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 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-428- 2.6% |
$40.1K - $49.4K
|
16K
$1.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.94K+ 6.24% |
$462K - $570K
|
84K
$7.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.53K- 8.96% |
$330K - $407K
|
35.8K
$3.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
4.03K+ 11.84% |
$377K - $465K
|
38K
$3.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-281- 1.84% |
$26.3K - $32.4K
|
15K
$1.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
264+ 0.78% |
$24.7K - $30.4K
|
34.3K
$3.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
150KNew |
$14.1M - $17.3M
|
150K
$14M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
13.7K+ 41.33% |
$1.28M - $1.58M
|
46.8K
$4.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
11+ 13.41% |
$1.03K - $1.27K
|
93
$8.65K
|
|
|
Oct 24, 2025
Q3 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.74K+ 6.86% |
$163K - $201K
|
27.1K
$2.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
44New |
$4.12K - $5.07K
|
44
$4.09K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-382- 76.55% |
$35.8K - $44.1K
|
117
$10.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-250- 29.66% |
$23.4K - $28.8K
|
593
$55.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
946+ 8.62% |
$88.6K - $109K
|
11.9K
$1.11M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-1.22K- 24.56% |
$115K - $141K
|
3.76K
$349K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.61K+ 3.83% |
$151K - $185K
|
43.6K
$4.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
617+ 62.07% |
$57.8K - $71.2K
|
1.61K
$150K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-119- 0.49% |
$11.1K - $13.7K
|
24.1K
$2.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-207- 9.45% |
$19.4K - $23.9K
|
1.98K
$184K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-27- 15.79% |
$2.53K - $3.11K
|
144
$13.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-637- 2.91% |
$59.6K - $73.5K
|
21.2K
$1.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
61+ 2.24% |
$5.71K - $7.04K
|
2.79K
$259K
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-740- 8.56% |
$69.3K - $85.3K
|
7.91K
$735K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-159- 6.19% |
$14.9K - $18.3K
|
2.41K
$224K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
25New |
$2.34K - $2.88K
|
25
$2.32K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-75- 7.04% |
$7.02K - $8.65K
|
990
$92.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-16- 0.65% |
$1.5K - $1.85K
|
2.46K
$229K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-250- 7.11% |
$23.4K - $28.8K
|
3.26K
$304K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.44K- 3.71% |
$322K - $397K
|
89.2K
$8.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
187+ 0.62% |
$17.5K - $21.6K
|
30.4K
$2.83M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.69K+ 10.77% |
$345K - $425K
|
37.9K
$3.53M
|
|
|
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
|
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
|
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
|
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
|
|