Latest Institutional Transactions on Diageo PLC (DEO)
This table provides information on the latest institutional transactions involving Diageo PLC (DEO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
SELL
|
- |
-2.59K- 23.79% |
$226K - $256K
|
8.3K
$772K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.76K- 21.07% |
$153K - $173K
|
6.58K
$612K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
235New |
$20.5K - $23.2K
|
235
$21.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-9.39K- 13.56% |
$819K - $926K
|
59.8K
$5.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3.64K+ 5.97% |
$317K - $359K
|
64.6K
$6M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 39.51% |
$140K - $158K
|
2.46K
$229K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 1.0% |
$960 - $1.09K
|
1.11K
$103K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-365- 14.3% |
$31.8K - $36K
|
2.19K
$203K
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.54KNew |
$134K - $152K
|
1.54K
$143K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
565New |
$49.3K - $55.7K
|
565
$52.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-874- 7.71% |
$76.3K - $86.2K
|
10.5K
$973K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-753- 4.15% |
$65.7K - $74.3K
|
17.4K
$1.62M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.16K- 4.29% |
$188K - $213K
|
48.2K
$4.48M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-57.7K- 39.31% |
$5.03M - $5.69M
|
89K
$8.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-2.18K- 32.3% |
$190K - $215K
|
4.57K
$425K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.9K- 20.63% |
$166K - $188K
|
7.31K
$680K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.39K- 51.47% |
$121K - $137K
|
1.31K
$122K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
32+ 3200.0% |
$2.79K - $3.16K
|
33
$3.07K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
49+ 0.44% |
$4.28K - $4.83K
|
11.1K
$1.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-158- 5.33% |
$13.8K - $15.6K
|
2.81K
$261K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-266- 9.36% |
$23.2K - $26.2K
|
2.58K
$239K
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
2.45KNew |
$214K - $242K
|
2.45K
$228K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-4K- 21.98% |
$349K - $394K
|
14.2K
$1.32M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
752+ 15.9% |
$65.6K - $74.2K
|
5.48K
$510K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100+ 55.87% |
$8.73K - $9.87K
|
279
$25.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-12- 2.12% |
$1.05K - $1.18K
|
554
$51.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
503+ 0.58% |
$43.9K - $49.6K
|
87.6K
$8.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-380- 13.49% |
$33.2K - $37.5K
|
2.44K
$227K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
59+ 1.69% |
$5.15K - $5.82K
|
3.54K
$330K
|
|
|
Jan 07, 2026
Q4 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
1.7K+ 4.41% |
$148K - $168K
|
40.2K
$3.74M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
4.94K+ 7839.68% |
$431K - $487K
|
5K
$465K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.44K- 15.08% |
$125K - $142K
|
8.09K
$752K
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-265K- 19.45% |
$23.1M - $26.2M
|
1.1M
$102M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-87- 50.58% |
$7.59K - $8.58K
|
85
$7.9K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6- 0.4% |
$524 - $592
|
1.49K
$139K
|
|
| Q3 2025 | |||||||
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-6Closed |
$562 - $692
|
0
$0
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.26K+ 7.82% |
$492K - $606K
|
72.5K
$6.74M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
477+ 4.95% |
$44.7K - $55K
|
10.1K
$940K
|
|
|
Dec 02, 2025
Q3 2025
|
Tevis Investment Management
|
BUY
|
- |
489+ 6.27% |
$45.8K - $56.4K
|
8.29K
$771K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
318+ 22.57% |
$29.8K - $36.7K
|
1.73K
$161K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
429+ 15.61% |
$40.2K - $49.5K
|
3.18K
$296K
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.14KNew |
$388K - $477K
|
4.14K
$385K
|
|
|
Nov 24, 2025
Q3 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-160- 0.62% |
$15K - $18.5K
|
25.5K
$2.37M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 6.51% |
$1.78K - $2.19K
|
311
$28.9K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
21.3K+ 7.04% |
$2M - $2.46M
|
324K
$30.2M
|
|
|
Nov 20, 2025
Q3 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-3.81K- 2.91% |
$356K - $439K
|
127K
$11.8M
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
2.56KNew |
$240K - $296K
|
2.56K
$238K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.77K- 29.52% |
$165K - $204K
|
4.21K
$392K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.89K+ 51.45% |
$364K - $449K
|
11.4K
$1.06M
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-34- 6.55% |
$3.18K - $3.92K
|
485
$45.1K
|
|