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 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
206+ 8.01% |
$9.49K - $39.6K
|
2.78K
$299K
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
200New |
$9.21K - $38.4K
|
200
$21.5K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
194+ 7.21% |
$8.93K - $37.3K
|
2.88K
$310K
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
190+ 10.86% |
$8.75K - $36.5K
|
1.94K
$209K
|
|
Nov 04, 2022
Q3 2022
|
Saybrook Capital
|
BUY
|
- |
185+ 0.31% |
$8.52K - $35.6K
|
60.8K
$6.54M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
183+ 2.09% |
$8.43K - $35.2K
|
8.93K
$960K
|
|
Oct 31, 2022
Q3 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
182+ 7.35% |
$8.38K - $35K
|
2.66K
$286K
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
182+ 2.85% |
$8.38K - $35K
|
6.57K
$706K
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
178+ 1.44% |
$8.2K - $34.2K
|
12.6K
$1.35M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
178+ 2.71% |
$8.2K - $34.2K
|
6.74K
$725K
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
178+ 12.69% |
$8.2K - $34.2K
|
1.58K
$170K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
177+ 0.47% |
$8.15K - $34K
|
37.8K
$4.06M
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
176+ 15.08% |
$8.1K - $33.8K
|
1.34K
$144K
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
173+ 0.12% |
$7.97K - $33.3K
|
149K
$16M
|
|
Nov 09, 2022
Q3 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
167+ 0.38% |
$7.69K - $32.1K
|
43.9K
$4.72M
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
BUY
|
- |
166+ 9.71% |
$7.64K - $31.9K
|
1.88K
$202K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
163+ 12.69% |
$7.51K - $31.3K
|
1.45K
$156K
|
|
Nov 07, 2022
Q3 2022
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
161+ 0.34% |
$7.41K - $30.9K
|
47.3K
$5.08M
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
158+ 2.89% |
$7.28K - $30.4K
|
5.62K
$605K
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
152+ 1.62% |
$7K - $29.2K
|
9.51K
$1.02M
|
|
Oct 28, 2022
Q3 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
150+ 10.07% |
$6.91K - $28.8K
|
1.64K
$176K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
150+ 0.74% |
$6.91K - $28.8K
|
20.3K
$2.18M
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
150+ 8.48% |
$6.91K - $28.8K
|
1.92K
$206K
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
150+ 40.65% |
$6.91K - $28.8K
|
519
$55.8K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
149+ 6.31% |
$6.86K - $28.6K
|
2.51K
$270K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
149+ 5.86% |
$6.86K - $28.6K
|
2.69K
$289K
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
149+ 5.46% |
$6.86K - $28.6K
|
2.88K
$309K
|
|
Oct 12, 2022
Q3 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
147+ 4.24% |
$6.77K - $28.3K
|
3.61K
$388K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
147+ 33.95% |
$6.77K - $28.3K
|
580
$62.4K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
147+ 1.94% |
$6.77K - $28.3K
|
7.71K
$829K
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
145+ 5.17% |
$6.68K - $27.9K
|
2.95K
$317K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
142+ 38.8% |
$6.54K - $27.3K
|
508
$54.6K
|
|
Nov 14, 2022
Q3 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
137+ 4.82% |
$6.31K - $26.3K
|
2.98K
$320K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
137+ 3.03% |
$6.31K - $26.3K
|
4.66K
$501K
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
131+ 1.88% |
$6.03K - $25.2K
|
7.1K
$763K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
131+ 4.6% |
$6.03K - $25.2K
|
2.98K
$320K
|
|
Oct 12, 2022
Q3 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
125+ 0.87% |
$5.76K - $24K
|
14.5K
$1.55M
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
123+ 119.42% |
$5.66K - $23.6K
|
226
$24.3K
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
115+ 2.55% |
$5.3K - $22.1K
|
4.62K
$497K
|
|
Oct 11, 2022
Q3 2022
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
110+ 2.59% |
$5.07K - $21.1K
|
4.35K
$468K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
109+ 1.31% |
$5.02K - $21K
|
8.44K
$907K
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
107+ 0.95% |
$4.93K - $20.6K
|
11.3K
$1.22M
|
|
Nov 04, 2022
Q3 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
105+ 4.29% |
$4.84K - $20.2K
|
2.56K
$275K
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
103+ 0.43% |
$4.74K - $19.8K
|
24.2K
$2.6M
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
100+ 6.73% |
$4.61K - $19.2K
|
1.59K
$170K
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
100+ 0.59% |
$4.61K - $19.2K
|
17K
$1.83M
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
100+ 6.84% |
$4.61K - $19.2K
|
1.56K
$168K
|
|
Nov 14, 2022
Q3 2022
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
100+ 0.38% |
$4.61K - $19.2K
|
26.2K
$2.82M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
100+ 22.17% |
$4.61K - $19.2K
|
551
$59.2K
|
|
Nov 01, 2022
Q3 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
98+ 2.28% |
$4.51K - $18.8K
|
4.39K
$472K
|