Purchases and Sales Made in Q3 2022 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q3 2022. 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 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.85K+ 35.12% |
$85.3K - $356K
|
7.13K
$846K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.85KNew |
$85.2K - $356K
|
1.85K
$220K
|
|
Nov 14, 2022
Q3 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.83K+ 0.32% |
$84.1K - $351K
|
571K
$67.8M
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.76KNew |
$80.8K - $337K
|
1.76K
$208K
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.7KNew |
$78.3K - $327K
|
1.7K
$202K
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
1.7K+ 6.53% |
$78.3K - $327K
|
27.7K
$3.29M
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.69K+ 12.24% |
$77.8K - $325K
|
15.5K
$1.84M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
1.66K+ 139.76% |
$76.4K - $319K
|
2.85K
$338K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.66K+ 17.82% |
$76.2K - $318K
|
10.9K
$1.3M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.63K+ 3.4% |
$74.9K - $313K
|
49.5K
$5.87M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.6KNew |
$73.8K - $308K
|
1.6K
$190K
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
BUY
|
- |
1.59K+ 9.06% |
$73.2K - $305K
|
19.1K
$2.27M
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.57K+ 4.22% |
$72.3K - $302K
|
38.8K
$4.6M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.57K+ 6.66% |
$72.1K - $301K
|
25.1K
$2.98M
|
|
Nov 14, 2022
Q3 2022
|
Jeereddi Investments, LP
Los Angeles, CA |
BUY
|
- |
1.55KNew |
$71.4K - $298K
|
1.55K
$184K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.55K+ 4.03% |
$71.1K - $297K
|
39.9K
$4.74M
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.54KNew |
$70.8K - $295K
|
1.54K
$182K
|
|
Oct 11, 2022
Q3 2022
|
Jacobs & CO
|
BUY
|
- |
1.52KNew |
$70.1K - $293K
|
1.52K
$181K
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.49KNew |
$68.6K - $286K
|
1.49K
$177K
|
|
Oct 19, 2022
Q3 2022
|
Jlb & Associates Inc
|
BUY
|
- |
1.48K+ 2.34% |
$68.3K - $285K
|
64.7K
$7.68M
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.48K+ 35.67% |
$68K - $284K
|
5.61K
$666K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.41KNew |
$64.9K - $271K
|
1.41K
$167K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.36KNew |
$62.6K - $261K
|
1.36K
$161K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.36K+ 0.49% |
$62.6K - $261K
|
281K
$33.4M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.34K+ 22.99% |
$61.8K - $258K
|
7.18K
$852K
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.32KNew |
$60.9K - $254K
|
1.32K
$157K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.3K+ 49.62% |
$59.7K - $249K
|
3.91K
$464K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.29KNew |
$59.6K - $249K
|
1.29K
$154K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.29K+ 0.11% |
$59.4K - $248K
|
1.21M
$144M
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.26K+ 31.66% |
$58.1K - $243K
|
5.25K
$623K
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
1.25KNew |
$57.4K - $240K
|
1.25K
$148K
|
|
Nov 14, 2022
Q3 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.23KNew |
$56.6K - $236K
|
1.23K
$146K
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
1.23K+ 3.24% |
$56.4K - $235K
|
39.1K
$4.64M
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
1.2KNew |
$55K - $230K
|
1.2K
$142K
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.17KNew |
$53.9K - $225K
|
1.17K
$139K
|
|
Oct 14, 2022
Q3 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
1.17K+ 3.29% |
$53.7K - $224K
|
36.7K
$4.36M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.16K+ 1.21% |
$53.4K - $223K
|
97.1K
$11.5M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
1.14K+ 6.67% |
$52.7K - $220K
|
18.3K
$2.17M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.13K+ 19.42% |
$52.1K - $218K
|
6.96K
$826K
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
BUY
|
- |
1.12K+ 27.44% |
$51.5K - $215K
|
5.2K
$617K
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.11K+ 21.25% |
$51K - $213K
|
6.32K
$751K
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.06K+ 7.79% |
$49K - $204K
|
14.7K
$1.75M
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 20.63% |
$48.2K - $201K
|
6.12K
$727K
|
|
Oct 24, 2022
Q3 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
1.04K+ 17.29% |
$48K - $200K
|
7.08K
$840K
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.03K+ 2.76% |
$47.3K - $197K
|
38.3K
$4.55M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.02K+ 9.42% |
$47.1K - $196K
|
11.9K
$1.41M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
994New |
$45.8K - $191K
|
994
$118K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
950+ 3.78% |
$43.7K - $183K
|
26.1K
$3.1M
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
934+ 0.81% |
$43K - $180K
|
117K
$13.9M
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
931+ 15.59% |
$42.9K - $179K
|
6.9K
$819K
|