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 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
212+ 7.27% |
$19.9K - $24.4K
|
3.13K
$291K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
25+ 0.26% |
$2.34K - $2.88K
|
9.77K
$908K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.12K- 11.56% |
$105K - $129K
|
8.54K
$794K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-38- 1.08% |
$3.56K - $4.38K
|
3.47K
$323K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-746- 5.95% |
$69.9K - $86K
|
11.8K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
300New |
$28.1K - $34.6K
|
300
$27.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
132KNew |
$12.3M - $15.2M
|
132K
$12.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.19K- 15.77% |
$767K - $944K
|
43.8K
$4.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-138- 2.32% |
$12.9K - $15.9K
|
5.82K
$541K
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-1.83K- 37.22% |
$172K - $212K
|
3.09K
$288K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$93.6 - $115
|
1
$93
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-348- 14.2% |
$32.6K - $40.1K
|
2.1K
$196K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-253- 41.41% |
$23.7K - $29.2K
|
358
$33.3K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-207- 99.04% |
$19.4K - $23.9K
|
2
$186
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
59+ 1.07% |
$5.52K - $6.8K
|
5.55K
$516K
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
5.4K+ 3.77% |
$506K - $623K
|
149K
$13.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 23.32% |
$115K - $142K
|
6.49K
$603K
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
124+ 2.03% |
$11.6K - $14.3K
|
6.25K
$581K
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-268- 5.11% |
$25.1K - $30.9K
|
4.97K
$463K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-76- 0.68% |
$7.12K - $8.77K
|
11K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-132- 36.16% |
$12.4K - $15.2K
|
233
$21.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
40+ 1.09% |
$3.75K - $4.61K
|
3.71K
$345K
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-264K- 43.69% |
$24.7M - $30.4M
|
340K
$31.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
970+ 38.75% |
$90.8K - $112K
|
3.47K
$323K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
101New |
$9.46K - $11.6K
|
101
$9.39K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-100- 1.15% |
$9.36K - $11.5K
|
8.63K
$803K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-3.27K- 36.94% |
$306K - $377K
|
5.58K
$519K
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
1.07K+ 5.63% |
$99.8K - $123K
|
20K
$1.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-51- 1.49% |
$4.78K - $5.88K
|
3.38K
$314K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
700+ 19.84% |
$65.5K - $80.7K
|
4.23K
$393K
|
|
|
Oct 20, 2025
Q3 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-496- 0.81% |
$46.4K - $57.2K
|
60.9K
$5.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-267- 3.49% |
$25K - $30.8K
|
7.38K
$686K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
54+ 0.67% |
$5.06K - $6.23K
|
8.11K
$754K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
12+ 200.0% |
$1.12K - $1.38K
|
18
$1.67K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-11- 0.13% |
$1.03K - $1.27K
|
8.15K
$757K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.66K- 4.08% |
$155K - $191K
|
39K
$3.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-563- 10.49% |
$52.7K - $64.9K
|
4.8K
$447K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
128New |
$12K - $14.8K
|
128
$11.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
54+ 12.05% |
$5.06K - $6.23K
|
502
$46.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
31New |
$2.9K - $3.58K
|
31
$2.88K
|
|
|
Oct 20, 2025
Q3 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
8.47K+ 11.57% |
$793K - $976K
|
81.6K
$7.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.65KNew |
$248K - $306K
|
2.65K
$246K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.8K- 30.69% |
$169K - $208K
|
4.07K
$378K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-50- 80.65% |
$4.68K - $5.77K
|
12
$1.12K
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
2.82KNew |
$264K - $325K
|
2.82K
$262K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.13K- 3.86% |
$106K - $130K
|
28K
$2.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
5.1K+ 7.92% |
$478K - $589K
|
69.5K
$6.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
9.47K+ 73.25% |
$887K - $1.09M
|
22.4K
$2.08M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
17+ 0.53% |
$1.59K - $1.96K
|
3.24K
$301K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-659- 7.62% |
$61.7K - $76K
|
7.99K
$743K
|
|