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
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-2.16K- 0.73% |
$255K - $303K
|
295K
$29.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-2.19K- 5.53% |
$259K - $306K
|
37.4K
$3.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.35K- 3.04% |
$278K - $329K
|
75K
$7.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.39K- 19.82% |
$282K - $334K
|
9.66K
$957K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.46K- 3.89% |
$290K - $344K
|
60.8K
$6.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.54K- 25.85% |
$299K - $355K
|
7.28K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-2.56K- 12.7% |
$302K - $358K
|
17.6K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.57K- 16.6% |
$303K - $359K
|
12.9K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.6K- 20.22% |
$306K - $363K
|
10.2K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-2.61K- 13.17% |
$308K - $365K
|
17.2K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.64K- 6.73% |
$312K - $369K
|
36.6K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.73K- 8.53% |
$322K - $381K
|
29.2K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.75K- 19.35% |
$324K - $384K
|
11.5K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.79K- 4.71% |
$329K - $390K
|
56.4K
$5.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.82K- 7.03% |
$333K - $395K
|
37.3K
$3.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.84K- 26.1% |
$335K - $397K
|
8.04K
$796K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.87K- 9.13% |
$339K - $402K
|
28.6K
$2.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.92K- 35.85% |
$345K - $408K
|
5.23K
$518K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.95K- 36.06% |
$348K - $413K
|
5.24K
$519K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.03K- 63.1% |
$358K - $424K
|
1.77K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.05K- 4.68% |
$360K - $426K
|
62.1K
$6.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-3.12K- 6.03% |
$368K - $436K
|
48.6K
$4.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-3.31K- 10.12% |
$390K - $463K
|
29.4K
$2.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.34K- 59.23% |
$394K - $467K
|
2.3K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.48K- 9.65% |
$410K - $486K
|
32.5K
$3.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-3.48K- 14.42% |
$411K - $487K
|
20.7K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.54K- 7.62% |
$417K - $495K
|
42.9K
$4.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.59K- 19.19% |
$424K - $502K
|
15.1K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.62K- 45.51% |
$427K - $506K
|
4.33K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.67K- 6.23% |
$433K - $513K
|
55.2K
$5.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.83K- 20.45% |
$452K - $535K
|
14.9K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-3.83K- 6.49% |
$452K - $536K
|
55.2K
$5.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-3.9K- 16.02% |
$461K - $546K
|
20.5K
$2.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.97K- 40.82% |
$468K - $555K
|
5.76K
$570K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.05K- 4.92% |
$478K - $566K
|
78.2K
$7.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.41K- 36.3% |
$520K - $617K
|
7.74K
$767K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-4.61K- 10.94% |
$544K - $645K
|
37.6K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-4.74K- 25.11% |
$560K - $664K
|
14.2K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-4.77K- 30.13% |
$563K - $667K
|
11.1K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.88K- 12.46% |
$575K - $682K
|
34.3K
$3.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.99K- 4.68% |
$589K - $698K
|
102K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.09K- 16.47% |
$601K - $713K
|
25.8K
$2.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-5.13K- 32.51% |
$606K - $718K
|
10.7K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-5.14K- 23.25% |
$606K - $719K
|
17K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.16K- 4.99% |
$609K - $722K
|
98.2K
$9.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.55K- 31.75% |
$655K - $776K
|
11.9K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.73K- 3.38% |
$676K - $801K
|
164K
$16.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.9K- 69.46% |
$696K - $825K
|
2.59K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-6.02K- 38.5% |
$711K - $843K
|
9.62K
$953K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.17K- 5.18% |
$728K - $863K
|
113K
$11.2M
|