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 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
405+ 5.74% |
$48.6K - $57K
|
7.47K
$896K
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
404+ 7.54% |
$48.5K - $56.9K
|
5.76K
$692K
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
400+ 11.28% |
$48K - $56.3K
|
3.95K
$474K
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
396New |
$47.5K - $55.7K
|
396
$47.6K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
395New |
$47.4K - $55.6K
|
395
$47.4K
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
392+ 15.15% |
$47K - $55.2K
|
2.98K
$358K
|
|
Nov 12, 2024
Q3 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
386+ 1.21% |
$46.3K - $54.3K
|
32.3K
$3.87M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
365+ 18.92% |
$43.8K - $51.4K
|
2.29K
$275K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
365+ 7.25% |
$43.8K - $51.4K
|
5.4K
$648K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
365+ 5.12% |
$43.8K - $51.4K
|
7.5K
$901K
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
361+ 10.85% |
$43.3K - $50.8K
|
3.69K
$443K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
358+ 16.99% |
$43K - $50.4K
|
2.47K
$296K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
353+ 10.33% |
$42.4K - $49.7K
|
3.77K
$453K
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
352+ 7.0% |
$42.2K - $49.6K
|
5.38K
$646K
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
345+ 11.29% |
$41.4K - $48.6K
|
3.4K
$409K
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
343+ 10.88% |
$41.2K - $48.3K
|
3.5K
$420K
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
332+ 5.63% |
$39.8K - $46.7K
|
6.23K
$748K
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
331+ 2.4% |
$39.7K - $46.6K
|
14.1K
$1.7M
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
326+ 0.54% |
$39.1K - $45.9K
|
60.4K
$7.25M
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
305+ 3.59% |
$36.6K - $42.9K
|
8.8K
$1.06M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
303+ 44.62% |
$36.4K - $42.7K
|
982
$118K
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
301+ 18.87% |
$36.1K - $42.4K
|
1.9K
$228K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
300+ 2000.0% |
$36K - $42.2K
|
315
$37.8K
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
289+ 0.26% |
$34.7K - $40.7K
|
111K
$13.3M
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
285+ 4.17% |
$34.2K - $40.1K
|
7.11K
$854K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
280+ 4.84% |
$33.6K - $39.4K
|
6.06K
$728K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
279+ 1395.0% |
$33.5K - $39.3K
|
299
$35.9K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
276+ 7.55% |
$33.1K - $38.9K
|
3.93K
$472K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
273New |
$32.8K - $38.4K
|
273
$32.8K
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
268+ 6.84% |
$32.2K - $37.7K
|
4.19K
$503K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
263+ 77.13% |
$31.6K - $37K
|
604
$72.5K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
261+ 14.45% |
$31.3K - $36.7K
|
2.07K
$248K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
259+ 83.28% |
$31.1K - $36.5K
|
570
$68.5K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
259+ 0.17% |
$31.1K - $36.5K
|
155K
$18.6M
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
252+ 8.65% |
$30.2K - $35.5K
|
3.17K
$380K
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
244+ 15.15% |
$29.3K - $34.3K
|
1.86K
$223K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
242+ 0.14% |
$29K - $34.1K
|
169K
$20.3M
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
225+ 8.69% |
$27K - $31.7K
|
2.82K
$338K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
220+ 10.21% |
$26.4K - $31K
|
2.38K
$285K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
212+ 31.18% |
$25.4K - $29.8K
|
892
$107K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
211+ 108.21% |
$25.3K - $29.7K
|
406
$48.8K
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
208+ 6.42% |
$25K - $29.3K
|
3.45K
$414K
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
205+ 4.62% |
$24.6K - $28.9K
|
4.64K
$557K
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
200+ 3.72% |
$24K - $28.2K
|
5.57K
$669K
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
189+ 2.0% |
$22.7K - $26.6K
|
9.62K
$1.16M
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
177New |
$21.2K - $24.9K
|
177
$21.3K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
175New |
$21K - $24.6K
|
175
$21K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
174+ 4.09% |
$20.9K - $24.5K
|
4.43K
$532K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
157+ 5.8% |
$18.8K - $22.1K
|
2.86K
$344K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
157New |
$18.8K - $22.1K
|
157
$18.9K
|