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 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
5.06K+ 80.3% |
$608K - $713K
|
11.4K
$1.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.98K+ 11.58% |
$598K - $701K
|
48K
$5.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.64KNew |
$557K - $653K
|
4.64K
$557K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.61KNew |
$554K - $650K
|
4.61K
$554K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
4.49K+ 16.61% |
$539K - $632K
|
31.5K
$3.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.46K+ 6.11% |
$535K - $628K
|
77.4K
$9.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
4.44K+ 98.86% |
$533K - $625K
|
8.93K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.2K+ 11.62% |
$504K - $592K
|
40.4K
$4.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
4.09K+ 14.28% |
$491K - $576K
|
32.7K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.99K+ 100.66% |
$478K - $561K
|
7.95K
$954K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.9KNew |
$468K - $549K
|
3.9K
$468K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.89K+ 6.55% |
$467K - $547K
|
63.3K
$7.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.87K+ 37.37% |
$464K - $545K
|
14.2K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3.7KNew |
$444K - $520K
|
3.7K
$444K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.57KNew |
$429K - $503K
|
3.57K
$429K
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.57K+ 1.89% |
$428K - $502K
|
192K
$23.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.48K+ 49.46% |
$418K - $490K
|
10.5K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.47K+ 29.62% |
$416K - $488K
|
15.2K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.26K+ 91.3% |
$392K - $459K
|
6.84K
$821K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
3.25K+ 100.0% |
$390K - $458K
|
6.5K
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
3.22KNew |
$386K - $453K
|
3.22K
$387K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.18K+ 25.89% |
$381K - $447K
|
15.5K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.17KNew |
$380K - $446K
|
3.17K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.12KNew |
$374K - $439K
|
3.12K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.07K+ 32.99% |
$368K - $432K
|
12.4K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.06K+ 20.1% |
$367K - $431K
|
18.3K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.02K+ 84.65% |
$363K - $425K
|
6.59K
$792K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.87K+ 103.24% |
$344K - $403K
|
5.64K
$678K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.85K+ 1059.85% |
$342K - $401K
|
3.12K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.85KNew |
$342K - $401K
|
2.85K
$342K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.8K+ 14.12% |
$335K - $393K
|
22.6K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.76K+ 4.66% |
$331K - $388K
|
62K
$7.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.68K+ 2.66% |
$321K - $377K
|
103K
$12.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.66K+ 20.53% |
$319K - $374K
|
15.6K
$1.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
2.65KNew |
$318K - $373K
|
2.65K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.63KNew |
$316K - $371K
|
2.63K
$316K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.6K+ 7219.44% |
$312K - $366K
|
2.64K
$316K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.59K+ 16.09% |
$311K - $365K
|
18.7K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.58K+ 2.7% |
$310K - $363K
|
98.3K
$11.8M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
2.57KNew |
$308K - $361K
|
2.57K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.46K+ 18.28% |
$295K - $346K
|
15.9K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.45K+ 12.72% |
$294K - $345K
|
21.7K
$2.61M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.45KNew |
$294K - $344K
|
2.45K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
2.43K+ 113.3% |
$291K - $342K
|
4.57K
$549K
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.42KNew |
$290K - $340K
|
2.42K
$290K
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.42K+ 10.01% |
$290K - $340K
|
26.5K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.41K+ 15.25% |
$289K - $339K
|
18.2K
$2.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.41KNew |
$289K - $339K
|
2.41K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.35K+ 12.8% |
$283K - $331K
|
20.7K
$2.49M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
2.33KNew |
$280K - $328K
|
2.33K
$280K
|