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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.53KNew |
$351K - $404K
|
2.53K
$300K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.49KNew |
$346K - $399K
|
2.49K
$296K
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.48K+ 55.68% |
$345K - $397K
|
6.93K
$823K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.43K+ 1.59% |
$337K - $389K
|
155K
$18.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.4K+ 6.09% |
$333K - $384K
|
41.8K
$4.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.39K+ 55.69% |
$332K - $383K
|
6.69K
$794K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.39KNew |
$331K - $382K
|
2.39K
$283K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.38KNew |
$331K - $381K
|
2.38K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.28KNew |
$316K - $364K
|
2.28K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.2KNew |
$306K - $352K
|
2.2K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.18K+ 2.1% |
$303K - $349K
|
106K
$12.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.16K+ 67.21% |
$300K - $346K
|
5.37K
$638K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
2.16K+ 7.63% |
$300K - $345K
|
30.4K
$3.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.08KNew |
$289K - $332K
|
2.08K
$247K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.08K+ 13.97% |
$288K - $332K
|
16.9K
$2.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.08K+ 6.07% |
$288K - $332K
|
36.3K
$4.31M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
2.03KNew |
$282K - $325K
|
2.03K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.99K+ 115.06% |
$276K - $318K
|
3.71K
$441K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.97KNew |
$274K - $316K
|
1.97K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.94K+ 16.95% |
$270K - $311K
|
13.4K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.86KNew |
$259K - $298K
|
1.86K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.83K+ 6.36% |
$254K - $293K
|
30.6K
$3.64M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
1.83KNew |
$254K - $292K
|
1.83K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.82K+ 11.48% |
$252K - $290K
|
17.6K
$2.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.82KNew |
$252K - $290K
|
1.82K
$215K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.79KNew |
$249K - $286K
|
1.79K
$212K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$245K - $282K
|
1.76K
$209K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.76K+ 13.0% |
$245K - $282K
|
15.3K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.74KNew |
$242K - $279K
|
1.74K
$207K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
1.69KNew |
$235K - $270K
|
1.69K
$201K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.64KNew |
$228K - $263K
|
1.64K
$195K
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.59KNew |
$220K - $254K
|
1.59K
$188K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.57KNew |
$218K - $251K
|
1.57K
$186K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.55K+ 35.73% |
$215K - $247K
|
5.87K
$697K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.54K+ 10.36% |
$215K - $247K
|
16.4K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.54K+ 55.66% |
$214K - $247K
|
4.32K
$512K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.53K+ 3.7% |
$212K - $244K
|
42.8K
$5.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
BUY
|
- |
1.51KNew |
$210K - $242K
|
1.51K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.49K+ 37.88% |
$207K - $238K
|
5.42K
$643K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.49KNew |
$207K - $238K
|
1.49K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.48K+ 107.16% |
$206K - $237K
|
2.87K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.48K+ 10.37% |
$205K - $237K
|
15.7K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.47KNew |
$204K - $235K
|
1.47K
$175K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.47KNew |
$204K - $234K
|
1.47K
$174K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.47KNew |
$204K - $234K
|
1.47K
$174K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.46KNew |
$203K - $234K
|
1.46K
$174K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.46KNew |
$202K - $233K
|
1.46K
$173K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.43KNew |
$199K - $229K
|
1.43K
$170K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.42K+ 8.59% |
$197K - $227K
|
18K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.42K+ 1.12% |
$197K - $227K
|
128K
$15.3M
|