Purchases and Sales Made in Q2 2025 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q2 2025. 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 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.9K+ 15.27% |
$289K - $335K
|
21.9K
$2.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.86K+ 4.06% |
$285K - $331K
|
73.2K
$8.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.8KNew |
$280K - $324K
|
2.8K
$312K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.79K+ 8.81% |
$279K - $323K
|
34.5K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.73K+ 77.88% |
$272K - $315K
|
6.22K
$694K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.62K+ 103.8% |
$262K - $303K
|
5.15K
$574K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.6K+ 6.59% |
$259K - $301K
|
42K
$4.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
2.55K+ 18.12% |
$254K - $295K
|
16.6K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.53KNew |
$253K - $293K
|
2.53K
$282K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.47K+ 2.39% |
$247K - $286K
|
106K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.46K+ 2.36% |
$245K - $284K
|
106K
$11.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.45KNew |
$245K - $284K
|
2.45K
$273K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.38KNew |
$238K - $276K
|
2.38K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.37KNew |
$237K - $274K
|
2.37K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.35KNew |
$235K - $272K
|
2.35K
$262K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.35KNew |
$234K - $272K
|
2.35K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
2.31K+ 1.95% |
$231K - $267K
|
121K
$13.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.31K+ 13.11% |
$230K - $267K
|
19.9K
$2.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.26K+ 39.16% |
$225K - $261K
|
8.02K
$894K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.23K+ 51.38% |
$223K - $258K
|
6.57K
$732K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
2.22K+ 4.3% |
$221K - $257K
|
53.7K
$5.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.15K+ 77.84% |
$215K - $249K
|
4.92K
$548K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.09KNew |
$209K - $242K
|
2.09K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.08KNew |
$208K - $241K
|
2.08K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
2.05KNew |
$204K - $237K
|
2.05K
$228K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.01K+ 4.45% |
$201K - $233K
|
47.2K
$5.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
2K+ 68.21% |
$200K - $231K
|
4.93K
$549K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 5.18% |
$197K - $228K
|
40.1K
$4.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.9K+ 35.91% |
$189K - $219K
|
7.18K
$800K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.89K+ 12.93% |
$188K - $218K
|
16.5K
$1.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.88K+ 7.98% |
$187K - $217K
|
25.4K
$2.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.81K+ 36.48% |
$181K - $210K
|
6.77K
$755K
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
1.81K+ 10.55% |
$180K - $209K
|
18.9K
$2.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
1.7KNew |
$170K - $197K
|
1.7K
$189K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
1.67K+ 16.76% |
$167K - $193K
|
11.6K
$1.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.65K+ 0.92% |
$165K - $191K
|
181K
$20.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.58K+ 214.29% |
$157K - $182K
|
2.31K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.57K+ 18.95% |
$156K - $181K
|
9.83K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.57K+ 132.18% |
$156K - $181K
|
2.75K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.51K+ 70.62% |
$151K - $175K
|
3.66K
$408K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.4K+ 9.31% |
$140K - $162K
|
16.4K
$1.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.31K+ 1.46% |
$131K - $152K
|
91K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.31K+ 8.09% |
$131K - $152K
|
17.5K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 33.19% |
$131K - $152K
|
5.26K
$586K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.31K+ 1.66% |
$130K - $151K
|
79.9K
$8.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.3K+ 59.09% |
$130K - $150K
|
3.5K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.22K+ 6.23% |
$122K - $141K
|
20.9K
$2.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.22K+ 1.92% |
$121K - $141K
|
64.4K
$7.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.19K+ 992.5% |
$119K - $138K
|
1.31K
$146K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.17K+ 47.77% |
$117K - $135K
|
3.61K
$402K
|