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 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
85+ 1.05% |
$11.8K - $13.6K
|
8.19K
$983K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
85+ 13.78% |
$11.8K - $13.6K
|
702
$84.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
82New |
$11.4K - $13.1K
|
82
$9.85K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
78+ 487.5% |
$10.8K - $12.5K
|
94
$11.3K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
75+ 1.53% |
$10.4K - $12K
|
4.98K
$597K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
75+ 4.98% |
$10.4K - $12K
|
1.58K
$190K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
74+ 4.4% |
$10.3K - $11.8K
|
1.75K
$211K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
74New |
$10.3K - $11.8K
|
74
$8.89K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
73+ 4.22% |
$10.1K - $11.7K
|
1.8K
$216K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
72+ 3.32% |
$10K - $11.5K
|
2.24K
$269K
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
72+ 0.51% |
$10K - $11.5K
|
14.2K
$1.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
70+ 1.79% |
$9.73K - $11.2K
|
3.99K
$479K
|
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
67+ 3.73% |
$9.31K - $10.7K
|
1.86K
$224K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
67+ 1.32% |
$9.31K - $10.7K
|
5.13K
$616K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
66+ 1.94% |
$9.17K - $10.6K
|
3.47K
$416K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
65New |
$9.03K - $10.4K
|
65
$7.81K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
63+ 1.13% |
$8.75K - $10.1K
|
5.64K
$677K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
59New |
$8.2K - $9.44K
|
59
$7.09K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
59+ 0.22% |
$8.2K - $9.44K
|
27.3K
$3.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57+ 2.22% |
$7.92K - $9.12K
|
2.63K
$315K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
56New |
$7.78K - $8.96K
|
56
$6.73K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
54+ 0.65% |
$7.5K - $8.64K
|
8.31K
$998K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
54+ 1.08% |
$7.5K - $8.64K
|
5.04K
$605K
|
|
|
Feb 05, 2024
Q4 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
51+ 0.25% |
$7.09K - $8.16K
|
20.7K
$2.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
50+ 3.36% |
$6.95K - $8K
|
1.54K
$185K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 50.51% |
$6.95K - $8K
|
149
$17.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
48New |
$6.67K - $7.68K
|
48
$5.76K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
48New |
$6.67K - $7.68K
|
48
$5.76K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
48+ 0.38% |
$6.67K - $7.68K
|
12.8K
$1.54M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
46+ 0.7% |
$6.39K - $7.36K
|
6.66K
$800K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
44New |
$6.11K - $7.04K
|
44
$5.28K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
44+ 4400.0% |
$6.11K - $7.04K
|
45
$5.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
44+ 0.47% |
$6.11K - $7.04K
|
9.51K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
43New |
$5.97K - $6.88K
|
43
$5.16K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
42New |
$5.84K - $6.72K
|
42
$5.04K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
40+ 1.6% |
$5.56K - $6.4K
|
2.54K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
38+ 1.79% |
$5.28K - $6.08K
|
2.16K
$259K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
38+ 2.19% |
$5.28K - $6.08K
|
1.77K
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
37+ 21.02% |
$5.14K - $5.92K
|
213
$25.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
36+ 112.5% |
$5K - $5.76K
|
68
$8.17K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
35+ 0.71% |
$4.86K - $5.6K
|
4.93K
$592K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
34+ 0.25% |
$4.72K - $5.44K
|
13.5K
$1.62M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
34+ 2.27% |
$4.72K - $5.44K
|
1.54K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33+ 0.08% |
$4.58K - $5.28K
|
39.8K
$4.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
31+ 2.2% |
$4.31K - $4.96K
|
1.44K
$173K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
31+ 4.35% |
$4.31K - $4.96K
|
744
$89.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
30New |
$4.17K - $4.8K
|
30
$3.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
30+ 9.74% |
$4.17K - $4.8K
|
338
$40.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
27+ 1.45% |
$3.75K - $4.32K
|
1.89K
$226K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
27New |
$3.75K - $4.32K
|
27
$3.24K
|