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 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
213+ 8.89% |
$25.1K - $29.8K
|
2.61K
$303K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
207+ 116.95% |
$24.4K - $29K
|
384
$44.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
185+ 2.47% |
$21.8K - $25.9K
|
7.69K
$891K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
185+ 2.54% |
$21.8K - $25.9K
|
7.46K
$865K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
180New |
$21.2K - $25.2K
|
180
$20.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
176+ 10.3% |
$20.8K - $24.6K
|
1.89K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
162+ 4.43% |
$19.1K - $22.7K
|
3.82K
$443K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
160New |
$18.9K - $22.4K
|
160
$18.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
150New |
$17.7K - $21K
|
150
$17.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
146+ 16.37% |
$17.2K - $20.4K
|
1.04K
$120K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
125+ 107.76% |
$14.8K - $17.5K
|
241
$27.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
125New |
$14.8K - $17.5K
|
125
$14.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
121+ 3.99% |
$14.3K - $16.9K
|
3.15K
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
120+ 3.25% |
$14.2K - $16.8K
|
3.81K
$442K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
116+ 6.16% |
$13.7K - $16.2K
|
2K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
113New |
$13.3K - $15.8K
|
113
$13.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
109+ 1.8% |
$12.9K - $15.2K
|
6.17K
$716K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
109+ 1.68% |
$12.9K - $15.2K
|
6.59K
$765K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
108New |
$12.7K - $15.1K
|
108
$12.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
107+ 7.05% |
$12.6K - $15K
|
1.62K
$188K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
105+ 1.48% |
$12.4K - $14.7K
|
7.22K
$837K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
104+ 1.66% |
$12.3K - $14.5K
|
6.37K
$738K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
102+ 8.61% |
$12K - $14.3K
|
1.29K
$149K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
100New |
$11.8K - $14K
|
100
$11.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
99+ 0.18% |
$11.7K - $13.8K
|
54.9K
$6.36M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
98+ 5.58% |
$11.6K - $13.7K
|
1.86K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
88+ 4.95% |
$10.4K - $12.3K
|
1.86K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
86+ 2.61% |
$10.1K - $12K
|
3.38K
$392K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
81+ 3.3% |
$9.56K - $11.3K
|
2.54K
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
80+ 19.7% |
$9.44K - $11.2K
|
486
$56.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
75+ 0.03% |
$8.85K - $10.5K
|
246K
$28.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
75New |
$8.85K - $10.5K
|
75
$8.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
71+ 3.11% |
$8.38K - $9.93K
|
2.36K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
60+ 2.36% |
$7.08K - $8.39K
|
2.6K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
50New |
$5.9K - $6.99K
|
50
$5.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
50+ 81.97% |
$5.9K - $6.99K
|
111
$12.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
41+ 0.68% |
$4.84K - $5.74K
|
6.06K
$703K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
39New |
$4.6K - $5.46K
|
39
$4.52K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
36New |
$4.25K - $5.04K
|
36
$4.17K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
34New |
$4.01K - $4.76K
|
34
$3.94K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.74% |
$3.89K - $4.62K
|
1.93K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
32+ 1.82% |
$3.78K - $4.48K
|
1.79K
$207K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30+ 0.2% |
$3.54K - $4.2K
|
15.2K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 35.71% |
$3.54K - $4.2K
|
114
$13.2K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
29+ 1.08% |
$3.42K - $4.06K
|
2.72K
$316K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22+ 0.07% |
$2.6K - $3.08K
|
31.1K
$3.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
21+ 0.36% |
$2.48K - $2.94K
|
5.87K
$681K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16New |
$1.89K - $2.24K
|
16
$1.86K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
16+ 0.32% |
$1.89K - $2.24K
|
4.97K
$576K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
13+ 0.72% |
$1.53K - $1.82K
|
1.81K
$210K
|