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 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-9- 0.11% |
$899 - $1.04K
|
7.86K
$875K
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-12- 0.1% |
$1.2K - $1.39K
|
12.1K
$1.35M
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-13- 17.33% |
$1.3K - $1.5K
|
62
$6.91K
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-14- 0.33% |
$1.4K - $1.62K
|
4.25K
$474K
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-14- 35.9% |
$1.4K - $1.62K
|
25
$2.79K
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-15- 25.86% |
$1.5K - $1.74K
|
43
$4.79K
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-15- 0.37% |
$1.5K - $1.74K
|
4.01K
$447K
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-15- 0.53% |
$1.5K - $1.74K
|
2.81K
$313K
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-17- 0.05% |
$1.7K - $1.97K
|
36.6K
$4.07M
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-19- 0.82% |
$1.9K - $2.2K
|
2.31K
$257K
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-20- 0.17% |
$2K - $2.32K
|
11.5K
$1.28M
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-21Closed |
$2.1K - $2.43K
|
0
$0
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.93% |
$2.2K - $2.55K
|
2.35K
$261K
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-24- 5.62% |
$2.4K - $2.78K
|
403
$44.9K
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-25- 0.13% |
$2.5K - $2.89K
|
19.8K
$2.2M
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-25- 0.77% |
$2.5K - $2.89K
|
3.22K
$358K
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-25- 0.42% |
$2.5K - $2.89K
|
5.96K
$664K
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-29- 0.24% |
$2.9K - $3.36K
|
12.1K
$1.35M
|
|
Jul 28, 2025
Q2 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-30- 1.39% |
$3K - $3.47K
|
2.12K
$237K
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-31- 0.1% |
$3.1K - $3.59K
|
29.9K
$3.33M
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-37- 1.04% |
$3.69K - $4.28K
|
3.51K
$392K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-37- 19.58% |
$3.69K - $4.28K
|
152
$16.9K
|
|
Aug 13, 2025
Q2 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-42- 0.97% |
$4.19K - $4.86K
|
4.29K
$478K
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-42- 0.14% |
$4.19K - $4.86K
|
30.2K
$3.37M
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-43- 1.24% |
$4.29K - $4.98K
|
3.44K
$383K
|
|
Jul 09, 2025
Q2 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-45- 1.29% |
$4.49K - $5.21K
|
3.44K
$383K
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-47- 13.54% |
$4.69K - $5.44K
|
300
$33.4K
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-50- 0.76% |
$4.99K - $5.79K
|
6.52K
$726K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 38.17% |
$4.99K - $5.79K
|
81
$9.03K
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-50- 64.94% |
$4.99K - $5.79K
|
27
$3.01K
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-51- 67.11% |
$5.09K - $5.9K
|
25
$2.79K
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-51- 3.28% |
$5.09K - $5.9K
|
1.5K
$167K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-52- 10.0% |
$5.19K - $6.02K
|
468
$52.2K
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-52- 2.31% |
$5.19K - $6.02K
|
2.2K
$245K
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-52- 25.12% |
$5.19K - $6.02K
|
155
$17.3K
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-52- 0.47% |
$5.19K - $6.02K
|
11K
$1.23M
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-64- 1.14% |
$6.39K - $7.41K
|
5.57K
$621K
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-65- 19.4% |
$6.49K - $7.52K
|
270
$30.1K
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-66- 3.17% |
$6.59K - $7.64K
|
2.01K
$224K
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-68- 1.35% |
$6.79K - $7.87K
|
4.99K
$556K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-71- 63.39% |
$7.09K - $8.22K
|
41
$4.57K
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-71- 2.69% |
$7.09K - $8.22K
|
2.57K
$286K
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-73- 2.08% |
$7.29K - $8.45K
|
3.43K
$383K
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-74- 25.96% |
$7.39K - $8.57K
|
211
$23.5K
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-74- 1.92% |
$7.39K - $8.57K
|
3.79K
$422K
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-75- 16.74% |
$7.49K - $8.68K
|
373
$41.6K
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-75- 13.04% |
$7.49K - $8.68K
|
500
$55.7K
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-79- 3.48% |
$7.89K - $9.14K
|
2.19K
$244K
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-79- 1.77% |
$7.89K - $9.14K
|
4.39K
$489K
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-85- 90.43% |
$8.49K - $9.84K
|
9
$1K
|