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 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
100+ 119.05% |
$10.5K - $12.6K
|
184
$20.5K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
100+ 3.18% |
$10.5K - $12.6K
|
3.24K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
98+ 3.83% |
$10.3K - $12.4K
|
2.66K
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
98+ 1.31% |
$10.3K - $12.4K
|
7.56K
$842K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
95+ 3.41% |
$9.96K - $12K
|
2.89K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
94+ 4.49% |
$9.85K - $11.9K
|
2.19K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
91+ 3.73% |
$9.54K - $11.5K
|
2.53K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
89+ 3.57% |
$9.33K - $11.2K
|
2.58K
$288K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
89+ 1.66% |
$9.33K - $11.2K
|
5.45K
$607K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
86New |
$9.01K - $10.8K
|
86
$9.58K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
85New |
$8.91K - $10.7K
|
85
$9.47K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
76New |
$7.96K - $9.59K
|
76
$8.47K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
76+ 61.29% |
$7.96K - $9.59K
|
200
$22.3K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
76+ 3.21% |
$7.96K - $9.59K
|
2.44K
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
66+ 1.61% |
$6.92K - $8.32K
|
4.16K
$464K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
66+ 2.72% |
$6.92K - $8.32K
|
2.49K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
66New |
$6.92K - $8.32K
|
66
$7.36K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
65New |
$6.81K - $8.2K
|
65
$7.24K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
61+ 19.81% |
$6.39K - $7.69K
|
369
$41.1K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
58+ 3.8% |
$6.08K - $7.31K
|
1.59K
$177K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
56+ 800.0% |
$5.87K - $7.06K
|
63
$7.02K
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
50+ 0.91% |
$5.24K - $6.31K
|
5.52K
$615K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
48+ 3.88% |
$5.03K - $6.05K
|
1.29K
$143K
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
46+ 2.18% |
$4.82K - $5.8K
|
2.15K
$240K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
45+ 16.73% |
$4.72K - $5.68K
|
314
$35K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
44+ 0.93% |
$4.61K - $5.55K
|
4.78K
$533K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
43New |
$4.51K - $5.42K
|
43
$4.79K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
39+ 26.0% |
$4.09K - $4.92K
|
189
$21.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
34+ 0.08% |
$3.56K - $4.29K
|
40.6K
$4.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
33+ 0.87% |
$3.46K - $4.16K
|
3.84K
$428K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
31New |
$3.25K - $3.91K
|
31
$3.45K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
26+ 9.52% |
$2.72K - $3.28K
|
299
$33.3K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
25+ 3.43% |
$2.62K - $3.15K
|
753
$83.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
25New |
$2.62K - $3.15K
|
25
$2.79K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
24New |
$2.51K - $3.03K
|
24
$2.67K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
24New |
$2.51K - $3.03K
|
24
$2.67K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
23+ 26.44% |
$2.41K - $2.9K
|
110
$12.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
23+ 0.98% |
$2.41K - $2.9K
|
2.38K
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
23+ 62.16% |
$2.41K - $2.9K
|
60
$6.69K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
23+ 143.75% |
$2.41K - $2.9K
|
39
$4.35K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
23New |
$2.41K - $2.9K
|
23
$2.56K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
21+ 0.33% |
$2.2K - $2.65K
|
6.45K
$718K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.2% |
$1.99K - $2.4K
|
9.31K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
18New |
$1.89K - $2.27K
|
18
$2.01K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
14New |
$1.47K - $1.77K
|
14
$1.56K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
14+ 21.88% |
$1.47K - $1.77K
|
78
$8.69K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
13+ 0.04% |
$1.36K - $1.64K
|
34K
$3.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
11+ 0.18% |
$1.15K - $1.39K
|
6.03K
$672K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
10New |
$1.05K - $1.26K
|
10
$1.11K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 0.65% |
$1.05K - $1.26K
|
1.55K
$173K
|