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 |
|---|---|---|---|---|---|---|---|
|
Jan 04, 2023
Q4 2022
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-115- 2.67% |
$18.7K - $22K
|
4.2K
$447K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-115- 5.0% |
$18.7K - $22K
|
2.19K
$233K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-118- 8.87% |
$19.2K - $22.6K
|
1.21K
$129K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-124- 4.97% |
$20.2K - $23.7K
|
2.37K
$253K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-125- 9.01% |
$20.4K - $23.9K
|
1.26K
$134K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-127- 2.83% |
$20.7K - $24.3K
|
4.36K
$464K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-128- 2.3% |
$20.9K - $24.5K
|
5.44K
$580K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-129- 8.91% |
$21K - $24.7K
|
1.32K
$140K
|
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-132- 0.42% |
$21.5K - $25.3K
|
31.1K
$3.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-133- 3.48% |
$21.7K - $25.5K
|
3.69K
$393K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-136- 1.77% |
$22.2K - $26K
|
7.57K
$806K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-138- 8.8% |
$22.5K - $26.4K
|
1.43K
$152K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-141- 7.29% |
$23K - $27K
|
1.79K
$191K
|
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-142- 3.52% |
$23.1K - $27.2K
|
3.89K
$414K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-144- 3.04% |
$23.5K - $27.6K
|
4.6K
$490K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-147- 37.03% |
$24K - $28.1K
|
250
$26.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-150- 10.0% |
$24.4K - $28.7K
|
1.35K
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-156- 30.06% |
$25.4K - $29.9K
|
363
$38.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-157- 6.99% |
$25.6K - $30K
|
2.09K
$222K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-163- 4.17% |
$26.6K - $31.2K
|
3.75K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-165- 7.93% |
$26.9K - $31.6K
|
1.92K
$204K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-166- 0.14% |
$27.1K - $31.8K
|
117K
$12.4M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-166- 0.14% |
$27.1K - $31.8K
|
117K
$12.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-174- 3.39% |
$28.4K - $33.3K
|
4.96K
$528K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-180- 6.53% |
$29.3K - $34.5K
|
2.58K
$275K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-181- 1.69% |
$29.5K - $34.6K
|
10.6K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-182- 11.27% |
$29.7K - $34.8K
|
1.43K
$153K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-187- 0.49% |
$30.5K - $35.8K
|
37.6K
$4M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-190- 3.02% |
$31K - $36.4K
|
6.1K
$649K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-192- 14.13% |
$31.3K - $36.7K
|
1.17K
$124K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-194- 6.74% |
$31.6K - $37.1K
|
2.68K
$286K
|
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
SELL
|
- |
-196- 3.54% |
$31.9K - $37.5K
|
5.35K
$569K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-197- 2.83% |
$32.1K - $37.7K
|
6.76K
$720K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-200- 8.51% |
$32.6K - $38.3K
|
2.15K
$229K
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-200- 2.58% |
$32.6K - $38.3K
|
7.54K
$803K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-201- 3.87% |
$32.8K - $38.5K
|
5K
$532K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-204- 14.75% |
$33.2K - $39K
|
1.18K
$126K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-205- 4.71% |
$33.4K - $39.2K
|
4.15K
$442K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-205- 3.42% |
$33.4K - $39.2K
|
5.79K
$617K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-207- 0.64% |
$33.7K - $39.6K
|
32.4K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-208- 4.78% |
$33.9K - $39.8K
|
4.15K
$442K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-209- 0.33% |
$34.1K - $40K
|
62.5K
$6.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-214- 4.13% |
$34.9K - $41K
|
4.97K
$529K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-215- 12.87% |
$35K - $41.1K
|
1.46K
$155K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-219- 3.21% |
$35.7K - $41.9K
|
6.61K
$704K
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-225- 6.21% |
$36.7K - $43.1K
|
3.4K
$362K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-225- 6.57% |
$36.7K - $43.1K
|
3.2K
$341K
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-228- 16.03% |
$37.2K - $43.6K
|
1.19K
$127K
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-233- 2.53% |
$38K - $44.6K
|
8.98K
$956K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-235- 3.09% |
$38.3K - $45K
|
7.36K
$784K
|