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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.59K+ 20.34% |
$481K - $579K
|
27.2K
$3.03M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.55KNew |
$477K - $574K
|
4.55K
$507K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.44K+ 31.87% |
$465K - $560K
|
18.4K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.35KNew |
$456K - $548K
|
4.35K
$485K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.16K+ 3.07% |
$436K - $525K
|
140K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.16KNew |
$436K - $524K
|
4.16K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
4.15KNew |
$434K - $523K
|
4.15K
$462K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.07KNew |
$426K - $513K
|
4.07K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.02K+ 13.18% |
$421K - $507K
|
34.5K
$3.85M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.01K+ 19.42% |
$420K - $506K
|
24.7K
$2.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.96K+ 6.67% |
$414K - $499K
|
63.2K
$7.04M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.89K+ 3.78% |
$408K - $491K
|
107K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.84K+ 1.22% |
$403K - $485K
|
319K
$35.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.76K+ 30.66% |
$394K - $474K
|
16K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Infusive Asset Management Inc.
New York, NY |
BUY
|
- |
3.76K+ 12.31% |
$394K - $474K
|
34.3K
$3.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 10.76% |
$388K - $467K
|
38.1K
$4.25M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.34K+ 48.63% |
$349K - $421K
|
10.2K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.32KNew |
$348K - $419K
|
3.32K
$370K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
3.32K+ 8.13% |
$348K - $418K
|
44.1K
$4.92M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.28K+ 0.85% |
$344K - $414K
|
389K
$43.4M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.25KNew |
$340K - $410K
|
3.25K
$362K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.24KNew |
$340K - $409K
|
3.24K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.23KNew |
$338K - $407K
|
3.23K
$360K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.17KNew |
$332K - $400K
|
3.17K
$353K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.02K+ 151.2% |
$317K - $381K
|
5.02K
$560K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.82KNew |
$296K - $356K
|
2.82K
$314K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.76K+ 96.51% |
$289K - $348K
|
5.62K
$627K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2.75K+ 36.8% |
$288K - $346K
|
10.2K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.7K+ 273.66% |
$283K - $341K
|
3.69K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
2.64K+ 4.87% |
$276K - $333K
|
56.8K
$6.33M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.62K+ 4.22% |
$275K - $331K
|
64.7K
$7.21M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.56K+ 8.95% |
$268K - $322K
|
31.1K
$3.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.5KNew |
$262K - $315K
|
2.5K
$278K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.44K+ 1354.44% |
$255K - $307K
|
2.62K
$292K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.44K+ 5.27% |
$255K - $307K
|
48.7K
$5.42M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
2.38KNew |
$249K - $300K
|
2.38K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.33KNew |
$244K - $294K
|
2.33K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.31K+ 6.74% |
$242K - $291K
|
36.6K
$4.08M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.23K+ 14.32% |
$233K - $281K
|
17.8K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
2.2KNew |
$231K - $277K
|
2.2K
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.19KNew |
$229K - $276K
|
2.19K
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
2.18KNew |
$228K - $274K
|
2.18K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.15KNew |
$225K - $271K
|
2.15K
$239K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.13K+ 11.62% |
$223K - $268K
|
20.4K
$2.28M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.1KNew |
$220K - $265K
|
2.1K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.09K+ 3.51% |
$219K - $263K
|
61.5K
$6.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.08K+ 91.78% |
$218K - $262K
|
4.34K
$484K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
2.08K+ 3.69% |
$217K - $262K
|
58.3K
$6.5M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.06K+ 7.24% |
$215K - $259K
|
30.4K
$3.39M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.02K+ 15.65% |
$211K - $254K
|
14.9K
$1.66M
|