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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-324- 2.56% |
$38.2K - $45.3K
|
12.3K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-160- 19.58% |
$18.9K - $22.4K
|
657
$72.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
121+ 3.99% |
$14.3K - $16.9K
|
3.15K
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
424+ 17.91% |
$50K - $59.3K
|
2.79K
$309K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-38- 0.75% |
$4.48K - $5.32K
|
5.03K
$556K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
6.79K+ 8.55% |
$801K - $950K
|
86.2K
$9.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.4K+ 65.42% |
$165K - $196K
|
3.55K
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-19.6K- 27.64% |
$2.31M - $2.74M
|
51.2K
$5.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.34K- 66.41% |
$748K - $887K
|
3.21K
$355K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-282- 1.58% |
$33.3K - $39.4K
|
17.6K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.74% |
$118 - $140
|
137
$15.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.7KNew |
$319K - $378K
|
2.7K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
107+ 7.05% |
$12.6K - $15K
|
1.62K
$180K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-483- 1.78% |
$57K - $67.6K
|
26.7K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 0.57% |
$1.53K - $1.82K
|
2.28K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
86+ 2.61% |
$10.1K - $12K
|
3.38K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1.2K- 27.91% |
$142K - $168K
|
3.1K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-130- 3.3% |
$15.3K - $18.2K
|
3.82K
$422K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-25- 28.09% |
$2.95K - $3.5K
|
64
$7.08K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.8K+ 4.61% |
$213K - $252K
|
41K
$4.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.53K- 4.52% |
$181K - $214K
|
32.3K
$3.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
380+ 2.67% |
$44.8K - $53.2K
|
14.6K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-187- 3.24% |
$22.1K - $26.2K
|
5.58K
$617K
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
295+ 9.99% |
$34.8K - $41.3K
|
3.25K
$359K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
176+ 10.3% |
$20.8K - $24.6K
|
1.89K
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
125New |
$14.8K - $17.5K
|
125
$13.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-115- 5.01% |
$13.6K - $16.1K
|
2.18K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-248- 2.06% |
$29.3K - $34.7K
|
11.8K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.32% |
$118 - $140
|
77
$8.52K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
400New |
$47.2K - $56K
|
400
$44.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.16K- 4.99% |
$609K - $722K
|
98.2K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
463+ 17.45% |
$54.6K - $64.8K
|
3.12K
$345K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
100New |
$11.8K - $14K
|
100
$11.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
109+ 1.8% |
$12.9K - $15.2K
|
6.17K
$683K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
367New |
$43.3K - $51.3K
|
367
$40.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-422- 13.4% |
$49.8K - $59K
|
2.73K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.48K- 9.65% |
$410K - $486K
|
32.5K
$3.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
185+ 2.54% |
$21.8K - $25.9K
|
7.46K
$825K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-44- 0.92% |
$5.19K - $6.15K
|
4.72K
$522K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-291- 3.9% |
$34.3K - $40.7K
|
7.17K
$793K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-150- 11.75% |
$17.7K - $21K
|
1.13K
$125K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-239- 12.81% |
$28.2K - $33.4K
|
1.63K
$180K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-1.52K- 8.11% |
$179K - $212K
|
17.2K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
250+ 6.91% |
$29.5K - $35K
|
3.87K
$428K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
405+ 22.34% |
$47.8K - $56.7K
|
2.22K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-358- 9.14% |
$42.2K - $50.1K
|
3.56K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-13.6K- 21.72% |
$1.6M - $1.9M
|
49K
$5.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-11- 73.33% |
$1.3K - $1.54K
|
4
$442
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-58- 43.28% |
$6.84K - $8.11K
|
76
$8.41K
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-537- 6.1% |
$63.4K - $75.1K
|
8.27K
$914K
|