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 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
887+ 7.8% |
$105K - $124K
|
12.3K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
885+ 47.61% |
$104K - $124K
|
2.74K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
879New |
$104K - $123K
|
879
$87.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
848+ 5.23% |
$100K - $119K
|
17.1K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
829+ 39.31% |
$97.8K - $116K
|
2.94K
$291K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
783+ 8.7% |
$92.4K - $110K
|
9.78K
$969K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
781New |
$92.2K - $109K
|
781
$77.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
776New |
$91.6K - $109K
|
776
$76.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
775+ 10.07% |
$91.5K - $108K
|
8.47K
$839K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
761+ 18.18% |
$89.8K - $106K
|
4.95K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
734+ 22.7% |
$86.6K - $103K
|
3.97K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
728New |
$85.9K - $102K
|
728
$72.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
720+ 12.07% |
$85K - $101K
|
6.69K
$662K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
709+ 3.88% |
$83.7K - $99.2K
|
19K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
691+ 1.76% |
$81.5K - $96.7K
|
40K
$3.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
681+ 8.07% |
$80.4K - $95.3K
|
9.12K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
670+ 5.35% |
$79.1K - $93.7K
|
13.2K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
659+ 0.34% |
$77.8K - $92.2K
|
193K
$19.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
658+ 0.28% |
$77.6K - $92K
|
233K
$23.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
650New |
$76.7K - $90.9K
|
650
$64.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
642+ 3.35% |
$75.8K - $89.8K
|
19.8K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
615+ 15.39% |
$72.6K - $86K
|
4.61K
$457K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
594+ 6.65% |
$70.1K - $83.1K
|
9.52K
$943K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
592+ 3.88% |
$69.9K - $82.8K
|
15.8K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
572+ 8.74% |
$67.5K - $80K
|
7.12K
$705K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
564+ 16.9% |
$66.6K - $78.9K
|
3.9K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
558New |
$65.8K - $78.1K
|
558
$55.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
558+ 1.52% |
$65.8K - $78.1K
|
37.4K
$3.7M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
545+ 0.9% |
$64.3K - $76.2K
|
61.1K
$6.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
539+ 23.2% |
$63.6K - $75.4K
|
2.86K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
508+ 27.76% |
$59.9K - $71.1K
|
2.34K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
495+ 1.97% |
$58.4K - $69.2K
|
25.7K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
492+ 1.59% |
$58.1K - $68.8K
|
31.4K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
483New |
$57K - $67.6K
|
483
$47.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
477+ 0.86% |
$56.3K - $66.7K
|
56.2K
$5.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
476+ 15.04% |
$56.2K - $66.6K
|
3.64K
$361K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
463+ 17.45% |
$54.6K - $64.8K
|
3.12K
$309K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
461+ 29.1% |
$54.4K - $64.5K
|
2.05K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
448+ 40.91% |
$52.9K - $62.7K
|
1.54K
$153K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
445+ 30.11% |
$52.5K - $62.2K
|
1.92K
$190K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
439New |
$51.8K - $61.4K
|
439
$43.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
435New |
$51.3K - $60.8K
|
435
$43.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
428+ 1.7% |
$50.5K - $59.9K
|
25.6K
$2.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
424+ 17.91% |
$50K - $59.3K
|
2.79K
$276K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
414+ 6.89% |
$48.9K - $57.9K
|
6.43K
$636K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
408+ 2.84% |
$48.1K - $57.1K
|
14.8K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
405+ 22.34% |
$47.8K - $56.7K
|
2.22K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
401New |
$47.3K - $56.1K
|
401
$39.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
400New |
$47.2K - $56K
|
400
$39.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
397+ 0.88% |
$46.8K - $55.5K
|
45.7K
$4.53M
|