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 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-205- 22.26% |
$21.5K - $25.9K
|
716
$79.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-207- 51.62% |
$21.7K - $26.1K
|
194
$21.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-214- 6.57% |
$22.4K - $27K
|
3.04K
$339K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-215- 1.37% |
$22.5K - $27.1K
|
15.5K
$1.72M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-218- 7.17% |
$22.8K - $27.5K
|
2.82K
$315K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-218- 2.66% |
$22.8K - $27.5K
|
7.98K
$889K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-232- 2.86% |
$24.3K - $29.3K
|
7.87K
$877K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-236- 6.07% |
$24.7K - $29.8K
|
3.66K
$407K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-236- 7.94% |
$24.7K - $29.8K
|
2.74K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-237- 12.99% |
$24.8K - $29.9K
|
1.59K
$177K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-248- 0.87% |
$26K - $31.3K
|
28.3K
$3.16M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-250- 56.69% |
$26.2K - $31.5K
|
191
$21.3K
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-252- 1.4% |
$26.4K - $31.8K
|
17.7K
$1.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-253- 0.52% |
$26.5K - $31.9K
|
48.8K
$5.44M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-254- 1.89% |
$26.6K - $32K
|
13.2K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-259- 6.8% |
$27.1K - $32.7K
|
3.55K
$396K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-271- 1.01% |
$28.4K - $34.2K
|
26.7K
$2.97M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-275- 4.02% |
$28.8K - $34.7K
|
6.57K
$732K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-282- 10.81% |
$29.6K - $35.6K
|
2.33K
$259K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-287- 7.53% |
$30.1K - $36.2K
|
3.52K
$393K
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-294- 10.8% |
$30.8K - $37.1K
|
2.43K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-297- 8.16% |
$31.1K - $37.5K
|
3.34K
$373K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-299- 5.53% |
$31.3K - $37.7K
|
5.11K
$569K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-300- 11.07% |
$31.4K - $37.8K
|
2.41K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-300- 5.94% |
$31.4K - $37.8K
|
4.75K
$529K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-311- 3.16% |
$32.6K - $39.2K
|
9.53K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-313- 9.11% |
$32.8K - $39.5K
|
3.12K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-314- 2.32% |
$32.9K - $39.6K
|
13.2K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-317- 8.29% |
$33.2K - $40K
|
3.51K
$391K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-318- 1.22% |
$33.3K - $40.1K
|
25.7K
$2.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-350- 0.84% |
$36.7K - $44.1K
|
41.2K
$4.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-362- 36.75% |
$37.9K - $45.7K
|
623
$69.4K
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-363- 3.53% |
$38K - $45.8K
|
9.92K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-376- 6.85% |
$39.4K - $47.4K
|
5.12K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-383Closed |
$40.1K - $48.3K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-390- 10.08% |
$40.9K - $49.2K
|
3.48K
$388K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-392- 12.17% |
$41.1K - $49.4K
|
2.83K
$315K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-396- 17.08% |
$41.5K - $49.9K
|
1.92K
$214K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-400- 3.07% |
$41.9K - $50.4K
|
12.6K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-408- 8.82% |
$42.8K - $51.5K
|
4.22K
$470K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-409- 7.1% |
$42.9K - $51.6K
|
5.35K
$597K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-415- 9.0% |
$43.5K - $52.3K
|
4.2K
$467K
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-415- 12.15% |
$43.5K - $52.3K
|
3K
$334K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-422- 1.31% |
$44.2K - $53.2K
|
31.9K
$3.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-432- 3.39% |
$45.3K - $54.5K
|
12.3K
$1.37M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-440- 5.49% |
$46.1K - $55.5K
|
7.57K
$844K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-442- 2.85% |
$46.3K - $55.7K
|
15.1K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-450- 16.54% |
$47.2K - $56.8K
|
2.27K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-476- 61.34% |
$49.9K - $60K
|
300
$33.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-489- 8.66% |
$51.2K - $61.7K
|
5.16K
$575K
|