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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
280+ 1.85% |
$47.4K - $52.6K
|
15.4K
$1.83M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
275+ 4.73% |
$46.6K - $51.6K
|
6.09K
$723K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
273+ 11.89% |
$46.3K - $51.3K
|
2.57K
$305K
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
259+ 1.37% |
$43.9K - $48.6K
|
19.2K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
256+ 1.9% |
$43.4K - $48.1K
|
13.7K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
255+ 2.81% |
$43.2K - $47.9K
|
9.33K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
253+ 3.1% |
$42.9K - $47.5K
|
8.42K
$1M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
250+ 21.87% |
$42.4K - $46.9K
|
1.39K
$165K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
236+ 3.06% |
$40K - $44.3K
|
7.94K
$943K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
236+ 5.56% |
$40K - $44.3K
|
4.48K
$532K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
230+ 16.97% |
$39K - $43.2K
|
1.59K
$188K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
221+ 7.97% |
$37.5K - $41.5K
|
3K
$356K
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
221+ 6.45% |
$37.5K - $41.5K
|
3.65K
$433K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
220+ 1.51% |
$37.3K - $41.3K
|
14.8K
$1.76M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
202+ 5.58% |
$34.2K - $37.9K
|
3.82K
$453K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
201+ 15.39% |
$34.1K - $37.7K
|
1.51K
$179K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200New |
$33.9K - $37.5K
|
200
$23.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200New |
$33.9K - $37.5K
|
200
$23.7K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
192+ 12.39% |
$32.5K - $36K
|
1.74K
$207K
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
191+ 8.98% |
$32.4K - $35.9K
|
2.32K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
188+ 94.0% |
$31.9K - $35.3K
|
388
$46.1K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
177+ 5.61% |
$30K - $33.2K
|
3.33K
$396K
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
175+ 0.69% |
$29.7K - $32.9K
|
25.5K
$3.03M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
167New |
$28.3K - $31.4K
|
167
$19.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
164+ 14.35% |
$27.8K - $30.8K
|
1.31K
$155K
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
157+ 2.22% |
$26.6K - $29.5K
|
7.22K
$857K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
156+ 4.98% |
$26.4K - $29.3K
|
3.29K
$390K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
150+ 0.62% |
$25.4K - $28.2K
|
24.5K
$2.9M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
148+ 0.97% |
$25.1K - $27.8K
|
15.4K
$1.82M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
145+ 11.95% |
$24.6K - $27.2K
|
1.36K
$161K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
144+ 2.17% |
$24.4K - $27K
|
6.79K
$806K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
141+ 0.06% |
$23.9K - $26.5K
|
236K
$28M
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
141+ 3.28% |
$23.9K - $26.5K
|
4.44K
$528K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
138+ 0.98% |
$23.4K - $25.9K
|
14.2K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
136+ 0.47% |
$23K - $25.5K
|
29.2K
$3.47M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
135+ 11.14% |
$22.9K - $25.3K
|
1.35K
$160K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
127+ 8.45% |
$21.5K - $23.8K
|
1.63K
$193K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
124+ 5.79% |
$21K - $23.3K
|
2.26K
$269K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
120+ 2.12% |
$20.3K - $22.5K
|
5.78K
$686K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
115+ 0.32% |
$19.5K - $21.6K
|
36.5K
$4.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
114+ 4.06% |
$19.3K - $21.4K
|
2.92K
$347K
|
|
|
Apr 18, 2023
Q1 2023
|
Sather Financial Group Inc
|
BUY
|
- |
113+ 0.66% |
$19.1K - $21.2K
|
17.2K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
112+ 24.89% |
$19K - $21K
|
562
$66.7K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
111+ 2.66% |
$18.8K - $20.8K
|
4.29K
$509K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
110New |
$18.6K - $20.7K
|
110
$13.1K
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
106+ 3.19% |
$18K - $19.9K
|
3.43K
$407K
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
105+ 7.16% |
$17.8K - $19.7K
|
1.57K
$186K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
104+ 0.81% |
$17.6K - $19.5K
|
13K
$1.54M
|
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
103+ 3.54% |
$17.5K - $19.3K
|
3.01K
$358K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
102+ 3.05% |
$17.3K - $19.1K
|
3.45K
$409K
|