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 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
37New |
$4.44K - $5.21K
|
37
$4.44K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
36+ 1.63% |
$4.32K - $5.07K
|
2.25K
$270K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
35New |
$4.2K - $4.93K
|
35
$4.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
34+ 2.0% |
$4.08K - $4.79K
|
1.74K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
33+ 2.04% |
$3.96K - $4.65K
|
1.65K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
30New |
$3.6K - $4.22K
|
30
$3.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
BUY
|
- |
27+ 0.05% |
$3.24K - $3.8K
|
49.2K
$5.91M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
27+ 7.71% |
$3.24K - $3.8K
|
377
$45.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
24+ 4.8% |
$2.88K - $3.38K
|
524
$62.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
23New |
$2.76K - $3.24K
|
23
$2.76K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
22New |
$2.64K - $3.1K
|
22
$2.64K
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
22New |
$2.64K - $3.1K
|
22
$2.64K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
22+ 12.36% |
$2.64K - $3.1K
|
200
$24K
|
|
|
Nov 13, 2024
Q3 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
20+ 0.2% |
$2.4K - $2.82K
|
10.1K
$1.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 1.76% |
$2.28K - $2.67K
|
1.1K
$132K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
18+ 1.05% |
$2.16K - $2.53K
|
1.73K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
18+ 100.0% |
$2.16K - $2.53K
|
36
$4.32K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18+ 1.03% |
$2.16K - $2.53K
|
1.77K
$213K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
15+ 0.63% |
$1.8K - $2.11K
|
2.41K
$289K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
14+ 0.31% |
$1.68K - $1.97K
|
4.5K
$541K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13New |
$1.56K - $1.83K
|
13
$1.56K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13+ 6.47% |
$1.56K - $1.83K
|
214
$25.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 39.29% |
$1.32K - $1.55K
|
39
$4.68K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
11New |
$1.32K - $1.55K
|
11
$1.32K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11+ 0.11% |
$1.32K - $1.55K
|
9.71K
$1.17M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10+ 0.62% |
$1.2K - $1.41K
|
1.63K
$196K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
10+ 0.56% |
$1.2K - $1.41K
|
1.8K
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9+ 0.19% |
$1.08K - $1.27K
|
4.81K
$577K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.64% |
$1.08K - $1.27K
|
1.42K
$170K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9+ 12.16% |
$1.08K - $1.27K
|
83
$9.97K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9+ 1.79% |
$1.08K - $1.27K
|
511
$61.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
8+ 0.21% |
$960 - $1.13K
|
3.8K
$456K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6+ 1.13% |
$720 - $845
|
535
$64.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 3.88% |
$600 - $704
|
134
$16.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.08% |
$240 - $282
|
2.42K
$291K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 3.03% |
$240 - $282
|
68
$8.17K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 7.14% |
$120 - $141
|
15
$1.8K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$120 - $141
|
1
$120
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 6.67% |
$120 - $141
|
14
$1.68K
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1- -0.0% |
$120 - $141
|
27.5K
$3.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1- 0.02% |
$120 - $141
|
4.81K
$577K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3- 0.13% |
$360 - $422
|
2.37K
$284K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3- 2.08% |
$360 - $422
|
141
$16.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 27.27% |
$360 - $422
|
8
$961
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-4- 0.36% |
$480 - $563
|
1.11K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-6- 0.13% |
$720 - $845
|
4.76K
$572K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-6- 0.36% |
$720 - $845
|
1.68K
$202K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-6- -0.0% |
$720 - $845
|
246K
$29.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-7- 0.32% |
$840 - $985
|
2.21K
$265K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-8- 28.57% |
$960 - $1.13K
|
20
$2.4K
|