Purchases and Sales Made in Q3 2021 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
314+ 64.48% |
$58.8K - $63.4K
|
801
$86.1K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
313+ 1.28% |
$58.6K - $63.2K
|
24.7K
$2.66M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
311+ 3.55% |
$58.2K - $62.7K
|
9.08K
$976K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
310+ 8.13% |
$58.1K - $62.5K
|
4.12K
$443K
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
301+ 18.33% |
$56.4K - $60.7K
|
1.94K
$209K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
300+ 2.2% |
$56.2K - $60.5K
|
14K
$1.5M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
290New |
$54.3K - $58.5K
|
290
$31.2K
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
278+ 5.31% |
$52.1K - $56.1K
|
5.51K
$592K
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
276+ 4.45% |
$51.7K - $55.7K
|
6.49K
$697K
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
267New |
$50K - $53.9K
|
267
$28.7K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
261+ 6.04% |
$48.9K - $52.7K
|
4.58K
$493K
|
|
Oct 05, 2021
Q3 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
251+ 8.37% |
$47K - $50.6K
|
3.25K
$349K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
247+ 19.65% |
$46.3K - $49.8K
|
1.5K
$162K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
247+ 9.59% |
$46.3K - $49.8K
|
2.82K
$303K
|
|
Nov 12, 2021
Q3 2021
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
244+ 1.5% |
$45.7K - $49.2K
|
16.6K
$1.78M
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
242+ 417.24% |
$45.3K - $48.8K
|
300
$32.3K
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
240+ 11.31% |
$44.9K - $48.4K
|
2.36K
$254K
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
234New |
$43.8K - $47.2K
|
234
$25.2K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
232+ 5.22% |
$43.4K - $46.8K
|
4.68K
$503K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
225+ 22.87% |
$42.1K - $45.4K
|
1.21K
$130K
|
|
Oct 12, 2021
Q3 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
219+ 3.0% |
$41K - $44.2K
|
7.53K
$809K
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
BUY
|
- |
217+ 4.35% |
$40.6K - $43.8K
|
5.2K
$559K
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
212+ 10.92% |
$39.7K - $42.8K
|
2.15K
$232K
|
|
Nov 09, 2021
Q3 2021
|
Td Asset Management Inc
|
BUY
|
- |
209+ 2.33% |
$39.1K - $42.2K
|
9.19K
$988K
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
209+ 0.66% |
$39.1K - $42.2K
|
32K
$3.44M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
209+ 66.56% |
$39.1K - $42.2K
|
523
$56.2K
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
BUY
|
- |
206+ 1.7% |
$38.6K - $41.6K
|
12.3K
$1.33M
|
|
Nov 16, 2021
Q3 2021
|
Pavion Blue Capital, LLC
|
BUY
|
- |
200+ 1.36% |
$37.5K - $40.4K
|
14.9K
$1.61M
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
199+ 6.38% |
$37.3K - $40.2K
|
3.32K
$357K
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
186+ 2.9% |
$34.8K - $37.5K
|
6.6K
$710K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
185+ 2.23% |
$34.6K - $37.3K
|
8.47K
$911K
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
182+ 4.97% |
$34.1K - $36.7K
|
3.85K
$413K
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
180+ 1.99% |
$33.7K - $36.3K
|
9.22K
$992K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
180+ 28.75% |
$33.7K - $36.3K
|
806
$86.7K
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
175+ 11.27% |
$32.8K - $35.3K
|
1.73K
$186K
|
|
Nov 10, 2021
Q3 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
173+ 2.59% |
$32.4K - $34.9K
|
6.85K
$737K
|
|
Nov 10, 2021
Q3 2021
|
Pictet North America Advisors Sa
|
BUY
|
- |
173+ 2.59% |
$32.4K - $34.9K
|
6.85K
$737K
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
171+ 7.8% |
$32K - $34.5K
|
2.36K
$254K
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
BUY
|
- |
170+ 5.62% |
$31.8K - $34.3K
|
3.2K
$344K
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
168+ 1.83% |
$31.5K - $33.9K
|
9.34K
$1M
|
|
Nov 15, 2021
Q3 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
164+ 1.25% |
$30.7K - $33.1K
|
13.3K
$1.43M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
161+ 2.31% |
$30.2K - $32.5K
|
7.13K
$767K
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
160+ 0.54% |
$30K - $32.3K
|
29.7K
$3.19M
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
159+ 8.99% |
$29.8K - $32.1K
|
1.93K
$207K
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
157+ 9.15% |
$29.4K - $31.7K
|
1.87K
$201K
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
155+ 8.18% |
$29K - $31.3K
|
2.05K
$220K
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
155+ 3.31% |
$29K - $31.3K
|
4.84K
$520K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
153+ 2.56% |
$28.7K - $30.9K
|
6.12K
$658K
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
152+ 1.8% |
$28.5K - $30.7K
|
8.6K
$924K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
145+ 3.46% |
$27.2K - $29.3K
|
4.33K
$466K
|