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 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
96+ 20.04% |
$12.1K - $14.3K
|
575
$64.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
94+ 3.08% |
$11.9K - $14K
|
3.14K
$350K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
90+ 3.6% |
$11.3K - $13.4K
|
2.59K
$289K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
90+ 23.62% |
$11.3K - $13.4K
|
471
$52.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
86+ 2.78% |
$10.8K - $12.8K
|
3.18K
$354K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
85+ 2.94% |
$10.7K - $12.7K
|
2.97K
$331K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
84+ 4.63% |
$10.6K - $12.5K
|
1.9K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
84+ 1.44% |
$10.6K - $12.5K
|
5.9K
$657K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
83+ 3.31% |
$10.5K - $12.4K
|
2.59K
$288K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
83+ 3.41% |
$10.5K - $12.4K
|
2.52K
$280K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
82+ 134.43% |
$10.3K - $12.2K
|
143
$15.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
75+ 833.33% |
$9.46K - $11.2K
|
84
$9.36K
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
72+ 1.31% |
$9.08K - $10.7K
|
5.56K
$620K
|
|
|
Aug 13, 2024
Q2 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
66+ 0.96% |
$8.32K - $9.84K
|
6.94K
$774K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
65+ 2.18% |
$8.2K - $9.69K
|
3.05K
$340K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
61+ 2.51% |
$7.69K - $9.09K
|
2.49K
$278K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
61+ 2.36% |
$7.69K - $9.09K
|
2.65K
$295K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
60New |
$7.56K - $8.94K
|
60
$6.69K
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
58+ 2.14% |
$7.31K - $8.65K
|
2.76K
$308K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
56+ 0.85% |
$7.06K - $8.35K
|
6.62K
$738K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
56+ 0.8% |
$7.06K - $8.35K
|
7.04K
$785K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
55+ 12.42% |
$6.93K - $8.2K
|
498
$55.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
51+ 0.56% |
$6.43K - $7.6K
|
9.21K
$1.03M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
49+ 5.81% |
$6.18K - $7.3K
|
893
$99.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
49+ 24.5% |
$6.18K - $7.3K
|
249
$27.7K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
48+ 0.36% |
$6.05K - $7.16K
|
13.3K
$1.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
43+ 0.49% |
$5.42K - $6.41K
|
8.81K
$982K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
43New |
$5.42K - $6.41K
|
43
$4.79K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
40+ 1.84% |
$5.04K - $5.96K
|
2.22K
$247K
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
40+ 1.4% |
$5.04K - $5.96K
|
2.9K
$323K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
38+ 1.82% |
$4.79K - $5.67K
|
2.12K
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
36+ 0.91% |
$4.54K - $5.37K
|
4.01K
$447K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
34+ 0.83% |
$4.29K - $5.07K
|
4.12K
$459K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
33+ 0.75% |
$4.16K - $4.92K
|
4.43K
$494K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
29New |
$3.66K - $4.32K
|
29
$3.23K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
28New |
$3.53K - $4.17K
|
28
$3.12K
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
28New |
$3.53K - $4.17K
|
28
$3.12K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
28New |
$3.53K - $4.17K
|
28
$3.12K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
26+ 1.26% |
$3.28K - $3.88K
|
2.1K
$233K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
24+ 1.53% |
$3.03K - $3.58K
|
1.6K
$178K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
22+ 0.06% |
$2.77K - $3.28K
|
39K
$4.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
21+ 0.48% |
$2.65K - $3.13K
|
4.36K
$486K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
20+ 1.29% |
$2.52K - $2.98K
|
1.57K
$175K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19+ 5.16% |
$2.4K - $2.83K
|
387
$43.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
19+ 5.9% |
$2.4K - $2.83K
|
341
$38K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
18New |
$2.27K - $2.68K
|
18
$2.01K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
17+ 0.72% |
$2.14K - $2.53K
|
2.37K
$264K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
17+ 0.86% |
$2.14K - $2.53K
|
1.99K
$221K
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
17+ 0.05% |
$2.14K - $2.53K
|
34K
$3.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
15New |
$1.89K - $2.24K
|
15
$1.67K
|