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 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-380- 6.85% |
$45.6K - $53.5K
|
5.17K
$555K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-400- 12.87% |
$48K - $56.3K
|
2.71K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-401- 14.92% |
$48.1K - $56.4K
|
2.29K
$246K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-409- 82.13% |
$49.1K - $57.6K
|
89
$9.57K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-411- 6.32% |
$49.3K - $57.9K
|
6.09K
$655K
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-419- 80.89% |
$50.3K - $59K
|
99
$10.6K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-431- 33.18% |
$51.7K - $60.7K
|
868
$93.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-446- 38.25% |
$53.5K - $62.8K
|
720
$77.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-451- 22.72% |
$54.1K - $63.5K
|
1.53K
$165K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-452- 7.25% |
$54.2K - $63.6K
|
5.78K
$622K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-460- 27.61% |
$55.2K - $64.8K
|
1.21K
$130K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-464- 15.61% |
$55.7K - $65.3K
|
2.51K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-469- 0.9% |
$56.3K - $66K
|
51.7K
$5.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-473- 20.07% |
$56.8K - $66.6K
|
1.88K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-474- 11.11% |
$56.9K - $66.7K
|
3.79K
$408K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-475- 24.51% |
$57K - $66.9K
|
1.46K
$157K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-478- 10.73% |
$57.4K - $67.3K
|
3.98K
$428K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-487- 4.49% |
$58.4K - $68.6K
|
10.4K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-499- 12.06% |
$59.9K - $70.2K
|
3.64K
$391K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-510- 13.11% |
$61.2K - $71.8K
|
3.38K
$364K
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-515- 4.11% |
$61.8K - $72.5K
|
12K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-531- 10.6% |
$63.7K - $74.7K
|
4.48K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-531- 14.34% |
$63.7K - $74.7K
|
3.17K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-557- 14.39% |
$66.9K - $78.4K
|
3.32K
$356K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-563- 23.7% |
$67.6K - $79.3K
|
1.81K
$195K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-573- 7.72% |
$68.8K - $80.7K
|
6.85K
$736K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-583- 5.8% |
$70K - $82.1K
|
9.47K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-600- 60.0% |
$72K - $84.5K
|
400
$43K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-604- 5.26% |
$72.5K - $85K
|
10.9K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-605- 25.25% |
$72.6K - $85.2K
|
1.79K
$193K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-608- 6.84% |
$73K - $85.6K
|
8.28K
$890K
|
|
|
Nov 14, 2024
Q3 2024
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-624- 15.29% |
$74.9K - $87.8K
|
3.46K
$372K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-633- 80.84% |
$76K - $89.1K
|
150
$16.1K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-661- 9.24% |
$79.3K - $93K
|
6.49K
$698K
|
|
|
Nov 13, 2024
Q3 2024
|
Ar Asset Management Inc
|
SELL
|
- |
-680- 1.51% |
$81.6K - $95.7K
|
44.3K
$4.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-683- 10.31% |
$82K - $96.1K
|
5.94K
$639K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-695- 3.39% |
$83.4K - $97.8K
|
19.8K
$2.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-697- 10.84% |
$83.7K - $98.1K
|
5.73K
$616K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-725- 7.9% |
$87K - $102K
|
8.46K
$909K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-737- 6.6% |
$88.5K - $104K
|
10.4K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-738- 24.32% |
$88.6K - $104K
|
2.3K
$247K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-751- 14.04% |
$90.1K - $106K
|
4.6K
$495K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-761- 5.89% |
$91.3K - $107K
|
12.2K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-772- 17.59% |
$92.7K - $109K
|
3.62K
$389K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-800- 7.65% |
$96K - $113K
|
9.66K
$1.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-800- 16.86% |
$96K - $113K
|
3.95K
$424K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-820- 11.05% |
$98.4K - $115K
|
6.6K
$710K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-831- 1.82% |
$99.7K - $117K
|
44.7K
$4.81M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-840- 89.94% |
$101K - $118K
|
94
$10.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-843- 4.13% |
$101K - $119K
|
19.6K
$2.1M
|