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 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
4.12KNew |
$698K - $773K
|
4.12K
$489K
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4.07K+ 91.56% |
$689K - $764K
|
8.51K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
4.04KNew |
$684K - $758K
|
4.04K
$479K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.85K+ 7.86% |
$652K - $722K
|
52.8K
$6.27M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.78K+ 5.72% |
$640K - $709K
|
69.8K
$8.29M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.75K+ 62.64% |
$636K - $705K
|
9.74K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.68K+ 4.29% |
$623K - $690K
|
89.3K
$10.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Jlb & Associates Inc
|
BUY
|
- |
3.59K+ 5.69% |
$608K - $674K
|
66.7K
$7.91M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.57K+ 63.24% |
$605K - $670K
|
9.22K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.54K+ 243.26% |
$599K - $664K
|
4.99K
$592K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.53KNew |
$599K - $663K
|
3.53K
$420K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
3.51K+ 3.92% |
$595K - $659K
|
93.1K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.47K+ 1.92% |
$588K - $652K
|
184K
$21.9M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
3.31K+ 11.92% |
$560K - $621K
|
31K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.21KNew |
$544K - $603K
|
3.21K
$381K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.19K+ 8.24% |
$540K - $598K
|
41.9K
$4.97M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.15K+ 7.37% |
$534K - $592K
|
45.9K
$5.45M
|
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
3K+ 1.35% |
$509K - $564K
|
226K
$26.8M
|
|
|
May 12, 2023
Q1 2023
|
Weitz Investment Management, Inc.
Omaha, NE |
BUY
|
- |
3K+ 25.64% |
$508K - $563K
|
14.7K
$1.75M
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
2.98K+ 3.25% |
$505K - $559K
|
94.7K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.97KNew |
$503K - $557K
|
2.97K
$352K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
2.92K+ 2.5% |
$495K - $549K
|
120K
$14.2M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.9KNew |
$491K - $544K
|
2.9K
$344K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.8K+ 18.03% |
$474K - $526K
|
18.3K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.79K+ 5.07% |
$473K - $524K
|
57.8K
$6.86M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.69KNew |
$455K - $504K
|
2.69K
$319K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.61K+ 46.32% |
$442K - $489K
|
8.24K
$978K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.56K+ 22.27% |
$434K - $481K
|
14.1K
$1.67M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.54K+ 55.18% |
$430K - $476K
|
7.14K
$847K
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.44KNew |
$413K - $458K
|
2.44K
$290K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.4K+ 264.32% |
$407K - $451K
|
3.31K
$393K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.35KNew |
$398K - $441K
|
2.35K
$279K
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
2.34K+ 2.23% |
$396K - $439K
|
107K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
2.24K+ 27.54% |
$379K - $420K
|
10.3K
$1.23M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.19KNew |
$370K - $410K
|
2.19K
$259K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.16KNew |
$366K - $406K
|
2.16K
$257K
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
2.14K+ 22.78% |
$363K - $402K
|
11.5K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
2.14KNew |
$362K - $401K
|
2.14K
$253K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.11K+ 70.41% |
$358K - $397K
|
5.11K
$607K
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.11KNew |
$358K - $396K
|
2.11K
$251K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.08K+ 6.93% |
$352K - $390K
|
32.1K
$3.81M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.06KNew |
$350K - $387K
|
2.06K
$245K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.06K+ 10.53% |
$349K - $386K
|
21.6K
$2.56M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.03K+ 30.14% |
$345K - $382K
|
8.78K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.03KNew |
$344K - $381K
|
2.03K
$241K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
2.02K+ 3.07% |
$343K - $380K
|
67.8K
$8.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
2.01KNew |
$340K - $377K
|
2.01K
$238K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.99KNew |
$337K - $374K
|
1.99K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.97K+ 3.23% |
$334K - $370K
|
63.1K
$7.49M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.93K+ 60.53% |
$328K - $363K
|
5.13K
$609K
|