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 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
44+ 10.65% |
$7.46K - $8.26K
|
457
$50.9K
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
43+ 3.56% |
$7.29K - $8.07K
|
1.25K
$140K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
43+ 1.2% |
$7.29K - $8.07K
|
3.64K
$405K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
39+ 3.18% |
$6.61K - $7.32K
|
1.27K
$141K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
38+ 3.12% |
$6.44K - $7.13K
|
1.26K
$140K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
37New |
$6.27K - $6.95K
|
37
$4.12K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
37+ 2.43% |
$6.27K - $6.95K
|
1.56K
$174K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
36+ 1.95% |
$6.1K - $6.76K
|
1.88K
$210K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
34+ 0.1% |
$5.76K - $6.38K
|
35.7K
$3.98M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
34+ 2.33% |
$5.76K - $6.38K
|
1.49K
$166K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
34+ 0.05% |
$5.76K - $6.38K
|
69.8K
$7.78M
|
|
|
May 10, 2023
Q1 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
33+ 1.3% |
$5.59K - $6.2K
|
2.56K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
33+ 0.66% |
$5.59K - $6.2K
|
5K
$557K
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
32+ 0.24% |
$5.42K - $6.01K
|
13.3K
$1.48M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32+ 0.85% |
$5.42K - $6.01K
|
3.78K
$421K
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
31+ 0.1% |
$5.25K - $5.82K
|
31.7K
$3.54M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
31+ 1.61% |
$5.25K - $5.82K
|
1.95K
$217K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
30+ 2.5% |
$5.08K - $5.63K
|
1.23K
$137K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
28+ 10.0% |
$4.74K - $5.26K
|
308
$34.3K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
28+ 233.33% |
$4.74K - $5.26K
|
40
$4.46K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
28+ 0.28% |
$4.74K - $5.26K
|
10.2K
$1.13M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
27+ 26.21% |
$4.58K - $5.07K
|
130
$14.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
27+ 1.07% |
$4.58K - $5.07K
|
2.54K
$283K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
27+ 0.36% |
$4.58K - $5.07K
|
7.46K
$831K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
26+ 0.53% |
$4.41K - $4.88K
|
4.92K
$548K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
26+ 0.61% |
$4.41K - $4.88K
|
4.27K
$476K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
26+ 1.51% |
$4.41K - $4.88K
|
1.75K
$195K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
25+ 1.01% |
$4.24K - $4.69K
|
2.49K
$278K
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
25+ 0.95% |
$4.24K - $4.69K
|
2.67K
$297K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
23+ 24.47% |
$3.9K - $4.32K
|
117
$13K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
23New |
$3.9K - $4.32K
|
23
$2.56K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
23New |
$3.9K - $4.32K
|
23
$2.56K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
22+ 0.52% |
$3.73K - $4.13K
|
4.21K
$470K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
22+ 0.79% |
$3.73K - $4.13K
|
2.8K
$312K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
21+ 1.56% |
$3.56K - $3.94K
|
1.36K
$152K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
20+ 0.77% |
$3.39K - $3.75K
|
2.61K
$291K
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
20+ 0.12% |
$3.39K - $3.75K
|
16.9K
$1.88M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20New |
$3.39K - $3.75K
|
20
$2.23K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
20+ 21.74% |
$3.39K - $3.75K
|
112
$12.5K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
18+ 0.32% |
$3.05K - $3.38K
|
5.6K
$624K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18+ 0.99% |
$3.05K - $3.38K
|
1.84K
$205K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17+ 43.59% |
$2.88K - $3.19K
|
56
$6.24K
|
|
|
May 03, 2023
Q1 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
17+ 0.62% |
$2.88K - $3.19K
|
2.74K
$305K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
16+ 1.2% |
$2.71K - $3K
|
1.35K
$150K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 1.28% |
$2.71K - $3K
|
1.26K
$141K
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
16+ 0.36% |
$2.71K - $3K
|
4.44K
$494K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
15New |
$2.54K - $2.82K
|
15
$1.67K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
15+ 1.09% |
$2.54K - $2.82K
|
1.4K
$156K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
14+ 0.08% |
$2.37K - $2.63K
|
17.1K
$1.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 2.8% |
$2.37K - $2.63K
|
514
$57.3K
|