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 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
75+ 0.03% |
$8.85K - $10.5K
|
246K
$24.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
71+ 3.11% |
$8.38K - $9.93K
|
2.36K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
70New |
$8.26K - $9.79K
|
70
$6.93K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
65New |
$7.67K - $9.09K
|
65
$6.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
63+ 1.35% |
$7.43K - $8.81K
|
4.74K
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
61New |
$7.2K - $8.53K
|
61
$6.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
60+ 2.55% |
$7.08K - $8.39K
|
2.41K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
60New |
$7.08K - $8.39K
|
60
$5.94K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
60+ 2.36% |
$7.08K - $8.39K
|
2.6K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
57+ 3.87% |
$6.73K - $7.97K
|
1.53K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
52+ 2.36% |
$6.14K - $7.27K
|
2.25K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
51+ 141.67% |
$6.02K - $7.13K
|
87
$8.62K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
50+ 81.97% |
$5.9K - $6.99K
|
111
$11K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
50New |
$5.9K - $6.99K
|
50
$4.95K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
42New |
$4.96K - $5.87K
|
42
$4.16K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
41+ 2.52% |
$4.84K - $5.74K
|
1.67K
$165K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
41+ 0.68% |
$4.84K - $5.74K
|
6.06K
$600K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
39New |
$4.6K - $5.46K
|
39
$3.86K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
37+ 0.7% |
$4.37K - $5.18K
|
5.33K
$528K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
37New |
$4.37K - $5.18K
|
37
$3.66K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
36New |
$4.25K - $5.04K
|
36
$3.57K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
36+ 0.47% |
$4.25K - $5.04K
|
7.64K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
35+ 0.32% |
$4.13K - $4.9K
|
10.9K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
35+ 0.11% |
$4.13K - $4.9K
|
32.3K
$3.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
34New |
$4.01K - $4.76K
|
34
$3.37K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.74% |
$3.89K - $4.62K
|
1.93K
$191K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
32+ 1.82% |
$3.78K - $4.48K
|
1.79K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
32+ 1.11% |
$3.78K - $4.48K
|
2.92K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 35.71% |
$3.54K - $4.2K
|
114
$11.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30+ 0.2% |
$3.54K - $4.2K
|
15.2K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
29+ 1.08% |
$3.42K - $4.06K
|
2.72K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
29+ 0.71% |
$3.42K - $4.06K
|
4.1K
$406K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
25New |
$2.95K - $3.5K
|
25
$2.48K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22+ 0.07% |
$2.6K - $3.08K
|
31.1K
$3.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
21+ 0.36% |
$2.48K - $2.94K
|
5.87K
$582K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
17New |
$2.01K - $2.38K
|
17
$1.68K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
16+ 0.32% |
$1.89K - $2.24K
|
4.97K
$492K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16New |
$1.89K - $2.24K
|
16
$1.58K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
16New |
$1.89K - $2.24K
|
16
$1.58K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
16New |
$1.89K - $2.24K
|
16
$1.58K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
15+ 1.63% |
$1.77K - $2.1K
|
935
$92.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
15New |
$1.77K - $2.1K
|
15
$1.49K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
13New |
$1.53K - $1.82K
|
13
$1.29K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
13+ 0.72% |
$1.53K - $1.82K
|
1.81K
$179K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
12New |
$1.42K - $1.68K
|
12
$1.19K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 1.8% |
$1.3K - $1.54K
|
622
$61.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
11New |
$1.3K - $1.54K
|
11
$1.09K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 6.71% |
$1.3K - $1.54K
|
175
$17.3K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
10New |
$1.18K - $1.4K
|
10
$991
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10+ 0.4% |
$1.18K - $1.4K
|
2.54K
$251K
|