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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
144+ 3.18% |
$27K - $29.1K
|
4.67K
$554K
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
135+ 7.45% |
$25.3K - $27.2K
|
1.95K
$231K
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
132+ 6.31% |
$24.7K - $26.6K
|
2.23K
$264K
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
129+ 7.72% |
$24.2K - $26K
|
1.8K
$214K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
128+ 7.74% |
$24K - $25.8K
|
1.78K
$212K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
124+ 10.11% |
$23.2K - $25K
|
1.35K
$160K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
121+ 10.6% |
$22.7K - $24.4K
|
1.26K
$150K
|
|
|
Nov 04, 2021
Q3 2021
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
118+ 2.51% |
$22.1K - $23.8K
|
4.83K
$573K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
117+ 10.57% |
$21.9K - $23.6K
|
1.22K
$145K
|
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
116+ 1.32% |
$21.7K - $23.4K
|
8.87K
$1.05M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
114New |
$21.3K - $23K
|
114
$13.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
108+ 0.89% |
$20.2K - $21.8K
|
12.2K
$1.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
107+ 1.28% |
$20K - $21.6K
|
8.45K
$1M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
107+ 5.03% |
$20K - $21.6K
|
2.23K
$265K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
106+ 0.16% |
$19.9K - $21.4K
|
66.9K
$7.94M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
101New |
$18.9K - $20.4K
|
101
$12K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 10.15% |
$18.7K - $20.2K
|
1.09K
$129K
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
100+ 0.76% |
$18.7K - $20.2K
|
13.3K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
98+ 9.33% |
$18.4K - $19.8K
|
1.15K
$136K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
98New |
$18.4K - $19.8K
|
98
$11.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
95+ 9.06% |
$17.8K - $19.2K
|
1.14K
$136K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
90New |
$16.9K - $18.2K
|
90
$10.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
90+ 5.55% |
$16.9K - $18.2K
|
1.71K
$203K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
88+ 2.9% |
$16.5K - $17.8K
|
3.12K
$370K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
83New |
$15.5K - $16.7K
|
83
$9.85K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
79+ 0.27% |
$14.8K - $15.9K
|
29K
$3.45M
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
77+ 3.93% |
$14.4K - $15.5K
|
2.03K
$241K
|
|
|
Oct 28, 2021
Q3 2021
|
Dillon & Associates Inc
|
BUY
|
- |
75+ 0.65% |
$14K - $15.1K
|
11.5K
$1.37M
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
75+ 1.23% |
$14K - $15.1K
|
6.15K
$730K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
69New |
$12.9K - $13.9K
|
69
$8.19K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
69+ 2.99% |
$12.9K - $13.9K
|
2.37K
$282K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
68+ 1.88% |
$12.7K - $13.7K
|
3.68K
$437K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
68+ 1.38% |
$12.7K - $13.7K
|
4.99K
$592K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
67+ 121.82% |
$12.5K - $13.5K
|
122
$14.5K
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
67+ 2.58% |
$12.5K - $13.5K
|
2.67K
$317K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
66New |
$12.4K - $13.3K
|
66
$7.83K
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
66+ 0.74% |
$12.4K - $13.3K
|
8.97K
$1.06M
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
65+ 1.28% |
$12.2K - $13.1K
|
5.16K
$613K
|
|
|
Nov 12, 2021
Q3 2021
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
65+ 3.24% |
$12.2K - $13.1K
|
2.07K
$246K
|
|
|
Oct 04, 2021
Q3 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
63+ 2.35% |
$11.8K - $12.7K
|
2.75K
$326K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
60+ 1.74% |
$11.2K - $12.1K
|
3.51K
$417K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
57New |
$10.7K - $11.5K
|
57
$6.77K
|
|
|
Nov 03, 2021
Q3 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
57+ 1.58% |
$10.7K - $11.5K
|
3.67K
$436K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
56+ 1.56% |
$10.5K - $11.3K
|
3.66K
$434K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
55+ 5.97% |
$10.3K - $11.1K
|
977
$116K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
52+ 9.32% |
$9.74K - $10.5K
|
610
$72.4K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
52+ 2.15% |
$9.74K - $10.5K
|
2.47K
$294K
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
BUY
|
- |
50New |
$9.36K - $10.1K
|
50
$5.94K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
49+ 4.76% |
$9.18K - $9.89K
|
1.08K
$128K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
BUY
|
- |
47+ 100.0% |
$8.8K - $9.48K
|
94
$11.2K
|