Purchases and Sales Made in Q4 2022 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q4 2022. 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 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9+ 0.12% |
$1.47K - $1.72K
|
7.63K
$820K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
9+ 0.47% |
$1.47K - $1.72K
|
1.94K
$209K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
7+ 0.56% |
$1.14K - $1.34K
|
1.26K
$135K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
7+ 0.43% |
$1.14K - $1.34K
|
1.65K
$177K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$815 - $957
|
1.73K
$186K
|
|
|
Feb 07, 2023
Q4 2022
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
5+ 9.09% |
$815 - $957
|
60
$6.45K
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3+ 7.69% |
$489 - $574
|
42
$4.52K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3New |
$489 - $574
|
3
$323
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.87% |
$489 - $574
|
346
$37.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
3New |
$489 - $574
|
3
$323
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3+ 0.13% |
$489 - $574
|
2.4K
$258K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 1.74% |
$326 - $383
|
117
$12.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 2.94% |
$326 - $383
|
70
$7.53K
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2+ 0.09% |
$326 - $383
|
2.33K
$251K
|
|
|
Feb 01, 2023
Q4 2022
|
Henry James International Management Inc.
|
BUY
|
- |
2+ 0.07% |
$326 - $383
|
2.79K
$299K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2+ 0.05% |
$326 - $383
|
4.19K
$451K
|
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
BUY
|
- |
2+ 0.02% |
$326 - $383
|
8.33K
$896K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 1.12% |
$326 - $383
|
181
$19.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2+ 0.05% |
$326 - $383
|
3.94K
$424K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
2+ 0.88% |
$326 - $383
|
228
$24.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2+ 1.68% |
$326 - $383
|
121
$13K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.79% |
$163 - $191
|
128
$13.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.36% |
$163 - $191
|
282
$30.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 2.0% |
$163 - $191
|
51
$5.48K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.01% |
$163 - $191
|
11.9K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 3.57% |
$163 - $191
|
29
$3.12K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.45% |
$163 - $191
|
70
$7.53K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 2.7% |
$163 - $191
|
38
$4.09K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.06% |
$163 - $191
|
1.56K
$168K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.39% |
$163 - $191
|
73
$7.85K
|
|
|
Feb 13, 2023
Q4 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
1+ 0.08% |
$163 - $191
|
1.31K
$141K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.13% |
$163 - $191
|
780
$83.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
1+ 0.02% |
$163 - $191
|
5.71K
$614K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1- 0.01% |
$163 - $191
|
13.5K
$1.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-1- 0.14% |
$163 - $191
|
727
$78.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2- 0.04% |
$326 - $383
|
5.1K
$549K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-2- -0.0% |
$326 - $383
|
52K
$5.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2- 0.1% |
$326 - $383
|
1.99K
$214K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3- 0.58% |
$489 - $574
|
518
$55.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-4- 0.24% |
$652 - $766
|
1.63K
$175K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-5- 0.13% |
$815 - $957
|
3.7K
$398K
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-5- 0.02% |
$815 - $957
|
26.1K
$2.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5- 0.27% |
$815 - $957
|
1.85K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-5- 0.03% |
$815 - $957
|
19.6K
$2.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 14.29% |
$815 - $957
|
30
$3.23K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-6- 5.5% |
$978 - $1.15K
|
103
$11.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6- 1.17% |
$978 - $1.15K
|
507
$54.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7- 0.54% |
$1.14K - $1.34K
|
1.29K
$139K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8- 0.41% |
$1.3K - $1.53K
|
1.95K
$210K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9- 0.72% |
$1.47K - $1.72K
|
1.25K
$134K
|