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 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
432+ 23.13% |
$19.9K - $83K
|
2.3K
$247K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
421+ 7.29% |
$19.4K - $80.9K
|
6.19K
$666K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
417+ 27.1% |
$19.2K - $80.2K
|
1.96K
$210K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
417+ 31.03% |
$19.2K - $80.2K
|
1.76K
$189K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
414+ 8.83% |
$19.1K - $79.6K
|
5.1K
$549K
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
410+ 12.02% |
$18.9K - $78.8K
|
3.82K
$411K
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
408+ 5.92% |
$18.8K - $78.4K
|
7.3K
$785K
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
407+ 2.49% |
$18.7K - $78.2K
|
16.8K
$1.8M
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
387+ 1.31% |
$17.8K - $74.4K
|
29.9K
$3.21M
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
386+ 9.14% |
$17.8K - $74.2K
|
4.61K
$496K
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
378+ 6.69% |
$17.4K - $72.7K
|
6.03K
$648K
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
375+ 15.51% |
$17.3K - $72.1K
|
2.79K
$300K
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
370+ 2.55% |
$17K - $71.1K
|
14.9K
$1.6M
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
362New |
$16.7K - $69.6K
|
362
$38.9K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
362+ 23.39% |
$16.7K - $69.6K
|
1.91K
$205K
|
|
Oct 25, 2022
Q3 2022
|
Sky Investment Group LLC
|
BUY
|
- |
355+ 1.38% |
$16.3K - $68.2K
|
26.2K
$2.81M
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
351+ 7.58% |
$16.2K - $67.5K
|
4.98K
$535K
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
349+ 1.22% |
$16.1K - $67.1K
|
28.9K
$3.11M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
347New |
$16K - $66.7K
|
347
$37.3K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
339+ 2.21% |
$15.6K - $65.2K
|
15.7K
$1.69M
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
338+ 0.25% |
$15.6K - $65K
|
137K
$14.7M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
336+ 10.06% |
$15.5K - $64.6K
|
3.68K
$395K
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
322+ 1.75% |
$14.8K - $61.9K
|
18.7K
$2.01M
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
314+ 23.88% |
$14.5K - $60.4K
|
1.63K
$175K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
314+ 11.16% |
$14.5K - $60.4K
|
3.13K
$336K
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
313+ 0.58% |
$14.4K - $60.2K
|
54.1K
$5.82M
|
|
Oct 11, 2022
Q3 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
306+ 1.01% |
$14.1K - $58.8K
|
30.6K
$3.29M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
304+ 24.17% |
$14K - $58.4K
|
1.56K
$168K
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
302+ 0.55% |
$13.9K - $58.1K
|
55.2K
$5.93M
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
300+ 6.32% |
$13.8K - $57.7K
|
5.05K
$543K
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
300+ 22.81% |
$13.8K - $57.7K
|
1.62K
$174K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
290New |
$13.4K - $55.7K
|
290
$31.2K
|
|
Oct 28, 2022
Q3 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
288+ 1.44% |
$13.3K - $55.4K
|
20.3K
$2.19M
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
285+ 9.33% |
$13.1K - $54.8K
|
3.34K
$359K
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
282+ 14.06% |
$13K - $54.2K
|
2.29K
$246K
|
|
Nov 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
262New |
$12.1K - $50.4K
|
262
$28.2K
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
259+ 4.45% |
$11.9K - $49.8K
|
6.09K
$654K
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
257+ 9.78% |
$11.8K - $49.4K
|
2.89K
$310K
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
245+ 7.1% |
$11.3K - $47.1K
|
3.69K
$397K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
244+ 4.07% |
$11.2K - $46.9K
|
6.24K
$671K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
242+ 121.61% |
$11.1K - $46.5K
|
441
$47.4K
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
237+ 7.6% |
$10.9K - $45.6K
|
3.36K
$361K
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
232+ 12.53% |
$10.7K - $44.6K
|
2.08K
$224K
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
231+ 1.54% |
$10.6K - $44.4K
|
15.3K
$1.64M
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
230+ 13.51% |
$10.6K - $44.2K
|
1.93K
$208K
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
227+ 5.7% |
$10.5K - $43.6K
|
4.21K
$453K
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
222+ 4.05% |
$10.2K - $42.7K
|
5.71K
$614K
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
221+ 4.74% |
$10.2K - $42.5K
|
4.89K
$525K
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
216New |
$9.95K - $41.5K
|
216
$23.2K
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
214+ 0.69% |
$9.85K - $41.1K
|
31.1K
$3.34M
|