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 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
217+ 4.24% |
$36.3K - $41.1K
|
5.33K
$573K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
215+ 18.79% |
$35.9K - $40.7K
|
1.36K
$146K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
214+ 15.59% |
$35.8K - $40.5K
|
1.59K
$171K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
207+ 4.47% |
$34.6K - $39.2K
|
4.84K
$520K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
205+ 5.73% |
$34.3K - $38.8K
|
3.78K
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
205+ 0.55% |
$34.3K - $38.8K
|
37.3K
$4.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
198+ 4.5% |
$33.1K - $37.5K
|
4.6K
$495K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
197+ 3.63% |
$32.9K - $37.3K
|
5.62K
$605K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
196+ 2.59% |
$32.8K - $37.1K
|
7.77K
$835K
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
188+ 5.32% |
$31.4K - $35.6K
|
3.72K
$400K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
184+ 5.41% |
$30.7K - $34.8K
|
3.58K
$385K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
184New |
$30.7K - $34.8K
|
184
$19.8K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
181New |
$30.2K - $34.3K
|
181
$19.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
178+ 0.57% |
$29.7K - $33.7K
|
31.5K
$3.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
177+ 0.11% |
$29.6K - $33.5K
|
157K
$16.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
175+ 2.2% |
$29.2K - $33.1K
|
8.12K
$873K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
173+ 7.46% |
$28.9K - $32.7K
|
2.49K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
170+ 12.17% |
$28.4K - $32.2K
|
1.57K
$168K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
169+ 8.24% |
$28.2K - $32K
|
2.22K
$239K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
169+ 3.07% |
$28.2K - $32K
|
5.67K
$610K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
169+ 8.19% |
$28.2K - $32K
|
2.23K
$240K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
152+ 0.79% |
$25.4K - $28.8K
|
19.3K
$2.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
BUY
|
- |
150+ 230.77% |
$25.1K - $28.4K
|
215
$23.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
149+ 6.58% |
$24.9K - $28.2K
|
2.41K
$259K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
149+ 3.08% |
$24.9K - $28.2K
|
4.99K
$536K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
149+ 9.14% |
$24.9K - $28.2K
|
1.78K
$191K
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
145+ 5.21% |
$24.2K - $27.4K
|
2.93K
$315K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
144+ 6.16% |
$24.1K - $27.3K
|
2.48K
$267K
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
140+ 3.16% |
$23.4K - $26.5K
|
4.58K
$492K
|
|
|
Jul 20, 2023
Q2 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
140+ 4.49% |
$23.4K - $26.5K
|
3.26K
$350K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
136+ 10.74% |
$22.7K - $25.7K
|
1.4K
$151K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
135+ 2.46% |
$22.6K - $25.5K
|
5.62K
$605K
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
130+ 0.31% |
$21.7K - $24.6K
|
42K
$4.52M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
129+ 1.43% |
$21.6K - $24.4K
|
9.17K
$986K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
124+ 100.0% |
$20.7K - $23.5K
|
248
$26.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
124+ 8.23% |
$20.7K - $23.5K
|
1.63K
$175K
|
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
124+ 1.22% |
$20.7K - $23.5K
|
10.3K
$1.11M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
124+ 33.42% |
$20.7K - $23.5K
|
495
$53.2K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
124+ 33.42% |
$20.7K - $23.5K
|
495
$53.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
123+ 1.5% |
$20.6K - $23.3K
|
8.3K
$893K
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
123+ 1.7% |
$20.6K - $23.3K
|
7.34K
$789K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
121+ 1.24% |
$20.2K - $22.9K
|
9.87K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
121+ 6.35% |
$20.2K - $22.9K
|
2.03K
$218K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
118+ 7.04% |
$19.7K - $22.3K
|
1.8K
$193K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
118+ 2.29% |
$19.7K - $22.3K
|
5.27K
$566K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
116+ 4.86% |
$19.4K - $22K
|
2.51K
$269K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
116+ 5.07% |
$19.4K - $22K
|
2.4K
$258K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
112+ 0.29% |
$18.7K - $21.2K
|
38.1K
$4.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
111+ 0.65% |
$18.5K - $21K
|
17.3K
$1.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
109+ 1.32% |
$18.2K - $20.6K
|
8.34K
$897K
|