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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.66K- 43.98% |
$196K - $232K
|
2.11K
$231K
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
2KNew |
$236K - $280K
|
2K
$219K
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-33.5K- 3.53% |
$3.96M - $4.69M
|
916K
$100M
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.89KNew |
$223K - $264K
|
1.89K
$207K
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.83K+ 11.5% |
$216K - $256K
|
17.7K
$1.94M
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
12.5K+ 14.25% |
$1.47M - $1.75M
|
100K
$11M
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
17New |
$2.01K - $2.38K
|
17
$1.86K
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-182- 2.22% |
$21.5K - $25.5K
|
8.01K
$878K
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-390- 11.36% |
$46K - $54.6K
|
3.04K
$333K
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3- 0.13% |
$354 - $420
|
2.36K
$259K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
320New |
$37.8K - $44.8K
|
320
$35.1K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
57+ 3.87% |
$6.73K - $7.97K
|
1.53K
$167K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.99K- 4.68% |
$589K - $698K
|
102K
$11.1M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-47- 2.77% |
$5.55K - $6.57K
|
1.65K
$181K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
15New |
$1.77K - $2.1K
|
15
$1.64K
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
297+ 3.69% |
$35K - $41.5K
|
8.35K
$915K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.21K+ 15.13% |
$143K - $170K
|
9.24K
$1.01M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
885+ 47.61% |
$104K - $124K
|
2.74K
$301K
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
121+ 0.91% |
$14.3K - $16.9K
|
13.4K
$1.47M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
192+ 3.68% |
$22.7K - $26.9K
|
5.41K
$593K
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
492+ 1.59% |
$58.1K - $68.8K
|
31.4K
$3.44M
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
495+ 1.97% |
$58.4K - $69.2K
|
25.7K
$2.81M
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
86New |
$10.1K - $12K
|
86
$9.42K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.71K+ 24.93% |
$201K - $239K
|
8.56K
$937K
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
216+ 1.69% |
$25.5K - $30.2K
|
13K
$1.43M
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-34- 0.62% |
$4.01K - $4.76K
|
5.49K
$602K
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
349+ 5.3% |
$41.2K - $48.8K
|
6.94K
$760K
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-210- 9.18% |
$24.8K - $29.4K
|
2.08K
$228K
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-123- 1.22% |
$14.5K - $17.2K
|
9.93K
$1.09M
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
781New |
$92.2K - $109K
|
781
$85.6K
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-64- 0.2% |
$7.55K - $8.95K
|
32.6K
$3.57M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.35K- 3.04% |
$278K - $329K
|
75K
$8.22M
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
4.85KNew |
$572K - $678K
|
4.85K
$531K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-84- 13.91% |
$9.91K - $11.7K
|
520
$57K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.18K- 14.71% |
$729K - $865K
|
35.8K
$3.93M
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.2K+ 10.38% |
$141K - $168K
|
12.7K
$1.4M
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-6.85K- 67.73% |
$809K - $959K
|
3.27K
$358K
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.7K- 25.14% |
$201K - $238K
|
5.07K
$555K
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.54K+ 12.58% |
$299K - $355K
|
22.7K
$2.49M
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.83K+ 196.33% |
$334K - $396K
|
4.28K
$469K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
615+ 15.39% |
$72.6K - $86K
|
4.61K
$505K
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
35+ 0.11% |
$4.13K - $4.9K
|
32.3K
$3.54M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.46K- 3.89% |
$290K - $344K
|
60.8K
$6.66M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
13New |
$1.53K - $1.82K
|
13
$1.42K
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
188+ 32.98% |
$22.2K - $26.3K
|
758
$83.1K
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-48- 9.64% |
$5.66K - $6.71K
|
450
$49.3K
|
|
Feb 07, 2025
Q4 2024
|
Saybrook Capital
|
SELL
|
- |
-6.24K- 13.67% |
$737K - $873K
|
39.4K
$4.32M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-786- 5.56% |
$92.7K - $110K
|
13.4K
$1.46M
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 6.71% |
$1.3K - $1.54K
|
175
$19.2K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
336+ 51.77% |
$39.6K - $47K
|
985
$108K
|