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 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1.2K- 27.91% |
$142K - $168K
|
3.1K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 20.42% |
$159K - $188K
|
5.25K
$609K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.37K- 9.28% |
$162K - $192K
|
13.4K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.43K- 24.15% |
$169K - $200K
|
4.48K
$520K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.43K- 14.9% |
$169K - $201K
|
8.19K
$950K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-1.52K- 8.11% |
$179K - $212K
|
17.2K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.53K- 4.52% |
$181K - $214K
|
32.3K
$3.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-1.56K- 21.74% |
$184K - $218K
|
5.6K
$650K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-1.61K- 16.7% |
$190K - $226K
|
8.05K
$933K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.85K- 5.65% |
$218K - $258K
|
30.9K
$3.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.89K- 32.01% |
$222K - $264K
|
4K
$464K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.98K- 46.72% |
$234K - $278K
|
2.26K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2K- 24.16% |
$236K - $280K
|
6.28K
$728K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.16K- 33.23% |
$255K - $302K
|
4.34K
$503K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.6K- 20.22% |
$306K - $363K
|
10.2K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.64K- 6.73% |
$312K - $369K
|
36.6K
$4.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.82K- 7.03% |
$333K - $395K
|
37.3K
$4.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.92K- 35.85% |
$345K - $408K
|
5.23K
$606K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.95K- 36.06% |
$348K - $413K
|
5.24K
$607K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.03K- 63.1% |
$358K - $424K
|
1.77K
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-3.12K- 6.03% |
$368K - $436K
|
48.6K
$5.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.34K- 59.23% |
$394K - $467K
|
2.3K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.48K- 9.65% |
$410K - $486K
|
32.5K
$3.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-3.48K- 14.42% |
$411K - $487K
|
20.7K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.59K- 19.19% |
$424K - $502K
|
15.1K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-3.83K- 6.49% |
$452K - $536K
|
55.2K
$6.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-3.9K- 16.02% |
$461K - $546K
|
20.5K
$2.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.97K- 40.82% |
$468K - $555K
|
5.76K
$667K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.41K- 36.3% |
$520K - $617K
|
7.74K
$897K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-4.61K- 10.94% |
$544K - $645K
|
37.6K
$4.35M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-4.77K- 30.13% |
$563K - $667K
|
11.1K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-5.13K- 32.51% |
$606K - $718K
|
10.7K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-5.14K- 23.25% |
$606K - $719K
|
17K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.16K- 4.99% |
$609K - $722K
|
98.2K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-6.02K- 38.5% |
$711K - $843K
|
9.62K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.34K- 66.41% |
$748K - $887K
|
3.21K
$372K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7.63K- 17.67% |
$900K - $1.07M
|
35.6K
$4.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-7.89K- 44.86% |
$931K - $1.1M
|
9.7K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-8.06K- 6.79% |
$951K - $1.13M
|
111K
$12.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-8.36K- 50.13% |
$987K - $1.17M
|
8.32K
$965K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-11K- 8.71% |
$1.29M - $1.53M
|
115K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-13.6K- 21.72% |
$1.6M - $1.9M
|
49K
$5.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-17.5K- 49.71% |
$2.07M - $2.45M
|
17.7K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-19.6K- 27.64% |
$2.31M - $2.74M
|
51.2K
$5.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-27.4K- 63.0% |
$3.23M - $3.83M
|
16.1K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
SELL
|
- |
-27.8K- 89.22% |
$3.28M - $3.89M
|
3.36K
$389K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-39.3K- 3.23% |
$4.64M - $5.5M
|
1.18M
$136M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-43.8K- 33.53% |
$5.17M - $6.13M
|
86.9K
$10.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-74K- 90.65% |
$8.73M - $10.4M
|
7.63K
$885K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-84K- 26.26% |
$9.91M - $11.7M
|
236K
$27.3M
|