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
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.16K+ 12.9% |
$116K - $135K
|
10.2K
$1.14M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.16K+ 4.15% |
$116K - $134K
|
29.1K
$3.24M
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.15K+ 1.99% |
$115K - $133K
|
58.8K
$6.55M
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.13K+ 48.54% |
$113K - $131K
|
3.46K
$386K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1K+ 72.84% |
$110K - $127K
|
2.6K
$290K
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.09K+ 25.91% |
$109K - $126K
|
5.3K
$591K
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 24.79% |
$107K - $125K
|
5.42K
$604K
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.08K+ 47.59% |
$107K - $124K
|
3.33K
$372K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07KNew |
$107K - $124K
|
1.07K
$119K
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.02K+ 46.62% |
$102K - $118K
|
3.21K
$357K
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.01K+ 766.67% |
$101K - $117K
|
1.14K
$127K
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1K+ 12.81% |
$99.9K - $116K
|
8.81K
$981K
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
999+ 11.25% |
$99.8K - $116K
|
9.88K
$1.1M
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
976+ 39.34% |
$97.5K - $113K
|
3.46K
$385K
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
965+ 6.17% |
$96.4K - $112K
|
16.6K
$1.85M
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
963+ 20.22% |
$96.2K - $111K
|
5.73K
$638K
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
947+ 4.0% |
$94.6K - $110K
|
24.6K
$2.74M
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
900+ 26.25% |
$89.9K - $104K
|
4.33K
$482K
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
893+ 14.66% |
$89.2K - $103K
|
6.99K
$778K
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
873+ 9.93% |
$87.2K - $101K
|
9.67K
$1.08M
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
857+ 5.3% |
$85.6K - $99.2K
|
17K
$1.9M
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
809+ 11.5% |
$80.8K - $93.6K
|
7.84K
$874K
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
807+ 17.23% |
$80.6K - $93.4K
|
5.49K
$612K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
806+ 6.87% |
$80.5K - $93.3K
|
12.5K
$1.4M
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
798+ 1.44% |
$79.7K - $92.4K
|
56K
$6.24M
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
788+ 18.42% |
$78.7K - $91.2K
|
5.07K
$565K
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
746+ 17.98% |
$74.5K - $86.3K
|
4.89K
$545K
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
699+ 6.46% |
$69.8K - $80.9K
|
11.5K
$1.28M
|
|
Jul 17, 2025
Q2 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
690+ 2.92% |
$68.9K - $79.9K
|
24.3K
$2.71M
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
672+ 14.37% |
$67.1K - $77.8K
|
5.35K
$596K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
665+ 3.26% |
$66.4K - $77K
|
21.1K
$2.35M
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
650+ 0.26% |
$64.9K - $75.2K
|
247K
$27.6M
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
639+ 14.82% |
$63.8K - $74K
|
4.95K
$552K
|
|
Aug 05, 2025
Q2 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
605+ 1.37% |
$60.4K - $70K
|
44.7K
$4.98M
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
593+ 13.35% |
$59.2K - $68.6K
|
5.04K
$561K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
575+ 87.25% |
$57.4K - $66.6K
|
1.23K
$138K
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
574+ 16.99% |
$57.3K - $66.4K
|
3.95K
$440K
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
530+ 8.44% |
$52.9K - $61.3K
|
6.81K
$759K
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
521+ 15.58% |
$52K - $60.3K
|
3.87K
$431K
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
507+ 13.07% |
$50.6K - $58.7K
|
4.39K
$489K
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
500+ 271.74% |
$49.9K - $57.9K
|
684
$76.2K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
485New |
$48.4K - $56.1K
|
485
$54K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
479+ 2.7% |
$47.8K - $55.4K
|
18.2K
$2.03M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
458+ 31.09% |
$45.7K - $53K
|
1.93K
$215K
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
441+ 5.55% |
$44K - $51K
|
8.39K
$935K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
439+ 5.64% |
$43.8K - $50.8K
|
8.22K
$916K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
432+ 2.9% |
$43.1K - $50K
|
15.3K
$1.71M
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
429+ 3.96% |
$42.8K - $49.7K
|
11.3K
$1.26M
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
428+ 3.7% |
$42.7K - $49.5K
|
12K
$1.34M
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
424+ 4.93% |
$42.3K - $49.1K
|
9.03K
$1.01M
|