Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Gardner Russo & Gardner | 42 | 42 | 0.01% | 1.49% | 2.67% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 25 | 11 | 0.00% | 0.06% | 0.77% | Q3 2014 | Q3 2023 | 36 |
Wellington Shields & Co., LLC | 25 | 9 | 0.01% | 0.24% | 0.38% | Q2 2013 | Q4 2021 | 34 |
LeJeune Puetz Investment Counsel LLC | 25 | 25 | 0.64% | 0.80% | 1.02% | Q1 2017 | Q1 2023 | 25 |
Manitou Investment Management Ltd. | 16 | 1 | 0.09% | 0.16% | 0.33% | Q4 2016 | Q4 2022 | 17 |
HighPoint Advisor Group LLC | 13 | 13 | 0.05% | 0.07% | 0.10% | Q3 2017 | Q3 2020 | 13 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 13 |
YCG, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Douglass Winthrop Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q4 2016 | 5 |
Geneva Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2017 | 4 |
Wellington Shields Capital Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Alpha Omega Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
MAR VISTA INVESTMENT PARTNERS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2013 | 3 |
DOLIVER ADVISORS, LP | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2017 | Q4 2017 | 3 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q1 2015 | 2 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
KENNEDY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Canoe Financial LP | 1 | 1 | 1.56% | 1.56% | 1.56% | Q1 2023 | Q1 2023 | 1 |
IFP Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Kathleen S. Wright Associates Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
This page lists all the filers that currently own DIAGEO PLC or have owned DIAGEO PLC in the past.