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 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
47+ 16.43% |
$8.8K - $9.48K
|
333
$39.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
45+ 3.2% |
$8.43K - $9.08K
|
1.45K
$172K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44+ 2.08% |
$8.24K - $8.88K
|
2.16K
$256K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
44+ 44.0% |
$8.24K - $8.88K
|
144
$17.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
40+ 0.9% |
$7.49K - $8.07K
|
4.46K
$530K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
40+ 2.15% |
$7.49K - $8.07K
|
1.9K
$226K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
39+ 0.5% |
$7.3K - $7.87K
|
7.91K
$939K
|
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
38+ 0.16% |
$7.12K - $7.67K
|
23.7K
$2.81M
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
38+ 13.92% |
$7.12K - $7.67K
|
311
$36.9K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
38+ 2.49% |
$7.12K - $7.67K
|
1.56K
$185K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
36+ 1.66% |
$6.74K - $7.26K
|
2.2K
$262K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
36+ 8.89% |
$6.74K - $7.26K
|
441
$52.4K
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
36+ 2.14% |
$6.74K - $7.26K
|
1.72K
$204K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
33New |
$6.18K - $6.66K
|
33
$3.92K
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
32+ 2.8% |
$5.99K - $6.46K
|
1.18K
$140K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
32+ 1.03% |
$5.99K - $6.46K
|
3.14K
$373K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
30+ 12.0% |
$5.62K - $6.05K
|
280
$33.2K
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
29+ 1.35% |
$5.43K - $5.85K
|
2.18K
$259K
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
29+ 1.25% |
$5.43K - $5.85K
|
2.35K
$279K
|
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
28+ 1.98% |
$5.24K - $5.65K
|
1.44K
$171K
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
27+ 2.38% |
$5.06K - $5.45K
|
1.16K
$138K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
26+ 2.63% |
$4.87K - $5.25K
|
1.01K
$120K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
26+ 14.44% |
$4.87K - $5.25K
|
206
$24.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
25+ 27.78% |
$4.68K - $5.04K
|
115
$13.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
24New |
$4.49K - $4.84K
|
24
$2.85K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
24+ 40.68% |
$4.49K - $4.84K
|
83
$9.85K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
21+ 5.08% |
$3.93K - $4.24K
|
434
$51.5K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
18New |
$3.37K - $3.63K
|
18
$2.14K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
18+ 0.69% |
$3.37K - $3.63K
|
2.63K
$312K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17+ 0.36% |
$3.18K - $3.43K
|
4.75K
$563K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
17+ 1.04% |
$3.18K - $3.43K
|
1.65K
$195K
|
|
|
Nov 04, 2021
Q3 2021
|
Sterling Investment Management, LLC
|
BUY
|
- |
16+ 0.2% |
$3K - $3.23K
|
7.98K
$947K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
15+ 115.38% |
$2.81K - $3.03K
|
28
$3.32K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
13+ 0.3% |
$2.43K - $2.62K
|
4.41K
$524K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 1.02% |
$2.25K - $2.42K
|
1.19K
$141K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
12+ 1.51% |
$2.25K - $2.42K
|
809
$96K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
BUY
|
- |
11+ 0.34% |
$2.06K - $2.22K
|
3.2K
$380K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
10+ 0.08% |
$1.87K - $2.02K
|
12.7K
$1.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10+ 0.25% |
$1.87K - $2.02K
|
3.97K
$472K
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 0.43% |
$1.69K - $1.82K
|
2.11K
$250K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 2.55% |
$1.69K - $1.82K
|
362
$43K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9+ 0.56% |
$1.69K - $1.82K
|
1.62K
$192K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8+ 0.34% |
$1.5K - $1.61K
|
2.39K
$284K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
8+ 40.0% |
$1.5K - $1.61K
|
28
$3.32K
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
6New |
$1.12K - $1.21K
|
6
$712
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
6+ 11.76% |
$1.12K - $1.21K
|
57
$6.77K
|
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
BUY
|
- |
5+ 0.2% |
$936 - $1.01K
|
2.46K
$292K
|
|
|
Oct 14, 2021
Q3 2021
|
Becker Capital Management Inc
|
BUY
|
- |
5+ 0.17% |
$936 - $1.01K
|
2.92K
$346K
|
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
5+ 0.04% |
$936 - $1.01K
|
13.6K
$1.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4+ 1.56% |
$749 - $807
|
261
$31K
|