Purchases and Sales Made in Q3 2023 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q3 2023. 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 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.41K+ 0.58% |
$357K - $432K
|
414K
$44.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.38KNew |
$353K - $427K
|
2.38K
$256K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.38K+ 10.58% |
$353K - $427K
|
24.8K
$2.67M
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.28K+ 1.17% |
$339K - $409K
|
198K
$21.3M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.27K+ 4.84% |
$337K - $408K
|
49.1K
$5.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.26K+ 59.65% |
$335K - $405K
|
6.04K
$649K
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
2.24K+ 4.65% |
$333K - $402K
|
50.4K
$5.42M
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.19K+ 2.39% |
$325K - $393K
|
93.9K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.19KNew |
$325K - $393K
|
2.19K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
2.15K+ 24.6% |
$320K - $387K
|
10.9K
$1.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.15KNew |
$320K - $386K
|
2.15K
$231K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
2.12KNew |
$315K - $381K
|
2.12K
$228K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.11K+ 92.78% |
$313K - $379K
|
4.38K
$471K
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.1K+ 40.4% |
$313K - $378K
|
7.31K
$786K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.07KNew |
$308K - $372K
|
2.07K
$222K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.06K+ 27.63% |
$306K - $370K
|
9.52K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.01K+ 26.3% |
$298K - $361K
|
9.64K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
1.98K+ 4.61% |
$294K - $355K
|
44.8K
$4.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.85KNew |
$275K - $333K
|
1.85K
$199K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
1.84K+ 1.22% |
$274K - $331K
|
153K
$16.4M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
1.84KNew |
$273K - $330K
|
1.84K
$198K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.83KNew |
$271K - $328K
|
1.83K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
1.81K+ 4.77% |
$269K - $325K
|
39.8K
$4.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.81KNew |
$268K - $324K
|
1.81K
$194K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1.77K+ 2.56% |
$262K - $317K
|
70.7K
$7.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.76KNew |
$262K - $317K
|
1.76K
$190K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 71.38% |
$257K - $310K
|
4.14K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.73KNew |
$257K - $310K
|
1.73K
$186K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
1.72K+ 4.02% |
$256K - $310K
|
44.5K
$4.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
1.68K+ 2.81% |
$250K - $302K
|
61.7K
$6.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.67KNew |
$248K - $300K
|
1.67K
$179K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.67K+ 53.16% |
$248K - $300K
|
4.8K
$516K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.66K+ 2.06% |
$247K - $299K
|
82.6K
$8.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.65K+ 29.38% |
$246K - $297K
|
7.27K
$782K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.63K+ 29.94% |
$242K - $292K
|
7.05K
$758K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.62K+ 26.2% |
$241K - $291K
|
7.8K
$839K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.59K+ 33.47% |
$236K - $285K
|
6.32K
$680K
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.58KNew |
$235K - $284K
|
1.58K
$170K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.53KNew |
$228K - $275K
|
1.53K
$165K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.51K+ 3.95% |
$225K - $272K
|
39.9K
$4.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.5KNew |
$223K - $270K
|
1.5K
$161K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.49K+ 89.13% |
$222K - $268K
|
3.17K
$340K
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.49KNew |
$221K - $268K
|
1.49K
$160K
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.47K+ 30.33% |
$218K - $263K
|
6.3K
$677K
|
|
|
Nov 21, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.4KNew |
$208K - $251K
|
1.4K
$150K
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.4KNew |
$208K - $251K
|
1.4K
$150K
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
1.4KNew |
$207K - $251K
|
1.4K
$150K
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.39KNew |
$207K - $250K
|
1.39K
$150K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.39K+ 14.15% |
$207K - $250K
|
11.2K
$1.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.39K+ 39.38% |
$206K - $249K
|
4.91K
$528K
|