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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-681- 26.17% |
$68K - $78.8K
|
1.92K
$179K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-75- 13.04% |
$7.49K - $8.68K
|
500
$46.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-490- 18.45% |
$48.9K - $56.7K
|
2.17K
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-74- 25.96% |
$7.39K - $8.57K
|
211
$19.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-134- 5.36% |
$13.4K - $15.5K
|
2.36K
$220K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-5- 1.96% |
$499 - $579
|
250
$23.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-45- 1.29% |
$4.49K - $5.21K
|
3.44K
$320K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-1.24K- 3.43% |
$124K - $144K
|
35K
$3.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-19.7K- 86.32% |
$1.97M - $2.28M
|
3.12K
$290K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.09KNew |
$209K - $242K
|
2.09K
$194K
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
22.5K+ 225.8% |
$2.25M - $2.61M
|
32.5K
$3.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
18New |
$1.8K - $2.08K
|
18
$1.67K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-75- 16.74% |
$7.49K - $8.68K
|
373
$34.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
75+ 326.09% |
$7.49K - $8.68K
|
98
$9.11K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
12+ 600.0% |
$1.2K - $1.39K
|
14
$1.3K
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-500- 98.04% |
$52.4K - $63.1K
|
10
$930
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4New |
$419 - $504
|
4
$372
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-12Closed |
$1.26K - $1.51K
|
0
$0
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
31New |
$3.25K - $3.91K
|
31
$2.88K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
31New |
$3.25K - $3.91K
|
31
$2.88K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.17KNew |
$332K - $400K
|
3.17K
$295K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
76New |
$7.96K - $9.59K
|
76
$7.07K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-50Closed |
$5.24K - $6.31K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-113K- 83.86% |
$11.9M - $14.3M
|
21.8K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.5K+ 41.9% |
$2.57M - $3.1M
|
83.1K
$7.73M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-90- 3.73% |
$9.43K - $11.4K
|
2.32K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.66K- 21.91% |
$593K - $714K
|
20.2K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
4.15KNew |
$434K - $523K
|
4.15K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-176- 7.84% |
$18.4K - $22.2K
|
2.07K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
728KNew |
$76.3M - $91.8M
|
728K
$67.7M
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
171KNew |
$17.9M - $21.5M
|
171K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-560- 28.28% |
$58.7K - $70.6K
|
1.42K
$132K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
20KNew |
$2.1M - $2.52M
|
20K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
14New |
$1.47K - $1.77K
|
14
$1.3K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
10New |
$1.05K - $1.26K
|
10
$930
|
|
|
May 14, 2025
Q1 2025
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
19.2KNew |
$2.02M - $2.43M
|
19.2K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-8- 57.14% |
$838 - $1.01K
|
6
$558
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-873- 29.92% |
$91.5K - $110K
|
2.05K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.15K- 32.93% |
$121K - $145K
|
2.35K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.4K- 7.08% |
$147K - $177K
|
18.4K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
66New |
$6.92K - $8.32K
|
66
$6.14K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-110- 28.35% |
$11.5K - $13.9K
|
278
$25.9K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
CALL |
1.13KNew |
$119K - $143K
|
1.13K
$105K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-50- 2.48% |
$5.24K - $6.31K
|
1.97K
$183K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-3.61K- 41.66% |
$378K - $455K
|
5.05K
$470K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-40- 47.06% |
$4.19K - $5.04K
|
45
$4.18K
|
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
275+ 0.85% |
$28.8K - $34.7K
|
32.6K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.21K- 5.44% |
$126K - $152K
|
21K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-825- 27.13% |
$86.5K - $104K
|
2.22K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
86New |
$9.01K - $10.8K
|
86
$8K
|
|