Purchases and Sales Made in Q4 2024 in Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO) during Q4 2024. 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 13, 2025
Q4 2024
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-228- 56.72% |
$26.9K - $31.9K
|
174
$17.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-239- 12.81% |
$28.2K - $33.4K
|
1.63K
$161K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-241- 5.35% |
$28.4K - $33.7K
|
4.26K
$422K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-248- 2.06% |
$29.3K - $34.7K
|
11.8K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-250- 11.18% |
$29.5K - $35K
|
1.99K
$197K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-252- 10.09% |
$29.7K - $35.2K
|
2.25K
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-252- 7.75% |
$29.7K - $35.2K
|
3K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-267- 50.47% |
$31.5K - $37.3K
|
262
$26K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-268- 24.34% |
$31.6K - $37.5K
|
833
$82.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-280- 14.49% |
$33K - $39.2K
|
1.65K
$164K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-282- 4.75% |
$33.3K - $39.4K
|
5.65K
$560K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-282- 1.58% |
$33.3K - $39.4K
|
17.6K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-285- 23.63% |
$33.6K - $39.9K
|
921
$91.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-291- 3.9% |
$34.3K - $40.7K
|
7.17K
$711K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-295- 7.81% |
$34.8K - $41.3K
|
3.48K
$345K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-299- 6.25% |
$35.3K - $41.8K
|
4.48K
$444K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-300- 42.86% |
$35.4K - $42K
|
400
$39.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-303- 0.27% |
$35.8K - $42.4K
|
111K
$11M
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-305- 5.76% |
$36K - $42.7K
|
4.99K
$494K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-310- 7.86% |
$36.6K - $43.4K
|
3.64K
$360K
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-311- 7.7% |
$36.7K - $43.5K
|
3.73K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-320- 4.8% |
$37.8K - $44.8K
|
6.35K
$629K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-321- 13.97% |
$37.9K - $44.9K
|
1.98K
$196K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-323- 22.52% |
$38.1K - $45.2K
|
1.11K
$110K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-324- 2.56% |
$38.2K - $45.3K
|
12.3K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-331- 0.57% |
$39.1K - $46.3K
|
57.7K
$5.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-341- 15.44% |
$40.2K - $47.7K
|
1.87K
$185K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-343- 13.03% |
$40.5K - $48K
|
2.29K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-353- 11.93% |
$41.7K - $49.4K
|
2.61K
$258K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-353- 5.44% |
$41.7K - $49.4K
|
6.14K
$608K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-358- 9.14% |
$42.2K - $50.1K
|
3.56K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-363- 2.07% |
$42.8K - $50.8K
|
17.2K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-365- 2.6% |
$43.1K - $51.1K
|
13.7K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-371- 0.6% |
$43.8K - $51.9K
|
61.4K
$6.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-382- 92.72% |
$45.1K - $53.4K
|
30
$2.97K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-390- 11.36% |
$46K - $54.6K
|
3.04K
$301K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-391- 11.03% |
$46.1K - $54.7K
|
3.16K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-391- 18.81% |
$46.1K - $54.7K
|
1.69K
$167K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-395- 6.89% |
$46.6K - $55.3K
|
5.34K
$529K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-421- 4.78% |
$49.7K - $58.9K
|
8.38K
$830K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-422- 13.4% |
$49.8K - $59K
|
2.73K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-445- 4.54% |
$52.5K - $62.2K
|
9.36K
$928K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-449- 20.76% |
$53K - $62.8K
|
1.71K
$170K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-452- 0.86% |
$53.3K - $63.2K
|
52.3K
$5.18M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-455- 9.11% |
$53.7K - $63.6K
|
4.54K
$450K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-456- 2.31% |
$53.8K - $63.8K
|
19.3K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-483- 1.78% |
$57K - $67.6K
|
26.7K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-486- 13.9% |
$57.3K - $68K
|
3.01K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-494- 4.69% |
$58.3K - $69.1K
|
10K
$994K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-497- 4.31% |
$58.6K - $69.5K
|
11K
$1.09M
|