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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-19- 5.86% |
$3.22K - $3.57K
|
305
$36.2K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-20- 0.98% |
$3.39K - $3.75K
|
2.03K
$241K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-20- 22.22% |
$3.39K - $3.75K
|
70
$8.31K
|
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-21- 0.21% |
$3.56K - $3.94K
|
10.2K
$1.21M
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-21- 43.75% |
$3.56K - $3.94K
|
27
$3.21K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-22- 0.65% |
$3.73K - $4.13K
|
3.36K
$398K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-25- 5.46% |
$4.24K - $4.69K
|
433
$51.4K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-25- 1.28% |
$4.24K - $4.69K
|
1.93K
$229K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-25- 0.2% |
$4.24K - $4.69K
|
12.4K
$1.47M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-25- 0.39% |
$4.24K - $4.69K
|
6.46K
$766K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-27- 0.55% |
$4.58K - $5.07K
|
4.87K
$578K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-28- 3.2% |
$4.74K - $5.26K
|
846
$100K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-28- 1.17% |
$4.74K - $5.26K
|
2.36K
$280K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-28- 0.3% |
$4.74K - $5.26K
|
9.28K
$1.1M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-29- 25.0% |
$4.91K - $5.44K
|
87
$10.3K
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-32- 1.75% |
$5.42K - $6.01K
|
1.79K
$213K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-35- 1.98% |
$5.93K - $6.57K
|
1.73K
$206K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-35- 3.07% |
$5.93K - $6.57K
|
1.11K
$131K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-36- 2.02% |
$6.1K - $6.76K
|
1.75K
$207K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-37- 1.76% |
$6.27K - $6.95K
|
2.07K
$246K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-38- 1.27% |
$6.44K - $7.13K
|
2.95K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-39- 3.19% |
$6.61K - $7.32K
|
1.18K
$140K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-40- 2.07% |
$6.78K - $7.51K
|
1.89K
$224K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-42- 7.92% |
$7.12K - $7.89K
|
488
$57.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-42- 0.71% |
$7.12K - $7.89K
|
5.86K
$695K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-43- 0.94% |
$7.29K - $8.07K
|
4.52K
$536K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-45- 2.31% |
$7.63K - $8.45K
|
1.91K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-45- 0.38% |
$7.63K - $8.45K
|
11.9K
$1.41M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-47- 28.48% |
$7.96K - $8.82K
|
118
$14K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-47- 1.09% |
$7.96K - $8.82K
|
4.25K
$505K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-47- 1.09% |
$7.96K - $8.82K
|
4.25K
$505K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-50- 51.02% |
$8.47K - $9.39K
|
48
$5.7K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-50- 4.07% |
$8.47K - $9.39K
|
1.18K
$140K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-50- 0.82% |
$8.47K - $9.39K
|
6.05K
$718K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-50- 1.86% |
$8.47K - $9.39K
|
2.63K
$313K
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-50- 0.74% |
$8.47K - $9.39K
|
6.75K
$801K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-50- 11.44% |
$8.47K - $9.39K
|
387
$45.9K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-50- 6.67% |
$8.47K - $9.39K
|
700
$83.1K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-52- 0.49% |
$8.81K - $9.76K
|
10.5K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-59- 4.02% |
$10K - $11.1K
|
1.41K
$167K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-59- 0.8% |
$10K - $11.1K
|
7.3K
$867K
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-60- 0.96% |
$10.2K - $11.3K
|
6.18K
$733K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-61- 1.0% |
$10.3K - $11.5K
|
6.01K
$714K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-62- 3.58% |
$10.5K - $11.6K
|
1.67K
$198K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-63- 11.54% |
$10.7K - $11.8K
|
483
$57.3K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-65- 5.01% |
$11K - $12.2K
|
1.23K
$146K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-68- 2.8% |
$11.5K - $12.8K
|
2.36K
$280K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-68- 6.69% |
$11.5K - $12.8K
|
948
$113K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-70- 31.82% |
$11.9K - $13.1K
|
150
$17.8K
|
|
|
May 15, 2023
Q1 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-71- 0.36% |
$12K - $13.3K
|
19.6K
$2.32M
|