Purchases and Sales Made in Q3 2024 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q3 2024. 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 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 7.14% |
$120 - $141
|
15
$1.67K
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1- -0.0% |
$120 - $141
|
27.5K
$3.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1- 0.02% |
$120 - $141
|
4.81K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 6.67% |
$120 - $141
|
14
$1.56K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3- 2.08% |
$360 - $422
|
141
$15.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 27.27% |
$360 - $422
|
8
$892
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3- 0.13% |
$360 - $422
|
2.37K
$264K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-4- 0.36% |
$480 - $563
|
1.11K
$123K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-6- -0.0% |
$720 - $845
|
246K
$27.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-6- 0.36% |
$720 - $845
|
1.68K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-6- 0.13% |
$720 - $845
|
4.76K
$531K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-7- 0.32% |
$840 - $985
|
2.21K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-8- 0.32% |
$960 - $1.13K
|
2.47K
$275K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-8- 28.57% |
$960 - $1.13K
|
20
$2.23K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-8- 0.32% |
$960 - $1.13K
|
2.53K
$282K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-9- 9.68% |
$1.08K - $1.27K
|
84
$9.36K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.07% |
$1.2K - $1.41K
|
14.5K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13- 0.81% |
$1.56K - $1.83K
|
1.58K
$177K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14- 0.78% |
$1.68K - $1.97K
|
1.77K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.94% |
$1.68K - $1.97K
|
1.48K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-14- 5.65% |
$1.68K - $1.97K
|
234
$26.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-14- 0.04% |
$1.68K - $1.97K
|
34K
$3.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-15- 0.34% |
$1.8K - $2.11K
|
4.33K
$483K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-17- 2.69% |
$2.04K - $2.39K
|
616
$68.6K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-19- 0.53% |
$2.28K - $2.67K
|
3.54K
$394K
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-20- 0.93% |
$2.4K - $2.82K
|
2.14K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-20- 0.02% |
$2.4K - $2.82K
|
85.9K
$9.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-21- 6.38% |
$2.52K - $2.96K
|
308
$34.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-23- 0.86% |
$2.76K - $3.24K
|
2.67K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-24- 0.93% |
$2.88K - $3.38K
|
2.55K
$284K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-24- 0.61% |
$2.88K - $3.38K
|
3.92K
$437K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-25- 8.33% |
$3K - $3.52K
|
275
$30.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-25- 13.23% |
$3K - $3.52K
|
164
$18.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-27- 0.41% |
$3.24K - $3.8K
|
6.55K
$730K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-28- 5.7% |
$3.36K - $3.94K
|
463
$51.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29- 0.22% |
$3.48K - $4.08K
|
13.1K
$1.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-30- 3.79% |
$3.6K - $4.22K
|
761
$84.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-34- 1.04% |
$4.08K - $4.79K
|
3.25K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-36- 6.37% |
$4.32K - $5.07K
|
529
$59K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-36- 5.26% |
$4.32K - $5.07K
|
649
$72.3K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-38- 1.07% |
$4.56K - $5.35K
|
3.51K
$391K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-40- 2.34% |
$4.8K - $5.63K
|
1.67K
$186K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-40- 1.54% |
$4.8K - $5.63K
|
2.56K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-43- 0.61% |
$5.16K - $6.05K
|
7K
$780K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-43- 74.14% |
$5.16K - $6.05K
|
15
$1.67K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-45- 1.53% |
$5.4K - $6.33K
|
2.89K
$322K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-48- 1.89% |
$5.76K - $6.76K
|
2.5K
$278K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-49- 0.34% |
$5.88K - $6.9K
|
14.2K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-50- 2.66% |
$6K - $7.04K
|
1.83K
$204K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-50- 0.31% |
$6K - $7.04K
|
15.8K
$1.76M
|