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 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-25- 43.86% |
$3.44K - $3.87K
|
32
$4.07K
|
|
|
May 09, 2024
Q1 2024
|
Searle & Co.
|
SELL
|
- |
-26- 0.17% |
$3.58K - $4.02K
|
14.9K
$1.89M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-26- 7.47% |
$3.58K - $4.02K
|
322
$40.9K
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-26- 1.05% |
$3.58K - $4.02K
|
2.45K
$312K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-26- 2.25% |
$3.58K - $4.02K
|
1.13K
$144K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-27- 2.05% |
$3.71K - $4.18K
|
1.29K
$164K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-29- 4.48% |
$3.99K - $4.49K
|
618
$78.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-30- 50.0% |
$4.13K - $4.64K
|
30
$3.81K
|
|
|
May 07, 2024
Q1 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-30- 0.37% |
$4.13K - $4.64K
|
8.15K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-32- 0.61% |
$4.4K - $4.95K
|
5.24K
$666K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-33- 1.9% |
$4.54K - $5.1K
|
1.7K
$216K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-33- 1.3% |
$4.54K - $5.1K
|
2.5K
$318K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-35- 17.5% |
$4.81K - $5.41K
|
165
$21K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-36- 30.51% |
$4.95K - $5.57K
|
82
$10.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-36- 0.9% |
$4.95K - $5.57K
|
3.98K
$505K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-37- 7.49% |
$5.09K - $5.72K
|
457
$58.1K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-38- 0.35% |
$5.23K - $5.88K
|
10.9K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-40- 0.49% |
$5.5K - $6.19K
|
8.18K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-40- 11.2% |
$5.5K - $6.19K
|
317
$40.3K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-40- 0.65% |
$5.5K - $6.19K
|
6.07K
$772K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-42- 3.52% |
$5.78K - $6.5K
|
1.15K
$146K
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-43- 1.89% |
$5.91K - $6.65K
|
2.24K
$284K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-45- 1.49% |
$6.19K - $6.96K
|
2.98K
$378K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-50- 3.04% |
$6.88K - $7.73K
|
1.59K
$202K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-50Closed |
$6.88K - $7.73K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-51- 1.1% |
$7.01K - $7.89K
|
4.6K
$585K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-51- 3.52% |
$7.01K - $7.89K
|
1.4K
$178K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-58- 4.98% |
$7.98K - $8.97K
|
1.11K
$141K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-58- 1.45% |
$7.98K - $8.97K
|
3.94K
$501K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-59- 1.73% |
$8.11K - $9.13K
|
3.35K
$426K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-65- 3.04% |
$8.94K - $10.1K
|
2.08K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-66- 23.24% |
$9.08K - $10.2K
|
218
$27.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-69- 20.72% |
$9.49K - $10.7K
|
264
$33.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-69- 7.28% |
$9.49K - $10.7K
|
879
$112K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-70- 2.2% |
$9.63K - $10.8K
|
3.11K
$395K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-71- 5.83% |
$9.76K - $11K
|
1.15K
$146K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-73- 0.96% |
$10K - $11.3K
|
7.55K
$959K
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-75- 1.51% |
$10.3K - $11.6K
|
4.9K
$623K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-76- 0.71% |
$10.5K - $11.8K
|
10.6K
$1.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-76- 2.44% |
$10.5K - $11.8K
|
3.04K
$386K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-76- 3.03% |
$10.5K - $11.8K
|
2.43K
$309K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-81- 0.48% |
$11.1K - $12.5K
|
16.9K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-84- 3.88% |
$11.6K - $13K
|
2.08K
$265K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-85- 1.04% |
$11.7K - $13.1K
|
8.1K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
SELL
|
- |
-86- 1.73% |
$11.8K - $13.3K
|
4.9K
$622K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-88- 5.41% |
$12.1K - $13.6K
|
1.54K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-94- 4.57% |
$12.9K - $14.5K
|
1.96K
$249K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-94- 23.68% |
$12.9K - $14.5K
|
303
$38.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-95- 5.07% |
$13.1K - $14.7K
|
1.78K
$226K
|
|
|
May 10, 2024
Q1 2024
|
Ar Asset Management Inc
|
SELL
|
- |
-100- 0.22% |
$13.8K - $15.5K
|
45K
$5.72M
|