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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
98+ 160.66% |
$13.5K - $15.2K
|
159
$20.1K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
95+ 0.98% |
$13.1K - $14.7K
|
9.74K
$1.23M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
94+ 34.31% |
$12.9K - $14.5K
|
368
$46.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
93+ 0.71% |
$12.8K - $14.4K
|
13.1K
$1.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
92+ 2.85% |
$12.7K - $14.2K
|
3.32K
$420K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
90+ 0.91% |
$12.4K - $13.9K
|
9.95K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
89New |
$12.2K - $13.8K
|
89
$11.3K
|
|
|
May 13, 2024
Q1 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
81+ 27.0% |
$11.1K - $12.5K
|
381
$48.2K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
78+ 4.44% |
$10.7K - $12.1K
|
1.84K
$232K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
78+ 0.61% |
$10.7K - $12.1K
|
12.9K
$1.63M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
78+ 3.75% |
$10.7K - $12.1K
|
2.16K
$273K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
77+ 2.43% |
$10.6K - $11.9K
|
3.24K
$411K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
73+ 2.54% |
$10K - $11.3K
|
2.95K
$373K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
69+ 1.38% |
$9.49K - $10.7K
|
5.07K
$642K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
69+ 3.66% |
$9.49K - $10.7K
|
1.96K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
66New |
$9.08K - $10.2K
|
66
$8.35K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
65+ 2.67% |
$8.94K - $10.1K
|
2.5K
$316K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
65+ 1.0% |
$8.94K - $10.1K
|
6.57K
$831K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
65New |
$8.94K - $10.1K
|
65
$8.23K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
61New |
$8.39K - $9.44K
|
61
$7.72K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
61+ 1.54% |
$8.39K - $9.44K
|
4.03K
$510K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
59+ 3.72% |
$8.11K - $9.13K
|
1.64K
$208K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
59New |
$8.11K - $9.13K
|
59
$7.47K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
58+ 2.71% |
$7.98K - $8.97K
|
2.2K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
56+ 1.96% |
$7.7K - $8.66K
|
2.92K
$369K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
55+ 2.17% |
$7.56K - $8.51K
|
2.59K
$328K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
54+ 24.88% |
$7.43K - $8.35K
|
271
$34.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
50New |
$6.88K - $7.73K
|
50
$6.33K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
49+ 2.28% |
$6.74K - $7.58K
|
2.2K
$279K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
47+ 12.91% |
$6.46K - $7.27K
|
411
$52K
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
46+ 0.17% |
$6.33K - $7.12K
|
27.2K
$3.44M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46+ 170.37% |
$6.33K - $7.12K
|
73
$9.24K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
41+ 2.71% |
$5.64K - $6.34K
|
1.55K
$197K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
40+ 0.93% |
$5.5K - $6.19K
|
4.34K
$550K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
38+ 6.63% |
$5.23K - $5.88K
|
611
$77.3K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
37+ 1.8% |
$5.09K - $5.72K
|
2.09K
$265K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
34New |
$4.68K - $5.26K
|
34
$4.3K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 1.26% |
$4.54K - $5.1K
|
2.66K
$337K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
32+ 1.73% |
$4.4K - $4.95K
|
1.88K
$238K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
30+ 0.92% |
$4.13K - $4.64K
|
3.28K
$415K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
23+ 0.6% |
$3.16K - $3.56K
|
3.85K
$488K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
22+ 1.44% |
$3.03K - $3.4K
|
1.55K
$196K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
20New |
$2.75K - $3.09K
|
20
$2.53K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20+ 37.74% |
$2.75K - $3.09K
|
73
$9.24K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20New |
$2.75K - $3.09K
|
20
$2.53K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
20+ 0.21% |
$2.75K - $3.09K
|
9.39K
$1.19M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
18+ 3.07% |
$2.48K - $2.78K
|
604
$76.4K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
18+ 1.17% |
$2.48K - $2.78K
|
1.55K
$197K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
16New |
$2.2K - $2.48K
|
16
$2.02K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
15+ 0.4% |
$2.06K - $2.32K
|
3.81K
$482K
|