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 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27+ 1.43% |
$4.01K - $4.85K
|
1.92K
$228K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
26+ 9.03% |
$3.86K - $4.67K
|
314
$37.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
26+ 1.35% |
$3.86K - $4.67K
|
1.95K
$231K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
25+ 1.05% |
$3.72K - $4.49K
|
2.41K
$285K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
25+ 0.0% |
$3.72K - $4.49K
|
580K
$68.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
25+ 2.05% |
$3.72K - $4.49K
|
1.25K
$148K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
24New |
$3.57K - $4.31K
|
24
$2.85K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 3.89% |
$3.42K - $4.13K
|
614
$72.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
23+ 1.66% |
$3.42K - $4.13K
|
1.41K
$167K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
23+ 0.23% |
$3.42K - $4.13K
|
10.1K
$1.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
22+ 1.45% |
$3.27K - $3.95K
|
1.54K
$183K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
19+ 0.93% |
$2.82K - $3.41K
|
2.06K
$245K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
18+ 46.15% |
$2.68K - $3.23K
|
57
$6.77K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
18+ 64.29% |
$2.68K - $3.23K
|
46
$5.46K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
18+ 0.68% |
$2.68K - $3.23K
|
2.65K
$315K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
17+ 1.19% |
$2.53K - $3.05K
|
1.44K
$171K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
16+ 0.37% |
$2.38K - $2.87K
|
4.32K
$513K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15New |
$2.23K - $2.7K
|
15
$1.78K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
14New |
$2.08K - $2.52K
|
14
$1.66K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
14+ 15.73% |
$2.08K - $2.52K
|
103
$12.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
13+ 0.61% |
$1.93K - $2.34K
|
2.16K
$256K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12+ 1.07% |
$1.78K - $2.16K
|
1.13K
$134K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11New |
$1.63K - $1.98K
|
11
$1.31K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11+ 0.76% |
$1.63K - $1.98K
|
1.45K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
11+ 0.77% |
$1.63K - $1.98K
|
1.44K
$171K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11+ 0.76% |
$1.63K - $1.98K
|
1.45K
$172K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10+ 0.13% |
$1.49K - $1.8K
|
7.69K
$913K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10New |
$1.49K - $1.8K
|
10
$1.19K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.6% |
$1.49K - $1.8K
|
1.69K
$200K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
10+ 40.0% |
$1.49K - $1.8K
|
35
$4.15K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
10+ 0.58% |
$1.49K - $1.8K
|
1.73K
$206K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 12.9% |
$1.19K - $1.44K
|
70
$8.31K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
8New |
$1.19K - $1.44K
|
8
$950
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
7+ 0.34% |
$1.04K - $1.26K
|
2.07K
$246K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
7+ 0.17% |
$1.04K - $1.26K
|
4.2K
$499K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
7New |
$1.04K - $1.26K
|
7
$831
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
6+ 0.37% |
$892 - $1.08K
|
1.63K
$194K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5New |
$743 - $898
|
5
$594
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3+ 6.52% |
$446 - $539
|
49
$5.82K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3+ 0.02% |
$446 - $539
|
14.2K
$1.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.61% |
$297 - $359
|
328
$38.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$149 - $180
|
7.77K
$922K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.21% |
$149 - $180
|
473
$56.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.06% |
$149 - $180
|
1.56K
$185K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2- 0.09% |
$297 - $359
|
2.33K
$277K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2- 0.1% |
$297 - $359
|
2.03K
$241K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 0.33% |
$595 - $719
|
1.22K
$144K
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-5- 0.02% |
$743 - $898
|
27.2K
$3.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7- 0.16% |
$1.04K - $1.26K
|
4.47K
$531K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-8- 0.09% |
$1.19K - $1.44K
|
9.09K
$1.08M
|