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 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-182- 9.92% |
$21.5K - $25.5K
|
1.65K
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-187- 3.24% |
$22.1K - $26.2K
|
5.58K
$701K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-195- 1.46% |
$23K - $27.3K
|
13.1K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-196- 9.28% |
$23.1K - $27.4K
|
1.92K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 80.32% |
$23.6K - $28K
|
49
$6.16K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-239- 12.81% |
$28.2K - $33.4K
|
1.63K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-248- 2.06% |
$29.3K - $34.7K
|
11.8K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-250- 11.18% |
$29.5K - $35K
|
1.99K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-252- 7.75% |
$29.7K - $35.2K
|
3K
$377K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-282- 1.58% |
$33.3K - $39.4K
|
17.6K
$2.21M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-282- 4.75% |
$33.3K - $39.4K
|
5.65K
$710K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-291- 3.9% |
$34.3K - $40.7K
|
7.17K
$902K
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-320- 4.8% |
$37.8K - $44.8K
|
6.35K
$798K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-324- 2.56% |
$38.2K - $45.3K
|
12.3K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-358- 9.14% |
$42.2K - $50.1K
|
3.56K
$447K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-371- 0.6% |
$43.8K - $51.9K
|
61.4K
$7.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-382- 92.72% |
$45.1K - $53.4K
|
30
$3.77K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-391- 18.81% |
$46.1K - $54.7K
|
1.69K
$212K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-395- 6.89% |
$46.6K - $55.3K
|
5.34K
$671K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-422- 13.4% |
$49.8K - $59K
|
2.73K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-483- 1.78% |
$57K - $67.6K
|
26.7K
$3.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-494- 4.69% |
$58.3K - $69.1K
|
10K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-508- 19.28% |
$59.9K - $71.1K
|
2.13K
$267K
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-537- 6.1% |
$63.4K - $75.1K
|
8.27K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-567- 12.33% |
$66.9K - $79.3K
|
4.03K
$507K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-601- 78.05% |
$70.9K - $84.1K
|
169
$21.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-705- 36.85% |
$83.2K - $98.6K
|
1.21K
$152K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-777- 26.62% |
$91.7K - $109K
|
2.14K
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-897- 11.7% |
$106K - $125K
|
6.77K
$851K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-959- 68.45% |
$113K - $134K
|
442
$55.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-981- 99.9% |
$116K - $137K
|
1
$126
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1K- 77.82% |
$118K - $140K
|
285
$35.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.05K- 3.4% |
$123K - $146K
|
29.7K
$3.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.1K- 1.83% |
$130K - $154K
|
59.3K
$7.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.14K- 27.66% |
$134K - $159K
|
2.97K
$374K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.18K- 33.07% |
$139K - $165K
|
2.39K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1.2K- 27.91% |
$142K - $168K
|
3.1K
$390K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.37K- 9.28% |
$162K - $192K
|
13.4K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.43K- 14.9% |
$169K - $201K
|
8.19K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-1.52K- 8.11% |
$179K - $212K
|
17.2K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.53K- 4.52% |
$181K - $214K
|
32.3K
$4.06M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-1.61K- 16.7% |
$190K - $226K
|
8.05K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.85K- 5.65% |
$218K - $258K
|
30.9K
$3.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.98K- 46.72% |
$234K - $278K
|
2.26K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2K- 24.16% |
$236K - $280K
|
6.28K
$789K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.16K- 33.23% |
$255K - $302K
|
4.34K
$545K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.6K- 20.22% |
$306K - $363K
|
10.2K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.64K- 6.73% |
$312K - $369K
|
36.6K
$4.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.82K- 7.03% |
$333K - $395K
|
37.3K
$4.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.95K- 36.06% |
$348K - $413K
|
5.24K
$658K
|