Purchases and Sales Made in Q2 2024 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q2 2024. 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, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.47K+ 31.95% |
$185K - $219K
|
6.05K
$719K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.46K+ 26.03% |
$184K - $217K
|
7.06K
$838K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 6.98% |
$178K - $211K
|
21.7K
$2.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.4K+ 20.39% |
$177K - $209K
|
8.29K
$984K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.4K+ 5.47% |
$176K - $208K
|
26.9K
$3.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.4K+ 5.47% |
$176K - $208K
|
26.9K
$3.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.39K+ 21.44% |
$175K - $207K
|
7.87K
$935K
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.38K+ 91.11% |
$174K - $206K
|
2.9K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
1.35K+ 10.21% |
$170K - $201K
|
14.5K
$1.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.33K+ 36.46% |
$168K - $198K
|
4.98K
$591K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.31K+ 41.73% |
$166K - $196K
|
4.46K
$530K
|
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.25K+ 3.92% |
$157K - $186K
|
33K
$3.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.24K+ 2.32% |
$156K - $185K
|
54.8K
$6.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.23K+ 7.19% |
$155K - $184K
|
18.4K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.23K+ 63.71% |
$155K - $183K
|
3.15K
$374K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.21K+ 27.32% |
$153K - $181K
|
5.65K
$670K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.17K+ 30.37% |
$148K - $174K
|
5.02K
$596K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.15K+ 2.94% |
$145K - $171K
|
40.2K
$4.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.14K+ 76.34% |
$143K - $169K
|
2.62K
$311K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.13K+ 11.92% |
$143K - $169K
|
10.6K
$1.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.12K+ 13.46% |
$141K - $167K
|
9.43K
$1.12M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1K+ 43.18% |
$126K - $150K
|
3.33K
$395K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1KNew |
$126K - $149K
|
1K
$119K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
986+ 8.12% |
$124K - $147K
|
13.1K
$1.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
962+ 12.78% |
$121K - $143K
|
8.49K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
954+ 28.72% |
$120K - $142K
|
4.28K
$508K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
950+ 13.55% |
$120K - $142K
|
7.96K
$945K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
949+ 5.41% |
$120K - $141K
|
18.5K
$2.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
942+ 16.94% |
$119K - $140K
|
6.5K
$772K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
941+ 27.6% |
$119K - $140K
|
4.35K
$517K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
934New |
$118K - $139K
|
934
$111K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
932+ 11.93% |
$118K - $139K
|
8.75K
$1.04M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
926+ 2.33% |
$117K - $138K
|
40.6K
$4.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
923+ 39.61% |
$116K - $138K
|
3.25K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
900+ 40.91% |
$113K - $134K
|
3.1K
$368K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
890+ 11.89% |
$112K - $133K
|
8.37K
$994K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
882New |
$111K - $131K
|
882
$105K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
871+ 6.94% |
$110K - $130K
|
13.4K
$1.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
858+ 10.31% |
$108K - $128K
|
9.18K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
825+ 4.43% |
$104K - $123K
|
19.4K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
822+ 16.03% |
$104K - $123K
|
5.95K
$706K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
821+ 38.62% |
$104K - $122K
|
2.95K
$350K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
814+ 1.32% |
$103K - $121K
|
62.3K
$7.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
792+ 3.47% |
$99.9K - $118K
|
23.6K
$2.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
791New |
$99.7K - $118K
|
791
$93.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
783+ 10.76% |
$98.7K - $117K
|
8.06K
$957K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
783New |
$98.7K - $117K
|
783
$92.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
765+ 15.48% |
$96.5K - $114K
|
5.71K
$678K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
763+ 13.46% |
$96.2K - $114K
|
6.43K
$763K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
762+ 10.21% |
$96.1K - $114K
|
8.23K
$977K
|