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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
317+ 23.39% |
$40K - $47.3K
|
1.67K
$186K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
304+ 17.8% |
$38.3K - $45.3K
|
2.01K
$224K
|
|
Jul 18, 2024
Q2 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
300+ 5.92% |
$37.8K - $44.7K
|
5.37K
$599K
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
290+ 9.55% |
$36.6K - $43.2K
|
3.33K
$371K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
276+ 68.49% |
$34.8K - $41.1K
|
679
$75.7K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
270+ 23.77% |
$34K - $40.3K
|
1.41K
$157K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
234+ 27.59% |
$29.5K - $34.9K
|
1.08K
$121K
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
232+ 1.9% |
$29.3K - $34.6K
|
12.5K
$1.39M
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
226+ 226.0% |
$28.5K - $33.7K
|
326
$36.3K
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
225+ 6.71% |
$28.4K - $33.5K
|
3.58K
$399K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
221+ 8.9% |
$27.9K - $32.9K
|
2.71K
$301K
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
206+ 9.53% |
$26K - $30.7K
|
2.37K
$264K
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
205+ 14.65% |
$25.8K - $30.6K
|
1.6K
$179K
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
201+ 3.15% |
$25.3K - $30K
|
6.57K
$733K
|
|
Jul 30, 2024
Q2 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
200+ 2.45% |
$25.2K - $29.8K
|
8.35K
$930K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
199+ 3.86% |
$25.1K - $29.7K
|
5.36K
$597K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
197New |
$24.8K - $29.4K
|
197
$22K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
196New |
$24.7K - $29.2K
|
196
$21.8K
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
183+ 8.27% |
$23.1K - $27.3K
|
2.4K
$267K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
182+ 2.03% |
$22.9K - $27.1K
|
9.14K
$1.02M
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
180New |
$22.7K - $26.8K
|
180
$20.1K
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
177+ 11.0% |
$22.3K - $26.4K
|
1.79K
$199K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
175+ 6.83% |
$22.1K - $26.1K
|
2.74K
$305K
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
174+ 3.08% |
$21.9K - $25.9K
|
5.82K
$649K
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
173New |
$21.8K - $25.8K
|
173
$19.3K
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
166+ 2.49% |
$20.9K - $24.7K
|
6.83K
$761K
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
162+ 1.93% |
$20.4K - $24.2K
|
8.57K
$955K
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
156+ 6.45% |
$19.7K - $23.3K
|
2.58K
$287K
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
152+ 1.23% |
$19.2K - $22.7K
|
12.5K
$1.4M
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
150+ 6.94% |
$18.9K - $22.4K
|
2.31K
$258K
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
145+ 1.23% |
$18.3K - $21.6K
|
11.9K
$1.33M
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
143+ 0.44% |
$18K - $21.3K
|
32.7K
$3.65M
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
137+ 224.59% |
$17.3K - $20.4K
|
198
$22.1K
|
|
Aug 21, 2024
Q2 2024
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
135+ 0.43% |
$17K - $20.1K
|
31.6K
$3.52M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
127+ 4.13% |
$16K - $18.9K
|
3.2K
$356K
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
122+ 3.91% |
$15.4K - $18.2K
|
3.24K
$361K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
120+ 1.01% |
$15.1K - $17.9K
|
12K
$1.34M
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
117+ 4.33% |
$14.8K - $17.4K
|
2.82K
$314K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
113+ 6.88% |
$14.2K - $16.8K
|
1.76K
$196K
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
113+ 2.99% |
$14.2K - $16.8K
|
3.89K
$434K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
113+ 0.98% |
$14.2K - $16.8K
|
11.6K
$1.29M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
109+ 25.41% |
$13.7K - $16.2K
|
538
$60K
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
108+ 0.18% |
$13.6K - $16.1K
|
59K
$6.57M
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
105+ 3.56% |
$13.2K - $15.7K
|
3.06K
$341K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
101+ 5.15% |
$12.7K - $15.1K
|
2.06K
$230K
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
100+ 400.0% |
$12.6K - $14.9K
|
125
$13.9K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
99+ 6.35% |
$12.5K - $14.8K
|
1.66K
$185K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
99New |
$12.5K - $14.8K
|
99
$11K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
97+ 105.43% |
$12.2K - $14.5K
|
189
$21.1K
|
|
Aug 07, 2025
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
96+ 20.04% |
$12.1K - $14.3K
|
575
$64.1K
|