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 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
185+ 2.8% |
$30.2K - $35.4K
|
6.8K
$807K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
175+ 12.0% |
$28.5K - $33.5K
|
1.63K
$194K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
174+ 0.15% |
$28.4K - $33.3K
|
117K
$13.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
170+ 6.12% |
$27.7K - $32.5K
|
2.95K
$350K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
168+ 33.07% |
$27.4K - $32.2K
|
676
$80.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
164+ 2.38% |
$26.7K - $31.4K
|
7.06K
$838K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
164+ 1.84% |
$26.7K - $31.4K
|
9.09K
$1.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
163New |
$26.6K - $31.2K
|
163
$19.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
160+ 11.7% |
$26.1K - $30.6K
|
1.53K
$181K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
159+ 27.7% |
$25.9K - $30.4K
|
733
$87K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
158+ 9.14% |
$25.8K - $30.2K
|
1.89K
$224K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
158+ 2.5% |
$25.8K - $30.2K
|
6.48K
$769K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
157+ 0.49% |
$25.6K - $30K
|
32.1K
$3.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
151+ 12.29% |
$24.6K - $28.9K
|
1.38K
$164K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
150+ 681.82% |
$24.4K - $28.7K
|
172
$20.4K
|
|
|
Apr 14, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
147+ 1.98% |
$24K - $28.1K
|
7.59K
$901K
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
145+ 0.6% |
$23.6K - $27.8K
|
24.3K
$2.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
145+ 9.28% |
$23.6K - $27.8K
|
1.71K
$203K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
144+ 5.5% |
$23.5K - $27.6K
|
2.76K
$328K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
144New |
$23.5K - $27.6K
|
144
$17.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
141+ 10.55% |
$23K - $27K
|
1.48K
$175K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
141New |
$23K - $27K
|
141
$16.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
139+ 2.89% |
$22.7K - $26.6K
|
4.94K
$587K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
134+ 2.59% |
$21.8K - $25.6K
|
5.3K
$630K
|
|
|
Feb 10, 2023
Q4 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
130+ 0.34% |
$21.2K - $24.9K
|
38.1K
$4.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
129+ 0.29% |
$21K - $24.7K
|
44.1K
$5.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
129+ 9.39% |
$21K - $24.7K
|
1.5K
$178K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
127New |
$20.7K - $24.3K
|
127
$15.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
121+ 0.62% |
$19.7K - $23.2K
|
19.5K
$2.32M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
112+ 5.27% |
$18.3K - $21.4K
|
2.24K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
110+ 6.58% |
$17.9K - $21.1K
|
1.78K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
108+ 7.43% |
$17.6K - $20.7K
|
1.56K
$185K
|
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
108+ 3.36% |
$17.6K - $20.7K
|
3.33K
$395K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
107+ 0.5% |
$17.4K - $20.5K
|
21.5K
$2.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
103+ 5.35% |
$16.8K - $19.7K
|
2.03K
$241K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
101New |
$16.5K - $19.3K
|
101
$12K
|
|
|
Feb 14, 2023
Q4 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
100+ 2.02% |
$16.3K - $19.1K
|
5.04K
$599K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
100+ 2.31% |
$16.3K - $19.1K
|
4.43K
$525K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
100New |
$16.3K - $19.1K
|
100
$11.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$16.3K - $19.1K
|
100
$11.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
99+ 4.32% |
$16.1K - $18.9K
|
2.39K
$284K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
97+ 2.02% |
$15.8K - $18.6K
|
4.89K
$581K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
96+ 0.96% |
$15.6K - $18.4K
|
10.1K
$1.2M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
94New |
$15.3K - $18K
|
94
$11.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
87+ 5.34% |
$14.2K - $16.7K
|
1.72K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
85New |
$13.9K - $16.3K
|
85
$10.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
85+ 3.16% |
$13.9K - $16.3K
|
2.78K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
77+ 3.9% |
$12.5K - $14.7K
|
2.05K
$243K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
75+ 1.12% |
$12.2K - $14.4K
|
6.75K
$801K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
75+ 5.42% |
$12.2K - $14.4K
|
1.46K
$173K
|