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 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
33+ 0.96% |
$5.38K - $6.32K
|
3.48K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
33+ 2.16% |
$5.38K - $6.32K
|
1.56K
$168K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
32+ 2.68% |
$5.22K - $6.12K
|
1.23K
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
31+ 2.36% |
$5.05K - $5.93K
|
1.34K
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
30+ 0.36% |
$4.89K - $5.74K
|
8.32K
$894K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
30New |
$4.89K - $5.74K
|
30
$3.23K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
30+ 1.7% |
$4.89K - $5.74K
|
1.8K
$193K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
30+ 0.08% |
$4.89K - $5.74K
|
36.4K
$3.92M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29+ 0.04% |
$4.73K - $5.55K
|
66.6K
$7.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
29+ 33.33% |
$4.73K - $5.55K
|
116
$12.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
28+ 0.57% |
$4.56K - $5.36K
|
4.93K
$530K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28+ 62.22% |
$4.56K - $5.36K
|
73
$7.85K
|
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
28+ 0.64% |
$4.56K - $5.36K
|
4.42K
$475K
|
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
26+ 0.72% |
$4.24K - $4.98K
|
3.64K
$391K
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
26+ 1.25% |
$4.24K - $4.98K
|
2.1K
$226K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26+ 0.07% |
$4.24K - $4.98K
|
38.5K
$4.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
25+ 0.51% |
$4.07K - $4.78K
|
4.91K
$528K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
24+ 20.34% |
$3.91K - $4.59K
|
142
$15.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
22+ 0.43% |
$3.59K - $4.21K
|
5.19K
$558K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
22New |
$3.59K - $4.21K
|
22
$2.37K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
21+ 77.78% |
$3.42K - $4.02K
|
48
$5.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
20+ 1.06% |
$3.26K - $3.83K
|
1.9K
$204K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
20+ 0.34% |
$3.26K - $3.83K
|
5.9K
$634K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
19+ 6.23% |
$3.1K - $3.64K
|
324
$34.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
19New |
$3.1K - $3.64K
|
19
$2.04K
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
19+ 0.96% |
$3.1K - $3.64K
|
2K
$215K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
18+ 0.87% |
$2.93K - $3.45K
|
2.09K
$225K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17+ 0.01% |
$2.77K - $3.25K
|
249K
$26.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
17+ 11.89% |
$2.77K - $3.25K
|
160
$17.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15+ 1.24% |
$2.44K - $2.87K
|
1.22K
$131K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15+ 3.3% |
$2.44K - $2.87K
|
470
$50.5K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
14+ 28.57% |
$2.28K - $2.68K
|
63
$6.77K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14New |
$2.28K - $2.68K
|
14
$1.51K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 1.25% |
$2.28K - $2.68K
|
1.13K
$122K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
12+ 0.58% |
$1.96K - $2.3K
|
2.07K
$222K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
12New |
$1.96K - $2.3K
|
12
$1.29K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
12+ 0.03% |
$1.96K - $2.3K
|
47.2K
$5.07M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
12New |
$1.96K - $2.3K
|
12
$1.29K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12+ 0.66% |
$1.96K - $2.3K
|
1.82K
$196K
|
|
|
Feb 06, 2023
Q4 2022
|
Dillon & Associates Inc
|
BUY
|
- |
12+ 0.13% |
$1.96K - $2.3K
|
9.4K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.93% |
$1.96K - $2.3K
|
1.31K
$140K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11+ 0.17% |
$1.79K - $2.11K
|
6.43K
$692K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10+ 0.62% |
$1.63K - $1.91K
|
1.62K
$174K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
10+ 66.67% |
$1.63K - $1.91K
|
25
$2.69K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10New |
$1.63K - $1.91K
|
10
$1.08K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
10New |
$1.63K - $1.91K
|
10
$1.08K
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
10+ 0.12% |
$1.63K - $1.91K
|
8.33K
$895K
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
9+ 0.75% |
$1.47K - $1.72K
|
1.21K
$130K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9+ 0.19% |
$1.47K - $1.72K
|
4.8K
$516K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
9New |
$1.47K - $1.72K
|
9
$968
|