Purchases and Sales Made in Q1 2025 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q1 2025. 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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
151K+ 4656.63% |
$15.8M - $19.1M
|
154K
$17.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
18.2K+ 33.19% |
$1.91M - $2.3M
|
73.1K
$8.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
17.5K+ 4.88% |
$1.83M - $2.2M
|
375K
$41.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
11.3K+ 17.72% |
$1.18M - $1.42M
|
74.8K
$8.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.37K+ 30.09% |
$981K - $1.18M
|
40.5K
$4.48M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
8.52K+ 0.72% |
$893K - $1.07M
|
1.18M
$131M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.7K+ 50.91% |
$807K - $971K
|
22.8K
$2.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 10.76% |
$388K - $467K
|
38.1K
$4.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.02K+ 151.2% |
$317K - $381K
|
5.02K
$556K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.44K+ 1354.44% |
$255K - $307K
|
2.62K
$290K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
2.38KNew |
$249K - $300K
|
2.38K
$263K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.58K+ 21.83% |
$165K - $199K
|
8.79K
$973K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.51K+ 23.97% |
$158K - $190K
|
7.78K
$861K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 8.25% |
$149K - $179K
|
18.7K
$2.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.35K+ 15.95% |
$142K - $170K
|
9.82K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.32K+ 35.18% |
$138K - $166K
|
5.05K
$559K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.3K+ 26.34% |
$137K - $164K
|
6.25K
$691K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.1K+ 109700.0% |
$115K - $138K
|
1.1K
$121K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
806+ 1.31% |
$84.5K - $102K
|
62.2K
$6.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
755+ 19.99% |
$79.1K - $95.2K
|
4.53K
$501K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
444+ 3.96% |
$46.5K - $56K
|
11.7K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
400+ 3.9% |
$41.9K - $50.4K
|
10.6K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
320+ 6.9% |
$33.5K - $40.4K
|
4.96K
$548K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
300+ 13.26% |
$31.4K - $37.8K
|
2.56K
$283K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
299+ 6.67% |
$31.3K - $37.7K
|
4.78K
$529K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
255New |
$26.7K - $32.2K
|
255
$28.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
170+ 1.54% |
$17.8K - $21.4K
|
11.2K
$1.24M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
101+ 336.67% |
$10.6K - $12.7K
|
131
$14.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
66+ 2.72% |
$6.92K - $8.32K
|
2.49K
$276K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
56+ 800.0% |
$5.87K - $7.06K
|
63
$6.97K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
45+ 16.73% |
$4.72K - $5.68K
|
314
$34.7K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
23+ 62.16% |
$2.41K - $2.9K
|
60
$6.64K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
21+ 0.33% |
$2.2K - $2.65K
|
6.45K
$713K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.2% |
$1.99K - $2.4K
|
9.31K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.93% |
$105 - $126
|
109
$12.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-19- 3.05% |
$1.99K - $2.4K
|
603
$66.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-20- 6.62% |
$2.1K - $2.52K
|
282
$31.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-34- 1.59% |
$3.56K - $4.29K
|
2.11K
$233K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 1.41% |
$6.29K - $7.57K
|
4.18K
$463K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-88- 3.65% |
$9.22K - $11.1K
|
2.33K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-125- 0.93% |
$13.1K - $15.8K
|
13.3K
$1.47M
|
|
|
Apr 03, 2025
Q1 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-125- 3.46% |
$13.1K - $15.8K
|
3.49K
$385K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-142- 3.09% |
$14.9K - $17.9K
|
4.45K
$492K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-148- 3.09% |
$15.5K - $18.7K
|
4.64K
$513K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-151- 13.23% |
$15.8K - $19K
|
990
$109K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-163- 80.3% |
$17.1K - $20.6K
|
40
$4.42K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-168- 38.01% |
$17.6K - $21.2K
|
274
$30.3K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-200- 70.18% |
$21K - $25.2K
|
85
$9.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-200- 5.1% |
$21K - $25.2K
|
3.72K
$412K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-207- 51.62% |
$21.7K - $26.1K
|
194
$21.5K
|