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 09, 2023 Q3 2023
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
500
+ 2.66%
$74.3K - $89.8K
19.3K $2.29M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
494
New
$73.4K - $88.8K
494 $58.6K
Oct 31, 2023 Q3 2023
Mitchell & Pahl Private Wealth, LLC

BUY
 -
489
+ 10.68%
$72.7K - $87.9K
5.07K $601K
Nov 07, 2023 Q3 2023
Americana Partners, LLC

Houston, TX
BUY
 -
473
+ 16.04%
$70.3K - $85K
3.42K $406K
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
463
+ 0.96%
$68.8K - $83.2K
48.9K $5.81M
Nov 15, 2023 Q3 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
448
+ 1.7%
$66.6K - $80.5K
26.8K $3.18M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
439
+ 15.72%
$65.2K - $78.9K
3.23K $384K
Nov 14, 2023 Q3 2023
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
436
+ 0.98%
$64.8K - $78.3K
45K $5.34M
Nov 15, 2023 Q3 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
426
+ 39.66%
$63.3K - $76.5K
1.5K $178K
Oct 05, 2023 Q3 2023
Harbour Capital Advisors, LLC

BUY
 -
425
+ 8.59%
$63.2K - $76.4K
5.37K $638K
Oct 17, 2023 Q3 2023
Perennial Advisors, LLC

New York, NY
BUY
 -
420
+ 2.32%
$62.4K - $75.5K
18.6K $2.2M
Oct 27, 2023 Q3 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
417
+ 25.72%
$62K - $74.9K
2.04K $242K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
409
+ 6.98%
$60.8K - $73.5K
6.27K $744K
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
402
+ 6.34%
$59.7K - $72.2K
6.75K $801K
Oct 13, 2023 Q3 2023
Blue Zone Wealth Advisors, LLC

BUY
 -
401
+ 2.07%
$59.6K - $72.1K
19.7K $2.34M
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
400
New
$59.5K - $71.9K
400 $47.5K
Oct 20, 2023 Q3 2023
Kathleen S. Wright Associates Inc.

BUY
 -
400
+ 12.07%
$59.5K - $71.9K
3.72K $441K
Nov 06, 2023 Q3 2023
Gyl Financial Synergies, LLC

BUY
 -
377
+ 3.67%
$56K - $67.7K
10.6K $1.26M
Nov 06, 2023 Q3 2023
Keystone Financial Group

BUY
 -
370
+ 6.42%
$55K - $66.5K
6.13K $728K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
367
+ 12.36%
$54.5K - $65.9K
3.34K $396K
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
364
+ 0.32%
$54.1K - $65.4K
113K $13.4M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
363
+ 43.84%
$54K - $65.2K
1.19K $141K
Oct 17, 2023 Q3 2023
Aspiriant, LLC

BUY
 -
348
+ 17.65%
$51.7K - $62.5K
2.32K $275K
Oct 10, 2023 Q3 2023
Mjp Associates Inc

BUY
 -
340
+ 24.25%
$50.5K - $61.1K
1.74K $207K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
329
New
$48.9K - $59.1K
329 $39.1K
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
320
New
$47.6K - $57.5K
320 $38K
Oct 19, 2023 Q3 2023
Town & Country Bank & Trust CO Dba First Bankers Trust CO

BUY
 -
306
+ 2.74%
$45.5K - $55K
11.5K $1.36M
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
302
+ 2.12%
$44.9K - $54.3K
14.5K $1.73M
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
300
+ 2.53%
$44.6K - $53.9K
12.2K $1.44M
Nov 13, 2023 Q3 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
300
+ 8.0%
$44.6K - $53.9K
4.05K $481K
Nov 07, 2023 Q3 2023
Motco

BUY
 -
281
+ 151.89%
$41.8K - $50.5K
466 $55.3K
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
279
+ 6.04%
$41.5K - $50.1K
4.9K $581K
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
275
+ 1.01%
$40.9K - $49.4K
27.5K $3.26M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
274
+ 14.23%
$40.7K - $49.2K
2.2K $261K
Nov 13, 2023 Q3 2023
Meridian Wealth Advisors, LLC

BUY
 -
266
+ 1.37%
$39.5K - $47.8K
19.7K $2.34M
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
253
+ 19.14%
$37.6K - $45.5K
1.58K $187K
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
241
+ 3.05%
$35.8K - $43.3K
8.14K $967K
Nov 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
BUY
 -
240
+ 1.81%
$35.7K - $43.1K
13.5K $1.6M
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
240
+ 3.85%
$35.7K - $43.1K
6.48K $769K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
230
+ 16.94%
$34.2K - $41.3K
1.59K $189K
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
230
+ 5.84%
$34.2K - $41.3K
4.17K $495K
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
228
+ 8.74%
$33.9K - $41K
2.84K $337K
Oct 12, 2023 Q3 2023
Carret Asset Management, LLC

BUY
 -
224
+ 12.84%
$33.3K - $40.2K
1.97K $234K
Nov 14, 2023 Q3 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
224
+ 6.05%
$33.3K - $40.2K
3.93K $466K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
220
+ 16.88%
$32.7K - $39.5K
1.52K $181K
Oct 11, 2023 Q3 2023
Schaper Benz & Wise Investment Counsel Inc

BUY
 -
212
+ 0.62%
$31.5K - $38.1K
34.2K $4.06M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
206
+ 1.32%
$30.6K - $37K
15.8K $1.88M
Nov 13, 2023 Q3 2023
Institutional & Family Asset Management, LLC

BUY
 -
201
+ 0.75%
$29.9K - $36.1K
26.9K $3.2M
Oct 24, 2023 Q3 2023
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
201
+ 2.44%
$29.9K - $36.1K
8.45K $1M

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