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
|
Prospera Financial Services Inc
|
BUY
|
- |
206+ 1.32% |
$30.6K - $37K
|
15.8K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
201+ 0.75% |
$29.9K - $36.1K
|
26.9K
$3M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
201+ 2.44% |
$29.9K - $36.1K
|
8.45K
$942K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
200New |
$29.7K - $35.9K
|
200
$22.3K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
194+ 9.98% |
$28.8K - $34.9K
|
2.14K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
190+ 3.89% |
$28.2K - $34.1K
|
5.08K
$566K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
189+ 10.05% |
$28.1K - $34K
|
2.07K
$231K
|
|
|
Aug 07, 2025
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
186+ 57.23% |
$27.6K - $33.4K
|
511
$56.9K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
186+ 38.43% |
$27.6K - $33.4K
|
670
$74.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
183+ 2.01% |
$27.2K - $32.9K
|
9.27K
$1.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
180New |
$26.8K - $32.3K
|
180
$20.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
175+ 1.41% |
$26K - $31.4K
|
12.6K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
171+ 1.28% |
$25.4K - $30.7K
|
13.5K
$1.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
169+ 0.32% |
$25.1K - $30.4K
|
53.2K
$5.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
169+ 4.8% |
$25.1K - $30.4K
|
3.69K
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
168+ 10.37% |
$25K - $30.2K
|
1.79K
$199K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
163+ 20.98% |
$24.2K - $29.3K
|
940
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
163+ 4.1% |
$24.2K - $29.3K
|
4.14K
$461K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
162+ 10.34% |
$24.1K - $29.1K
|
1.73K
$193K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
160+ 21.11% |
$23.8K - $28.7K
|
918
$102K
|
|
|
Oct 26, 2023
Q3 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
156+ 0.58% |
$23.2K - $28K
|
27.2K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
152+ 3.05% |
$22.6K - $27.3K
|
5.14K
$573K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
151New |
$22.4K - $27.1K
|
151
$16.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
151+ 3.98% |
$22.4K - $27.1K
|
3.94K
$439K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
143+ 7.17% |
$21.3K - $25.7K
|
2.14K
$238K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
142+ 0.36% |
$21.1K - $25.5K
|
39.3K
$4.38M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
141+ 0.25% |
$21K - $25.3K
|
55.5K
$6.18M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
139+ 6.23% |
$20.7K - $25K
|
2.37K
$264K
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
137+ 0.21% |
$20.4K - $24.6K
|
64.9K
$7.24M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
136+ 7.17% |
$20.2K - $24.4K
|
2.03K
$227K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
135+ 0.68% |
$20.1K - $24.3K
|
19.9K
$2.22M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
131+ 1.74% |
$19.5K - $23.5K
|
7.68K
$855K
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
126+ 3.39% |
$18.7K - $22.6K
|
3.85K
$429K
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
125+ 0.12% |
$18.6K - $22.5K
|
108K
$12.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
125+ 9.06% |
$18.6K - $22.5K
|
1.51K
$168K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
125+ 0.84% |
$18.6K - $22.5K
|
14.9K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
122+ 6.18% |
$18.1K - $21.9K
|
2.1K
$234K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
114+ 9.1% |
$16.9K - $20.5K
|
1.37K
$152K
|
|
|
Nov 08, 2023
Q3 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
114+ 0.78% |
$16.9K - $20.5K
|
14.7K
$1.64M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
112+ 0.86% |
$16.6K - $20.1K
|
13.1K
$1.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
110+ 1.99% |
$16.3K - $19.8K
|
5.64K
$629K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
106New |
$15.8K - $19K
|
106
$11.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
106+ 7.17% |
$15.8K - $19K
|
1.58K
$177K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
106+ 0.64% |
$15.8K - $19K
|
16.7K
$1.86M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
100+ 0.12% |
$14.9K - $18K
|
80.4K
$8.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
100+ 1.2% |
$14.9K - $18K
|
8.4K
$936K
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
100+ 2.62% |
$14.9K - $18K
|
3.92K
$437K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
96+ 1.27% |
$14.3K - $17.2K
|
7.67K
$855K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
95+ 4.45% |
$14.1K - $17.1K
|
2.23K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
92+ 1.12% |
$13.7K - $16.5K
|
8.31K
$926K
|