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 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-490- 7.72% |
$51.3K - $61.8K
|
5.86K
$653K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-493- 5.08% |
$51.7K - $62.2K
|
9.21K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-499- 4.61% |
$52.3K - $62.9K
|
10.3K
$1.15M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-500- 98.04% |
$52.4K - $63.1K
|
10
$1.11K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-500- 13.76% |
$52.4K - $63.1K
|
3.14K
$349K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-515- 8.5% |
$54K - $65K
|
5.54K
$618K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-518- 71.45% |
$54.3K - $65.3K
|
207
$23.1K
|
|
|
May 15, 2025
Q1 2025
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-560- 28.28% |
$58.7K - $70.6K
|
1.42K
$158K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-566- 6.66% |
$59.3K - $71.4K
|
7.94K
$884K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-576- 16.27% |
$60.4K - $72.6K
|
2.97K
$330K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-591- 3.36% |
$61.9K - $74.5K
|
17K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-606- 28.69% |
$63.5K - $76.4K
|
1.51K
$168K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-609- 9.41% |
$63.8K - $76.8K
|
5.86K
$653K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-620- 4.53% |
$65K - $78.2K
|
13.1K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-627- 7.51% |
$65.7K - $79.1K
|
7.72K
$860K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-643- 2.05% |
$67.4K - $81.1K
|
30.8K
$3.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-654- 4.29% |
$68.5K - $82.5K
|
14.6K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-665- 23.67% |
$69.7K - $83.9K
|
2.14K
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-680- 4.19% |
$71.3K - $85.8K
|
15.5K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-689- 53.58% |
$72.2K - $86.9K
|
597
$66.5K
|
|
|
May 05, 2025
Q1 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-691- 0.96% |
$72.4K - $87.1K
|
71.2K
$7.94M
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
SELL
|
- |
-700- 7.12% |
$73.4K - $88.3K
|
9.14K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Searle & Co.
|
SELL
|
- |
-700- 4.81% |
$73.4K - $88.3K
|
13.9K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-701- 25.32% |
$73.5K - $88.4K
|
2.07K
$230K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-709- 58.69% |
$74.3K - $89.4K
|
499
$55.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-742- 17.01% |
$77.8K - $93.6K
|
3.62K
$403K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-761- 8.31% |
$79.7K - $96K
|
8.4K
$936K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-775- 13.21% |
$81.2K - $97.7K
|
5.09K
$567K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-788- 6.85% |
$82.6K - $99.4K
|
10.7K
$1.2M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-799- 6.19% |
$83.7K - $101K
|
12.1K
$1.35M
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-800- 21.45% |
$83.8K - $101K
|
2.93K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-800- 2.34% |
$83.8K - $101K
|
33.3K
$3.72M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-822- 7.08% |
$86.1K - $104K
|
10.8K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-825- 27.13% |
$86.5K - $104K
|
2.22K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-833Closed |
$87.3K - $105K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-868- 24.49% |
$91K - $109K
|
2.68K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-873- 29.92% |
$91.5K - $110K
|
2.05K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-882- 5.26% |
$92.4K - $111K
|
15.9K
$1.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-900- 6.16% |
$94.3K - $114K
|
13.7K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-911- 15.85% |
$95.5K - $115K
|
4.84K
$539K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-925- 18.63% |
$96.9K - $117K
|
4.04K
$450K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-950- 30.16% |
$99.6K - $120K
|
2.2K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-1K- 32.26% |
$105K - $126K
|
2.1K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.02K- 3.51% |
$107K - $128K
|
27.9K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.04K- 20.17% |
$109K - $131K
|
4.11K
$458K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.05K- 43.37% |
$110K - $132K
|
1.37K
$153K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.09K- 32.51% |
$114K - $137K
|
2.26K
$252K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.11K- 10.42% |
$116K - $140K
|
9.55K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1.11K- 30.75% |
$116K - $140K
|
2.5K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.11K- 1.17% |
$116K - $140K
|
93.6K
$10.4M
|