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 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
106+ 2.12% |
$17.7K - $20.1K
|
5.1K
$612K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
105New |
$17.5K - $19.9K
|
105
$12.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
101+ 0.89% |
$16.9K - $19.1K
|
11.4K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
101+ 0.38% |
$16.9K - $19.1K
|
26.3K
$3.16M
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
100New |
$16.7K - $18.9K
|
100
$12K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
100New |
$16.7K - $18.9K
|
100
$12K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
99+ 2.19% |
$16.5K - $18.7K
|
4.62K
$554K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
98+ 22.63% |
$16.4K - $18.5K
|
531
$63.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
98+ 1.31% |
$16.4K - $18.5K
|
7.58K
$910K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
95+ 1.01% |
$15.9K - $18K
|
9.49K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
95+ 0.32% |
$15.9K - $18K
|
29.5K
$3.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
94+ 2.94% |
$15.7K - $17.8K
|
3.29K
$395K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
94+ 0.38% |
$15.7K - $17.8K
|
24.6K
$2.95M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
92+ 0.72% |
$15.4K - $17.4K
|
12.9K
$1.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
92+ 1.65% |
$15.4K - $17.4K
|
5.65K
$679K
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
88+ 3.04% |
$14.7K - $16.7K
|
2.98K
$358K
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
88+ 2.37% |
$14.7K - $16.7K
|
3.8K
$457K
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
82+ 0.5% |
$13.7K - $15.5K
|
16.6K
$1.99M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
81+ 20.1% |
$13.5K - $15.3K
|
484
$58.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
81New |
$13.5K - $15.3K
|
81
$9.73K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
80New |
$13.4K - $15.1K
|
80
$9.61K
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
78+ 3.69% |
$13K - $14.8K
|
2.19K
$263K
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
71New |
$11.9K - $13.4K
|
71
$8.53K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
70+ 0.26% |
$11.7K - $13.2K
|
26.7K
$3.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
70+ 368.42% |
$11.7K - $13.2K
|
89
$10.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
69+ 1.42% |
$11.5K - $13.1K
|
4.93K
$593K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
68+ 0.35% |
$11.4K - $12.9K
|
19.5K
$2.34M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
68+ 4.55% |
$11.4K - $12.9K
|
1.56K
$187K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
66New |
$11K - $12.5K
|
66
$7.93K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
64+ 5.83% |
$10.7K - $12.1K
|
1.16K
$140K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
63+ 4.21% |
$10.5K - $11.9K
|
1.56K
$187K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
62+ 2.9% |
$10.4K - $11.7K
|
2.2K
$264K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
60New |
$10K - $11.4K
|
60
$7.21K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
59New |
$9.86K - $11.2K
|
59
$7.09K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
56+ 4.46% |
$9.36K - $10.6K
|
1.31K
$158K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
56New |
$9.36K - $10.6K
|
56
$6.73K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
55+ 0.39% |
$9.19K - $10.4K
|
14.3K
$1.71M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
55+ 4.26% |
$9.19K - $10.4K
|
1.35K
$162K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
53+ 4.97% |
$8.86K - $10K
|
1.12K
$135K
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
53+ 4.53% |
$8.86K - $10K
|
1.22K
$147K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
53New |
$8.86K - $10K
|
53
$6.36K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
53+ 0.51% |
$8.86K - $10K
|
10.4K
$1.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
51+ 1.7% |
$8.52K - $9.65K
|
3.05K
$366K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
51+ 4.31% |
$8.52K - $9.65K
|
1.23K
$148K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
51+ 0.89% |
$8.52K - $9.65K
|
5.76K
$692K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
50+ 0.89% |
$8.36K - $9.46K
|
5.64K
$677K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
50+ 4.33% |
$8.36K - $9.46K
|
1.21K
$145K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
50+ 416.67% |
$8.36K - $9.46K
|
62
$7.45K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
48+ 3.82% |
$8.02K - $9.08K
|
1.3K
$156K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
48+ 3.45% |
$8.02K - $9.08K
|
1.44K
$173K
|