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, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
326+ 0.54% |
$39.1K - $45.9K
|
60.4K
$7.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.58KNew |
$190K - $222K
|
1.58K
$197K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-14- 0.04% |
$1.68K - $1.97K
|
34K
$4.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-100- 0.68% |
$12K - $14.1K
|
14.7K
$1.83M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
69.6KNew |
$8.35M - $9.8M
|
69.6K
$8.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
225+ 8.69% |
$27K - $31.7K
|
2.82K
$350K
|
|
|
Oct 21, 2024
Q3 2024
|
Arlington Partners LLC
|
BUY
|
- |
6.28K+ 25.29% |
$754K - $885K
|
31.1K
$3.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-8.33K- 18.98% |
$1M - $1.17M
|
35.6K
$4.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.91KNew |
$230K - $269K
|
1.91K
$238K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.28K- 9.61% |
$154K - $180K
|
12K
$1.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.17K- 18.12% |
$260K - $305K
|
9.81K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-573- 7.72% |
$68.8K - $80.7K
|
6.85K
$852K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
35New |
$4.2K - $4.93K
|
35
$4.36K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
443+ 13.89% |
$53.2K - $62.4K
|
3.63K
$452K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-80- 0.65% |
$9.6K - $11.3K
|
12.3K
$1.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
787+ 2.85% |
$94.5K - $111K
|
28.4K
$3.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-21- 6.38% |
$2.52K - $2.96K
|
308
$38.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-218- 3.72% |
$26.2K - $30.7K
|
5.64K
$702K
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
22New |
$2.64K - $3.1K
|
22
$2.74K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-30- 3.79% |
$3.6K - $4.22K
|
761
$94.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
944+ 1.02% |
$113K - $133K
|
93.6K
$11.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
293K+ 52.27% |
$35.2M - $41.2M
|
854K
$106M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-42.2K- 25.11% |
$5.06M - $5.94M
|
126K
$15.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
42New |
$5.04K - $5.91K
|
42
$5.23K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
943+ 32.52% |
$113K - $133K
|
3.84K
$478K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
643+ 38.27% |
$77.2K - $90.5K
|
2.32K
$289K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$120 - $141
|
1
$124
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-55- 65.48% |
$6.6K - $7.74K
|
29
$3.61K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.76K+ 4.05% |
$211K - $248K
|
45.3K
$5.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
30New |
$3.6K - $4.22K
|
30
$3.73K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-25- 8.33% |
$3K - $3.52K
|
275
$34.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.12KNew |
$615K - $721K
|
5.12K
$637K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-53- 0.64% |
$6.36K - $7.46K
|
8.19K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
189+ 2.0% |
$22.7K - $26.6K
|
9.62K
$1.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 28.93% |
$125K - $147K
|
2.57K
$319K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-353- 6.77% |
$42.4K - $49.7K
|
4.86K
$605K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
96New |
$11.5K - $13.5K
|
96
$11.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.68KNew |
$201K - $236K
|
1.68K
$209K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.69KNew |
$202K - $237K
|
1.69K
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
100New |
$12K - $14.1K
|
100
$12.4K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-263- 5.0% |
$31.6K - $37K
|
5K
$622K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-964- 9.61% |
$116K - $136K
|
9.06K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 3.03% |
$240 - $282
|
68
$8.46K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
33+ 2.04% |
$3.96K - $4.65K
|
1.65K
$206K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-14.3K- 53.06% |
$1.71M - $2.01M
|
12.6K
$1.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-380- 6.85% |
$45.6K - $53.5K
|
5.17K
$643K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.3KNew |
$276K - $324K
|
2.3K
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
85+ 1.05% |
$10.2K - $12K
|
8.15K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-930- 7.46% |
$112K - $131K
|
11.5K
$1.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-353- 13.28% |
$42.4K - $49.7K
|
2.31K
$287K
|