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 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
237+ 2.87% |
$32.6K - $36.7K
|
8.51K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
229+ 4.64% |
$31.5K - $35.4K
|
5.16K
$653K
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
228+ 0.84% |
$31.4K - $35.3K
|
27.5K
$3.48M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
228+ 15.41% |
$31.4K - $35.3K
|
1.71K
$216K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
226+ 23.84% |
$31.1K - $35K
|
1.17K
$149K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
225+ 49.45% |
$30.9K - $34.8K
|
680
$86.1K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
218+ 6.66% |
$30K - $33.7K
|
3.49K
$442K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
217+ 9.85% |
$29.8K - $33.6K
|
2.42K
$306K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
205+ 10.9% |
$28.2K - $31.7K
|
2.09K
$264K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
203+ 10.1% |
$27.9K - $31.4K
|
2.21K
$280K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200+ 3.52% |
$27.5K - $30.9K
|
5.89K
$745K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
200+ 11.45% |
$27.5K - $30.9K
|
1.95K
$246K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
199+ 13.89% |
$27.4K - $30.8K
|
1.63K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
198+ 51.7% |
$27.2K - $30.6K
|
581
$73.5K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
197+ 6.91% |
$27.1K - $30.5K
|
3.05K
$386K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
196+ 0.18% |
$27K - $30.3K
|
109K
$13.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
192+ 5.56% |
$26.4K - $29.7K
|
3.65K
$462K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
186+ 6.8% |
$25.6K - $28.8K
|
2.92K
$370K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
180+ 6.32% |
$24.8K - $27.8K
|
3.03K
$383K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
178+ 3.16% |
$24.5K - $27.5K
|
5.81K
$736K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
175+ 8.26% |
$24.1K - $27.1K
|
2.29K
$290K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
171+ 777.27% |
$23.5K - $26.5K
|
193
$24.4K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
170+ 94.44% |
$23.4K - $26.3K
|
350
$44.3K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
164+ 11.77% |
$22.6K - $25.4K
|
1.56K
$197K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
152+ 7.7% |
$20.9K - $23.5K
|
2.13K
$269K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
152+ 2.47% |
$20.9K - $23.5K
|
6.31K
$799K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
152+ 3.6% |
$20.9K - $23.5K
|
4.37K
$554K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
148+ 6.32% |
$20.4K - $22.9K
|
2.49K
$315K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
148+ 57.36% |
$20.4K - $22.9K
|
406
$51.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
147+ 11.02% |
$20.2K - $22.7K
|
1.48K
$187K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
137+ 2.69% |
$18.8K - $21.2K
|
5.23K
$662K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
137+ 228.33% |
$18.8K - $21.2K
|
197
$24.9K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
135+ 7.7% |
$18.6K - $20.9K
|
1.89K
$239K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
130+ 8.24% |
$17.9K - $20.1K
|
1.71K
$216K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
130+ 4.61% |
$17.9K - $20.1K
|
2.95K
$374K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
128+ 1.77% |
$17.6K - $19.8K
|
7.36K
$931K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
125+ 1.77% |
$17.2K - $19.3K
|
7.19K
$910K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
120+ 1200.0% |
$16.5K - $18.6K
|
130
$16.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
120+ 6.54% |
$16.5K - $18.6K
|
1.95K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
119+ 3.97% |
$16.4K - $18.4K
|
3.12K
$395K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
119+ 17.35% |
$16.4K - $18.4K
|
805
$102K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
118+ 0.67% |
$16.2K - $18.3K
|
17.6K
$2.23M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
114+ 3.07% |
$15.7K - $17.6K
|
3.82K
$484K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
114+ 2.62% |
$15.7K - $17.6K
|
4.46K
$565K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
111+ 7.58% |
$15.3K - $17.2K
|
1.58K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
109+ 4.21% |
$15K - $16.9K
|
2.7K
$342K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
109+ 3.77% |
$15K - $16.9K
|
3K
$380K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
103+ 0.85% |
$14.2K - $15.9K
|
12.2K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
101+ 3.5% |
$13.9K - $15.6K
|
2.99K
$378K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
99+ 5.14% |
$13.6K - $15.3K
|
2.03K
$256K
|