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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
1.72K+ 15.92% |
$237K - $267K
|
12.5K
$1.59M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.72K+ 5.77% |
$236K - $266K
|
31.5K
$3.98M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.71KNew |
$236K - $265K
|
1.71K
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.69K+ 17.19% |
$233K - $262K
|
11.5K
$1.46M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.65K+ 69.28% |
$226K - $255K
|
4.02K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.6KNew |
$220K - $248K
|
1.6K
$202K
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
1.59K+ 13.73% |
$219K - $246K
|
13.2K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.58K+ 62.43% |
$217K - $244K
|
4.1K
$519K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.57KNew |
$215K - $242K
|
1.57K
$198K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.55K+ 2.68% |
$214K - $240K
|
59.6K
$7.54M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.53K+ 1.68% |
$210K - $236K
|
92.3K
$11.7M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.51K+ 64.98% |
$207K - $233K
|
3.83K
$484K
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.51K+ 38.03% |
$207K - $233K
|
5.46K
$691K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.5K+ 25.67% |
$207K - $233K
|
7.36K
$932K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.5K+ 8.37% |
$207K - $232K
|
19.5K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.49KNew |
$205K - $230K
|
1.49K
$188K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.47K+ 16.47% |
$203K - $228K
|
10.4K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
1.47K+ 5.63% |
$202K - $227K
|
27.5K
$3.49M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.45K+ 2.01% |
$200K - $225K
|
73.9K
$9.35M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.43KNew |
$197K - $222K
|
1.43K
$181K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.42K+ 97.06% |
$196K - $220K
|
2.89K
$365K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.42KNew |
$196K - $220K
|
1.42K
$180K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.42KNew |
$195K - $220K
|
1.42K
$180K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.4KNew |
$193K - $217K
|
1.4K
$177K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
1.4KNew |
$193K - $217K
|
1.4K
$177K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.4KNew |
$192K - $216K
|
1.4K
$177K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
1.39KNew |
$191K - $215K
|
1.39K
$176K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.38KNew |
$190K - $214K
|
1.38K
$175K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
1.38KNew |
$190K - $213K
|
1.38K
$175K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.36K+ 9.39% |
$186K - $210K
|
15.8K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.36KNew |
$186K - $210K
|
1.36K
$171K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.35K+ 30.35% |
$185K - $209K
|
5.79K
$733K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.3K+ 8.25% |
$178K - $201K
|
17K
$2.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.29K+ 22.95% |
$177K - $199K
|
6.89K
$871K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 60.24% |
$176K - $198K
|
3.41K
$432K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.28K+ 21.76% |
$176K - $198K
|
7.15K
$904K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.22K+ 0.9% |
$168K - $189K
|
137K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 50.63% |
$166K - $187K
|
3.59K
$455K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.2K+ 8.33% |
$165K - $186K
|
15.6K
$1.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.2K+ 2.23% |
$165K - $186K
|
55.1K
$6.97M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.2K+ 17.62% |
$164K - $185K
|
7.98K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.17K+ 82.67% |
$161K - $181K
|
2.58K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.16K+ 15.59% |
$160K - $180K
|
8.63K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
1.15K+ 3.27% |
$159K - $178K
|
36.4K
$4.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.09K+ 21.43% |
$150K - $168K
|
6.17K
$781K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.08K+ 77.05% |
$149K - $167K
|
2.48K
$314K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.05K+ 15.18% |
$144K - $162K
|
7.97K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
1.04K+ 94.64% |
$143K - $161K
|
2.14K
$271K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.04K+ 2.86% |
$143K - $161K
|
37.3K
$4.72M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.02K+ 15.8% |
$140K - $158K
|
7.48K
$947K
|