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 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-450- 17.82% |
$73.3K - $86.1K
|
2.08K
$223K
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-451- 1.56% |
$73.5K - $86.3K
|
28.4K
$3.06M
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-457- 3.73% |
$74.5K - $87.5K
|
11.8K
$1.27M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-463- 34.97% |
$75.5K - $88.6K
|
861
$92.6K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-477- 22.43% |
$77.7K - $91.3K
|
1.65K
$177K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-478- 5.56% |
$77.9K - $91.5K
|
8.11K
$872K
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-520- 7.71% |
$84.7K - $99.5K
|
6.22K
$669K
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-522- 22.8% |
$85.1K - $99.9K
|
1.77K
$190K
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-522- 6.08% |
$85.1K - $99.9K
|
8.07K
$868K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-524- 14.68% |
$85.4K - $100K
|
3.05K
$328K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-525- 6.6% |
$85.6K - $100K
|
7.43K
$799K
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-526- 29.67% |
$85.7K - $101K
|
1.25K
$134K
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-529- 13.54% |
$86.2K - $101K
|
3.38K
$363K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-539- 10.68% |
$87.8K - $103K
|
4.51K
$485K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-561- 22.33% |
$91.4K - $107K
|
1.95K
$210K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-566- 3.09% |
$92.2K - $108K
|
17.7K
$1.91M
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-570- 2.97% |
$92.9K - $109K
|
18.6K
$2M
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-573- 12.55% |
$93.4K - $110K
|
3.99K
$429K
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-574- 4.31% |
$93.6K - $110K
|
12.8K
$1.37M
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-577- 3.42% |
$94K - $110K
|
16.3K
$1.75M
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-581- 2.8% |
$94.7K - $111K
|
20.1K
$2.17M
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-610- 5.88% |
$99.4K - $117K
|
9.77K
$1.05M
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-615- 30.8% |
$100K - $118K
|
1.38K
$149K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-618- 9.17% |
$101K - $118K
|
6.13K
$659K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-644- 16.89% |
$105K - $123K
|
3.17K
$341K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-656- 12.22% |
$107K - $126K
|
4.71K
$507K
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-668- 16.64% |
$109K - $128K
|
3.35K
$360K
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-680- 13.82% |
$111K - $130K
|
4.24K
$456K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-698- 2.68% |
$114K - $134K
|
25.4K
$2.73M
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-699- 32.47% |
$114K - $134K
|
1.45K
$156K
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-720- 74.23% |
$117K - $138K
|
250
$26.9K
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-732- 16.84% |
$119K - $140K
|
3.62K
$389K
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-735- 2.0% |
$120K - $141K
|
36K
$3.87M
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-757- 1.93% |
$123K - $145K
|
38.5K
$4.14M
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-771- 22.11% |
$126K - $148K
|
2.72K
$292K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-846- 3.18% |
$138K - $162K
|
25.8K
$2.77M
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-850- 2.77% |
$139K - $163K
|
29.8K
$3.2M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-867- 5.3% |
$141K - $166K
|
15.5K
$1.66M
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
SELL
|
- |
-875- 12.82% |
$143K - $167K
|
5.95K
$640K
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-876- 1.36% |
$143K - $168K
|
63.7K
$6.85M
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-899- 6.63% |
$147K - $172K
|
12.7K
$1.36M
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-912- 14.83% |
$149K - $175K
|
5.24K
$563K
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-941- 15.82% |
$153K - $180K
|
5.01K
$539K
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-942- 14.34% |
$154K - $180K
|
5.63K
$605K
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-950- 0.17% |
$155K - $182K
|
553K
$59.5M
|
|
Feb 09, 2023
Q4 2022
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-959- 0.65% |
$156K - $184K
|
147K
$15.8M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-967- 26.65% |
$158K - $185K
|
2.66K
$286K
|
|
Feb 14, 2023
Q4 2022
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-977- 3.79% |
$159K - $187K
|
24.8K
$2.66M
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-994- 10.6% |
$162K - $190K
|
8.39K
$902K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.01K- 9.39% |
$165K - $193K
|
9.76K
$1.05M
|