Purchases and Sales Made in Q3 2023 in Diageo PLC (DEO)

DEO Quotes by TradingView

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 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
1.38K
New
$206K - $248K
1.38K $164K
Nov 13, 2023 Q3 2023
Goelzer Investment Management, Inc.

BUY
 -
1.35K
New
$201K - $243K
1.35K $160K
Oct 16, 2023 Q3 2023
First Affirmative Financial Network

BUY
 -
1.34K
New
$199K - $241K
1.34K $159K
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
1.34K
+ 13.86%
$199K - $241K
11K $1.31M
Nov 07, 2023 Q3 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
1.33K
+ 1.8%
$198K - $239K
75.2K $8.93M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.24K
+ 16.4%
$184K - $223K
8.81K $1.05M
Feb 09, 2024 Q3 2023
Cypress Asset Management Inc

Houston, TX
BUY
 -
1.2K
+ 4.41%
$178K - $215K
28.3K $3.36M
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1.16K
+ 13.93%
$172K - $208K
9.46K $1.12M
Oct 27, 2023 Q3 2023
Lee Danner & Bass Inc

BUY
 -
1.13K
+ 7.37%
$168K - $202K
16.4K $1.95M
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
1.11K
New
$166K - $200K
1.11K $132K
Nov 13, 2023 Q3 2023
Portland Global Advisors LLC

BUY
 -
1.07K
+ 3.17%
$159K - $192K
34.7K $4.12M
Nov 13, 2023 Q3 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
1.06K
+ 28.63%
$157K - $190K
4.74K $563K
Nov 14, 2023 Q3 2023
Old Port Advisors

BUY
 -
1.05K
+ 11.22%
$156K - $189K
10.4K $1.24M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
991
+ 3.86%
$147K - $178K
26.7K $3.17M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
990
+ 9.84%
$147K - $178K
11.1K $1.31M
Nov 13, 2023 Q3 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
953
+ 2.56%
$142K - $171K
38.2K $4.54M
Oct 27, 2023 Q3 2023
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
937
+ 3.36%
$139K - $168K
28.8K $3.42M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
930
+ 179.88%
$138K - $167K
1.45K $172K
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
893
+ 5.71%
$133K - $160K
16.5K $1.96M
Nov 08, 2023 Q3 2023
Heritage Wealth Advisors

BUY
 -
848
+ 17.54%
$126K - $152K
5.68K $675K
Nov 14, 2023 Q3 2023
Steven Cohen Point72 Asset Management, L.P. | Stamford, Ct
BUY
 -
800
New
$119K - $144K
800 $95K
Oct 23, 2023 Q3 2023
Live Oak Private Wealth LLC

BUY
 -
790
+ 1.88%
$117K - $142K
42.8K $5.08M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
785
New
$117K - $141K
785 $93.2K
Oct 27, 2023 Q3 2023
Lafayette Investments, Inc.

BUY
 -
778
+ 1.72%
$116K - $140K
46K $5.46M
Oct 19, 2023 Q3 2023
Country Club Bank

BUY
 -
767
+ 1.34%
$114K - $138K
57.9K $6.87M
Nov 14, 2023 Q3 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
759
+ 4.9%
$113K - $136K
16.2K $1.93M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
729
+ 60.0%
$108K - $131K
1.94K $231K
Nov 13, 2023 Q3 2023
Capital International Investors

Los Angeles, CA
BUY
 -
714
+ 1.37%
$106K - $128K
52.7K $6.25M
Nov 15, 2023 Q3 2023
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
711
+ 34.1%
$106K - $128K
2.8K $332K
Nov 02, 2023 Q3 2023
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
710
+ 0.69%
$106K - $128K
104K $12.3M
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
696
+ 17.85%
$103K - $125K
4.6K $545K
Nov 09, 2023 Q3 2023
Roffman Miller Associates Inc

Philadelphia, PA
BUY
 -
671
+ 0.52%
$99.7K - $121K
129K $15.3M
Nov 14, 2023 Q3 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
658
+ 6.94%
$97.8K - $118K
10.1K $1.2M
Feb 14, 2024 Q3 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
658
+ 6.94%
$97.8K - $118K
10.1K $1.2M
May 17, 2024 Q3 2023
Baxter Bros Inc

BUY
 -
650
+ 13.27%
$96.6K - $117K
5.55K $659K
Nov 14, 2023 Q3 2023
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
643
+ 4.79%
$95.6K - $116K
14.1K $1.67M
Nov 08, 2023 Q3 2023
Keybank National Association

BUY
 -
633
+ 2.47%
$94.1K - $114K
26.3K $3.12M
Nov 09, 2023 Q3 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
623
+ 11.4%
$92.6K - $112K
6.09K $723K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
616
+ 8.91%
$91.6K - $111K
7.53K $894K
Nov 21, 2023 Q3 2023
Auxier Asset Management

Aurora, OR
BUY
 -
600
+ 5.05%
$89.2K - $108K
12.5K $1.48M
Feb 21, 2024 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
576
+ 26.79%
$85.6K - $103K
2.73K $324K
Oct 11, 2023 Q3 2023
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
571
+ 6.61%
$84.9K - $103K
9.2K $1.09M
Nov 01, 2023 Q3 2023
Pitti Group Wealth Management, LLC

BUY
 -
540
+ 13.83%
$80.3K - $97K
4.44K $528K
Oct 30, 2023 Q3 2023
Capital Insight Partners, LLC

BUY
 -
539
+ 7.51%
$80.1K - $96.8K
7.72K $916K
Nov 06, 2023 Q3 2023
Wambolt & Associates, LLC

BUY
 -
536
+ 6.6%
$79.7K - $96.3K
8.66K $1.03M
Oct 23, 2023 Q3 2023
Atlas Private Wealth Management

BUY
 -
529
+ 7.31%
$78.6K - $95.1K
7.77K $922K
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
524
+ 31.82%
$77.9K - $94.2K
2.17K $258K
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
514
+ 11.17%
$76.4K - $92.4K
5.12K $607K
Nov 02, 2023 Q3 2023
Advisor Os, LLC

BUY
 -
508
+ 11.04%
$75.5K - $91.3K
5.11K $607K

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