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
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
98+ 2.19% |
$4.51K - $18.8K
|
4.57K
$491K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
96+ 1.46% |
$4.42K - $18.5K
|
6.67K
$717K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
96+ 6.53% |
$4.42K - $18.5K
|
1.57K
$168K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
96+ 2.19% |
$4.42K - $18.5K
|
4.49K
$482K
|
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
BUY
|
- |
94+ 6.96% |
$4.33K - $18.1K
|
1.45K
$155K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
93+ 55.36% |
$4.28K - $17.9K
|
261
$28.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
92New |
$4.24K - $17.7K
|
92
$9.89K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
92+ 6.7% |
$4.24K - $17.7K
|
1.47K
$158K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
90+ 0.63% |
$4.14K - $17.3K
|
14.5K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
89+ 2.91% |
$4.1K - $17.1K
|
3.15K
$339K
|
|
|
Oct 20, 2022
Q3 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
85+ 0.99% |
$3.91K - $16.3K
|
8.65K
$930K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
85+ 1.99% |
$3.91K - $16.3K
|
4.36K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
85+ 2.59% |
$3.91K - $16.3K
|
3.36K
$362K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
82New |
$3.78K - $15.8K
|
82
$8.82K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
80+ 0.35% |
$3.68K - $15.4K
|
23.1K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
80+ 6.71% |
$3.68K - $15.4K
|
1.27K
$137K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
77+ 6.27% |
$3.55K - $14.8K
|
1.31K
$140K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
71New |
$3.27K - $13.6K
|
71
$7.63K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
66+ 6.54% |
$3.04K - $12.7K
|
1.08K
$116K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
64+ 4.75% |
$2.95K - $12.3K
|
1.41K
$152K
|
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
62+ 0.91% |
$2.86K - $11.9K
|
6.9K
$742K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
62+ 2.16% |
$2.86K - $11.9K
|
2.93K
$315K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
60+ 3.58% |
$2.76K - $11.5K
|
1.74K
$187K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
59+ 4.45% |
$2.72K - $11.3K
|
1.38K
$149K
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
59+ 3.93% |
$2.72K - $11.3K
|
1.56K
$168K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
56+ 8.68% |
$2.58K - $10.8K
|
701
$75.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
55+ 2.46% |
$2.53K - $10.6K
|
2.29K
$246K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
54+ 3.47% |
$2.49K - $10.4K
|
1.61K
$173K
|
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
51+ 0.56% |
$2.35K - $9.8K
|
9.21K
$991K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
50+ 3.97% |
$2.3K - $9.61K
|
1.31K
$141K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
49+ 2.27% |
$2.26K - $9.42K
|
2.21K
$238K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
48+ 16.05% |
$2.21K - $9.23K
|
347
$37.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
47New |
$2.16K - $9.03K
|
47
$5.05K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
45+ 11.08% |
$2.07K - $8.65K
|
451
$48.5K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
45+ 2.24% |
$2.07K - $8.65K
|
2.06K
$221K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
42+ 600.0% |
$1.93K - $8.07K
|
49
$5.27K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
41+ 4.2% |
$1.89K - $7.88K
|
1.02K
$109K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
41+ 1.11% |
$1.89K - $7.88K
|
3.74K
$402K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
40+ 19.8% |
$1.84K - $7.69K
|
242
$26K
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
40+ 1.43% |
$1.84K - $7.69K
|
2.85K
$306K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
40+ 2.83% |
$1.84K - $7.69K
|
1.45K
$156K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
39+ 0.53% |
$1.8K - $7.5K
|
7.47K
$803K
|
|
|
Nov 03, 2022
Q3 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
39+ 0.26% |
$1.8K - $7.5K
|
14.8K
$1.59M
|
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
39New |
$1.8K - $7.5K
|
39
$4.19K
|
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
39+ 2.96% |
$1.8K - $7.5K
|
1.36K
$146K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
38+ 28.36% |
$1.75K - $7.3K
|
172
$18.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
37+ 1.08% |
$1.7K - $7.11K
|
3.48K
$374K
|
|
|
Oct 21, 2022
Q3 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
35+ 2.07% |
$1.61K - $6.73K
|
1.73K
$186K
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
35+ 0.53% |
$1.61K - $6.73K
|
6.61K
$710K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33+ 2.53% |
$1.52K - $6.34K
|
1.34K
$144K
|