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 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
73+ 5.38% |
$11.9K - $14K
|
1.43K
$170K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
72+ 0.8% |
$11.7K - $13.8K
|
9.03K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
72+ 0.43% |
$11.7K - $13.8K
|
16.8K
$2M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
69New |
$11.2K - $13.2K
|
69
$8.19K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
68+ 1.03% |
$11.1K - $13K
|
6.65K
$789K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
67+ 1.04% |
$10.9K - $12.8K
|
6.51K
$773K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
65New |
$10.6K - $12.4K
|
65
$7.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
65+ 5.27% |
$10.6K - $12.4K
|
1.3K
$154K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
65+ 1.23% |
$10.6K - $12.4K
|
5.33K
$633K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
64+ 2.16% |
$10.4K - $12.2K
|
3.03K
$359K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
63+ 4.47% |
$10.3K - $12.1K
|
1.47K
$175K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
63+ 2.92% |
$10.3K - $12.1K
|
2.22K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
60New |
$9.78K - $11.5K
|
60
$7.12K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
60+ 1.44% |
$9.78K - $11.5K
|
4.22K
$501K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
58+ 0.43% |
$9.45K - $11.1K
|
13.6K
$1.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
57+ 19.0% |
$9.29K - $10.9K
|
357
$42.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
56+ 3.49% |
$9.13K - $10.7K
|
1.66K
$197K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
55+ 0.42% |
$8.96K - $10.5K
|
13K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
54New |
$8.8K - $10.3K
|
54
$6.41K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
54New |
$8.8K - $10.3K
|
54
$6.41K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
53+ 2.62% |
$8.64K - $10.1K
|
2.08K
$247K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
53+ 1.43% |
$8.64K - $10.1K
|
3.75K
$445K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
50New |
$8.15K - $9.57K
|
50
$5.94K
|
|
|
Feb 13, 2023
Q4 2022
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
50+ 0.2% |
$8.15K - $9.57K
|
25.3K
$3.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
50+ 3.86% |
$8.15K - $9.57K
|
1.34K
$160K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
50+ 27.32% |
$8.15K - $9.57K
|
233
$27.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49+ 4.81% |
$7.99K - $9.38K
|
1.07K
$127K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
47+ 2.69% |
$7.66K - $9K
|
1.79K
$213K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
47New |
$7.66K - $9K
|
47
$5.58K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
47+ 0.51% |
$7.66K - $9K
|
9.31K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
45+ 2.45% |
$7.33K - $8.61K
|
1.88K
$223K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
45+ 1.64% |
$7.33K - $8.61K
|
2.79K
$331K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
45New |
$7.33K - $8.61K
|
45
$5.34K
|
|
|
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
$243K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
43+ 2.9% |
$7.01K - $8.23K
|
1.53K
$181K
|
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
42+ 0.32% |
$6.85K - $8.04K
|
13.1K
$1.56M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
41New |
$6.68K - $7.85K
|
41
$4.87K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
41+ 2.15% |
$6.68K - $7.85K
|
1.95K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
BUY
|
- |
41+ 0.33% |
$6.68K - $7.85K
|
12.4K
$1.48M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
41New |
$6.68K - $7.85K
|
41
$4.87K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
41+ 19.81% |
$6.68K - $7.85K
|
248
$29.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
41+ 3.3% |
$6.68K - $7.85K
|
1.29K
$153K
|
|
|
Feb 09, 2023
Q4 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
40+ 1.61% |
$6.52K - $7.66K
|
2.53K
$300K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
39+ 12.91% |
$6.36K - $7.46K
|
341
$40.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
39New |
$6.36K - $7.46K
|
39
$4.63K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
37New |
$6.03K - $7.08K
|
37
$4.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
37+ 0.1% |
$6.03K - $7.08K
|
37.8K
$4.49M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
36+ 23.68% |
$5.87K - $6.89K
|
188
$22.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
35+ 0.03% |
$5.7K - $6.7K
|
127K
$15M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
35New |
$5.7K - $6.7K
|
35
$4.15K
|