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 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
27+ 2.74% |
$2.7K - $3.13K
|
1.01K
$113K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
27+ 4.02% |
$2.7K - $3.13K
|
698
$77.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
25New |
$2.5K - $2.89K
|
25
$2.79K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
23New |
$2.3K - $2.66K
|
23
$2.56K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
20+ 7.3% |
$2K - $2.32K
|
294
$32.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
19+ 52.78% |
$1.9K - $2.2K
|
55
$6.13K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
18New |
$1.8K - $2.08K
|
18
$2.01K
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
16+ 0.08% |
$1.6K - $1.85K
|
19.3K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
15+ 1.88% |
$1.5K - $1.74K
|
815
$90.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
15+ 0.65% |
$1.5K - $1.74K
|
2.32K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
15+ 0.05% |
$1.5K - $1.74K
|
28.4K
$3.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
14New |
$1.4K - $1.62K
|
14
$1.56K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
12+ 600.0% |
$1.2K - $1.39K
|
14
$1.56K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
11New |
$1.1K - $1.27K
|
11
$1.23K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
10New |
$999 - $1.16K
|
10
$1.11K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10+ 29.41% |
$999 - $1.16K
|
44
$4.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
10+ 100.0% |
$999 - $1.16K
|
20
$2.23K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 2.42% |
$999 - $1.16K
|
424
$47.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 1.33% |
$799 - $926
|
611
$68.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
8New |
$799 - $926
|
8
$892
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
7New |
$699 - $810
|
7
$780
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
7+ 0.08% |
$699 - $810
|
8.38K
$934K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 11.76% |
$599 - $695
|
57
$6.35K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.38% |
$599 - $695
|
1.59K
$177K
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
5+ 0.2% |
$499 - $579
|
2.56K
$285K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4+ 4.08% |
$399 - $463
|
102
$11.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
3+ 1.24% |
$300 - $347
|
244
$27.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3+ 2.73% |
$300 - $347
|
113
$12.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.19% |
$300 - $347
|
1.59K
$177K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.77% |
$200 - $232
|
115
$12.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 1.42% |
$200 - $232
|
143
$15.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2+ 0.07% |
$200 - $232
|
2.82K
$314K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
2+ 0.02% |
$200 - $232
|
11.8K
$1.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2+ 1.6% |
$200 - $232
|
127
$14.2K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2+ 0.46% |
$200 - $232
|
439
$48.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 5.13% |
$200 - $232
|
41
$4.57K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1+ 2.33% |
$99.9 - $116
|
44
$4.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
1+ 0.01% |
$99.9 - $116
|
15.9K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.3% |
$99.9 - $116
|
78
$8.69K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.64% |
$99.9 - $116
|
62
$6.91K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1- 1.2% |
$99.9 - $116
|
82
$9.14K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-3- 0.34% |
$300 - $347
|
867
$96.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-3- 2.65% |
$300 - $347
|
110
$12.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-4- 0.09% |
$399 - $463
|
4.59K
$511K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-5- 1.96% |
$499 - $579
|
250
$27.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5- 0.15% |
$499 - $579
|
3.32K
$370K
|
|
|
Aug 06, 2025
Q2 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-6- 0.25% |
$599 - $695
|
2.42K
$270K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-7- 0.2% |
$699 - $810
|
3.51K
$391K
|