Purchases and Sales Made in Q2 2022 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-38- 0.57% |
$6.37K - $8.05K
|
6.57K
$789K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-40- 1.03% |
$6.71K - $8.47K
|
3.86K
$463K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-40- 3.07% |
$6.71K - $8.47K
|
1.26K
$152K
|
|
|
Jul 20, 2022
Q2 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-40- 0.52% |
$6.71K - $8.47K
|
7.62K
$915K
|
|
|
Apr 14, 2023
Q2 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-40- 0.52% |
$6.71K - $8.47K
|
7.62K
$915K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-41- 40.59% |
$6.87K - $8.69K
|
60
$7.21K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-41- 1.19% |
$6.87K - $8.69K
|
3.41K
$410K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-42- 36.52% |
$7.04K - $8.9K
|
73
$8.77K
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-43- 1.49% |
$7.21K - $9.11K
|
2.84K
$341K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-45- 3.24% |
$7.55K - $9.53K
|
1.35K
$162K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-47- 1.7% |
$7.88K - $9.96K
|
2.72K
$327K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-48- 4.91% |
$8.05K - $10.2K
|
929
$112K
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-49- 3.23% |
$8.22K - $10.4K
|
1.47K
$177K
|
|
|
Jul 20, 2022
Q2 2022
|
Sather Financial Group Inc
|
SELL
|
- |
-50- 1.33% |
$8.38K - $10.6K
|
3.7K
$444K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-50Closed |
$8.38K - $10.6K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-50- 0.2% |
$8.38K - $10.6K
|
25.3K
$3.04M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-52- 11.09% |
$8.72K - $11K
|
417
$50.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-52- 0.94% |
$8.72K - $11K
|
5.5K
$660K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-54Closed |
$9.05K - $11.4K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-55- 4.11% |
$9.22K - $11.7K
|
1.28K
$154K
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-55- 1.59% |
$9.22K - $11.7K
|
3.41K
$410K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-55- 1.91% |
$9.22K - $11.7K
|
2.83K
$339K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-55- 1.91% |
$9.22K - $11.7K
|
2.83K
$339K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-55- 7.14% |
$9.22K - $11.7K
|
715
$85.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-59- 3.52% |
$9.89K - $12.5K
|
1.62K
$194K
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-59- 16.81% |
$9.89K - $12.5K
|
292
$35.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-63- 1.36% |
$10.6K - $13.3K
|
4.58K
$550K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-64- 0.32% |
$10.7K - $13.6K
|
20.2K
$2.42M
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-64- 1.63% |
$10.7K - $13.6K
|
3.86K
$464K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-66Closed |
$11.1K - $14K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-66- 1.48% |
$11.1K - $14K
|
4.39K
$527K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-66Closed |
$11.1K - $14K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-66- 39.05% |
$11.1K - $14K
|
103
$12.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
SELL
|
- |
-66- 4.66% |
$11.1K - $14K
|
1.35K
$162K
|
|
|
Jul 11, 2022
Q2 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-67- 1.29% |
$11.2K - $14.2K
|
5.12K
$614K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-67- 13.4% |
$11.2K - $14.2K
|
433
$52K
|
|
|
Aug 10, 2022
Q2 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-73- 2.86% |
$12.2K - $15.5K
|
2.48K
$297K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-73- 32.59% |
$12.2K - $15.5K
|
151
$18.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-74- 6.6% |
$12.4K - $15.7K
|
1.05K
$126K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-74- 5.79% |
$12.4K - $15.7K
|
1.21K
$145K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-74- 4.52% |
$12.4K - $15.7K
|
1.56K
$188K
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-76- 1.28% |
$12.7K - $16.1K
|
5.88K
$706K
|
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-80- 0.88% |
$13.4K - $16.9K
|
8.97K
$1.08M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-80- 4.08% |
$13.4K - $16.9K
|
1.88K
$226K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-89- 0.61% |
$14.9K - $18.9K
|
14.5K
$1.74M
|
|
|
Jul 19, 2022
Q2 2022
|
Jlb & Associates Inc
|
SELL
|
- |
-89- 0.14% |
$14.9K - $18.9K
|
63.2K
$7.6M
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-91- 5.89% |
$15.3K - $19.3K
|
1.45K
$174K
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-93- 6.3% |
$15.6K - $19.7K
|
1.38K
$166K
|
|
|
Aug 15, 2022
Q2 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-95- 0.48% |
$15.9K - $20.1K
|
19.6K
$2.36M
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-95- 7.06% |
$15.9K - $20.1K
|
1.25K
$150K
|