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 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
245+ 7.23% |
$34K - $39.2K
|
3.63K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
239+ 163.7% |
$33.2K - $38.2K
|
385
$46.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
232+ 6.17% |
$32.2K - $37.1K
|
3.99K
$480K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
230+ 20.83% |
$32K - $36.8K
|
1.33K
$160K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
230+ 5.08% |
$32K - $36.8K
|
4.76K
$571K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
225+ 2.58% |
$31.3K - $36K
|
8.95K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
223+ 18.72% |
$31K - $35.7K
|
1.41K
$170K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
216+ 19.46% |
$30K - $34.6K
|
1.33K
$159K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
213+ 21.19% |
$29.6K - $34.1K
|
1.22K
$146K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
205+ 9.19% |
$28.5K - $32.8K
|
2.44K
$292K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
200+ 6.87% |
$27.8K - $32K
|
3.11K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
200+ 13.47% |
$27.8K - $32K
|
1.69K
$202K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
198+ 12.7% |
$27.5K - $31.7K
|
1.76K
$211K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
196+ 3.1% |
$27.2K - $31.4K
|
6.52K
$783K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
186+ 1.75% |
$25.8K - $29.8K
|
10.8K
$1.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
185New |
$25.7K - $29.6K
|
185
$22.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
176+ 0.8% |
$24.5K - $28.2K
|
22.1K
$2.65M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
175+ 12.05% |
$24.3K - $28K
|
1.63K
$195K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
175+ 12.05% |
$24.3K - $28K
|
1.63K
$195K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
170+ 12.67% |
$23.6K - $27.2K
|
1.51K
$182K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
161+ 9.68% |
$22.4K - $25.8K
|
1.83K
$219K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
160+ 6.12% |
$22.2K - $25.6K
|
2.77K
$333K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
156+ 0.79% |
$21.7K - $25K
|
19.9K
$2.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
155+ 1.63% |
$21.5K - $24.8K
|
9.67K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
150+ 5.06% |
$20.8K - $24K
|
3.12K
$374K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
149+ 9.39% |
$20.7K - $23.8K
|
1.74K
$208K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
146New |
$20.3K - $23.4K
|
146
$17.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
138+ 7.19% |
$19.2K - $22.1K
|
2.06K
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
135New |
$18.8K - $21.6K
|
135
$16.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
134+ 20.24% |
$18.6K - $21.4K
|
796
$95.6K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
131+ 14.27% |
$18.2K - $21K
|
1.05K
$126K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
130+ 0.61% |
$18.1K - $20.8K
|
21.4K
$2.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
128+ 8.79% |
$17.8K - $20.5K
|
1.58K
$190K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
127+ 25.3% |
$17.6K - $20.3K
|
629
$75.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
117+ 2.25% |
$16.3K - $18.7K
|
5.31K
$638K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
111New |
$15.4K - $17.8K
|
111
$13.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
111+ 5.92% |
$15.4K - $17.8K
|
1.99K
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
111+ 0.88% |
$15.4K - $17.8K
|
12.7K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
110+ 354.84% |
$15.3K - $17.6K
|
141
$16.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
107New |
$14.9K - $17.1K
|
107
$12.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
107+ 97.27% |
$14.9K - $17.1K
|
217
$26.1K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
104+ 945.45% |
$14.4K - $16.6K
|
115
$13.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
100New |
$13.9K - $16K
|
100
$12K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
100New |
$13.9K - $16K
|
100
$12K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
99+ 1.22% |
$13.8K - $15.8K
|
8.24K
$990K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
92+ 2.46% |
$12.8K - $14.7K
|
3.83K
$460K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
89+ 4.98% |
$12.4K - $14.2K
|
1.88K
$225K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
89+ 1.22% |
$12.4K - $14.2K
|
7.36K
$884K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
88+ 3.23% |
$12.2K - $14.1K
|
2.81K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
87+ 6.17% |
$12.1K - $13.9K
|
1.5K
$180K
|