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 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.85K+ 43.56% |
$804K - $905K
|
19.3K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.78KNew |
$794K - $893K
|
5.78K
$731K
|
|
|
May 03, 2024
Q1 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
5.7K+ 0.42% |
$784K - $882K
|
1.36M
$172M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.6KNew |
$770K - $867K
|
5.6K
$709K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.6KNew |
$770K - $867K
|
5.6K
$709K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.59K+ 23.04% |
$769K - $865K
|
29.9K
$3.78M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.4K+ 13.59% |
$743K - $836K
|
45.2K
$5.72M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
5.39K+ 7.55% |
$740K - $833K
|
76.7K
$9.71M
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
5.33KNew |
$733K - $824K
|
5.33K
$674K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.21KNew |
$717K - $806K
|
5.21K
$660K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
5.04K+ 948.21% |
$692K - $779K
|
5.57K
$704K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.99K+ 11.19% |
$687K - $772K
|
49.6K
$6.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.94KNew |
$680K - $765K
|
4.94K
$626K
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
4.93K+ 2.22% |
$678K - $763K
|
227K
$28.8M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
4.78KNew |
$658K - $740K
|
4.78K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
4.72K+ 64.93% |
$649K - $730K
|
12K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.65K+ 109.41% |
$639K - $719K
|
8.9K
$1.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
4.59KNew |
$631K - $710K
|
4.59K
$581K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
4.2KNew |
$577K - $649K
|
4.2K
$531K
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
4.2K+ 18.25% |
$577K - $649K
|
27.2K
$3.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.17K+ 51.58% |
$573K - $644K
|
12.2K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4.14K+ 55.72% |
$570K - $641K
|
11.6K
$1.47M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.06KNew |
$558K - $628K
|
4.06K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.03KNew |
$554K - $623K
|
4.03K
$510K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4KNew |
$550K - $619K
|
4K
$506K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.83KNew |
$527K - $593K
|
3.83K
$485K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
3.79K+ 6.88% |
$521K - $586K
|
58.9K
$7.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.77K+ 63.26% |
$519K - $584K
|
9.74K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.77K+ 93.39% |
$519K - $584K
|
7.81K
$989K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
3.72KNew |
$511K - $575K
|
3.72K
$470K
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
3.71KNew |
$510K - $574K
|
3.71K
$470K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.68KNew |
$506K - $569K
|
3.68K
$465K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.64K+ 33.63% |
$501K - $564K
|
14.5K
$1.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.48K+ 42.08% |
$479K - $539K
|
11.8K
$1.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.45KNew |
$474K - $533K
|
3.45K
$436K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3.27KNew |
$449K - $505K
|
3.27K
$413K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.25K+ 31.03% |
$447K - $503K
|
13.7K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.25K+ 17.16% |
$447K - $502K
|
22.2K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
3.2K+ 8.45% |
$440K - $495K
|
41.1K
$5.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.18K+ 115.26% |
$437K - $492K
|
5.94K
$752K
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.14K+ 24.94% |
$432K - $486K
|
15.7K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.07KNew |
$422K - $475K
|
3.07K
$389K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.06KNew |
$421K - $474K
|
3.06K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.94KNew |
$405K - $455K
|
2.94K
$372K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.94K+ 14.77% |
$404K - $454K
|
22.8K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
2.93KNew |
$402K - $452K
|
2.93K
$370K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.87K+ 169.64% |
$394K - $443K
|
4.56K
$577K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.79K+ 3.52% |
$384K - $432K
|
82.1K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.79K+ 115.38% |
$384K - $432K
|
5.21K
$659K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.63KNew |
$361K - $406K
|
2.63K
$332K
|