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
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
102+ 7.9% |
$17.3K - $19.1K
|
1.39K
$165K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
101+ 4.55% |
$17.1K - $19K
|
2.32K
$275K
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
100+ 4.99% |
$16.9K - $18.8K
|
2.1K
$250K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
100New |
$16.9K - $18.8K
|
100
$11.9K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
100+ 28.9% |
$16.9K - $18.8K
|
446
$52.9K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
100+ 100.0% |
$16.9K - $18.8K
|
200
$23.7K
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
100+ 2.02% |
$16.9K - $18.8K
|
5.05K
$599K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
96+ 800.0% |
$16.3K - $18K
|
108
$12.8K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
95New |
$16.1K - $17.8K
|
95
$11.3K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
92New |
$15.6K - $17.3K
|
92
$10.9K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
91+ 3.2% |
$15.4K - $17.1K
|
2.93K
$348K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
91+ 1.89% |
$15.4K - $17.1K
|
4.9K
$582K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
89New |
$15.1K - $16.7K
|
89
$10.6K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
88+ 31.1% |
$14.9K - $16.5K
|
371
$44K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
85+ 2.01% |
$14.4K - $16K
|
4.31K
$511K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
84+ 164.71% |
$14.2K - $15.8K
|
135
$16K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
81+ 1.39% |
$13.7K - $15.2K
|
5.93K
$704K
|
|
|
Apr 11, 2023
Q1 2023
|
Albert D Mason Inc
|
BUY
|
- |
81+ 6.92% |
$13.7K - $15.2K
|
1.25K
$149K
|
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
78+ 2.14% |
$13.2K - $14.6K
|
3.72K
$441K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
78+ 1.35% |
$13.2K - $14.6K
|
5.87K
$697K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
75+ 7.51% |
$12.7K - $14.1K
|
1.07K
$127K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
72+ 1.97% |
$12.2K - $13.5K
|
3.73K
$442K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
70+ 0.04% |
$11.9K - $13.1K
|
198K
$23.5M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
70New |
$11.9K - $13.1K
|
70
$8.31K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
66+ 2.31% |
$11.2K - $12.4K
|
2.92K
$347K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
65+ 0.2% |
$11K - $12.2K
|
32.4K
$3.85M
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
65New |
$11K - $12.2K
|
65
$7.72K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
63+ 15.33% |
$10.7K - $11.8K
|
474
$56.3K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
60+ 84.51% |
$10.2K - $11.3K
|
131
$15.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
BUY
|
- |
60+ 3.83% |
$10.2K - $11.3K
|
1.63K
$193K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
58+ 0.97% |
$9.83K - $10.9K
|
6.06K
$719K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
57+ 11.24% |
$9.66K - $10.7K
|
564
$67K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
56New |
$9.49K - $10.5K
|
56
$6.65K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
55+ 14.91% |
$9.32K - $10.3K
|
424
$50.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
55+ 1.15% |
$9.32K - $10.3K
|
4.84K
$575K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
54+ 2.81% |
$9.15K - $10.1K
|
1.98K
$235K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
52+ 0.4% |
$8.81K - $9.76K
|
13.1K
$1.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
51+ 4.03% |
$8.64K - $9.57K
|
1.32K
$156K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
50+ 7.46% |
$8.47K - $9.39K
|
720
$85.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
50+ 1.7% |
$8.47K - $9.39K
|
3K
$356K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 3.03% |
$8.47K - $9.39K
|
1.7K
$202K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
49+ 2.35% |
$8.3K - $9.2K
|
2.14K
$254K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
49+ 94.23% |
$8.3K - $9.2K
|
101
$12K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
49+ 3.13% |
$8.3K - $9.2K
|
1.61K
$191K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
47+ 3.95% |
$7.96K - $8.82K
|
1.24K
$147K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
47+ 0.49% |
$7.96K - $8.82K
|
9.58K
$1.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
44+ 5.64% |
$7.46K - $8.26K
|
824
$97.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
44+ 10.65% |
$7.46K - $8.26K
|
457
$54.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
43+ 1.2% |
$7.29K - $8.07K
|
3.64K
$432K
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
43+ 3.56% |
$7.29K - $8.07K
|
1.25K
$149K
|