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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
398+ 14.54% |
$39.7K - $46.1K
|
3.14K
$349K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
382+ 10.15% |
$38.1K - $44.2K
|
4.14K
$462K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
380+ 3.57% |
$37.9K - $44K
|
11K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
376+ 133.33% |
$37.5K - $43.5K
|
658
$73.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
374+ 0.91% |
$37.3K - $43.3K
|
41.4K
$4.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
361+ 3.27% |
$36K - $41.8K
|
11.4K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
357+ 7.58% |
$35.7K - $41.3K
|
5.07K
$565K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
331+ 55.44% |
$33.1K - $38.3K
|
928
$103K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
329+ 1.07% |
$32.9K - $38.1K
|
31.2K
$3.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
328+ 5.66% |
$32.8K - $38K
|
6.12K
$682K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
327+ 5.07% |
$32.7K - $37.9K
|
6.77K
$755K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
322+ 0.52% |
$32.2K - $37.3K
|
62K
$6.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
316+ 11.75% |
$31.6K - $36.6K
|
3.01K
$335K
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
300+ 5.43% |
$30K - $34.7K
|
5.82K
$649K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
292+ 7.27% |
$29.2K - $33.8K
|
4.31K
$480K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
291+ 5.98% |
$29.1K - $33.7K
|
5.15K
$574K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
290+ 5.23% |
$29K - $33.6K
|
5.83K
$650K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
284+ 12.38% |
$28.4K - $32.9K
|
2.58K
$287K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
278New |
$27.8K - $32.2K
|
278
$31K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
270+ 90.3% |
$27K - $31.3K
|
569
$63.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
267+ 5.0% |
$26.7K - $30.9K
|
5.61K
$625K
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
250+ 0.94% |
$25K - $28.9K
|
26.9K
$3M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
250+ 2.33% |
$25K - $28.9K
|
11K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
246+ 15.5% |
$24.6K - $28.5K
|
1.83K
$204K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
238+ 0.58% |
$23.8K - $27.5K
|
40.9K
$4.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
233+ 2.5% |
$23.3K - $27K
|
9.55K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
233New |
$23.3K - $27K
|
233
$26K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
227+ 5.0% |
$22.7K - $26.3K
|
4.77K
$531K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
224+ 10.18% |
$22.4K - $25.9K
|
2.42K
$270K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
215+ 4.34% |
$21.5K - $24.9K
|
5.17K
$576K
|
|
|
Jul 22, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
211+ 2.61% |
$21.1K - $24.4K
|
8.29K
$923K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
209New |
$20.9K - $24.2K
|
209
$23.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
203New |
$20.3K - $23.5K
|
203
$22.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
200New |
$20K - $23.2K
|
200
$22.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
199+ 6.86% |
$19.9K - $23K
|
3.1K
$345K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
198+ 3.48% |
$19.8K - $22.9K
|
5.89K
$656K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
195+ 8.15% |
$19.5K - $22.6K
|
2.59K
$288K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
188+ 2.49% |
$18.8K - $21.8K
|
7.74K
$863K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
186+ 6.17% |
$18.6K - $21.5K
|
3.2K
$357K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
179New |
$17.9K - $20.7K
|
179
$19.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
175+ 4.02% |
$17.5K - $20.3K
|
4.52K
$504K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
174+ 3.59% |
$17.4K - $20.1K
|
5.03K
$560K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
167+ 6.93% |
$16.7K - $19.3K
|
2.58K
$287K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
166+ 2.2% |
$16.6K - $19.2K
|
7.73K
$861K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
163+ 84.02% |
$16.3K - $18.9K
|
357
$39.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
150+ 3.96% |
$15K - $17.4K
|
3.94K
$439K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
143+ 76.47% |
$14.3K - $16.6K
|
330
$36.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
143+ 13.02% |
$14.3K - $16.6K
|
1.24K
$138K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
142+ 5.5% |
$14.2K - $16.4K
|
2.72K
$304K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
142+ 94.67% |
$14.2K - $16.4K
|
292
$32.5K
|