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
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
31+ 0.83% |
$4.61K - $5.57K
|
3.78K
$422K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
31+ 0.5% |
$4.61K - $5.57K
|
6.25K
$697K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.8% |
$4.46K - $5.39K
|
3.76K
$419K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
28+ 0.23% |
$4.16K - $5.03K
|
12.2K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27+ 1.43% |
$4.01K - $4.85K
|
1.92K
$214K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
26+ 9.03% |
$3.86K - $4.67K
|
314
$35K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
26+ 1.35% |
$3.86K - $4.67K
|
1.95K
$217K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
25+ 2.05% |
$3.72K - $4.49K
|
1.25K
$139K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
25+ 1.05% |
$3.72K - $4.49K
|
2.41K
$268K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
25+ 0.0% |
$3.72K - $4.49K
|
580K
$64.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
24New |
$3.57K - $4.31K
|
24
$2.67K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
23+ 1.66% |
$3.42K - $4.13K
|
1.41K
$157K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 3.89% |
$3.42K - $4.13K
|
614
$68.4K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
23+ 0.23% |
$3.42K - $4.13K
|
10.1K
$1.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
22+ 1.45% |
$3.27K - $3.95K
|
1.54K
$172K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
19+ 0.93% |
$2.82K - $3.41K
|
2.06K
$230K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
18+ 46.15% |
$2.68K - $3.23K
|
57
$6.35K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
18+ 0.68% |
$2.68K - $3.23K
|
2.65K
$296K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
18+ 64.29% |
$2.68K - $3.23K
|
46
$5.13K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
17+ 1.19% |
$2.53K - $3.05K
|
1.44K
$161K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
16+ 0.37% |
$2.38K - $2.87K
|
4.32K
$482K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15New |
$2.23K - $2.7K
|
15
$1.67K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
14New |
$2.08K - $2.52K
|
14
$1.56K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
14+ 15.73% |
$2.08K - $2.52K
|
103
$11.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
13+ 0.61% |
$1.93K - $2.34K
|
2.16K
$240K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12+ 1.07% |
$1.78K - $2.16K
|
1.13K
$126K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11+ 0.76% |
$1.63K - $1.98K
|
1.45K
$162K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11+ 0.76% |
$1.63K - $1.98K
|
1.45K
$162K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11New |
$1.63K - $1.98K
|
11
$1.23K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
11+ 0.77% |
$1.63K - $1.98K
|
1.44K
$160K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.6% |
$1.49K - $1.8K
|
1.69K
$188K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10+ 0.13% |
$1.49K - $1.8K
|
7.69K
$857K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
10+ 0.58% |
$1.49K - $1.8K
|
1.73K
$193K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10New |
$1.49K - $1.8K
|
10
$1.11K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
10+ 40.0% |
$1.49K - $1.8K
|
35
$3.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
8New |
$1.19K - $1.44K
|
8
$892
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 12.9% |
$1.19K - $1.44K
|
70
$7.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
7+ 0.34% |
$1.04K - $1.26K
|
2.07K
$231K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
7New |
$1.04K - $1.26K
|
7
$780
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
7+ 0.17% |
$1.04K - $1.26K
|
4.2K
$468K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
6+ 0.37% |
$892 - $1.08K
|
1.63K
$182K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5New |
$743 - $898
|
5
$557
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3+ 6.52% |
$446 - $539
|
49
$5.46K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3+ 0.02% |
$446 - $539
|
14.2K
$1.58M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.61% |
$297 - $359
|
328
$36.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.21% |
$149 - $180
|
473
$52.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.06% |
$149 - $180
|
1.56K
$174K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$149 - $180
|
7.77K
$866K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2- 0.09% |
$297 - $359
|
2.33K
$260K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2- 0.1% |
$297 - $359
|
2.03K
$226K
|