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 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
112+ 4.79% |
$18.8K - $23.7K
|
2.45K
$294K
|
|
Jul 29, 2022
Q2 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
111+ 1.13% |
$18.6K - $23.5K
|
9.91K
$1.19M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
111+ 2.84% |
$18.6K - $23.5K
|
4.02K
$483K
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
110+ 2.48% |
$18.4K - $23.3K
|
4.55K
$546K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
109New |
$18.3K - $23.1K
|
109
$13.1K
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
BUY
|
- |
108+ 0.86% |
$18.1K - $22.9K
|
12.6K
$1.51M
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
107+ 58.47% |
$17.9K - $22.7K
|
290
$34.8K
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
104+ 4.36% |
$17.4K - $22K
|
2.49K
$299K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
103+ 2.41% |
$17.3K - $21.8K
|
4.37K
$525K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
100New |
$16.8K - $21.2K
|
100
$12K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
100+ 8.94% |
$16.8K - $21.2K
|
1.22K
$146K
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
100+ 4.82% |
$16.8K - $21.2K
|
2.18K
$261K
|
|
Aug 04, 2022
Q2 2022
|
Dorchester Wealth Management CO
|
BUY
|
- |
100+ 3.9% |
$16.8K - $21.2K
|
2.67K
$320K
|
|
Jul 14, 2022
Q2 2022
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
100+ 1.26% |
$16.8K - $21.2K
|
8.05K
$967K
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
97+ 4.85% |
$16.3K - $20.6K
|
2.1K
$252K
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
97+ 7.9% |
$16.3K - $20.6K
|
1.33K
$159K
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
97New |
$16.3K - $20.6K
|
97
$11.6K
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
96+ 0.76% |
$16.1K - $20.3K
|
12.7K
$1.53M
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
93+ 1.78% |
$15.6K - $19.7K
|
5.31K
$637K
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
93+ 1.24% |
$15.6K - $19.7K
|
7.62K
$915K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
92+ 0.12% |
$15.4K - $19.5K
|
75.3K
$9.04M
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
88+ 1.79% |
$14.8K - $18.6K
|
5.01K
$602K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
85+ 5.03% |
$14.3K - $18K
|
1.78K
$213K
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
85+ 3.22% |
$14.3K - $18K
|
2.73K
$328K
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
84+ 135.48% |
$14.1K - $17.8K
|
146
$17.5K
|
|
Aug 09, 2022
Q2 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
84+ 0.5% |
$14.1K - $17.8K
|
17K
$2.04M
|
|
Aug 10, 2022
Q2 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
82+ 0.5% |
$13.7K - $17.4K
|
16.3K
$1.96M
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
80+ 1.45% |
$13.4K - $16.9K
|
5.61K
$674K
|
|
Aug 05, 2022
Q2 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
80+ 1.42% |
$13.4K - $16.9K
|
5.7K
$685K
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
77+ 1.97% |
$12.9K - $16.3K
|
3.98K
$478K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
76+ 5.05% |
$12.7K - $16.1K
|
1.58K
$190K
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
73+ 0.4% |
$12.2K - $15.5K
|
18.4K
$2.21M
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
73+ 6.47% |
$12.2K - $15.5K
|
1.2K
$144K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
73New |
$12.2K - $15.5K
|
73
$8.77K
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
72+ 0.31% |
$12.1K - $15.3K
|
23.4K
$2.82M
|
|
Aug 11, 2022
Q2 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
72+ 2.98% |
$12.1K - $15.3K
|
2.49K
$299K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
72+ 0.81% |
$12.1K - $15.3K
|
8.97K
$1.08M
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
72+ 0.19% |
$12.1K - $15.3K
|
38K
$4.57M
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
67+ 115.52% |
$11.2K - $14.2K
|
125
$15K
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
65+ 0.96% |
$10.9K - $13.8K
|
6.83K
$821K
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
63+ 3.23% |
$10.6K - $13.3K
|
2.01K
$242K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
60+ 2.85% |
$10.1K - $12.7K
|
2.16K
$260K
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
BUY
|
- |
60+ 3.3% |
$10.1K - $12.7K
|
1.88K
$226K
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
60+ 1.01% |
$10.1K - $12.7K
|
5.98K
$718K
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
59+ 1.06% |
$9.89K - $12.5K
|
5.65K
$678K
|
|
Dec 15, 2022
Q2 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
59+ 4.68% |
$9.89K - $12.5K
|
1.32K
$158K
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
59+ 0.2% |
$9.89K - $12.5K
|
29K
$3.49M
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
59+ 6.21% |
$9.89K - $12.5K
|
1.01K
$121K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
57+ 3.82% |
$9.56K - $12.1K
|
1.55K
$186K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
54New |
$9.05K - $11.4K
|
54
$6.48K
|