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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-160- 2.6% |
$19.2K - $22.5K
|
6K
$668K
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-165- 1.01% |
$19.8K - $23.2K
|
16.2K
$1.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-166- 3.88% |
$19.9K - $23.4K
|
4.11K
$458K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-166- 11.93% |
$19.9K - $23.4K
|
1.23K
$137K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-174- 65.91% |
$20.9K - $24.5K
|
90
$10K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-178- 2.76% |
$21.4K - $25.1K
|
6.26K
$698K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-181- 4.01% |
$21.7K - $25.5K
|
4.34K
$483K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-188- 18.71% |
$22.6K - $26.5K
|
817
$91K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-190- 8.14% |
$22.8K - $26.7K
|
2.14K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-197- 11.85% |
$23.6K - $27.7K
|
1.47K
$163K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-200- 3.61% |
$24K - $28.2K
|
5.34K
$595K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-212- 4.0% |
$25.4K - $29.8K
|
5.09K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-215- 7.63% |
$25.8K - $30.3K
|
2.6K
$290K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-218- 3.72% |
$26.2K - $30.7K
|
5.64K
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-221- 1.52% |
$26.5K - $31.1K
|
14.3K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-221- 9.12% |
$26.5K - $31.1K
|
2.2K
$246K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-224- 13.52% |
$26.9K - $31.5K
|
1.43K
$160K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-226- 7.28% |
$27.1K - $31.8K
|
2.88K
$321K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-230- 5.41% |
$27.6K - $32.4K
|
4.02K
$448K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-233- 1.23% |
$28K - $32.8K
|
18.7K
$2.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-234- 13.72% |
$28.1K - $32.9K
|
1.47K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-239- 7.47% |
$28.7K - $33.6K
|
2.96K
$330K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-240- 8.92% |
$28.8K - $33.8K
|
2.45K
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-240- 9.5% |
$28.8K - $33.8K
|
2.29K
$255K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-240- 11.4% |
$28.8K - $33.8K
|
1.87K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-242- 0.07% |
$29K - $34.1K
|
349K
$38.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-250- 43.48% |
$30K - $35.2K
|
325
$36.2K
|
|
|
Aug 07, 2025
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-250- 43.48% |
$30K - $35.2K
|
325
$36.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-251- 9.48% |
$30.1K - $35.3K
|
2.4K
$267K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-257- 3.74% |
$30.8K - $36.2K
|
6.61K
$736K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-263- 5.0% |
$31.6K - $37K
|
5K
$557K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-267- 2.9% |
$32K - $37.6K
|
8.95K
$997K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-287- 0.72% |
$34.4K - $40.4K
|
39.6K
$4.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-288- 7.51% |
$34.6K - $40.5K
|
3.55K
$395K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-295- 1.62% |
$35.4K - $41.5K
|
17.9K
$1.99M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-297- 14.87% |
$35.6K - $41.8K
|
1.7K
$189K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-300- 77.92% |
$36K - $42.2K
|
85
$9.47K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-300- 5.76% |
$36K - $42.2K
|
4.91K
$547K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-306- 9.38% |
$36.7K - $43.1K
|
2.96K
$329K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-306- 9.6% |
$36.7K - $43.1K
|
2.88K
$321K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-315- 7.31% |
$37.8K - $44.3K
|
4K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-315- 1.76% |
$37.8K - $44.3K
|
17.6K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-323- 1.03% |
$38.8K - $45.5K
|
30.9K
$3.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-325- 11.39% |
$39K - $45.8K
|
2.53K
$282K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-341- 4.65% |
$40.9K - $48K
|
6.99K
$779K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-343- 16.36% |
$41.2K - $48.3K
|
1.75K
$195K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-343- 0.84% |
$41.2K - $48.3K
|
40.3K
$4.49M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-349- 5.21% |
$41.9K - $49.1K
|
6.35K
$708K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-351- 4.19% |
$42.1K - $49.4K
|
8.02K
$894K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-351- 4.13% |
$42.1K - $49.4K
|
8.14K
$907K
|