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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
12+ 0.64% |
$2.01K - $2.54K
|
1.88K
$223K
|
|
|
Aug 26, 2022
Q2 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
10+ 0.2% |
$1.68K - $2.12K
|
4.96K
$589K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10New |
$1.68K - $2.12K
|
10
$1.19K
|
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
10+ 0.15% |
$1.68K - $2.12K
|
6.5K
$772K
|
|
|
Aug 15, 2022
Q2 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
9+ 0.25% |
$1.51K - $1.91K
|
3.67K
$436K
|
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.24% |
$1.51K - $1.91K
|
3.78K
$448K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
9New |
$1.51K - $1.91K
|
9
$1.07K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8+ 0.64% |
$1.34K - $1.69K
|
1.26K
$150K
|
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
7+ 0.23% |
$1.17K - $1.48K
|
3.06K
$363K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
7+ 2.4% |
$1.17K - $1.48K
|
299
$35.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.68% |
$1.17K - $1.48K
|
1.04K
$124K
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
6+ 0.14% |
$1.01K - $1.27K
|
4.17K
$495K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 1.06% |
$1.01K - $1.27K
|
573
$68K
|
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
6+ 0.3% |
$1.01K - $1.27K
|
2K
$238K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6+ 0.25% |
$1.01K - $1.27K
|
2.4K
$285K
|
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
6+ 0.36% |
$1.01K - $1.27K
|
1.69K
$201K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5+ 0.1% |
$838 - $1.06K
|
4.95K
$587K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5+ 0.18% |
$838 - $1.06K
|
2.81K
$334K
|
|
|
Jul 15, 2022
Q2 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
3+ 20.0% |
$503 - $636
|
18
$2.14K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.84% |
$335 - $424
|
239
$28.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2+ 0.08% |
$335 - $424
|
2.39K
$284K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.07% |
$168 - $212
|
1.42K
$169K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.13% |
$168 - $212
|
779
$92.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.47% |
$168 - $212
|
69
$8.19K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
1+ 0.08% |
$168 - $212
|
1.31K
$156K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.56% |
$168 - $212
|
179
$21.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.02% |
$168 - $212
|
6.19K
$735K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.05% |
$168 - $212
|
1.99K
$236K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.65% |
$168 - $212
|
154
$18.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1New |
$168 - $212
|
1
$119
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.85% |
$168 - $212
|
119
$14.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.25% |
$168 - $212
|
407
$48.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.88% |
$168 - $212
|
115
$13.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$168 - $212
|
14.8K
$1.75M
|
|
|
Aug 12, 2022
Q2 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$168 - $212
|
13.1K
$1.55M
|
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.03% |
$168 - $212
|
3.78K
$448K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.1% |
$168 - $212
|
977
$116K
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$168 - $212
|
2.14K
$254K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.74% |
$168 - $212
|
136
$16.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1- 0.19% |
$168 - $212
|
513
$60.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2- 0.07% |
$335 - $424
|
2.87K
$340K
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2- 0.03% |
$335 - $424
|
5.89K
$699K
|
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-2- 0.1% |
$335 - $424
|
1.97K
$234K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 15.38% |
$335 - $424
|
11
$1.31K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2- 0.12% |
$335 - $424
|
1.7K
$202K
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$503 - $636
|
4.97K
$590K
|
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5- 11.36% |
$838 - $1.06K
|
39
$4.63K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-5- 0.68% |
$838 - $1.06K
|
735
$87.3K
|