Purchases and Sales Made in Q4 2021 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
21+ 1.18% |
$4.05K - $4.66K
|
1.8K
$214K
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
21+ 0.22% |
$4.05K - $4.66K
|
9.36K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Td Asset Management Inc
|
BUY
|
- |
20+ 0.22% |
$3.86K - $4.44K
|
9.21K
$1.09M
|
|
|
Feb 16, 2022
Q4 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
20+ 0.56% |
$3.86K - $4.44K
|
3.61K
$429K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
20+ 0.95% |
$3.86K - $4.44K
|
2.12K
$252K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19+ 1.49% |
$3.66K - $4.21K
|
1.29K
$153K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
16+ 0.46% |
$3.08K - $3.55K
|
3.46K
$411K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
16+ 0.97% |
$3.08K - $3.55K
|
1.66K
$197K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
16+ 2.1% |
$3.08K - $3.55K
|
778
$92.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
15+ 15.0% |
$2.89K - $3.33K
|
115
$13.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
15+ 0.34% |
$2.89K - $3.33K
|
4.48K
$532K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
13New |
$2.51K - $2.88K
|
13
$1.54K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 1.16% |
$2.51K - $2.88K
|
1.13K
$134K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
13New |
$2.51K - $2.88K
|
13
$1.54K
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.09% |
$2.31K - $2.66K
|
13.5K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
12+ 0.28% |
$2.31K - $2.66K
|
4.23K
$502K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
12New |
$2.31K - $2.66K
|
12
$1.42K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
12+ 1.15% |
$2.31K - $2.66K
|
1.05K
$125K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11+ 0.17% |
$2.12K - $2.44K
|
6.42K
$762K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.48% |
$1.73K - $2K
|
1.88K
$223K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
9+ 0.37% |
$1.73K - $2K
|
2.45K
$290K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9+ 7.83% |
$1.73K - $2K
|
124
$14.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
9+ 0.82% |
$1.73K - $2K
|
1.1K
$131K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.53% |
$1.54K - $1.77K
|
1.53K
$181K
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
8New |
$1.54K - $1.77K
|
8
$950
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
8+ 0.51% |
$1.54K - $1.77K
|
1.58K
$187K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
8New |
$1.54K - $1.77K
|
8
$950
|
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
8+ 0.62% |
$1.54K - $1.77K
|
1.3K
$154K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
7+ 1.79% |
$1.35K - $1.55K
|
397
$47.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
7+ 7.69% |
$1.35K - $1.55K
|
98
$11.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
7+ 0.64% |
$1.35K - $1.55K
|
1.1K
$130K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
7New |
$1.35K - $1.55K
|
7
$831
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
6+ 0.55% |
$1.16K - $1.33K
|
1.1K
$130K
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
BUY
|
- |
6+ 0.08% |
$1.16K - $1.33K
|
7.1K
$843K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6+ 0.46% |
$1.16K - $1.33K
|
1.32K
$157K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6+ 0.05% |
$1.16K - $1.33K
|
13.2K
$1.57M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 0.38% |
$964 - $1.11K
|
1.32K
$157K
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
5+ 0.03% |
$964 - $1.11K
|
18.5K
$2.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 4.44% |
$771 - $887
|
94
$11.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
BUY
|
- |
4+ 0.07% |
$771 - $887
|
5.47K
$650K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
4+ 0.18% |
$771 - $887
|
2.21K
$262K
|
|
|
Jan 31, 2022
Q4 2021
|
Westhampton Capital, LLC
|
BUY
|
- |
3+ 0.02% |
$578 - $665
|
13.1K
$1.55M
|
|
|
Jan 21, 2022
Q4 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
3+ 0.09% |
$578 - $665
|
3.18K
$377K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3New |
$578 - $665
|
3
$356
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.21% |
$578 - $665
|
1.42K
$169K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 0.59% |
$578 - $665
|
511
$60.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3+ 0.02% |
$578 - $665
|
16K
$1.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3+ 0.19% |
$578 - $665
|
1.61K
$191K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.28% |
$578 - $665
|
237
$28.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2+ 0.04% |
$386 - $444
|
5.66K
$672K
|