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
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
564+ 2.28% |
$95.6K - $106K
|
25.3K
$2.72M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
552+ 3.8% |
$93.5K - $104K
|
15.1K
$1.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
545+ 10.33% |
$92.4K - $102K
|
5.82K
$626K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
543+ 3.47% |
$92K - $102K
|
16.2K
$1.74M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
542+ 9.74% |
$91.8K - $102K
|
6.11K
$657K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
538+ 34.4% |
$91.2K - $101K
|
2.1K
$226K
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
531+ 2.48% |
$90K - $99.7K
|
21.9K
$2.36M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
525+ 1.27% |
$89K - $98.6K
|
41.7K
$4.48M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
513New |
$86.9K - $96.3K
|
513
$55.2K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
511+ 10.84% |
$86.6K - $95.9K
|
5.22K
$562K
|
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
505+ 1.64% |
$85.6K - $94.8K
|
31.3K
$3.37M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
500+ 100.4% |
$84.7K - $93.9K
|
998
$107K
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
BUY
|
- |
487+ 1.86% |
$82.5K - $91.4K
|
26.6K
$2.86M
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
479+ 6.18% |
$81.2K - $89.9K
|
8.23K
$885K
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
477+ 12.63% |
$80.8K - $89.6K
|
4.26K
$458K
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
475+ 20.59% |
$80.5K - $89.2K
|
2.78K
$299K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
474+ 25.86% |
$80.3K - $89K
|
2.31K
$248K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
459+ 21.01% |
$77.8K - $86.2K
|
2.64K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
456+ 26.57% |
$77.3K - $85.6K
|
2.17K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
452+ 0.55% |
$76.6K - $84.9K
|
82.9K
$8.92M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
450+ 9.72% |
$76.3K - $84.5K
|
5.08K
$546K
|
|
|
May 05, 2023
Q1 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
448+ 1.02% |
$75.9K - $84.1K
|
44.3K
$4.76M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
444+ 1.31% |
$75.2K - $83.4K
|
34.4K
$3.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
444+ 45.68% |
$75.2K - $83.4K
|
1.42K
$152K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
420+ 11.21% |
$71.2K - $78.9K
|
4.17K
$448K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
418+ 113.28% |
$70.8K - $78.5K
|
787
$84.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
405+ 9.76% |
$68.6K - $76K
|
4.55K
$490K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
400+ 21.21% |
$67.8K - $75.1K
|
2.29K
$246K
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
391+ 2.3% |
$66.3K - $73.4K
|
17.4K
$1.87M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
390+ 18.39% |
$66.1K - $73.2K
|
2.51K
$270K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
389+ 15.09% |
$65.9K - $73K
|
2.97K
$319K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
387+ 7.59% |
$65.6K - $72.7K
|
5.49K
$590K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
385+ 0.48% |
$65.2K - $72.3K
|
81K
$8.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
384+ 22.54% |
$65.1K - $72.1K
|
2.09K
$225K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
379New |
$64.2K - $71.2K
|
379
$40.8K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
379+ 1.18% |
$64.2K - $71.2K
|
32.5K
$3.49M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
376+ 989.47% |
$63.7K - $70.6K
|
414
$44.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
368+ 16.58% |
$62.4K - $69.1K
|
2.59K
$278K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
365+ 13.59% |
$61.9K - $68.5K
|
3.05K
$328K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
361New |
$61.2K - $67.8K
|
361
$38.8K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
353+ 7.76% |
$59.8K - $66.3K
|
4.9K
$527K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
347+ 17.73% |
$58.8K - $65.1K
|
2.3K
$248K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
336+ 448.0% |
$56.9K - $63.1K
|
411
$44.2K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
334+ 17.33% |
$56.6K - $62.7K
|
2.26K
$243K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
328+ 4.69% |
$55.6K - $61.6K
|
7.32K
$787K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
327+ 1.94% |
$55.4K - $61.4K
|
17.2K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
312+ 15.02% |
$52.9K - $58.6K
|
2.39K
$257K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
298+ 8.29% |
$50.5K - $55.9K
|
3.89K
$419K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
296+ 3.25% |
$50.2K - $55.6K
|
9.39K
$1.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
291+ 0.75% |
$49.3K - $54.6K
|
39.1K
$4.21M
|