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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
346+ 0.29% |
$40.8K - $48.4K
|
119K
$14.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
295+ 9.99% |
$34.8K - $41.3K
|
3.25K
$408K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
279New |
$32.9K - $39K
|
279
$35.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
250+ 6.91% |
$29.5K - $35K
|
3.87K
$486K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
249New |
$29.4K - $34.8K
|
249
$31.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
213+ 8.89% |
$25.1K - $29.8K
|
2.61K
$328K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
207+ 116.95% |
$24.4K - $29K
|
384
$48.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
185+ 2.47% |
$21.8K - $25.9K
|
7.69K
$966K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
185+ 2.54% |
$21.8K - $25.9K
|
7.46K
$937K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
180New |
$21.2K - $25.2K
|
180
$22.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
176+ 10.3% |
$20.8K - $24.6K
|
1.89K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
162+ 4.43% |
$19.1K - $22.7K
|
3.82K
$480K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
160New |
$18.9K - $22.4K
|
160
$20.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
150New |
$17.7K - $21K
|
150
$18.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
146+ 16.37% |
$17.2K - $20.4K
|
1.04K
$130K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
125+ 107.76% |
$14.8K - $17.5K
|
241
$30.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
125New |
$14.8K - $17.5K
|
125
$15.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
121+ 3.99% |
$14.3K - $16.9K
|
3.15K
$396K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
120+ 3.25% |
$14.2K - $16.8K
|
3.81K
$479K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
116+ 6.16% |
$13.7K - $16.2K
|
2K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
113New |
$13.3K - $15.8K
|
113
$14.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
109+ 1.8% |
$12.9K - $15.2K
|
6.17K
$776K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
107+ 7.05% |
$12.6K - $15K
|
1.62K
$204K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
105+ 1.48% |
$12.4K - $14.7K
|
7.22K
$907K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
100New |
$11.8K - $14K
|
100
$12.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
99+ 0.18% |
$11.7K - $13.8K
|
54.9K
$6.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
98+ 5.58% |
$11.6K - $13.7K
|
1.86K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
86+ 2.61% |
$10.1K - $12K
|
3.38K
$425K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
81+ 3.3% |
$9.56K - $11.3K
|
2.54K
$319K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
75+ 0.03% |
$8.85K - $10.5K
|
246K
$31M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
75New |
$8.85K - $10.5K
|
75
$9.43K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
60+ 2.36% |
$7.08K - $8.39K
|
2.6K
$327K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
50New |
$5.9K - $6.99K
|
50
$6.28K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
41+ 0.68% |
$4.84K - $5.74K
|
6.06K
$761K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
39New |
$4.6K - $5.46K
|
39
$4.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.74% |
$3.89K - $4.62K
|
1.93K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
32+ 1.82% |
$3.78K - $4.48K
|
1.79K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22+ 0.07% |
$2.6K - $3.08K
|
31.1K
$3.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
21+ 0.36% |
$2.48K - $2.94K
|
5.87K
$738K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
16+ 0.32% |
$1.89K - $2.24K
|
4.97K
$624K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 1.8% |
$1.3K - $1.54K
|
622
$78.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10+ 0.4% |
$1.18K - $1.4K
|
2.54K
$319K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10New |
$1.18K - $1.4K
|
10
$1.26K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.1% |
$826 - $979
|
6.86K
$862K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
4+ 1.69% |
$472 - $560
|
241
$30.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3+ 1.0% |
$354 - $420
|
302
$38K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 1.5% |
$236 - $280
|
135
$17K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.67% |
$118 - $140
|
61
$7.67K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.32% |
$118 - $140
|
77
$9.68K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.74% |
$118 - $140
|
137
$17.2K
|