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 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
140New |
$14K - $16.2K
|
140
$15.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
135+ 1.48% |
$13.5K - $15.6K
|
9.27K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
134+ 4.22% |
$13.4K - $15.5K
|
3.31K
$369K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
131+ 2.74% |
$13.1K - $15.2K
|
4.91K
$548K
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
130+ 2.87% |
$13K - $15K
|
4.66K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
127+ 3.08% |
$12.7K - $14.7K
|
4.25K
$474K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
125+ 10.28% |
$12.5K - $14.5K
|
1.34K
$149K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
125+ 1250.0% |
$12.5K - $14.5K
|
135
$15K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
123+ 0.3% |
$12.3K - $14.2K
|
40.6K
$4.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
123+ 9.56% |
$12.3K - $14.2K
|
1.41K
$157K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
113+ 753.33% |
$11.3K - $13.1K
|
128
$14.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
BUY
|
- |
112+ 0.43% |
$11.2K - $13K
|
26.4K
$2.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
101+ 2.94% |
$10.1K - $11.7K
|
3.54K
$395K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
96+ 86.49% |
$9.59K - $11.1K
|
207
$23.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
96+ 3.01% |
$9.59K - $11.1K
|
3.29K
$366K
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
90+ 3.76% |
$8.99K - $10.4K
|
2.48K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
88+ 0.44% |
$8.79K - $10.2K
|
20.2K
$2.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
86+ 0.12% |
$8.59K - $9.95K
|
73.2K
$8.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
86New |
$8.59K - $9.95K
|
86
$9.58K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
83+ 1.64% |
$8.29K - $9.61K
|
5.14K
$573K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
82+ 41.0% |
$8.19K - $9.49K
|
282
$31.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
82+ 1.49% |
$8.19K - $9.49K
|
5.58K
$622K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
80+ 10.62% |
$7.99K - $9.26K
|
833
$92.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
75+ 7.58% |
$7.49K - $8.68K
|
1.07K
$119K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
75+ 326.09% |
$7.49K - $8.68K
|
98
$10.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
72+ 0.25% |
$7.19K - $8.33K
|
28.3K
$3.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
71New |
$7.09K - $8.22K
|
71
$7.91K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
63+ 1.75% |
$6.29K - $7.29K
|
3.66K
$407K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
60+ 0.18% |
$5.99K - $6.95K
|
34.1K
$3.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
60New |
$5.99K - $6.95K
|
60
$6.69K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
57+ 203.57% |
$5.69K - $6.6K
|
85
$9.47K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
55+ 0.7% |
$5.49K - $6.37K
|
7.93K
$883K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
54+ 30.0% |
$5.39K - $6.25K
|
234
$26.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
53+ 1.74% |
$5.29K - $6.13K
|
3.1K
$345K
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
50+ 0.21% |
$4.99K - $5.79K
|
24K
$2.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
48+ 12.0% |
$4.79K - $5.56K
|
448
$49.9K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
47+ 78.33% |
$4.69K - $5.44K
|
107
$11.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
44+ 1.77% |
$4.39K - $5.09K
|
2.54K
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
43+ 1.01% |
$4.29K - $4.98K
|
4.3K
$479K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42+ 0.92% |
$4.19K - $4.86K
|
4.59K
$512K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
40+ 800.0% |
$3.99K - $4.63K
|
45
$5.01K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
39+ 1.54% |
$3.89K - $4.51K
|
2.57K
$286K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
39+ 1.12% |
$3.89K - $4.51K
|
3.53K
$393K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
33+ 1.74% |
$3.3K - $3.82K
|
1.93K
$215K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
33+ 0.65% |
$3.3K - $3.82K
|
5.15K
$574K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
31New |
$3.1K - $3.59K
|
31
$3.45K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
31New |
$3.1K - $3.59K
|
31
$3.45K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
30+ 300.0% |
$3K - $3.47K
|
40
$4.46K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
29+ 116.0% |
$2.9K - $3.36K
|
54
$6.02K
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
28+ 0.37% |
$2.8K - $3.24K
|
7.6K
$847K
|