Purchases and Sales Made in Q4 2023 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q4 2023. 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 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-260- 8.75% |
$36.1K - $41.6K
|
2.71K
$291K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-261- 84.47% |
$36.3K - $41.7K
|
48
$5.16K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-264- 13.77% |
$36.7K - $42.2K
|
1.65K
$178K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-274- 11.4% |
$38.1K - $43.8K
|
2.13K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-276- 1.1% |
$38.3K - $44.1K
|
24.8K
$2.67M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-280- 3.18% |
$38.9K - $44.8K
|
8.53K
$917K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-281- 2.88% |
$39K - $44.9K
|
9.47K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-284- 26.15% |
$39.5K - $45.4K
|
802
$86.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-285- 2.81% |
$39.6K - $45.6K
|
9.86K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-298- 63.95% |
$41.4K - $47.7K
|
168
$18.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-300- 7.1% |
$41.7K - $48K
|
3.92K
$422K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-301- 12.97% |
$41.8K - $48.1K
|
2.02K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-313- 7.31% |
$43.5K - $50.1K
|
3.97K
$427K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-320- 7.07% |
$44.5K - $51.2K
|
4.21K
$452K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-323- 10.57% |
$44.9K - $51.7K
|
2.73K
$294K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-323- 4.54% |
$44.9K - $51.7K
|
6.79K
$730K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-324- 15.36% |
$45K - $51.8K
|
1.79K
$192K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-325- 4.4% |
$45.2K - $52K
|
7.07K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-325- 1.71% |
$45.2K - $52K
|
18.6K
$2M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-337- 4.34% |
$46.8K - $53.9K
|
7.43K
$799K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-339- 69.9% |
$47.1K - $54.2K
|
146
$15.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-340- 20.18% |
$47.2K - $54.4K
|
1.35K
$145K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-341- 8.04% |
$47.4K - $54.5K
|
3.9K
$419K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-343- 2.5% |
$47.7K - $54.9K
|
13.4K
$1.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-353- 2.32% |
$49K - $56.5K
|
14.9K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-360- 10.65% |
$50K - $57.6K
|
3.02K
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-362- 13.33% |
$50.3K - $57.9K
|
2.35K
$253K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-363- 0.92% |
$50.4K - $58.1K
|
38.9K
$4.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-371- 14.5% |
$51.5K - $59.3K
|
2.19K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-373- 10.11% |
$51.8K - $59.7K
|
3.32K
$356K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-374- 9.88% |
$52K - $59.8K
|
3.41K
$367K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-385- 8.12% |
$53.5K - $61.6K
|
4.36K
$469K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-386- 18.05% |
$53.6K - $61.7K
|
1.75K
$188K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-387- 6.68% |
$53.8K - $61.9K
|
5.4K
$581K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-394- 1.26% |
$54.7K - $63K
|
30.8K
$3.31M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-402- 69.91% |
$55.8K - $64.3K
|
173
$18.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-408- 1.28% |
$56.7K - $65.3K
|
31.5K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-421- 12.82% |
$58.5K - $67.3K
|
2.86K
$308K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-421- 7.29% |
$58.5K - $67.3K
|
5.36K
$576K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-428- 20.69% |
$59.5K - $68.5K
|
1.64K
$176K
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-431- 9.7% |
$59.9K - $68.9K
|
4.01K
$432K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-440- 23.29% |
$61.1K - $70.4K
|
1.45K
$156K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-447- 0.69% |
$62.1K - $71.5K
|
64.5K
$6.93M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-449- 0.81% |
$62.4K - $71.8K
|
55K
$5.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-450- 15.77% |
$62.5K - $72K
|
2.4K
$258K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-450- 7.35% |
$62.5K - $72K
|
5.67K
$610K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-454- 3.97% |
$63.1K - $72.6K
|
11K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-457- 22.42% |
$63.5K - $73.1K
|
1.58K
$170K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-464- 0.55% |
$64.5K - $74.2K
|
84.6K
$9.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-472- 14.11% |
$65.6K - $75.5K
|
2.87K
$309K
|