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 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.93K+ 60.53% |
$328K - $363K
|
5.13K
$554K
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.93K+ 14.55% |
$327K - $363K
|
15.2K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.91KNew |
$323K - $358K
|
1.91K
$206K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.89K+ 15.94% |
$321K - $356K
|
13.8K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.88K+ 23.16% |
$319K - $353K
|
10K
$1.08M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.87K+ 21.08% |
$316K - $350K
|
10.7K
$1.16M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.83KNew |
$311K - $344K
|
1.83K
$198K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.82K+ 1.82% |
$309K - $342K
|
102K
$11M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.81K+ 4.47% |
$307K - $341K
|
42.4K
$4.59M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
1.72K+ 5.54% |
$291K - $322K
|
32.7K
$3.53M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.71K+ 4.83% |
$290K - $321K
|
37.1K
$4.01M
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1.7K+ 11.52% |
$288K - $319K
|
16.4K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.68K+ 72.3% |
$284K - $315K
|
3.99K
$432K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.63K+ 50.78% |
$276K - $305K
|
4.83K
$522K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.6KNew |
$271K - $300K
|
1.6K
$173K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.6K+ 11.18% |
$270K - $300K
|
15.9K
$1.71M
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
1.58K+ 17.09% |
$268K - $297K
|
10.8K
$1.17M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.56KNew |
$265K - $293K
|
1.56K
$169K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.55K+ 11.47% |
$263K - $292K
|
15.1K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.52KNew |
$257K - $285K
|
1.52K
$164K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.49KNew |
$253K - $280K
|
1.49K
$161K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.45K+ 10.87% |
$245K - $272K
|
14.8K
$1.6M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 8.01% |
$244K - $270K
|
19.4K
$2.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
BUY
|
- |
1.43K+ 4.17% |
$242K - $268K
|
35.7K
$3.86M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.42KNew |
$240K - $266K
|
1.42K
$153K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.41KNew |
$239K - $264K
|
1.41K
$152K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.4KNew |
$237K - $263K
|
1.4K
$151K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.4K+ 7.0% |
$237K - $262K
|
21.4K
$2.31M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.4K+ 88.14% |
$237K - $262K
|
2.98K
$322K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.38K+ 2.28% |
$234K - $260K
|
62K
$6.7M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.38KNew |
$234K - $259K
|
1.38K
$149K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.33KNew |
$226K - $250K
|
1.33K
$144K
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.33KNew |
$225K - $249K
|
1.33K
$143K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.31KNew |
$223K - $247K
|
1.31K
$142K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31KNew |
$222K - $246K
|
1.31K
$141K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.29KNew |
$219K - $242K
|
1.29K
$140K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 3.43% |
$218K - $242K
|
38.9K
$4.2M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
1.27K+ 2.88% |
$215K - $238K
|
45.3K
$4.89M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.25KNew |
$212K - $235K
|
1.25K
$135K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.21KNew |
$205K - $227K
|
1.21K
$131K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.18KNew |
$200K - $221K
|
1.18K
$127K
|
|
|
May 15, 2023
Q1 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
1.18K+ 3.29% |
$199K - $221K
|
37K
$4M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.17KNew |
$199K - $220K
|
1.17K
$127K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.17K+ 3.04% |
$198K - $220K
|
39.7K
$4.29M
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.17KNew |
$198K - $219K
|
1.17K
$126K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.17KNew |
$198K - $219K
|
1.17K
$126K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.17K+ 14.05% |
$198K - $219K
|
9.47K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.15K+ 0.91% |
$196K - $217K
|
128K
$13.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.15KNew |
$196K - $217K
|
1.15K
$125K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.15K+ 87.48% |
$195K - $216K
|
2.47K
$267K
|