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 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
524+ 11.52% |
$72.1K - $81.1K
|
5.07K
$642K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
513New |
$70.5K - $79.4K
|
513
$64.9K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
513+ 34.29% |
$70.5K - $79.4K
|
2.01K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
504+ 27.6% |
$69.3K - $78K
|
2.33K
$295K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
500+ 9.9% |
$68.8K - $77.3K
|
5.55K
$702K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
495+ 3.91% |
$68.1K - $76.6K
|
13.2K
$1.67M
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
485+ 0.91% |
$66.7K - $75K
|
53.5K
$6.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
460+ 27.33% |
$63.3K - $71.2K
|
2.14K
$271K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
455+ 0.79% |
$62.6K - $70.4K
|
57.9K
$7.32M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
443New |
$60.9K - $68.5K
|
443
$56.1K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
442+ 3.22% |
$60.8K - $68.4K
|
14.2K
$1.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
435+ 3.47% |
$59.8K - $67.3K
|
13K
$1.64M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
420+ 16.17% |
$57.8K - $65K
|
3.02K
$382K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
408+ 17.14% |
$56.1K - $63.1K
|
2.79K
$353K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
403+ 10.97% |
$55.4K - $62.3K
|
4.08K
$516K
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
402New |
$55.3K - $62.2K
|
402
$50.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
387+ 6.9% |
$53.2K - $59.9K
|
6K
$759K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
385+ 12.13% |
$52.9K - $59.6K
|
3.56K
$451K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
383+ 15.99% |
$52.7K - $59.2K
|
2.78K
$352K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
379+ 15.28% |
$52.1K - $58.6K
|
2.86K
$362K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
375+ 2.06% |
$51.6K - $58K
|
18.6K
$2.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
367+ 21.7% |
$50.5K - $56.8K
|
2.06K
$260K
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
358+ 6.97% |
$49.2K - $55.4K
|
5.49K
$695K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
357+ 34.03% |
$49.1K - $55.2K
|
1.41K
$178K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
355+ 4.65% |
$48.8K - $54.9K
|
7.99K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
352+ 14.76% |
$48.4K - $54.5K
|
2.74K
$346K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
340+ 42.71% |
$46.8K - $52.6K
|
1.14K
$144K
|
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
340+ 3.59% |
$46.8K - $52.6K
|
9.82K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
339+ 6.39% |
$46.6K - $52.4K
|
5.65K
$715K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
332+ 0.95% |
$45.7K - $51.4K
|
35.1K
$4.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
330+ 8.88% |
$45.4K - $51K
|
4.05K
$512K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
325+ 3.51% |
$44.7K - $50.3K
|
9.58K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
325+ 8.96% |
$44.7K - $50.3K
|
3.95K
$500K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
312New |
$42.9K - $48.3K
|
312
$39.5K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
309+ 6.0% |
$42.5K - $47.8K
|
5.46K
$691K
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
306+ 3.9% |
$42.1K - $47.3K
|
8.15K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
304+ 3.21% |
$41.8K - $47K
|
9.78K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
301+ 16.17% |
$41.4K - $46.6K
|
2.16K
$274K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
300New |
$41.3K - $46.4K
|
300
$38K
|
|
|
Apr 30, 2024
Q1 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
300+ 2.04% |
$41.3K - $46.4K
|
15K
$1.9M
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
300+ 0.81% |
$41.3K - $46.4K
|
37.3K
$4.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
296+ 3.91% |
$40.7K - $45.8K
|
7.86K
$995K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
295+ 87.28% |
$40.6K - $45.6K
|
633
$80.1K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
292+ 3.49% |
$40.2K - $45.2K
|
8.65K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
285+ 15.18% |
$39.2K - $44.1K
|
2.16K
$274K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
285+ 4.47% |
$39.2K - $44.1K
|
6.66K
$843K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
279+ 10.75% |
$38.4K - $43.2K
|
2.87K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
271New |
$37.3K - $41.9K
|
271
$34.3K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
244+ 13.37% |
$33.6K - $37.7K
|
2.07K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
240+ 3.62% |
$33K - $37.1K
|
6.88K
$870K
|