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
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
48+ 3.45% |
$8.02K - $9.08K
|
1.44K
$161K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
48+ 3.82% |
$8.02K - $9.08K
|
1.3K
$145K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
43+ 5.73% |
$7.19K - $8.14K
|
794
$88.5K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
41New |
$6.85K - $7.76K
|
41
$4.57K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
41+ 1.18% |
$6.85K - $7.76K
|
3.52K
$392K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
41+ 0.48% |
$6.85K - $7.76K
|
8.63K
$962K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
41+ 9.9% |
$6.85K - $7.76K
|
455
$50.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
40+ 1.37% |
$6.68K - $7.57K
|
2.96K
$330K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
38New |
$6.35K - $7.19K
|
38
$4.23K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
38+ 0.28% |
$6.35K - $7.19K
|
13.6K
$1.51M
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
37+ 2.13% |
$6.18K - $7K
|
1.78K
$198K
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
36+ 0.29% |
$6.02K - $6.81K
|
12.3K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35+ 2.77% |
$5.85K - $6.62K
|
1.3K
$145K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
35+ 8.14% |
$5.85K - $6.62K
|
465
$51.8K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
35New |
$5.85K - $6.62K
|
35
$3.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
35+ 2.21% |
$5.85K - $6.62K
|
1.62K
$181K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
34+ 0.69% |
$5.68K - $6.43K
|
4.95K
$552K
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
34+ 0.99% |
$5.68K - $6.43K
|
3.47K
$386K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33+ 2.52% |
$5.51K - $6.25K
|
1.34K
$150K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
33+ 0.78% |
$5.51K - $6.25K
|
4.25K
$473K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32+ 6.63% |
$5.35K - $6.06K
|
515
$57.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
30+ 0.58% |
$5.01K - $5.68K
|
5.21K
$580K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
30+ 1.86% |
$5.01K - $5.68K
|
1.65K
$184K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
29+ 0.53% |
$4.85K - $5.49K
|
5.47K
$609K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
28+ 2.39% |
$4.68K - $5.3K
|
1.2K
$134K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
26+ 1.85% |
$4.34K - $4.92K
|
1.43K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
26+ 0.52% |
$4.34K - $4.92K
|
5.02K
$560K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
25+ 1.84% |
$4.18K - $4.73K
|
1.38K
$154K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
22+ 0.53% |
$3.68K - $4.16K
|
4.19K
$467K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
21New |
$3.51K - $3.97K
|
21
$2.34K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
20+ 71.43% |
$3.34K - $3.79K
|
48
$5.35K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
19+ 3.7% |
$3.17K - $3.6K
|
533
$59.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
19+ 0.06% |
$3.17K - $3.6K
|
31.4K
$3.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
19+ 126.67% |
$3.17K - $3.6K
|
34
$3.79K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
18+ 1.05% |
$3.01K - $3.41K
|
1.74K
$194K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
17+ 10.12% |
$2.84K - $3.22K
|
185
$20.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
17+ 0.81% |
$2.84K - $3.22K
|
2.12K
$236K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
17New |
$2.84K - $3.22K
|
17
$1.89K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 20.78% |
$2.67K - $3.03K
|
93
$10.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16+ 0.77% |
$2.67K - $3.03K
|
2.1K
$234K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 0.44% |
$2.67K - $3.03K
|
3.65K
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
16+ 3.12% |
$2.67K - $3.03K
|
529
$59K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
15New |
$2.51K - $2.84K
|
15
$1.67K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
14+ 0.22% |
$2.34K - $2.65K
|
6.34K
$707K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.16% |
$2.17K - $2.46K
|
8.25K
$919K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
13+ 7.56% |
$2.17K - $2.46K
|
185
$20.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
13+ 0.62% |
$2.17K - $2.46K
|
2.11K
$235K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
13+ 0.62% |
$2.17K - $2.46K
|
2.12K
$236K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
11+ 0.73% |
$1.84K - $2.08K
|
1.52K
$169K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11New |
$1.84K - $2.08K
|
11
$1.23K
|