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 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10New |
$1.18K - $1.4K
|
10
$991
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8+ 0.19% |
$944 - $1.12K
|
4.25K
$421K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.1% |
$826 - $979
|
6.86K
$679K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
6New |
$708 - $839
|
6
$594
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 0.17% |
$708 - $839
|
3.54K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 12.82% |
$590 - $699
|
44
$4.36K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
4+ 1.69% |
$472 - $560
|
241
$23.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3+ 1.0% |
$354 - $420
|
302
$29.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2+ 1.63% |
$236 - $280
|
125
$12.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 1.85% |
$236 - $280
|
110
$10.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 1.5% |
$236 - $280
|
135
$13.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.52% |
$236 - $280
|
388
$38.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.74% |
$118 - $140
|
137
$13.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.32% |
$118 - $140
|
77
$7.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
1+ 0.01% |
$118 - $140
|
15.9K
$1.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 1.04% |
$118 - $140
|
97
$9.61K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.49% |
$118 - $140
|
205
$20.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.67% |
$118 - $140
|
61
$6.04K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1- -0.0% |
$118 - $140
|
60.5K
$5.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1- -0.0% |
$118 - $140
|
34K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1- 1.16% |
$118 - $140
|
85
$8.42K
|
|
|
Feb 05, 2025
Q4 2024
|
Henry James International Management Inc.
|
SELL
|
- |
-2- 0.13% |
$236 - $280
|
1.58K
$156K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3- 0.13% |
$354 - $420
|
2.36K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-4- 0.09% |
$472 - $560
|
4.64K
$459K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-4- 36.36% |
$472 - $560
|
7
$693
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5- 0.05% |
$590 - $699
|
9.7K
$961K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-5- 17.86% |
$590 - $699
|
23
$2.28K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-5- 0.3% |
$590 - $699
|
1.68K
$167K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 30.43% |
$826 - $979
|
16
$1.58K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-9- 10.84% |
$1.06K - $1.26K
|
74
$7.33K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-10- 10.64% |
$1.18K - $1.4K
|
84
$8.32K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-11- 7.69% |
$1.3K - $1.54K
|
132
$13.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-11- 0.45% |
$1.3K - $1.54K
|
2.44K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-11- 73.33% |
$1.3K - $1.54K
|
4
$396
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-11- 1.1% |
$1.3K - $1.54K
|
987
$97.8K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 0.57% |
$1.53K - $1.82K
|
2.28K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-14- 0.86% |
$1.65K - $1.96K
|
1.61K
$159K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-15- 39.47% |
$1.77K - $2.1K
|
23
$2.28K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16- 1.13% |
$1.89K - $2.24K
|
1.4K
$139K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.05% |
$2.01K - $2.38K
|
34.4K
$3.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-18- 11.32% |
$2.12K - $2.52K
|
141
$14K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-20- 0.42% |
$2.36K - $2.8K
|
4.79K
$474K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-21- 3.41% |
$2.48K - $2.94K
|
595
$58.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-24- 4.58% |
$2.83K - $3.36K
|
500
$49.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-25- 28.09% |
$2.95K - $3.5K
|
64
$6.34K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-27- 7.16% |
$3.19K - $3.78K
|
350
$34.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-28- 2.48% |
$3.3K - $3.92K
|
1.1K
$109K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-29- 74.36% |
$3.42K - $4.06K
|
10
$991
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-30- 7.59% |
$3.54K - $4.2K
|
365
$36.2K
|