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 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
25New |
$3.47K - $4K
|
25
$3K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
25+ 44.64% |
$3.47K - $4K
|
81
$9.73K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24+ 72.73% |
$3.33K - $3.84K
|
57
$6.85K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
24New |
$3.33K - $3.84K
|
24
$2.88K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
24New |
$3.33K - $3.84K
|
24
$2.88K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
23New |
$3.2K - $3.68K
|
23
$2.76K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
22+ 0.43% |
$3.06K - $3.52K
|
5.1K
$612K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
22+ 1.41% |
$3.06K - $3.52K
|
1.59K
$190K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
21+ 0.85% |
$2.92K - $3.36K
|
2.5K
$300K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
21+ 1.03% |
$2.92K - $3.36K
|
2.05K
$247K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
21New |
$2.92K - $3.36K
|
21
$2.52K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
20New |
$2.78K - $3.2K
|
20
$2.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
20+ 0.46% |
$2.78K - $3.2K
|
4.39K
$528K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
20+ 0.48% |
$2.78K - $3.2K
|
4.22K
$507K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17+ 1.49% |
$2.36K - $2.72K
|
1.16K
$139K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
17+ 28.33% |
$2.36K - $2.72K
|
77
$9.25K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
16New |
$2.22K - $2.56K
|
16
$1.92K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
15New |
$2.08K - $2.4K
|
15
$1.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
14New |
$1.95K - $2.24K
|
14
$1.68K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 18.57% |
$1.81K - $2.08K
|
83
$9.97K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
13+ 0.68% |
$1.81K - $2.08K
|
1.91K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
12New |
$1.67K - $1.92K
|
12
$1.44K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12+ 2.51% |
$1.67K - $1.92K
|
491
$59K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
11+ 3.18% |
$1.53K - $1.76K
|
357
$42.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
11+ 0.34% |
$1.53K - $1.76K
|
3.25K
$390K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
11+ 0.16% |
$1.53K - $1.76K
|
6.71K
$806K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
10New |
$1.39K - $1.6K
|
10
$1.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
8New |
$1.11K - $1.28K
|
8
$961
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
8+ 7.77% |
$1.11K - $1.28K
|
111
$13.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7+ 1.65% |
$973 - $1.12K
|
431
$51.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6+ 0.25% |
$834 - $960
|
2.4K
$288K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.51% |
$695 - $800
|
988
$119K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
4+ 1.74% |
$556 - $640
|
234
$28.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.76% |
$556 - $640
|
533
$64K
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
4+ 22.22% |
$556 - $640
|
22
$2.64K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 3.3% |
$417 - $480
|
94
$11.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 3.39% |
$278 - $320
|
61
$7.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 1.9% |
$278 - $320
|
107
$12.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 1.23% |
$278 - $320
|
164
$19.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.71% |
$278 - $320
|
284
$34.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.35% |
$139 - $160
|
75
$9.01K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.85% |
$139 - $160
|
119
$14.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$139 - $160
|
1
$120
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.26% |
$139 - $160
|
384
$46.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.13% |
$139 - $160
|
786
$94.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.07% |
$139 - $160
|
1.54K
$184K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.08% |
$139 - $160
|
1.22K
$146K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-4- 0.29% |
$556 - $640
|
1.39K
$167K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4- 0.85% |
$556 - $640
|
469
$56.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-5- 0.75% |
$695 - $800
|
665
$79.9K
|