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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
925+ 7.33% |
$42.6K - $178K
|
13.6K
$1.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
898+ 3.2% |
$41.4K - $173K
|
29K
$3.48M
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
890+ 15.55% |
$41K - $171K
|
6.62K
$794K
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
883+ 17.43% |
$40.7K - $170K
|
5.95K
$715K
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
876+ 2.82% |
$40.3K - $168K
|
31.9K
$3.84M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
868+ 8.6% |
$40K - $167K
|
11K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
850+ 6.75% |
$39.1K - $163K
|
13.4K
$1.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
843+ 0.38% |
$38.8K - $162K
|
222K
$26.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
842+ 24.38% |
$38.8K - $162K
|
4.3K
$516K
|
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
BUY
|
- |
828+ 20.34% |
$38.1K - $159K
|
4.9K
$588K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
827+ 3.14% |
$38.1K - $159K
|
27.2K
$3.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
806+ 69.78% |
$37.1K - $155K
|
1.96K
$235K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
806+ 6.33% |
$37.1K - $155K
|
13.5K
$1.63M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
776+ 8.65% |
$35.7K - $149K
|
9.75K
$1.17M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
771+ 2.25% |
$35.5K - $148K
|
35K
$4.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
BUY
|
- |
763+ 11.89% |
$35.1K - $147K
|
7.18K
$862K
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
749+ 2.03% |
$34.5K - $144K
|
37.7K
$4.52M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
724+ 1.6% |
$33.3K - $139K
|
46.1K
$5.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
703+ 3.01% |
$32.4K - $135K
|
24.1K
$2.89M
|
|
|
Oct 28, 2022
Q3 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
696+ 1.61% |
$32.1K - $134K
|
43.9K
$5.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
687New |
$31.6K - $132K
|
687
$82.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
684+ 0.78% |
$31.5K - $131K
|
88.2K
$10.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
679+ 2.07% |
$31.3K - $131K
|
33.5K
$4.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
656+ 4.08% |
$30.2K - $126K
|
16.8K
$2.01M
|
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
654+ 21.17% |
$30.1K - $126K
|
3.74K
$450K
|
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
650+ 34.28% |
$29.9K - $125K
|
2.55K
$306K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
616+ 11.81% |
$28.4K - $118K
|
5.83K
$700K
|
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
614+ 13.4% |
$28.3K - $118K
|
5.2K
$624K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
606+ 3.86% |
$27.9K - $116K
|
16.3K
$1.96M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
604+ 68.4% |
$27.8K - $116K
|
1.49K
$179K
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
600+ 5.09% |
$27.6K - $115K
|
12.4K
$1.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
599+ 0.24% |
$27.6K - $115K
|
249K
$29.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
594+ 70.63% |
$27.4K - $114K
|
1.44K
$172K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
587New |
$27K - $113K
|
587
$70.5K
|
|
|
Jul 31, 2024
Q3 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
579+ 3.3% |
$26.7K - $111K
|
18.1K
$2.18M
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
560+ 6.24% |
$25.8K - $108K
|
9.53K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
549+ 3.1% |
$25.3K - $106K
|
18.3K
$2.19M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
545+ 15.95% |
$25.1K - $105K
|
3.96K
$476K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
537+ 12.25% |
$24.7K - $103K
|
4.92K
$591K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
527+ 50.87% |
$24.3K - $101K
|
1.56K
$188K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
524+ 18.45% |
$24.1K - $101K
|
3.36K
$404K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
522+ 6.48% |
$24K - $100K
|
8.58K
$1.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
512+ 9.87% |
$23.6K - $98.4K
|
5.7K
$684K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
502+ 22.75% |
$23.1K - $96.5K
|
2.71K
$325K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
498New |
$22.9K - $95.7K
|
498
$59.8K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
498+ 0.89% |
$22.9K - $95.7K
|
56.5K
$6.79M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
471+ 9.24% |
$21.7K - $90.5K
|
5.57K
$669K
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
467+ 1.3% |
$21.5K - $89.8K
|
36.4K
$4.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
434+ 48.44% |
$20K - $83.4K
|
1.33K
$160K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
432+ 23.13% |
$19.9K - $83K
|
2.3K
$276K
|