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 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
236New |
$41.5K - $52.4K
|
236
$25.4K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
236+ 4.57% |
$41.5K - $52.4K
|
5.4K
$580K
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
235+ 25.05% |
$41.3K - $52.2K
|
1.17K
$126K
|
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
228+ 0.71% |
$40K - $50.6K
|
32.3K
$3.47M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
227+ 13.31% |
$39.9K - $50.4K
|
1.93K
$208K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
220+ 25.73% |
$38.6K - $48.9K
|
1.08K
$116K
|
|
|
Apr 14, 2023
Q1 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
219+ 2.94% |
$38.5K - $48.6K
|
7.66K
$824K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
219+ 3.22% |
$38.5K - $48.6K
|
7.02K
$755K
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
BUY
|
- |
219+ 20.24% |
$38.5K - $48.6K
|
1.3K
$140K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
215+ 0.57% |
$37.8K - $47.8K
|
38K
$4.08M
|
|
|
May 06, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
214+ 14.56% |
$37.6K - $47.5K
|
1.68K
$181K
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
213+ 0.32% |
$37.4K - $47.3K
|
66K
$7.09M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
204+ 0.66% |
$35.8K - $45.3K
|
30.9K
$3.32M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
202+ 16.63% |
$35.5K - $44.9K
|
1.42K
$152K
|
|
|
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
BUY
|
- |
201+ 0.63% |
$35.3K - $44.6K
|
31.9K
$3.43M
|
|
|
Apr 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
200+ 9.43% |
$35.1K - $44.4K
|
2.32K
$250K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200+ 15.46% |
$35.1K - $44.4K
|
1.49K
$161K
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
200+ 2.65% |
$35.1K - $44.4K
|
7.74K
$832K
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
199+ 19.26% |
$35K - $44.2K
|
1.23K
$132K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
198+ 19.22% |
$34.8K - $44K
|
1.23K
$132K
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
195+ 0.98% |
$34.2K - $43.3K
|
20.1K
$2.16M
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
193+ 8.56% |
$33.9K - $42.9K
|
2.45K
$263K
|
|
|
May 18, 2022
Q1 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
190+ 8.52% |
$33.4K - $42.2K
|
2.42K
$260K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
189+ 5.46% |
$33.2K - $42K
|
3.65K
$393K
|
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
188+ 1.61% |
$33K - $41.8K
|
11.9K
$1.28M
|
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
182+ 1.5% |
$32K - $40.4K
|
12.3K
$1.33M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
181+ 14.57% |
$31.8K - $40.2K
|
1.42K
$153K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
180+ 4.28% |
$31.6K - $40K
|
4.39K
$472K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
177+ 1.66% |
$31.1K - $39.3K
|
10.8K
$1.17M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
175+ 5.3% |
$30.7K - $38.9K
|
3.47K
$374K
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
174+ 18.43% |
$30.6K - $38.6K
|
1.12K
$120K
|
|
|
May 09, 2022
Q1 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
169+ 1.33% |
$29.7K - $37.5K
|
12.8K
$1.38M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
167+ 13.64% |
$29.3K - $37.1K
|
1.39K
$150K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
165+ 1.07% |
$29K - $36.6K
|
15.7K
$1.68M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
163+ 5.45% |
$28.6K - $36.2K
|
3.16K
$339K
|
|
|
May 13, 2022
Q1 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
162New |
$28.5K - $36K
|
162
$17.4K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
161+ 3.88% |
$28.3K - $35.8K
|
4.31K
$464K
|
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
158+ 11.61% |
$27.8K - $35.1K
|
1.52K
$163K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
153New |
$26.9K - $34K
|
153
$16.5K
|
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
BUY
|
- |
150+ 9.51% |
$26.3K - $33.3K
|
1.73K
$186K
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
146+ 5.9% |
$25.6K - $32.4K
|
2.62K
$282K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
145+ 6.57% |
$25.5K - $32.2K
|
2.35K
$253K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
140+ 9.03% |
$24.6K - $31.1K
|
1.69K
$182K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
138+ 28.81% |
$24.2K - $30.7K
|
617
$66.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
136+ 0.27% |
$23.9K - $30.2K
|
49.8K
$5.36M
|
|
|
Dec 15, 2022
Q1 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
136+ 12.1% |
$23.9K - $30.2K
|
1.26K
$135K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
135New |
$23.7K - $30K
|
135
$14.5K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
126+ 73.26% |
$22.1K - $28K
|
298
$32K
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
126+ 7.67% |
$22.1K - $28K
|
1.77K
$190K
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
125+ 1.01% |
$22K - $27.8K
|
12.5K
$1.35M
|