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
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-500- 13.7% |
$59K - $69.9K
|
3.15K
$312K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-508- 19.28% |
$59.9K - $71.1K
|
2.13K
$211K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-515- 10.11% |
$60.8K - $72K
|
4.58K
$453K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-519- 3.2% |
$61.2K - $72.6K
|
15.7K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Infusive Asset Management Inc.
New York, NY |
SELL
|
- |
-527- 1.7% |
$62.2K - $73.7K
|
30.5K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-537- 6.1% |
$63.4K - $75.1K
|
8.27K
$819K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-548- 15.09% |
$64.7K - $76.7K
|
3.08K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-551- 14.62% |
$65K - $77.1K
|
3.22K
$319K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-555- 17.84% |
$65.5K - $77.6K
|
2.56K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-563- 6.21% |
$66.4K - $78.8K
|
8.5K
$842K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-567- 12.33% |
$66.9K - $79.3K
|
4.03K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-578- 11.42% |
$68.2K - $80.9K
|
4.49K
$444K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-601- 78.05% |
$70.9K - $84.1K
|
169
$16.7K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-603- 23.48% |
$71.2K - $84.3K
|
1.97K
$195K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-619- 10.69% |
$73K - $86.6K
|
5.17K
$512K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-627- 27.24% |
$74K - $87.7K
|
1.68K
$166K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-644- 24.76% |
$76K - $90.1K
|
1.96K
$194K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-646- 1.98% |
$76.2K - $90.4K
|
32K
$3.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-652- 11.56% |
$76.9K - $91.2K
|
4.99K
$494K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-654- 2.46% |
$77.2K - $91.5K
|
25.9K
$2.56M
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-668- 5.23% |
$78.8K - $93.4K
|
12.1K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-681- 26.7% |
$80.4K - $95.3K
|
1.87K
$185K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-705- 36.85% |
$83.2K - $98.6K
|
1.21K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-721- 7.24% |
$85.1K - $101K
|
9.24K
$915K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-727- 9.49% |
$85.8K - $102K
|
6.94K
$687K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-747- 29.34% |
$88.1K - $104K
|
1.8K
$178K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-777- 26.62% |
$91.7K - $109K
|
2.14K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-786- 5.56% |
$92.7K - $110K
|
13.4K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-786- 3.01% |
$92.7K - $110K
|
25.3K
$2.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-822- 0.37% |
$97K - $115K
|
224K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-823- 9.6% |
$97.1K - $115K
|
7.75K
$768K
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-825- 2.36% |
$97.4K - $115K
|
34.1K
$3.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-825- 3.98% |
$97.4K - $115K
|
19.9K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-838- 31.44% |
$98.9K - $117K
|
1.83K
$181K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-846- 2.03% |
$99.8K - $118K
|
40.8K
$4.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-856- 4.6% |
$101K - $120K
|
17.7K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-897- 11.7% |
$106K - $125K
|
6.77K
$670K
|
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-900- 29.03% |
$106K - $126K
|
2.2K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-905- 0.65% |
$107K - $127K
|
138K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-939- 37.14% |
$111K - $131K
|
1.59K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-940- 4.8% |
$111K - $131K
|
18.6K
$1.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-944- 21.78% |
$111K - $132K
|
3.39K
$336K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-958- 11.42% |
$113K - $134K
|
7.43K
$736K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-959- 68.45% |
$113K - $134K
|
442
$43.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-971- 4.05% |
$115K - $136K
|
23K
$2.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-975- 16.41% |
$115K - $136K
|
4.97K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-975- 4.35% |
$115K - $136K
|
21.4K
$2.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-981- 99.9% |
$116K - $137K
|
1
$99.1
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-987- 11.7% |
$116K - $138K
|
7.45K
$738K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1K- 77.82% |
$118K - $140K
|
285
$28.2K
|