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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2- 0.46% |
$187 - $231
|
437
$40.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
166+ 1.84% |
$15.5K - $19.1K
|
9.19K
$855K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-303- 3.91% |
$28.4K - $34.9K
|
7.44K
$692K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-165- 6.49% |
$15.5K - $19K
|
2.38K
$221K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
138+ 5.53% |
$12.9K - $15.9K
|
2.63K
$245K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
628+ 2.77% |
$58.8K - $72.4K
|
23.3K
$2.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-765- 17.42% |
$71.6K - $88.2K
|
3.63K
$337K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-477- 8.94% |
$44.7K - $55K
|
4.86K
$452K
|
|
|
Oct 31, 2025
Q3 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
2.44K+ 4.36% |
$228K - $281K
|
58.4K
$5.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
947+ 5.2% |
$88.7K - $109K
|
19.1K
$1.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
610+ 3.67% |
$57.1K - $70.4K
|
17.2K
$1.6M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-326- 11.0% |
$30.5K - $37.6K
|
2.64K
$245K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-256- 1.26% |
$24K - $29.5K
|
20K
$1.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-447- 58.97% |
$41.9K - $51.6K
|
311
$28.9K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-150- 78.53% |
$14K - $17.3K
|
41
$3.81K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14+ 0.65% |
$1.31K - $1.61K
|
2.17K
$202K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-982- 22.86% |
$92K - $113K
|
3.31K
$308K
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-834- 0.92% |
$78.1K - $96.2K
|
90.1K
$8.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.65KNew |
$248K - $306K
|
2.65K
$247K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
966+ 146.81% |
$90.5K - $111K
|
1.62K
$151K
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.2KNew |
$206K - $254K
|
2.2K
$205K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.79K+ 407.6% |
$261K - $322K
|
3.47K
$323K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-627- 2.63% |
$58.7K - $72.3K
|
23.2K
$2.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-183- 13.65% |
$17.1K - $21.1K
|
1.16K
$108K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-185- 55.22% |
$17.3K - $21.3K
|
150
$13.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-8.46K- 3.16% |
$792K - $976K
|
259K
$24.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.3KNew |
$402K - $495K
|
4.3K
$399K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
644New |
$60.3K - $74.3K
|
644
$59.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-1.33K- 15.64% |
$124K - $153K
|
7.15K
$665K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.36K- 10.34% |
$221K - $272K
|
20.4K
$1.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.18K+ 4.63% |
$111K - $136K
|
26.7K
$2.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
49+ 1.42% |
$4.59K - $5.65K
|
3.51K
$326K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-129K- 29.47% |
$12.1M - $14.9M
|
309K
$28.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-200- 50.0% |
$18.7K - $23.1K
|
200
$18.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.69K- 20.16% |
$158K - $195K
|
6.7K
$623K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-971- 8.32% |
$90.9K - $112K
|
10.7K
$994K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-11.7K- 18.91% |
$1.1M - $1.35M
|
50.3K
$4.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.79K+ 3.38% |
$449K - $553K
|
147K
$13.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
31.3KNew |
$2.93M - $3.61M
|
31.3K
$2.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-150- 45.45% |
$14K - $17.3K
|
180
$16.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-525- 15.47% |
$49.2K - $60.5K
|
2.87K
$267K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-60- 0.76% |
$5.62K - $6.92K
|
7.8K
$725K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-130- 4.25% |
$12.2K - $15K
|
2.93K
$272K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
138New |
$12.9K - $15.9K
|
138
$12.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.75K- 22.08% |
$164K - $202K
|
6.17K
$574K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5K+ 101.09% |
$468K - $577K
|
9.95K
$925K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
667+ 784.71% |
$62.5K - $76.9K
|
752
$69.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
129+ 51.6% |
$12.1K - $14.9K
|
379
$35.2K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8New |
$749 - $923
|
8
$744
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
19New |
$1.78K - $2.19K
|
19
$1.77K
|
|