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 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
381+ 5.17% |
$62.1K - $72.9K
|
7.76K
$921K
|
|
Jan 23, 2023
Q4 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
362+ 1.78% |
$59K - $69.3K
|
20.7K
$2.46M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
359+ 0.63% |
$58.5K - $68.7K
|
56.9K
$6.75M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
353+ 9.07% |
$57.5K - $67.6K
|
4.25K
$504K
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
351+ 9.89% |
$57.2K - $67.2K
|
3.9K
$463K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
342New |
$55.7K - $65.5K
|
342
$40.6K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
339+ 4.68% |
$55.3K - $64.9K
|
7.59K
$901K
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
336New |
$54.8K - $64.3K
|
336
$39.9K
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
330+ 16.05% |
$53.8K - $63.2K
|
2.39K
$283K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
329+ 16.82% |
$53.6K - $63K
|
2.29K
$271K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
325New |
$53K - $62.2K
|
325
$38.6K
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
315+ 22.28% |
$51.3K - $60.3K
|
1.73K
$205K
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
301+ 14.07% |
$49.1K - $57.6K
|
2.44K
$290K
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
300+ 1.77% |
$48.9K - $57.4K
|
17.3K
$2.05M
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
297+ 297.0% |
$48.4K - $56.8K
|
397
$47.1K
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
288+ 12.59% |
$46.9K - $55.1K
|
2.58K
$306K
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
285+ 22.18% |
$46.4K - $54.5K
|
1.57K
$186K
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
284+ 2.26% |
$46.3K - $54.4K
|
12.8K
$1.53M
|
|
Jan 20, 2023
Q4 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
283+ 0.93% |
$46.1K - $54.2K
|
30.8K
$3.66M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
283New |
$46.1K - $54.2K
|
283
$33.6K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
275+ 19.0% |
$44.8K - $52.6K
|
1.72K
$204K
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
273+ 6.48% |
$44.5K - $52.2K
|
4.48K
$532K
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
272+ 13.37% |
$44.3K - $52.1K
|
2.31K
$274K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
270+ 0.99% |
$44K - $51.7K
|
27.6K
$3.27M
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
264+ 12.22% |
$43K - $50.5K
|
2.43K
$288K
|
|
Feb 06, 2023
Q4 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
261+ 0.12% |
$42.5K - $50K
|
223K
$26.4M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
254+ 9.44% |
$41.4K - $48.6K
|
2.95K
$350K
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
253+ 4.75% |
$41.2K - $48.4K
|
5.58K
$662K
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
250+ 10.2% |
$40.7K - $47.8K
|
2.7K
$321K
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
250+ 1.34% |
$40.7K - $47.8K
|
18.9K
$2.25M
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
250New |
$40.7K - $47.8K
|
250
$29.7K
|
|
Feb 08, 2023
Q4 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
250+ 4.46% |
$40.7K - $47.8K
|
5.85K
$695K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
244+ 18.68% |
$39.8K - $46.7K
|
1.55K
$184K
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
242+ 3.24% |
$39.4K - $46.3K
|
7.71K
$915K
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
242+ 7.22% |
$39.4K - $46.3K
|
3.6K
$427K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
241New |
$39.3K - $46.1K
|
241
$28.6K
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
233+ 1.1% |
$38K - $44.6K
|
21.4K
$2.54M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
232+ 5.88% |
$37.8K - $44.4K
|
4.18K
$496K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
232+ 4.74% |
$37.8K - $44.4K
|
5.12K
$608K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
231+ 22.74% |
$37.6K - $44.2K
|
1.25K
$148K
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
223+ 0.21% |
$36.3K - $42.7K
|
105K
$12.5M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
215+ 7.21% |
$35K - $41.1K
|
3.2K
$379K
|
|
Feb 08, 2023
Q4 2022
|
Saybrook Capital
|
BUY
|
- |
211+ 0.35% |
$34.4K - $40.4K
|
61K
$7.24M
|
|
Feb 06, 2023
Q4 2022
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
210+ 7.22% |
$34.2K - $40.2K
|
3.12K
$370K
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
200+ 1.33% |
$32.6K - $38.3K
|
15.2K
$1.81M
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
200New |
$32.6K - $38.3K
|
200
$23.7K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
198+ 4.54% |
$32.3K - $37.9K
|
4.56K
$541K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
196+ 65.33% |
$31.9K - $37.5K
|
496
$58.9K
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
194+ 6.15% |
$31.6K - $37.1K
|
3.35K
$397K
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
191+ 1.51% |
$31.1K - $36.6K
|
12.9K
$1.53M
|