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 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
873+ 27.32% |
$105K - $123K
|
4.07K
$489K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
871+ 7.28% |
$105K - $123K
|
12.8K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
859+ 2.23% |
$103K - $121K
|
39.3K
$4.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
787+ 2.85% |
$94.5K - $111K
|
28.4K
$3.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
762+ 5.28% |
$91.5K - $107K
|
15.2K
$1.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
754+ 14.47% |
$90.5K - $106K
|
5.97K
$716K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
751+ 8.54% |
$90.1K - $106K
|
9.55K
$1.15M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
740+ 9.4% |
$88.8K - $104K
|
8.61K
$1.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
734+ 14.2% |
$88.1K - $103K
|
5.9K
$709K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
733+ 6.32% |
$88K - $103K
|
12.3K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
720+ 3.7% |
$86.4K - $101K
|
20.2K
$2.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
705+ 22.66% |
$84.6K - $99.2K
|
3.82K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
675New |
$81K - $95K
|
675
$81.1K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
669+ 25.07% |
$80.3K - $94.2K
|
3.34K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
668+ 15.2% |
$80.2K - $94K
|
5.06K
$608K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
664+ 40.07% |
$79.7K - $93.5K
|
2.32K
$279K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
643+ 38.27% |
$77.2K - $90.5K
|
2.32K
$279K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
640+ 71.67% |
$76.8K - $90.1K
|
1.53K
$184K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
634+ 25.2% |
$76.1K - $89.2K
|
3.15K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
623+ 23.5% |
$74.8K - $87.7K
|
3.27K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
William Allan, LLC
|
BUY
|
- |
622+ 7.55% |
$74.7K - $87.6K
|
8.86K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
620+ 44.1% |
$74.4K - $87.3K
|
2.03K
$243K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
612+ 8.68% |
$73.5K - $86.2K
|
7.67K
$921K
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
591+ 12.44% |
$70.9K - $83.2K
|
5.34K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
570+ 3.71% |
$68.4K - $80.2K
|
15.9K
$1.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
543+ 14.19% |
$65.2K - $76.4K
|
4.37K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
539+ 17.66% |
$64.7K - $75.9K
|
3.59K
$431K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
536+ 18.64% |
$64.3K - $75.5K
|
3.41K
$410K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
518+ 5.85% |
$62.2K - $72.9K
|
9.37K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
517+ 25.7% |
$62.1K - $72.8K
|
2.53K
$304K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
498+ 1.95% |
$59.8K - $70.1K
|
26K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
495+ 17.22% |
$59.4K - $69.7K
|
3.37K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
471+ 0.35% |
$56.5K - $66.3K
|
134K
$16.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
467+ 17.66% |
$56K - $65.7K
|
3.11K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
463+ 28.87% |
$55.6K - $65.2K
|
2.07K
$248K
|
|
|
Nov 06, 2024
Q3 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
454+ 5.44% |
$54.5K - $63.9K
|
8.8K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
453+ 3.3% |
$54.4K - $63.8K
|
14.2K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
450+ 937.5% |
$54K - $63.3K
|
498
$59.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
449+ 8.07% |
$53.9K - $63.2K
|
6.01K
$722K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
443+ 13.89% |
$53.2K - $62.4K
|
3.63K
$436K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
440+ 14.93% |
$52.8K - $61.9K
|
3.39K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
438+ 1.35% |
$52.6K - $61.7K
|
33K
$3.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
433+ 0.56% |
$52K - $61K
|
77.3K
$9.28M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
429+ 5.39% |
$51.5K - $60.4K
|
8.39K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
425+ 20.04% |
$51K - $59.8K
|
2.55K
$306K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
418+ 4.74% |
$50.2K - $58.8K
|
9.23K
$1.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
417+ 24.94% |
$50K - $58.7K
|
2.09K
$251K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
410+ 19.73% |
$49.2K - $57.7K
|
2.49K
$299K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
407+ 2.83% |
$48.8K - $57.3K
|
14.8K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
406+ 104.91% |
$48.7K - $57.2K
|
793
$95.2K
|