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 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.03K- 27.02% |
$121K - $143K
|
2.77K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.03K- 15.19% |
$122K - $144K
|
5.75K
$569K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.04K- 30.61% |
$123K - $146K
|
2.37K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.05K- 3.4% |
$123K - $146K
|
29.7K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.07K- 2.85% |
$126K - $150K
|
36.6K
$3.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.08K- 11.07% |
$127K - $151K
|
8.66K
$857K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.09K- 22.12% |
$128K - $152K
|
3.82K
$378K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.09K- 5.01% |
$128K - $152K
|
20.6K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-1.09K- 7.05% |
$129K - $153K
|
14.4K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.1K- 1.83% |
$130K - $154K
|
59.3K
$5.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.13K- 12.41% |
$133K - $158K
|
7.98K
$790K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.13K- 3.57% |
$133K - $158K
|
30.5K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.14K- 27.66% |
$134K - $159K
|
2.97K
$294K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.16K- 21.0% |
$137K - $162K
|
4.36K
$432K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.18K- 33.07% |
$139K - $165K
|
2.39K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1.2K- 27.91% |
$142K - $168K
|
3.1K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-1.21K- 6.28% |
$142K - $169K
|
18K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.21K- 10.02% |
$142K - $169K
|
10.8K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.26K- 42.26% |
$149K - $176K
|
1.72K
$170K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 20.42% |
$159K - $188K
|
5.25K
$520K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.37K- 9.28% |
$162K - $192K
|
13.4K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-1.39K- 41.25% |
$164K - $194K
|
1.98K
$196K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.43K- 24.15% |
$169K - $200K
|
4.48K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.43K- 14.9% |
$169K - $201K
|
8.19K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.48K- 40.79% |
$175K - $208K
|
2.15K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.49K- 8.16% |
$176K - $208K
|
16.8K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-1.52K- 8.11% |
$179K - $212K
|
17.2K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.53K- 4.52% |
$181K - $214K
|
32.3K
$3.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.55K- 44.27% |
$182K - $216K
|
1.95K
$193K
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-1.56K- 21.74% |
$184K - $218K
|
5.6K
$555K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-1.61K- 16.7% |
$190K - $226K
|
8.05K
$797K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.66K- 43.98% |
$196K - $232K
|
2.11K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.7K- 25.14% |
$201K - $238K
|
5.07K
$502K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.72K- 2.0% |
$203K - $241K
|
84.1K
$8.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-1.79K- 42.55% |
$211K - $250K
|
2.41K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.83K- 6.03% |
$216K - $256K
|
28.6K
$2.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.85K- 26.37% |
$218K - $258K
|
5.15K
$510K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.85K- 5.65% |
$218K - $258K
|
30.9K
$3.06M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.85K- 20.23% |
$219K - $259K
|
7.31K
$724K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.89K- 32.01% |
$222K - $264K
|
4K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-1.89K- 4.16% |
$223K - $265K
|
43.6K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.9K- 5.9% |
$224K - $266K
|
30.3K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.95K- 13.45% |
$230K - $272K
|
12.5K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.95K- 14.41% |
$231K - $273K
|
11.6K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.96K- 3.2% |
$232K - $274K
|
59.4K
$5.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.98K- 46.72% |
$234K - $278K
|
2.26K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2K- 24.16% |
$236K - $280K
|
6.28K
$622K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.09K- 2.97% |
$246K - $292K
|
68.2K
$6.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-2.11K- 67.69% |
$249K - $295K
|
1.01K
$99.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.16K- 33.23% |
$255K - $302K
|
4.34K
$430K
|