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 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 20.42% |
$159K - $188K
|
5.25K
$573K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.37K- 9.28% |
$162K - $192K
|
13.4K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-1.39K- 41.25% |
$164K - $194K
|
1.98K
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.43K- 24.15% |
$169K - $200K
|
4.48K
$489K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.43K- 14.9% |
$169K - $201K
|
8.19K
$894K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.48K- 40.79% |
$175K - $208K
|
2.15K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.49K- 8.16% |
$176K - $208K
|
16.8K
$1.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-1.52K- 8.11% |
$179K - $212K
|
17.2K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.53K- 4.52% |
$181K - $214K
|
32.3K
$3.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.55K- 44.27% |
$182K - $216K
|
1.95K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-1.56K- 21.74% |
$184K - $218K
|
5.6K
$612K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-1.61K- 16.7% |
$190K - $226K
|
8.05K
$879K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.66K- 43.98% |
$196K - $232K
|
2.11K
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.7K- 25.14% |
$201K - $238K
|
5.07K
$553K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.72K- 2.0% |
$203K - $241K
|
84.1K
$9.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-1.79K- 42.55% |
$211K - $250K
|
2.41K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.83K- 6.03% |
$216K - $256K
|
28.6K
$3.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.85K- 26.37% |
$218K - $258K
|
5.15K
$562K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.85K- 5.65% |
$218K - $258K
|
30.9K
$3.37M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.85K- 20.23% |
$219K - $259K
|
7.31K
$798K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.89K- 32.01% |
$222K - $264K
|
4K
$437K
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-1.89K- 4.16% |
$223K - $265K
|
43.6K
$4.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.9K- 5.9% |
$224K - $266K
|
30.3K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.95K- 13.45% |
$230K - $272K
|
12.5K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.95K- 14.41% |
$231K - $273K
|
11.6K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.96K- 3.2% |
$232K - $274K
|
59.4K
$6.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.98K- 46.72% |
$234K - $278K
|
2.26K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2K- 24.16% |
$236K - $280K
|
6.28K
$685K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-2.11K- 67.69% |
$249K - $295K
|
1.01K
$110K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.16K- 33.23% |
$255K - $302K
|
4.34K
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-2.16K- 0.73% |
$255K - $303K
|
295K
$32.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-2.19K- 5.53% |
$259K - $306K
|
37.4K
$4.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.35K- 3.04% |
$278K - $329K
|
75K
$8.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.39K- 19.82% |
$282K - $334K
|
9.66K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.46K- 3.89% |
$290K - $344K
|
60.8K
$6.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.54K- 25.85% |
$299K - $355K
|
7.28K
$794K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-2.56K- 12.7% |
$302K - $358K
|
17.6K
$1.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.57K- 16.6% |
$303K - $359K
|
12.9K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.6K- 20.22% |
$306K - $363K
|
10.2K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-2.61K- 13.17% |
$308K - $365K
|
17.2K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.64K- 6.73% |
$312K - $369K
|
36.6K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.73K- 8.53% |
$322K - $381K
|
29.2K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.75K- 19.35% |
$324K - $384K
|
11.5K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.79K- 4.71% |
$329K - $390K
|
56.4K
$6.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.82K- 7.03% |
$333K - $395K
|
37.3K
$4.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.84K- 26.1% |
$335K - $397K
|
8.04K
$877K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.87K- 9.13% |
$339K - $402K
|
28.6K
$3.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.92K- 35.85% |
$345K - $408K
|
5.23K
$570K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.95K- 36.06% |
$348K - $413K
|
5.24K
$571K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.03K- 63.1% |
$358K - $424K
|
1.77K
$194K
|