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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
82+ 3.4% |
$12.2K - $14.7K
|
2.5K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
82+ 0.19% |
$12.2K - $14.7K
|
42.6K
$5.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
79+ 5.06% |
$11.7K - $14.2K
|
1.64K
$195K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
78+ 5.34% |
$11.6K - $14K
|
1.54K
$183K
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
77+ 1.67% |
$11.4K - $13.8K
|
4.68K
$556K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
76+ 223.53% |
$11.3K - $13.7K
|
110
$13.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
75New |
$11.1K - $13.5K
|
75
$8.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
74+ 0.18% |
$11K - $13.3K
|
41.3K
$4.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
74+ 16.26% |
$11K - $13.3K
|
529
$62.8K
|
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
70+ 2.41% |
$10.4K - $12.6K
|
2.97K
$353K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
66+ 2.65% |
$9.81K - $11.9K
|
2.56K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
65+ 0.67% |
$9.66K - $11.7K
|
9.84K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
65+ 1.27% |
$9.66K - $11.7K
|
5.19K
$616K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
65+ 6.26% |
$9.66K - $11.7K
|
1.1K
$131K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
63+ 1.65% |
$9.36K - $11.3K
|
3.89K
$462K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
60+ 2.85% |
$8.92K - $10.8K
|
2.16K
$257K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
60New |
$8.92K - $10.8K
|
60
$7.12K
|
|
|
Oct 05, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
60+ 4.53% |
$8.92K - $10.8K
|
1.39K
$164K
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
58+ 0.3% |
$8.62K - $10.4K
|
19.3K
$2.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
58+ 0.26% |
$8.62K - $10.4K
|
22.7K
$2.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
56+ 3.16% |
$8.32K - $10.1K
|
1.83K
$217K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
54+ 0.38% |
$8.03K - $9.7K
|
14.3K
$1.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
53+ 0.72% |
$7.88K - $9.52K
|
7.39K
$878K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
52+ 1.76% |
$7.73K - $9.34K
|
3K
$356K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
50+ 227.27% |
$7.43K - $8.98K
|
72
$8.55K
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
50+ 0.17% |
$7.43K - $8.98K
|
29.6K
$3.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Ar Asset Management Inc
|
BUY
|
- |
50+ 0.11% |
$7.43K - $8.98K
|
45.1K
$5.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50+ 2.41% |
$7.43K - $8.98K
|
2.12K
$252K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
50+ 1.44% |
$7.43K - $8.98K
|
3.53K
$419K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
43+ 0.14% |
$6.39K - $7.73K
|
31.1K
$3.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
42+ 8.16% |
$6.24K - $7.55K
|
557
$66.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
41New |
$6.09K - $7.37K
|
41
$4.87K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
40+ 3.2% |
$5.95K - $7.19K
|
1.29K
$153K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
40+ 0.92% |
$5.95K - $7.19K
|
4.37K
$519K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
40+ 0.41% |
$5.95K - $7.19K
|
9.74K
$1.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
40+ 15.94% |
$5.95K - $7.19K
|
291
$34.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
39+ 0.23% |
$5.8K - $7.01K
|
16.8K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
37+ 0.52% |
$5.5K - $6.65K
|
7.09K
$842K
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
37+ 0.97% |
$5.5K - $6.65K
|
3.84K
$456K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
36New |
$5.35K - $6.47K
|
36
$4.27K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
36+ 11.8% |
$5.35K - $6.47K
|
341
$40.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
34+ 23.94% |
$5.05K - $6.11K
|
176
$20.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33+ 6.67% |
$4.9K - $5.93K
|
528
$62.7K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
33+ 3.31% |
$4.9K - $5.93K
|
1.03K
$122K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
33+ 1.37% |
$4.9K - $5.93K
|
2.44K
$289K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
31+ 0.5% |
$4.61K - $5.57K
|
6.25K
$742K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
31+ 0.83% |
$4.61K - $5.57K
|
3.78K
$449K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
31New |
$4.61K - $5.57K
|
31
$3.68K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.8% |
$4.46K - $5.39K
|
3.76K
$446K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
28+ 0.23% |
$4.16K - $5.03K
|
12.2K
$1.44M
|