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 14, 2024
Q3 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
155+ 1.44% |
$18.6K - $21.8K
|
10.9K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
153+ 4.87% |
$18.4K - $21.5K
|
3.3K
$396K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
151+ 4.1% |
$18.1K - $21.3K
|
3.83K
$460K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
150New |
$18K - $21.1K
|
150
$18K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
149+ 5.44% |
$17.9K - $21K
|
2.89K
$347K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
147New |
$17.6K - $20.7K
|
147
$17.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
142+ 0.42% |
$17K - $20K
|
33.8K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
126+ 6.11% |
$15.1K - $17.7K
|
2.19K
$263K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
125+ 6.86% |
$15K - $17.6K
|
1.95K
$234K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
121+ 7.69% |
$14.5K - $17K
|
1.7K
$204K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
117+ 6.16% |
$14K - $16.5K
|
2.02K
$242K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
116New |
$13.9K - $16.3K
|
116
$13.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
114+ 4.7% |
$13.7K - $16K
|
2.54K
$305K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
102+ 463.64% |
$12.2K - $14.4K
|
124
$14.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
101+ 258.97% |
$12.1K - $14.2K
|
140
$16.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
101+ 3.64% |
$12.1K - $14.2K
|
2.88K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
100New |
$12K - $14.1K
|
100
$12K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
100New |
$12K - $14.1K
|
100
$12K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
100New |
$12K - $14.1K
|
100
$12K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
100+ 3.45% |
$12K - $14.1K
|
3K
$360K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
99+ 16.23% |
$11.9K - $13.9K
|
709
$85.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
96New |
$11.5K - $13.5K
|
96
$11.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
93+ 5.23% |
$11.2K - $13.1K
|
1.87K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
90+ 1.55% |
$10.8K - $12.7K
|
5.91K
$710K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
86New |
$10.3K - $12.1K
|
86
$10.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
86New |
$10.3K - $12.1K
|
86
$10.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
85+ 177.08% |
$10.2K - $12K
|
133
$16K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
85+ 1.05% |
$10.2K - $12K
|
8.15K
$978K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
74+ 0.93% |
$8.88K - $10.4K
|
8K
$960K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
71+ 3.57% |
$8.52K - $9.99K
|
2.06K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
70+ 3.0% |
$8.4K - $9.85K
|
2.4K
$288K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
69+ 2.01% |
$8.28K - $9.71K
|
3.5K
$420K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
68+ 1.1% |
$8.16K - $9.57K
|
6.23K
$748K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
64+ 0.16% |
$7.68K - $9.01K
|
39.1K
$4.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
61+ 1.02% |
$7.32K - $8.59K
|
6.02K
$723K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
59+ 1.13% |
$7.08K - $8.31K
|
5.29K
$636K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
55+ 0.97% |
$6.6K - $7.74K
|
5.7K
$685K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 10.66% |
$6.36K - $7.46K
|
550
$66K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
50New |
$6K - $7.04K
|
50
$6K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
50+ 14.29% |
$6K - $7.04K
|
400
$48K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
49+ 0.37% |
$5.88K - $6.9K
|
13.3K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
48New |
$5.76K - $6.76K
|
48
$5.76K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
47+ 0.62% |
$5.64K - $6.62K
|
7.6K
$913K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
45+ 0.9% |
$5.4K - $6.33K
|
5.07K
$609K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
42+ 2.03% |
$5.04K - $5.91K
|
2.11K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
42New |
$5.04K - $5.91K
|
42
$5.04K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
41+ 2.01% |
$4.92K - $5.77K
|
2.08K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
40+ 0.73% |
$4.8K - $5.63K
|
5.53K
$664K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
40New |
$4.8K - $5.63K
|
40
$4.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
38+ 1.49% |
$4.56K - $5.35K
|
2.59K
$311K
|