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 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
53+ 0.16% |
$8.89K - $11.2K
|
32.4K
$3.48M
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
52+ 1.09% |
$8.72K - $11K
|
4.84K
$520K
|
|
|
Jul 11, 2022
Q2 2022
|
Addison Capital CO
|
BUY
|
- |
51+ 0.61% |
$8.55K - $10.8K
|
8.43K
$907K
|
|
|
Aug 09, 2022
Q2 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
51+ 1.44% |
$8.55K - $10.8K
|
3.59K
$386K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
50+ 1.47% |
$8.38K - $10.6K
|
3.45K
$371K
|
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
50+ 2.63% |
$8.38K - $10.6K
|
1.95K
$210K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
48+ 177.78% |
$8.05K - $10.2K
|
75
$8.06K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
47+ 48.45% |
$7.88K - $9.96K
|
144
$15.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
45+ 3.73% |
$7.55K - $9.53K
|
1.25K
$134K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
44+ 9.19% |
$7.38K - $9.32K
|
523
$56.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
43+ 2.23% |
$7.21K - $9.11K
|
1.97K
$212K
|
|
|
Aug 15, 2022
Q2 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
41+ 1.48% |
$6.87K - $8.69K
|
2.81K
$302K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
41New |
$6.87K - $8.69K
|
41
$4.41K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
40New |
$6.71K - $8.47K
|
40
$4.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
39+ 0.37% |
$6.54K - $8.26K
|
10.5K
$1.13M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
36+ 1.97% |
$6.04K - $7.63K
|
1.86K
$200K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
36+ 0.81% |
$6.04K - $7.63K
|
4.47K
$480K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
35+ 0.68% |
$5.87K - $7.42K
|
5.22K
$561K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
34+ 1.76% |
$5.7K - $7.2K
|
1.97K
$211K
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
33+ 0.54% |
$5.53K - $6.99K
|
6.17K
$663K
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
33+ 1.42% |
$5.53K - $6.99K
|
2.36K
$253K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
33+ 1.28% |
$5.53K - $6.99K
|
2.62K
$282K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
33New |
$5.53K - $6.99K
|
33
$3.55K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
32+ 51.61% |
$5.37K - $6.78K
|
94
$10.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
31+ 2.73% |
$5.2K - $6.57K
|
1.17K
$125K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
28+ 0.72% |
$4.69K - $5.93K
|
3.94K
$424K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
28+ 9.18% |
$4.69K - $5.93K
|
333
$35.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
27+ 0.7% |
$4.53K - $5.72K
|
3.88K
$417K
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
26+ 0.32% |
$4.36K - $5.51K
|
8.22K
$884K
|
|
|
Aug 03, 2022
Q2 2022
|
Saybrook Capital
|
BUY
|
- |
25+ 0.04% |
$4.19K - $5.3K
|
60.6K
$6.52M
|
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
23+ 1.11% |
$3.86K - $4.87K
|
2.1K
$226K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
22New |
$3.69K - $4.66K
|
22
$2.37K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21New |
$3.52K - $4.45K
|
21
$2.26K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
21+ 5.93% |
$3.52K - $4.45K
|
375
$40.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
20+ 0.56% |
$3.35K - $4.24K
|
3.62K
$390K
|
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
19+ 1.54% |
$3.19K - $4.03K
|
1.25K
$135K
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
19+ 0.94% |
$3.19K - $4.03K
|
2.05K
$220K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
19+ 38.0% |
$3.19K - $4.03K
|
69
$7.42K
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
19+ 0.17% |
$3.19K - $4.03K
|
11.4K
$1.23M
|
|
|
Jul 20, 2022
Q2 2022
|
Lincoln Capital LLC
|
BUY
|
- |
18+ 0.03% |
$3.02K - $3.81K
|
65.9K
$7.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
18+ 1.49% |
$3.02K - $3.81K
|
1.23K
$132K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
16+ 72.73% |
$2.68K - $3.39K
|
38
$4.09K
|
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
BUY
|
- |
16+ 0.77% |
$2.68K - $3.39K
|
2.1K
$226K
|
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
15+ 1.26% |
$2.52K - $3.18K
|
1.21K
$130K
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
15+ 0.35% |
$2.52K - $3.18K
|
4.31K
$463K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
14+ 87.5% |
$2.35K - $2.97K
|
30
$3.23K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
13+ 1.08% |
$2.18K - $2.75K
|
1.21K
$130K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
13+ 0.56% |
$2.18K - $2.75K
|
2.32K
$250K
|
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
12+ 0.74% |
$2.01K - $2.54K
|
1.64K
$176K
|
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
12+ 0.64% |
$2.01K - $2.54K
|
1.88K
$202K
|