 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.03KNew |
$181K - $228K
|
1.03K
$111K
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.03K+ 102.7% |
$180K - $228K
|
2.03K
$218K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.02K+ 23.7% |
$180K - $227K
|
5.34K
$574K
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.02KNew |
$179K - $227K
|
1.02K
$110K
|
|
May 02, 2022
Q1 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.01KNew |
$177K - $224K
|
1.01K
$109K
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1KNew |
$176K - $223K
|
1K
$108K
|
|
Apr 22, 2022
Q1 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1KNew |
$176K - $222K
|
1K
$108K
|
|
May 19, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
998New |
$175K - $222K
|
998
$107K
|
|
May 11, 2022
Q1 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
990+ 2.38% |
$174K - $220K
|
42.6K
$4.58M
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
967+ 16.81% |
$170K - $215K
|
6.72K
$722K
|
|
May 13, 2022
Q1 2022
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
967+ 6.78% |
$170K - $215K
|
15.2K
$1.64M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
963+ 1.13% |
$169K - $214K
|
86.4K
$9.29M
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
958New |
$168K - $213K
|
958
$103K
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
949+ 18.29% |
$167K - $211K
|
6.14K
$660K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
930+ 10.4% |
$163K - $207K
|
9.87K
$1.06M
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
925+ 24.86% |
$162K - $205K
|
4.65K
$500K
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
893+ 6.74% |
$157K - $198K
|
14.1K
$1.52M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
878+ 188.41% |
$154K - $195K
|
1.34K
$145K
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
875+ 18.87% |
$154K - $194K
|
5.51K
$593K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
865+ 58.8% |
$152K - $192K
|
2.34K
$251K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
850+ 149.38% |
$149K - $189K
|
1.42K
$153K
|
|
May 16, 2022
Q1 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
820+ 54.85% |
$144K - $182K
|
2.32K
$249K
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
816+ 27.82% |
$143K - $181K
|
3.75K
$403K
|
|
Apr 21, 2022
Q1 2022
|
Cullinan Associates Inc
|
BUY
|
- |
800+ 34.78% |
$141K - $178K
|
3.1K
$333K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
797New |
$140K - $177K
|
797
$85.7K
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
773+ 2.34% |
$136K - $172K
|
33.8K
$3.63M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
726+ 12.45% |
$128K - $161K
|
6.56K
$705K
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
715+ 979.45% |
$126K - $159K
|
788
$84.7K
|
|
Aug 21, 2023
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
705New |
$124K - $157K
|
705
$75.8K
|
|
Apr 22, 2022
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
705New |
$124K - $157K
|
705
$75.8K
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
BUY
|
- |
679+ 1.22% |
$119K - $151K
|
56.2K
$6.04M
|
|
May 03, 2022
Q1 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
637+ 5.59% |
$112K - $141K
|
12K
$1.29M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
625+ 2.79% |
$110K - $139K
|
23.1K
$2.48M
|
|
Apr 14, 2022
Q1 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
618+ 8.01% |
$109K - $137K
|
8.34K
$896K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
615New |
$108K - $137K
|
615
$66.1K
|
|
May 13, 2022
Q1 2022
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
605+ 5.29% |
$106K - $134K
|
12.1K
$1.3M
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
602+ 13.15% |
$106K - $134K
|
5.18K
$557K
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
600+ 2.13% |
$105K - $133K
|
28.8K
$3.1M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
594+ 14.94% |
$104K - $132K
|
4.57K
$491K
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
587+ 11.41% |
$103K - $130K
|
5.73K
$616K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
581+ 26.89% |
$102K - $129K
|
2.74K
$295K
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
560+ 20.38% |
$98.4K - $124K
|
3.31K
$356K
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
557+ 38.87% |
$97.8K - $124K
|
1.99K
$214K
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
544+ 8.14% |
$95.5K - $121K
|
7.22K
$777K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
538+ 13.53% |
$94.5K - $119K
|
4.51K
$485K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
532+ 7.43% |
$93.4K - $118K
|
7.7K
$828K
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
528+ 21.72% |
$92.7K - $117K
|
2.96K
$318K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
524+ 12.94% |
$92K - $116K
|
4.57K
$492K
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
515+ 10.15% |
$90.5K - $114K
|
5.59K
$601K
|
|
May 12, 2022
Q1 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
505+ 2.54% |
$88.7K - $112K
|
20.4K
$2.19M
|