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 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.15KNew |
$194K - $215K
|
1.15K
$123K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
1.14KNew |
$193K - $214K
|
1.14K
$123K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.14K+ 214.5% |
$193K - $214K
|
1.67K
$180K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.14KNew |
$193K - $213K
|
1.14K
$122K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
1.13KNew |
$192K - $213K
|
1.13K
$122K
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1.12KNew |
$190K - $210K
|
1.12K
$120K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.12KNew |
$189K - $210K
|
1.12K
$120K
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.12KNew |
$189K - $210K
|
1.12K
$120K
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.11KNew |
$187K - $207K
|
1.11K
$119K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.1K+ 16.67% |
$187K - $207K
|
7.71K
$829K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$186K - $206K
|
1.1K
$118K
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.07K+ 17.18% |
$181K - $201K
|
7.29K
$784K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.07K+ 40.02% |
$180K - $200K
|
3.73K
$401K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.04K+ 45.65% |
$177K - $196K
|
3.33K
$358K
|
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.03K+ 4.97% |
$174K - $193K
|
21.7K
$2.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.02K+ 31.11% |
$172K - $191K
|
4.28K
$460K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.01K+ 2.1% |
$172K - $190K
|
49.3K
$5.3M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
986+ 25.28% |
$167K - $185K
|
4.89K
$525K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
960+ 8.13% |
$163K - $180K
|
12.8K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
955+ 22.63% |
$162K - $179K
|
5.18K
$556K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
948+ 3.69% |
$161K - $178K
|
26.7K
$2.87M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
946+ 29.84% |
$160K - $178K
|
4.12K
$443K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
935+ 11.15% |
$158K - $176K
|
9.32K
$1M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
917+ 9.42% |
$155K - $172K
|
10.6K
$1.14M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
902New |
$153K - $169K
|
902
$97K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
887+ 12.59% |
$150K - $167K
|
7.93K
$853K
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
880+ 12.6% |
$149K - $165K
|
7.86K
$846K
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
854+ 1.94% |
$145K - $160K
|
44.9K
$4.83M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
850+ 2.06% |
$144K - $160K
|
42.1K
$4.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
837+ 2.26% |
$142K - $157K
|
37.9K
$4.07M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
819+ 5.67% |
$139K - $154K
|
15.3K
$1.64M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
804+ 38.86% |
$136K - $151K
|
2.87K
$309K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
786+ 28.16% |
$133K - $148K
|
3.58K
$385K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
773+ 17.15% |
$131K - $145K
|
5.28K
$568K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
771+ 15.59% |
$131K - $145K
|
5.72K
$615K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
762+ 2.68% |
$129K - $143K
|
29.2K
$3.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
761+ 8.83% |
$129K - $143K
|
9.38K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
757New |
$128K - $142K
|
757
$81.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
745+ 1.91% |
$126K - $140K
|
39.8K
$4.28M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
743+ 59.16% |
$126K - $139K
|
2K
$215K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
715+ 4.69% |
$121K - $134K
|
16K
$1.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
713+ 10.54% |
$121K - $134K
|
7.48K
$804K
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
665+ 10.06% |
$113K - $125K
|
7.28K
$782K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
635+ 5.02% |
$108K - $119K
|
13.3K
$1.43M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
609+ 35.61% |
$103K - $114K
|
2.32K
$249K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
609+ 12.61% |
$103K - $114K
|
5.44K
$585K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
600New |
$102K - $113K
|
600
$64.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
580+ 4.51% |
$98.3K - $109K
|
13.4K
$1.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
573+ 1.53% |
$97.1K - $108K
|
38K
$4.09M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
573+ 1.1% |
$97.1K - $108K
|
52.9K
$5.69M
|