Purchases and Sales Made in Q2 2023 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q2 2023. 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 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-183- 1.97% |
$30.6K - $34.6K
|
9.1K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-184- 1.26% |
$30.7K - $34.8K
|
14.4K
$1.71M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-185- 6.27% |
$30.9K - $35K
|
2.77K
$328K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-186- 11.43% |
$31.1K - $35.2K
|
1.44K
$171K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-189- 8.46% |
$31.6K - $35.8K
|
2.05K
$243K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-190- 36.54% |
$31.7K - $36K
|
330
$39.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-199- 6.32% |
$33.3K - $37.7K
|
2.95K
$350K
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-200- 10.52% |
$33.4K - $37.9K
|
1.7K
$202K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-200- 1.28% |
$33.4K - $37.9K
|
15.5K
$1.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-200- 8.96% |
$33.4K - $37.9K
|
2.03K
$241K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-209- 4.52% |
$34.9K - $39.6K
|
4.42K
$524K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-211- 10.04% |
$35.3K - $39.9K
|
1.89K
$224K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-217- 1.76% |
$36.3K - $41.1K
|
12.1K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-229- 16.05% |
$38.3K - $43.3K
|
1.2K
$142K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-235- 2.24% |
$39.3K - $44.5K
|
10.3K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-237- 0.73% |
$39.6K - $44.9K
|
32.2K
$3.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-239- 0.82% |
$39.9K - $45.2K
|
29K
$3.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-240- 3.89% |
$40.1K - $45.4K
|
5.94K
$705K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-241- 0.27% |
$40.3K - $45.6K
|
89.3K
$10.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-250- 6.05% |
$41.8K - $47.3K
|
3.88K
$461K
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-250- 7.16% |
$41.8K - $47.3K
|
3.24K
$385K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-251- 2.7% |
$41.9K - $47.5K
|
9.05K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-253- 2.05% |
$42.3K - $47.9K
|
12.1K
$1.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-254- 3.41% |
$42.4K - $48.1K
|
7.2K
$855K
|
|
|
Aug 17, 2023
Q2 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-261- 0.6% |
$43.6K - $49.4K
|
43.5K
$5.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-268- 15.38% |
$44.8K - $50.7K
|
1.47K
$175K
|
|
|
Jul 07, 2023
Q2 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-275- 6.55% |
$46K - $52K
|
3.93K
$466K
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-279- 0.78% |
$46.6K - $52.8K
|
35.4K
$4.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
SELL
|
- |
-281- 0.96% |
$47K - $53.2K
|
29.1K
$3.45M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-285- 18.15% |
$47.6K - $53.9K
|
1.29K
$153K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-300- 3.66% |
$50.1K - $56.8K
|
7.89K
$937K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-304- 13.91% |
$50.8K - $57.5K
|
1.88K
$223K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-305- 6.22% |
$51K - $57.7K
|
4.6K
$546K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-310- 7.67% |
$51.8K - $58.7K
|
3.73K
$443K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-312- 7.27% |
$52.1K - $59K
|
3.98K
$472K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-313- 18.97% |
$52.3K - $59.2K
|
1.34K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-314- 1.62% |
$52.5K - $59.4K
|
19K
$2.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-319- 8.92% |
$53.3K - $60.4K
|
3.26K
$387K
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-320- 1.13% |
$53.5K - $60.6K
|
28K
$3.33M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-329- 0.78% |
$55K - $62.3K
|
42.1K
$5M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-342- 24.15% |
$57.1K - $64.7K
|
1.07K
$127K
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-355- 5.86% |
$59.3K - $67.2K
|
5.7K
$677K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-358- 15.77% |
$59.8K - $67.8K
|
1.91K
$227K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-361- 12.05% |
$60.3K - $68.3K
|
2.63K
$313K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-373- 3.78% |
$62.3K - $70.6K
|
9.49K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-377- 2.38% |
$63K - $71.3K
|
15.5K
$1.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-377- 0.4% |
$63K - $71.3K
|
92.7K
$11M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-383- 10.9% |
$64K - $72.5K
|
3.13K
$372K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-386- 5.29% |
$64.5K - $73.1K
|
6.91K
$821K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-388- 24.51% |
$64.8K - $73.4K
|
1.2K
$142K
|