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 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.53KNew |
$183K - $215K
|
1.53K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.52K+ 36.12% |
$183K - $214K
|
5.74K
$689K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.52KNew |
$183K - $214K
|
1.52K
$183K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.52KNew |
$182K - $214K
|
1.52K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.51K+ 87.7% |
$181K - $213K
|
3.23K
$388K
|
|
|
Nov 06, 2024
Q3 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
1.51KNew |
$181K - $212K
|
1.51K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
1.51K+ 21.69% |
$181K - $212K
|
8.45K
$1.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.49KNew |
$179K - $210K
|
1.49K
$179K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.49K+ 28.19% |
$179K - $209K
|
6.77K
$813K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.48K+ 4.83% |
$178K - $208K
|
32.1K
$3.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.48KNew |
$178K - $208K
|
1.48K
$178K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.45KNew |
$174K - $204K
|
1.45K
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
1.45KNew |
$174K - $204K
|
1.45K
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.44KNew |
$173K - $203K
|
1.44K
$173K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.44KNew |
$173K - $203K
|
1.44K
$173K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.44KNew |
$172K - $202K
|
1.44K
$172K
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.44KNew |
$172K - $202K
|
1.44K
$172K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.43K+ 31.89% |
$172K - $202K
|
5.93K
$712K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.41K+ 3.89% |
$169K - $198K
|
37.6K
$4.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.41K+ 24.61% |
$169K - $198K
|
7.11K
$854K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.4K+ 17.02% |
$168K - $197K
|
9.63K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.4K+ 5.88% |
$168K - $197K
|
25.1K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.38K+ 5.24% |
$166K - $195K
|
27.8K
$3.34M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.34K+ 2.27% |
$161K - $189K
|
60.5K
$7.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.34K+ 17.43% |
$160K - $188K
|
9K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.3K+ 25.17% |
$157K - $184K
|
6.49K
$779K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.25K+ 7.69% |
$150K - $176K
|
17.5K
$2.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.22K+ 20.17% |
$147K - $172K
|
7.28K
$874K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 13.89% |
$146K - $171K
|
9.96K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.18KNew |
$142K - $167K
|
1.18K
$142K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.17K+ 25.2% |
$140K - $164K
|
5.79K
$696K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
1.16K+ 44.18% |
$139K - $163K
|
3.78K
$454K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.16K+ 61.5% |
$139K - $163K
|
3.03K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.14K+ 2.83% |
$136K - $160K
|
41.3K
$4.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.13K+ 17.21% |
$136K - $159K
|
7.7K
$924K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.11K+ 4.86% |
$134K - $157K
|
24K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.09K+ 6.51% |
$131K - $153K
|
17.8K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.06K+ 7.48% |
$127K - $149K
|
15.2K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.06K+ 5.55% |
$127K - $149K
|
20.1K
$2.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.05K+ 2.77% |
$126K - $148K
|
39K
$4.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.05K+ 2333.33% |
$126K - $148K
|
1.1K
$131K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.01K+ 1.85% |
$122K - $143K
|
55.8K
$6.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1K+ 17.13% |
$120K - $141K
|
6.85K
$823K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
954+ 50.13% |
$114K - $134K
|
2.86K
$343K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
946+ 3.91% |
$114K - $133K
|
25.2K
$3.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
944+ 1.02% |
$113K - $133K
|
93.6K
$11.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
943+ 32.52% |
$113K - $133K
|
3.84K
$462K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
925+ 43.02% |
$111K - $130K
|
3.08K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
903+ 5.2% |
$108K - $127K
|
18.3K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
890+ 26.76% |
$107K - $125K
|
4.22K
$506K
|