Purchases and Sales Made in Q1 2023 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q1 2023. 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 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.75% |
$2.03K - $2.25K
|
1.62K
$192K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10+ 0.5% |
$1.69K - $1.88K
|
2.03K
$241K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
9+ 0.58% |
$1.53K - $1.69K
|
1.55K
$184K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
9+ 0.1% |
$1.53K - $1.69K
|
9.04K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8+ 0.25% |
$1.36K - $1.5K
|
3.15K
$374K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$1.36K - $1.5K
|
8
$950
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8+ 12.7% |
$1.36K - $1.5K
|
71
$8.43K
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
7+ 0.01% |
$1.19K - $1.31K
|
51.7K
$6.13M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
6New |
$1.02K - $1.13K
|
6
$712
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6+ 1.16% |
$1.02K - $1.13K
|
524
$62.2K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6+ 0.12% |
$1.02K - $1.13K
|
5.13K
$609K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6+ 1.65% |
$1.02K - $1.13K
|
369
$43.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 5.48% |
$678 - $751
|
77
$9.14K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2+ 0.13% |
$339 - $375
|
1.52K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.0% |
$169 - $188
|
37.8K
$4.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.63% |
$169 - $188
|
159
$18.9K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.03% |
$169 - $188
|
2.95K
$350K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-1- 0.03% |
$169 - $188
|
3.7K
$439K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1- 0.05% |
$169 - $188
|
2.03K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-2- 0.12% |
$339 - $375
|
1.63K
$193K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2- 2.86% |
$339 - $375
|
68
$8.07K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2- 0.12% |
$339 - $375
|
1.62K
$192K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-4- 0.35% |
$678 - $751
|
1.13K
$134K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-6- 0.46% |
$1.02K - $1.13K
|
1.31K
$156K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-6- 0.42% |
$1.02K - $1.13K
|
1.43K
$169K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6- 0.29% |
$1.02K - $1.13K
|
2.05K
$243K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-6- 3.45% |
$1.02K - $1.13K
|
168
$19.9K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-8- 6.25% |
$1.36K - $1.5K
|
120
$14.2K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-9Closed |
$1.53K - $1.69K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-9- 3.01% |
$1.53K - $1.69K
|
290
$34.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-9- 13.04% |
$1.53K - $1.69K
|
60
$7.12K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.47% |
$1.53K - $1.69K
|
1.89K
$224K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-10- 0.05% |
$1.69K - $1.88K
|
18.6K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-11- 0.78% |
$1.86K - $2.07K
|
1.4K
$167K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-11- 0.6% |
$1.86K - $2.07K
|
1.83K
$217K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-11- 0.37% |
$1.86K - $2.07K
|
2.94K
$349K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-12- 0.23% |
$2.03K - $2.25K
|
5.19K
$616K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-13- 1.05% |
$2.2K - $2.44K
|
1.22K
$145K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-14- 1.11% |
$2.37K - $2.63K
|
1.25K
$148K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-14- 0.72% |
$2.37K - $2.63K
|
1.94K
$230K
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-15- 0.44% |
$2.54K - $2.82K
|
3.39K
$402K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-15- 0.29% |
$2.54K - $2.82K
|
5.17K
$614K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 3.19% |
$2.54K - $2.82K
|
455
$54K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-15- 50.0% |
$2.54K - $2.82K
|
15
$1.78K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-15- 2.45% |
$2.54K - $2.82K
|
597
$70.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-17- 0.22% |
$2.88K - $3.19K
|
7.57K
$899K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-18- 60.0% |
$3.05K - $3.38K
|
12
$1.42K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19- 5.57% |
$3.22K - $3.57K
|
322
$38.2K
|