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 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
504+ 39.69% |
$88.5K - $112K
|
1.77K
$191K
|
|
|
Apr 25, 2022
Q1 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
500+ 50.51% |
$87.8K - $111K
|
1.49K
$160K
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
BUY
|
- |
499+ 14.65% |
$87.6K - $111K
|
3.91K
$420K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
465New |
$81.7K - $103K
|
465
$50K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
462+ 1.41% |
$81.1K - $103K
|
33.2K
$3.57M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
459+ 32.65% |
$80.6K - $102K
|
1.87K
$201K
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
453+ 34.71% |
$79.6K - $101K
|
1.76K
$189K
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
449+ 28.45% |
$78.9K - $99.7K
|
2.03K
$218K
|
|
|
Apr 29, 2022
Q1 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
439+ 4.69% |
$77.1K - $97.5K
|
9.8K
$1.05M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
438+ 29.59% |
$76.9K - $97.3K
|
1.92K
$206K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
436+ 14.01% |
$76.6K - $96.8K
|
3.55K
$382K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
434New |
$76.2K - $96.4K
|
434
$46.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
417+ 8.54% |
$73.2K - $92.6K
|
5.3K
$570K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
412+ 4.71% |
$72.4K - $91.5K
|
9.16K
$985K
|
|
|
May 12, 2022
Q1 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
406+ 7.64% |
$71.3K - $90.2K
|
5.72K
$615K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
400+ 7.08% |
$70.3K - $88.8K
|
6.05K
$650K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
399+ 2.52% |
$70.1K - $88.6K
|
16.2K
$1.74M
|
|
|
Aug 25, 2023
Q1 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
387+ 25.48% |
$68K - $86K
|
1.91K
$205K
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
375+ 48.32% |
$65.9K - $83.3K
|
1.15K
$124K
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
369+ 19.18% |
$64.8K - $82K
|
2.29K
$247K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
369New |
$64.8K - $82K
|
369
$39.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
361+ 8.02% |
$63.4K - $80.2K
|
4.86K
$523K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
361+ 7.49% |
$63.4K - $80.2K
|
5.18K
$557K
|
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
BUY
|
- |
361+ 0.55% |
$63.4K - $80.2K
|
65.9K
$7.08M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
352+ 0.81% |
$61.8K - $78.2K
|
43.9K
$4.72M
|
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
349+ 34.32% |
$61.3K - $77.5K
|
1.37K
$147K
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
345+ 0.95% |
$60.6K - $76.6K
|
36.7K
$3.94M
|
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
343+ 3.79% |
$60.2K - $76.2K
|
9.38K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
342+ 1.61% |
$60.1K - $76K
|
21.6K
$2.32M
|
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
BUY
|
- |
337+ 8.29% |
$59.2K - $74.9K
|
4.4K
$473K
|
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
330+ 13.31% |
$58K - $73.3K
|
2.81K
$302K
|
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
314+ 11.48% |
$55.2K - $69.7K
|
3.05K
$328K
|
|
|
Apr 14, 2022
Q1 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
313+ 8.3% |
$55K - $69.5K
|
4.08K
$439K
|
|
|
Apr 08, 2022
Q1 2022
|
Jlb & Associates Inc
|
BUY
|
- |
307+ 0.49% |
$53.9K - $68.2K
|
63.3K
$6.81M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
286+ 31.36% |
$50.2K - $63.5K
|
1.2K
$129K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
279+ 15.05% |
$49K - $62K
|
2.13K
$229K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
278+ 13.98% |
$48.8K - $61.7K
|
2.27K
$244K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
277+ 1.42% |
$48.7K - $61.5K
|
19.7K
$2.12M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
275+ 1.75% |
$48.3K - $61.1K
|
16K
$1.72M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
272+ 1.89% |
$47.8K - $60.4K
|
14.7K
$1.58M
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
268+ 0.76% |
$47.1K - $59.5K
|
35.4K
$3.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
263+ 4.24% |
$46.2K - $58.4K
|
6.46K
$695K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
259+ 1.3% |
$45.5K - $57.5K
|
20.2K
$2.17M
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
253+ 12.31% |
$44.4K - $56.2K
|
2.31K
$248K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
251+ 7.4% |
$44.1K - $55.7K
|
3.65K
$392K
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
245+ 15.95% |
$43K - $54.4K
|
1.78K
$192K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
241+ 15.78% |
$42.3K - $53.5K
|
1.77K
$190K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
240+ 26.67% |
$42.2K - $53.3K
|
1.14K
$123K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
239+ 24.9% |
$42K - $53.1K
|
1.2K
$129K
|
|
|
May 03, 2022
Q1 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
239+ 1.49% |
$42K - $53.1K
|
16.3K
$1.75M
|