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 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-843- 11.33% |
$101K - $119K
|
6.6K
$821K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-475- 24.51% |
$57K - $66.9K
|
1.46K
$182K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
365+ 5.12% |
$43.8K - $51.4K
|
7.5K
$933K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
705+ 22.66% |
$84.6K - $99.2K
|
3.82K
$475K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-633- 80.84% |
$76K - $89.1K
|
150
$18.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
300+ 2000.0% |
$36K - $42.2K
|
315
$39.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
220+ 10.21% |
$26.4K - $31K
|
2.38K
$296K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
27+ 7.71% |
$3.24K - $3.8K
|
377
$46.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
22+ 12.36% |
$2.64K - $3.1K
|
200
$24.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.54KNew |
$185K - $217K
|
1.54K
$192K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.98K+ 11.58% |
$598K - $701K
|
48K
$5.97M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
400+ 11.28% |
$48K - $56.3K
|
3.95K
$491K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
40New |
$4.8K - $5.63K
|
40
$4.98K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.61K- 20.85% |
$193K - $227K
|
6.11K
$761K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-478- 10.73% |
$57.4K - $67.3K
|
3.98K
$495K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-118- 6.49% |
$14.2K - $16.6K
|
1.7K
$211K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-4- 0.36% |
$480 - $563
|
1.11K
$138K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-892- 2.66% |
$107K - $126K
|
32.7K
$4.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.56KNew |
$187K - $220K
|
1.56K
$194K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 1.76% |
$2.28K - $2.67K
|
1.1K
$137K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-751- 14.04% |
$90.1K - $106K
|
4.6K
$572K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
410+ 19.73% |
$49.2K - $57.7K
|
2.49K
$310K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-920- 20.21% |
$110K - $130K
|
3.63K
$452K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-36- 5.26% |
$4.32K - $5.07K
|
649
$80.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.26KNew |
$272K - $319K
|
2.26K
$282K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-73- 10.67% |
$8.76K - $10.3K
|
611
$76K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
175New |
$21K - $24.6K
|
175
$21.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 5.29% |
$208K - $243K
|
34.4K
$4.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
8K+ 29.39% |
$960K - $1.13M
|
35.2K
$4.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.48KNew |
$178K - $208K
|
1.48K
$184K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.44KNew |
$173K - $203K
|
1.44K
$179K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-409- 82.13% |
$49.1K - $57.6K
|
89
$11.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13New |
$1.56K - $1.83K
|
13
$1.62K
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
62KNew |
$7.45M - $8.73M
|
62K
$7.72M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-166- 11.93% |
$19.9K - $23.4K
|
1.23K
$152K
|
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-42.6K- 65.84% |
$5.11M - $6M
|
22.1K
$2.75M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
740+ 9.4% |
$88.8K - $104K
|
8.61K
$1.07M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
1.61KNew |
$193K - $227K
|
1.61K
$200K
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1- 0.02% |
$126 - $149
|
6.07K
$756K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.93% |
$126 - $149
|
108
$13.4K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.7KNew |
$340K - $403K
|
2.7K
$336K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
9New |
$1.13K - $1.34K
|
9
$1.12K
|
|
|
Aug 21, 2024
Q2 2024
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
135+ 0.43% |
$17K - $20.1K
|
31.6K
$3.94M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.54KNew |
$320K - $378K
|
2.54K
$316K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1KNew |
$126K - $149K
|
1K
$124K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-72- 87.8% |
$9.08K - $10.7K
|
10
$1.24K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.49KNew |
$1.2M - $1.42M
|
9.49K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
900+ 40.91% |
$113K - $134K
|
3.1K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-56- 1.92% |
$7.06K - $8.35K
|
2.86K
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$12.6K - $14.9K
|
100
$12.4K
|
|