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 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.01KNew |
$210K - $253K
|
2.01K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.99K+ 5.32% |
$209K - $251K
|
39.4K
$4.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
1.98K+ 117.7% |
$207K - $249K
|
3.65K
$407K
|
|
|
Apr 28, 2025
Q1 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.97K+ 9.09% |
$206K - $248K
|
23.6K
$2.63M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.94K+ 27.99% |
$204K - $245K
|
8.88K
$989K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.91K+ 34.09% |
$200K - $241K
|
7.5K
$836K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.89K+ 11.09% |
$198K - $239K
|
19K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.88KNew |
$197K - $237K
|
1.88K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
1.76K+ 51.86% |
$184K - $222K
|
5.15K
$574K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.73K+ 10.08% |
$182K - $219K
|
18.9K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.73K+ 348.59% |
$181K - $218K
|
2.23K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
1.69K+ 53.58% |
$177K - $214K
|
4.85K
$541K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.66K+ 17.76% |
$174K - $210K
|
11K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.65KNew |
$173K - $208K
|
1.65K
$184K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.62K+ 5.37% |
$169K - $204K
|
31.7K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.61K+ 17.4% |
$168K - $203K
|
10.8K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.58K+ 20.09% |
$166K - $199K
|
9.45K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.58K+ 21.83% |
$165K - $199K
|
8.79K
$980K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.51K+ 23.97% |
$158K - $190K
|
7.78K
$867K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
1.43K+ 16.82% |
$150K - $181K
|
9.96K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 8.25% |
$149K - $179K
|
18.7K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.42K+ 7.58% |
$149K - $179K
|
20.2K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.35K+ 15.95% |
$142K - $170K
|
9.82K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.35K+ 1.73% |
$141K - $170K
|
79.5K
$8.86M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
1.32K+ 55.86% |
$138K - $166K
|
3.67K
$409K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.32K+ 35.18% |
$138K - $166K
|
5.05K
$563K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.3K+ 26.34% |
$137K - $164K
|
6.25K
$696K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.22K+ 5.35% |
$127K - $153K
|
23.9K
$2.66M
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.2K+ 2.23% |
$126K - $152K
|
55.2K
$6.15M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.2K+ 39.87% |
$126K - $151K
|
4.21K
$469K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.2K+ 9.14% |
$126K - $151K
|
14.3K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Drh Investments, Inc.
Los Angeles, CA |
BUY
|
- |
1.15K+ 1.55% |
$121K - $145K
|
75.3K
$8.39M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.13K+ 2.76% |
$118K - $143K
|
42.1K
$4.69M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.12K+ 48.7% |
$117K - $141K
|
3.42K
$381K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.1K+ 109700.0% |
$115K - $138K
|
1.1K
$122K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
994+ 16.46% |
$104K - $125K
|
7.03K
$784K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
994New |
$104K - $125K
|
994
$111K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
991+ 5.59% |
$104K - $125K
|
18.7K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
973+ 22.59% |
$102K - $123K
|
5.28K
$588K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
965+ 40.86% |
$101K - $122K
|
3.33K
$371K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
964+ 27.49% |
$101K - $122K
|
4.47K
$498K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
958+ 23.93% |
$100K - $121K
|
4.96K
$553K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
956+ 29.8% |
$100K - $121K
|
4.16K
$464K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
923+ 16.38% |
$96.7K - $116K
|
6.56K
$731K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
911+ 6.93% |
$95.5K - $115K
|
14.1K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
862+ 12.41% |
$90.3K - $109K
|
7.81K
$870K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
858+ 3.78% |
$89.9K - $108K
|
23.6K
$2.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
806+ 1.31% |
$84.5K - $102K
|
62.2K
$6.93M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
801+ 6.51% |
$83.9K - $101K
|
13.1K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
782+ 3.08% |
$81.9K - $98.6K
|
26.1K
$2.91M
|