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 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
75+ 1.12% |
$12.2K - $14.4K
|
6.75K
$668K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
73+ 5.38% |
$11.9K - $14K
|
1.43K
$142K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
72+ 0.8% |
$11.7K - $13.8K
|
9.03K
$895K
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
72+ 0.43% |
$11.7K - $13.8K
|
16.8K
$1.67M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
69New |
$11.2K - $13.2K
|
69
$6.83K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
68+ 1.03% |
$11.1K - $13K
|
6.65K
$658K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
67+ 1.04% |
$10.9K - $12.8K
|
6.51K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
65+ 5.27% |
$10.6K - $12.4K
|
1.3K
$129K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
65New |
$10.6K - $12.4K
|
65
$6.44K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
65+ 1.23% |
$10.6K - $12.4K
|
5.33K
$528K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
64+ 2.16% |
$10.4K - $12.2K
|
3.03K
$300K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
63+ 4.47% |
$10.3K - $12.1K
|
1.47K
$146K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
63+ 2.92% |
$10.3K - $12.1K
|
2.22K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
60+ 1.44% |
$9.78K - $11.5K
|
4.22K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
60New |
$9.78K - $11.5K
|
60
$5.94K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
58+ 0.43% |
$9.45K - $11.1K
|
13.6K
$1.35M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
57+ 19.0% |
$9.29K - $10.9K
|
357
$35.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
56+ 3.49% |
$9.13K - $10.7K
|
1.66K
$164K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
55+ 0.42% |
$8.96K - $10.5K
|
13K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
54New |
$8.8K - $10.3K
|
54
$5.35K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
54New |
$8.8K - $10.3K
|
54
$5.35K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
53+ 1.43% |
$8.64K - $10.1K
|
3.75K
$371K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
53+ 2.62% |
$8.64K - $10.1K
|
2.08K
$206K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
50New |
$8.15K - $9.57K
|
50
$4.95K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
50+ 3.86% |
$8.15K - $9.57K
|
1.34K
$133K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
50+ 27.32% |
$8.15K - $9.57K
|
233
$23.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
50+ 0.2% |
$8.15K - $9.57K
|
25.3K
$2.51M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49+ 4.81% |
$7.99K - $9.38K
|
1.07K
$106K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
47+ 2.69% |
$7.66K - $9K
|
1.79K
$178K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
47New |
$7.66K - $9K
|
47
$4.66K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
47+ 0.51% |
$7.66K - $9K
|
9.31K
$922K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
45+ 2.45% |
$7.33K - $8.61K
|
1.88K
$186K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
45New |
$7.33K - $8.61K
|
45
$4.46K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
45+ 1.64% |
$7.33K - $8.61K
|
2.79K
$276K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
44+ 2.19% |
$7.17K - $8.42K
|
2.05K
$203K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
43+ 2.9% |
$7.01K - $8.23K
|
1.53K
$151K
|
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
42+ 0.32% |
$6.85K - $8.04K
|
13.1K
$1.3M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
41New |
$6.68K - $7.85K
|
41
$4.06K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
41+ 2.15% |
$6.68K - $7.85K
|
1.95K
$193K
|
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
BUY
|
- |
41+ 0.33% |
$6.68K - $7.85K
|
12.4K
$1.23M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
41+ 3.3% |
$6.68K - $7.85K
|
1.29K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
41+ 19.81% |
$6.68K - $7.85K
|
248
$24.6K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
41New |
$6.68K - $7.85K
|
41
$4.06K
|
|
|
Feb 09, 2023
Q4 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
40+ 1.61% |
$6.52K - $7.66K
|
2.53K
$250K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
39New |
$6.36K - $7.46K
|
39
$3.86K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
39+ 12.91% |
$6.36K - $7.46K
|
341
$33.8K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
37New |
$6.03K - $7.08K
|
37
$3.66K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
37+ 0.1% |
$6.03K - $7.08K
|
37.8K
$3.74M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
36+ 23.68% |
$5.87K - $6.89K
|
188
$18.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
35New |
$5.7K - $6.7K
|
35
$3.47K
|