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 |
---|---|---|---|---|---|---|---|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
445+ 20.58% |
$74.4K - $84.2K
|
2.61K
$280K
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
444+ 9.99% |
$74.2K - $84K
|
4.89K
$526K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
441+ 4.73% |
$73.7K - $83.5K
|
9.77K
$1.05M
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
435+ 2.69% |
$72.7K - $82.3K
|
16.6K
$1.79M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
417+ 9.65% |
$69.7K - $78.9K
|
4.74K
$509K
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
414+ 7.31% |
$69.2K - $78.3K
|
6.08K
$654K
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
410+ 4.16% |
$68.5K - $77.6K
|
10.3K
$1.1M
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
400+ 23.92% |
$66.8K - $75.7K
|
2.07K
$223K
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
392+ 12.44% |
$65.5K - $74.2K
|
3.54K
$381K
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
387+ 5.7% |
$64.7K - $73.2K
|
7.18K
$772K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
387+ 8.5% |
$64.7K - $73.2K
|
4.94K
$531K
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
383+ 7.84% |
$64K - $72.5K
|
5.27K
$567K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
381+ 1.78% |
$63.7K - $72.1K
|
21.8K
$2.34M
|
|
Jul 25, 2023
Q2 2023
|
Albert D Mason Inc
|
BUY
|
- |
369+ 29.5% |
$61.7K - $69.8K
|
1.62K
$174K
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
360+ 15.25% |
$60.2K - $68.1K
|
2.72K
$293K
|
|
Aug 02, 2023
Q2 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
356+ 0.38% |
$59.5K - $67.4K
|
95K
$10.2M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
352+ 6.86% |
$58.8K - $66.6K
|
5.48K
$589K
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
350+ 3.23% |
$58.5K - $66.2K
|
11.2K
$1.2M
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
342+ 0.27% |
$57.1K - $64.7K
|
128K
$13.8M
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
339+ 0.75% |
$56.6K - $64.2K
|
45.3K
$4.87M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
339+ 13.72% |
$56.6K - $64.2K
|
2.81K
$302K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
326+ 15.93% |
$54.5K - $61.7K
|
2.37K
$255K
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
319+ 7.45% |
$53.3K - $60.4K
|
4.6K
$495K
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
310+ 13.6% |
$51.8K - $58.7K
|
2.59K
$279K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
310+ 5.28% |
$51.8K - $58.7K
|
6.18K
$664K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
306+ 302.97% |
$51.1K - $57.9K
|
407
$43.8K
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
306+ 3.49% |
$51.1K - $57.9K
|
9.08K
$977K
|
|
Aug 11, 2023
Q2 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
303+ 0.59% |
$50.6K - $57.3K
|
52K
$5.59M
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
300+ 0.25% |
$50.1K - $56.8K
|
120K
$12.9M
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
293+ 0.12% |
$49K - $55.5K
|
236K
$25.4M
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
292+ 36.64% |
$48.8K - $55.3K
|
1.09K
$117K
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
286+ 0.52% |
$47.8K - $54.1K
|
55.3K
$5.95M
|
|
Aug 02, 2023
Q2 2023
|
Saybrook Capital
|
BUY
|
- |
285+ 0.47% |
$47.6K - $53.9K
|
61.2K
$6.58M
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
283+ 10.54% |
$47.3K - $53.6K
|
2.97K
$319K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
276+ 6.57% |
$46.1K - $52.2K
|
4.48K
$482K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
270+ 5.17% |
$45.1K - $51.1K
|
5.49K
$591K
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
268+ 7.15% |
$44.8K - $50.7K
|
4.02K
$432K
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
260+ 14.18% |
$43.4K - $49.2K
|
2.09K
$225K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
255New |
$42.6K - $48.3K
|
255
$27.4K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
252+ 0.48% |
$42.1K - $47.7K
|
53.1K
$5.7M
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
248+ 2.54% |
$41.4K - $46.9K
|
10K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
244New |
$40.8K - $46.2K
|
244
$26.2K
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
242+ 1.26% |
$40.4K - $45.8K
|
19.5K
$2.09M
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
235+ 2.79% |
$39.3K - $44.5K
|
8.66K
$931K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
231+ 31.77% |
$38.6K - $43.7K
|
958
$103K
|
|
Aug 14, 2023
Q2 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
229+ 0.52% |
$38.3K - $43.3K
|
44.5K
$4.79M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
227+ 3.78% |
$37.9K - $43K
|
6.24K
$671K
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
226+ 4.26% |
$37.8K - $42.8K
|
5.53K
$595K
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
223+ 1.45% |
$37.3K - $42.2K
|
15.6K
$1.68M
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
223+ 3.05% |
$37.3K - $42.2K
|
7.54K
$811K
|