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 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
322+ 5.58% |
$33.7K - $40.6K
|
6.09K
$679K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
320+ 6.9% |
$33.5K - $40.4K
|
4.96K
$552K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
314+ 13.75% |
$32.9K - $39.6K
|
2.6K
$290K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
310+ 0.13% |
$32.5K - $39.1K
|
247K
$27.5M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
306+ 6.13% |
$32.1K - $38.6K
|
5.29K
$590K
|
|
|
May 14, 2025
Q1 2025
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
302+ 0.26% |
$31.6K - $38.1K
|
119K
$13.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
300+ 13.26% |
$31.4K - $37.8K
|
2.56K
$286K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
299+ 6.67% |
$31.3K - $37.7K
|
4.78K
$533K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
288New |
$30.2K - $36.3K
|
288
$32.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
285New |
$29.9K - $35.9K
|
285
$31.8K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
285New |
$29.9K - $35.9K
|
285
$31.8K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
284+ 4.25% |
$29.8K - $35.8K
|
6.97K
$777K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
279+ 10.2% |
$29.2K - $35.2K
|
3.02K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
275+ 0.85% |
$28.8K - $34.7K
|
32.6K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
275+ 8.53% |
$28.8K - $34.7K
|
3.5K
$390K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
275+ 5.08% |
$28.8K - $34.7K
|
5.69K
$634K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
273New |
$28.6K - $34.4K
|
273
$30.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
265+ 3.45% |
$27.8K - $33.4K
|
7.95K
$886K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
261New |
$27.4K - $32.9K
|
261
$29.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
260New |
$27.2K - $32.8K
|
260
$29K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
255New |
$26.7K - $32.2K
|
255
$28.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
240+ 8.24% |
$25.1K - $30.3K
|
3.15K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
238+ 5.04% |
$24.9K - $30K
|
4.96K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
224+ 46.38% |
$23.5K - $28.3K
|
707
$78.8K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
210+ 6.21% |
$22K - $26.5K
|
3.59K
$400K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
209+ 0.02% |
$21.9K - $26.4K
|
1.22M
$136M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
207+ 1.74% |
$21.7K - $26.1K
|
12.1K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
205+ 6.34% |
$21.5K - $25.9K
|
3.44K
$383K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
200New |
$21K - $25.2K
|
200
$22.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
189+ 1.94% |
$19.8K - $23.8K
|
9.93K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
184+ 1.29% |
$19.3K - $23.2K
|
14.5K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
170+ 1.54% |
$17.8K - $21.4K
|
11.2K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
165+ 62.98% |
$17.3K - $20.8K
|
427
$47.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
164+ 4.25% |
$17.2K - $20.7K
|
4.03K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
159+ 4.01% |
$16.7K - $20.1K
|
4.13K
$460K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
154+ 3.99% |
$16.1K - $19.4K
|
4.02K
$448K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150+ 405.41% |
$15.7K - $18.9K
|
187
$20.8K
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
150+ 5.37% |
$15.7K - $18.9K
|
2.94K
$328K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
136+ 0.26% |
$14.3K - $17.2K
|
51.5K
$5.74M
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
126+ 1.45% |
$13.2K - $15.9K
|
8.82K
$983K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
123+ 4.85% |
$12.9K - $15.5K
|
2.66K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
117+ 2.2% |
$12.3K - $14.8K
|
5.45K
$607K
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
115+ 1.96% |
$12.1K - $14.5K
|
5.99K
$667K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
110New |
$11.5K - $13.9K
|
110
$12.3K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
110+ 2.1% |
$11.5K - $13.9K
|
5.35K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
108+ 4.47% |
$11.3K - $13.6K
|
2.53K
$281K
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
106New |
$11.1K - $13.4K
|
106
$11.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
106New |
$11.1K - $13.4K
|
106
$11.8K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
105+ 9.45% |
$11K - $13.2K
|
1.22K
$136K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
101+ 336.67% |
$10.6K - $12.7K
|
131
$14.6K
|