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 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-75- 4.42% |
$14.5K - $16.6K
|
1.62K
$193K
|
|
Feb 08, 2022
Q4 2021
|
Notis Mc Conarty Edward
|
SELL
|
- |
-75- 1.06% |
$14.5K - $16.6K
|
6.99K
$830K
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-78- 1.89% |
$15K - $17.3K
|
4.05K
$481K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-79- 6.91% |
$15.2K - $17.5K
|
1.06K
$126K
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-81- 4.17% |
$15.6K - $18K
|
1.86K
$221K
|
|
Feb 11, 2022
Q4 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-82- 5.69% |
$15.8K - $18.2K
|
1.36K
$161K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-83Closed |
$16K - $18.4K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-84- 1.12% |
$16.2K - $18.6K
|
7.42K
$881K
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-85- 3.85% |
$16.4K - $18.9K
|
2.12K
$252K
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-87- 31.64% |
$16.8K - $19.3K
|
188
$22.3K
|
|
Feb 14, 2022
Q4 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-88- 0.44% |
$17K - $19.5K
|
19.8K
$2.35M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-90Closed |
$17.3K - $20K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-90- 8.59% |
$17.3K - $20K
|
958
$114K
|
|
Jan 10, 2022
Q4 2021
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-95- 2.19% |
$18.3K - $21.1K
|
4.24K
$503K
|
|
Jan 21, 2022
Q4 2021
|
Sterling Investment Management, LLC
|
SELL
|
- |
-99- 1.24% |
$19.1K - $22K
|
7.88K
$935K
|
|
Jan 14, 2022
Q4 2021
|
Baxter Bros Inc
|
SELL
|
- |
-100- 1.38% |
$19.3K - $22.2K
|
7.14K
$847K
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-100- 4.49% |
$19.3K - $22.2K
|
2.13K
$252K
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-100- 5.0% |
$19.3K - $22.2K
|
1.9K
$226K
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-100- 1.31% |
$19.3K - $22.2K
|
7.54K
$895K
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 3.92% |
$19.3K - $22.2K
|
2.45K
$291K
|
|
Feb 08, 2022
Q4 2021
|
Becker Capital Management Inc
|
SELL
|
- |
-104- 3.57% |
$20K - $23.1K
|
2.81K
$334K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-106- 8.65% |
$20.4K - $23.5K
|
1.12K
$133K
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-108Closed |
$20.8K - $24K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-114- 1.02% |
$22K - $25.3K
|
11K
$1.31M
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
SELL
|
- |
-114Closed |
$22K - $25.3K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-124- 3.22% |
$23.9K - $27.5K
|
3.72K
$442K
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-124- 4.05% |
$23.9K - $27.5K
|
2.93K
$348K
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
SELL
|
- |
-125- 0.2% |
$24.1K - $27.7K
|
63.4K
$7.53M
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-125- 0.58% |
$24.1K - $27.7K
|
21.3K
$2.53M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-129- 2.82% |
$24.9K - $28.6K
|
4.45K
$529K
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-129- 1.37% |
$24.9K - $28.6K
|
9.27K
$1.1M
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-135- 4.04% |
$26K - $29.9K
|
3.21K
$381K
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-138- 7.6% |
$26.6K - $30.6K
|
1.68K
$199K
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-140- 10.07% |
$27K - $31.1K
|
1.25K
$148K
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-144- 6.34% |
$27.8K - $31.9K
|
2.13K
$252K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-147- 3.57% |
$28.3K - $32.6K
|
3.98K
$472K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-155- 4.37% |
$29.9K - $34.4K
|
3.39K
$403K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-156- 7.36% |
$30.1K - $34.6K
|
1.96K
$233K
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-158- 3.17% |
$30.5K - $35K
|
4.83K
$573K
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-160- 1.2% |
$30.8K - $35.5K
|
13.1K
$1.56M
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-161- 9.55% |
$31K - $35.7K
|
1.52K
$181K
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-163- 1.78% |
$31.4K - $36.2K
|
9K
$1.07M
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-163- 4.24% |
$31.4K - $36.2K
|
3.68K
$437K
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-165- 7.66% |
$31.8K - $36.6K
|
1.99K
$236K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-173- 8.01% |
$33.3K - $38.4K
|
1.99K
$236K
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-173- 11.28% |
$33.3K - $38.4K
|
1.36K
$162K
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-184- 3.94% |
$35.5K - $40.8K
|
4.49K
$532K
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-185- 0.73% |
$35.7K - $41K
|
25.1K
$2.97M
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-191- 77.02% |
$36.8K - $42.4K
|
57
$6.77K
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-196- 6.1% |
$37.8K - $43.5K
|
3.02K
$358K
|