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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
873+ 27.32% |
$105K - $123K
|
4.07K
$481K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-695- 3.39% |
$83.4K - $97.8K
|
19.8K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.79K- 5.5% |
$575K - $674K
|
82.2K
$9.72M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.95K- 57.56% |
$235K - $275K
|
1.44K
$170K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
20.7K+ 35.78% |
$2.48M - $2.91M
|
78.6K
$9.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.7K+ 80.17% |
$1.89M - $2.21M
|
35.4K
$4.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
93+ 5.23% |
$11.2K - $13.1K
|
1.87K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
100+ 3.45% |
$12K - $14.1K
|
3K
$355K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
2.65KNew |
$318K - $373K
|
2.65K
$314K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.69K- 1.27% |
$202K - $237K
|
131K
$15.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9+ 0.19% |
$1.08K - $1.27K
|
4.81K
$568K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.59KNew |
$190K - $223K
|
1.59K
$187K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.08K- 8.2% |
$129K - $152K
|
12.1K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-120- 5.95% |
$14.4K - $16.9K
|
1.9K
$224K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-2.86K- 4.61% |
$343K - $402K
|
59.1K
$6.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-230- 5.41% |
$27.6K - $32.4K
|
4.02K
$475K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-53- 1.66% |
$6.36K - $7.46K
|
3.13K
$370K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-315- 7.31% |
$37.8K - $44.3K
|
4K
$472K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
365+ 18.92% |
$43.8K - $51.4K
|
2.29K
$271K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-608- 6.84% |
$73K - $85.6K
|
8.28K
$979K
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.44KNew |
$172K - $202K
|
1.44K
$170K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-50- 0.31% |
$6K - $7.04K
|
15.8K
$1.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.9K- 19.51% |
$229K - $268K
|
7.85K
$929K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-224- 13.52% |
$26.9K - $31.5K
|
1.43K
$169K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.44KNew |
$172K - $202K
|
1.44K
$170K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.45KNew |
$294K - $344K
|
2.45K
$289K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
762+ 5.28% |
$91.5K - $107K
|
15.2K
$1.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.48K+ 49.46% |
$418K - $490K
|
10.5K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
418+ 4.74% |
$50.2K - $58.8K
|
9.23K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-3.74K- 9.58% |
$448K - $526K
|
35.3K
$4.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-464- 15.61% |
$55.7K - $65.3K
|
2.51K
$297K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9+ 12.16% |
$1.08K - $1.27K
|
83
$9.81K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.13K+ 17.21% |
$136K - $159K
|
7.7K
$910K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.65K- 81.7% |
$198K - $232K
|
369
$43.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
4.44K+ 98.86% |
$533K - $625K
|
8.93K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
289+ 0.26% |
$34.7K - $40.7K
|
111K
$13.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-40- 2.34% |
$4.8K - $5.63K
|
1.67K
$197K
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-419- 80.89% |
$50.3K - $59K
|
99
$11.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.33K+ 19.81% |
$279K - $327K
|
14.1K
$1.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1- 0.02% |
$120 - $141
|
4.81K
$568K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
10+ 0.56% |
$1.2K - $1.41K
|
1.8K
$212K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-240- 11.4% |
$28.8K - $33.8K
|
1.87K
$221K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.2K- 7.01% |
$1.47M - $1.72M
|
162K
$19.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
664+ 40.07% |
$79.7K - $93.5K
|
2.32K
$274K
|
|
|
Oct 29, 2024
Q3 2024
|
Henry James International Management Inc.
|
BUY
|
- |
1.58KNew |
$189K - $222K
|
1.58K
$186K
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
5.07K+ 2.23% |
$608K - $713K
|
232K
$27.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-583- 5.8% |
$70K - $82.1K
|
9.47K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.86K- 10.37% |
$584K - $684K
|
42K
$4.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.3K+ 6.5% |
$276K - $324K
|
37.7K
$4.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-197- 11.85% |
$23.6K - $27.7K
|
1.47K
$173K
|