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 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
85+ 177.08% |
$10.2K - $12K
|
133
$15.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-469- 0.9% |
$56.3K - $66K
|
51.7K
$6.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.02K- 5.3% |
$242K - $284K
|
36K
$4.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.41K+ 24.61% |
$169K - $198K
|
7.11K
$841K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
273New |
$32.8K - $38.4K
|
273
$32.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-451- 22.72% |
$54.1K - $63.5K
|
1.53K
$181K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
18+ 1.05% |
$2.16K - $2.53K
|
1.73K
$204K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
50+ 14.29% |
$6K - $7.04K
|
400
$47.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
9.17KNew |
$1.1M - $1.29M
|
9.17K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.89K- 10.68% |
$227K - $266K
|
15.8K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-343- 16.36% |
$41.2K - $48.3K
|
1.75K
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
2.57KNew |
$308K - $361K
|
2.57K
$304K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-13.6K- 23.9% |
$1.63M - $1.91M
|
43.2K
$5.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-955- 1.89% |
$115K - $134K
|
49.5K
$5.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-738- 24.32% |
$88.6K - $104K
|
2.3K
$272K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.25K- 3.92% |
$150K - $176K
|
30.7K
$3.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-101- 71.13% |
$12.1K - $14.2K
|
41
$4.85K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-104- 2.39% |
$12.5K - $14.6K
|
4.25K
$502K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
358+ 16.99% |
$43K - $50.4K
|
2.47K
$291K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-68- 4.55% |
$8.16K - $9.57K
|
1.43K
$169K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.3K+ 25.17% |
$157K - $184K
|
6.49K
$767K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
68+ 1.1% |
$8.16K - $9.57K
|
6.23K
$736K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-49- 0.34% |
$5.88K - $6.9K
|
14.2K
$1.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.4K+ 17.02% |
$168K - $197K
|
9.63K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-7.57K- 32.42% |
$909K - $1.07M
|
15.8K
$1.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.42K+ 10.01% |
$290K - $340K
|
26.5K
$3.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
178KNew |
$21.4M - $25.1M
|
178K
$21.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.18KNew |
$142K - $167K
|
1.18K
$140K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
634+ 25.2% |
$76.1K - $89.2K
|
3.15K
$372K
|
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
BUY
|
- |
1.53KNew |
$183K - $215K
|
1.53K
$180K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
396New |
$47.5K - $55.7K
|
396
$46.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-761- 5.89% |
$91.3K - $107K
|
12.2K
$1.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.8K- 9.26% |
$215K - $253K
|
17.6K
$2.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-20- 0.93% |
$2.4K - $2.82K
|
2.14K
$253K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.01K+ 1.85% |
$122K - $143K
|
55.8K
$6.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-54- 1.45% |
$6.48K - $7.6K
|
3.66K
$433K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
751+ 8.54% |
$90.1K - $106K
|
9.55K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3- 2.08% |
$360 - $422
|
141
$16.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
326+ 0.54% |
$39.1K - $45.9K
|
60.4K
$7.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-295- 1.62% |
$35.4K - $41.5K
|
17.9K
$2.11M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.43K+ 13.54% |
$1.01M - $1.19M
|
70.7K
$8.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.58KNew |
$190K - $222K
|
1.58K
$187K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-14- 0.04% |
$1.68K - $1.97K
|
34K
$4.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-100- 0.68% |
$12K - $14.1K
|
14.7K
$1.74M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
69.6KNew |
$8.35M - $9.8M
|
69.6K
$8.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
407+ 2.83% |
$48.8K - $57.3K
|
14.8K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-17- 2.69% |
$2.04K - $2.39K
|
616
$72.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
225+ 8.69% |
$27K - $31.7K
|
2.82K
$333K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-233- 1.23% |
$28K - $32.8K
|
18.7K
$2.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Arlington Partners LLC
|
BUY
|
- |
6.28K+ 25.29% |
$754K - $885K
|
31.1K
$3.68M
|