Purchases and Sales Made in Q1 2024 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q1 2024. 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 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20+ 37.74% |
$2.75K - $3.09K
|
73
$8.14K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
20New |
$2.75K - $3.09K
|
20
$2.23K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
18+ 1.17% |
$2.48K - $2.78K
|
1.55K
$173K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
18+ 3.07% |
$2.48K - $2.78K
|
604
$67.3K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
16New |
$2.2K - $2.48K
|
16
$1.78K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
15+ 0.4% |
$2.06K - $2.32K
|
3.81K
$424K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
14+ 4.44% |
$1.93K - $2.17K
|
329
$36.7K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13+ 11.71% |
$1.79K - $2.01K
|
124
$13.8K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
12+ 0.14% |
$1.65K - $1.86K
|
8.32K
$928K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
12+ 1.33% |
$1.65K - $1.86K
|
911
$102K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
11New |
$1.51K - $1.7K
|
11
$1.23K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 16.18% |
$1.51K - $1.7K
|
79
$8.8K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
11New |
$1.51K - $1.7K
|
11
$1.23K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
9+ 0.63% |
$1.24K - $1.39K
|
1.45K
$161K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 10.84% |
$1.24K - $1.39K
|
92
$10.3K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9+ 6.38% |
$1.24K - $1.39K
|
150
$16.7K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
8New |
$1.1K - $1.24K
|
8
$892
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7+ 0.09% |
$963 - $1.08K
|
7.42K
$827K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
6+ 0.3% |
$825 - $928
|
2.01K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
5+ 10.2% |
$688 - $773
|
54
$6.02K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
5+ 0.14% |
$688 - $773
|
3.64K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
5+ 0.31% |
$688 - $773
|
1.6K
$179K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
4New |
$550 - $619
|
4
$446
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
2+ 0.08% |
$275 - $309
|
2.5K
$279K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1+ 0.02% |
$138 - $155
|
4.73K
$527K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 6.67% |
$138 - $155
|
14
$1.56K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$138 - $155
|
3.81K
$424K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-3- 0.02% |
$413 - $464
|
15.3K
$1.7M
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-5- 0.18% |
$688 - $773
|
2.71K
$301K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-7- 0.37% |
$963 - $1.08K
|
1.89K
$211K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-8- 7.21% |
$1.1K - $1.24K
|
103
$11.5K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-8- 0.26% |
$1.1K - $1.24K
|
3.11K
$346K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-10- 0.6% |
$1.38K - $1.55K
|
1.64K
$183K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-11- 4.44% |
$1.51K - $1.7K
|
237
$26.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-11- 11.7% |
$1.51K - $1.7K
|
83
$9.25K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-12- 20.34% |
$1.65K - $1.86K
|
47
$5.24K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-12- 0.44% |
$1.65K - $1.86K
|
2.69K
$300K
|
|
|
Aug 07, 2025
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-12- 2.44% |
$1.65K - $1.86K
|
479
$53.4K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-12- 2.44% |
$1.65K - $1.86K
|
479
$53.4K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-14- 6.57% |
$1.93K - $2.17K
|
199
$22.2K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-14- 17.28% |
$1.93K - $2.17K
|
67
$7.47K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-15- 0.74% |
$2.06K - $2.32K
|
2.02K
$225K
|
|
|
May 08, 2024
Q1 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-15- 0.82% |
$2.06K - $2.32K
|
1.83K
$203K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-16- 21.62% |
$2.2K - $2.48K
|
58
$6.46K
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16- 0.85% |
$2.2K - $2.48K
|
1.87K
$209K
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
SELL
|
- |
-17- 1.08% |
$2.34K - $2.63K
|
1.56K
$174K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-18- 1.08% |
$2.48K - $2.78K
|
1.64K
$183K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-19- 43.18% |
$2.61K - $2.94K
|
25
$2.79K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-19- 4.91% |
$2.61K - $2.94K
|
368
$41K
|