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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-409- 7.1% |
$42.9K - $51.6K
|
5.35K
$498K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
85New |
$8.91K - $10.7K
|
85
$7.9K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
1.1K+ 64.71% |
$115K - $139K
|
2.8K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
483+ 2841.18% |
$50.6K - $60.9K
|
500
$46.5K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
23New |
$2.41K - $2.9K
|
23
$2.14K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
9New |
$943 - $1.14K
|
9
$837
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-3.59K- 64.06% |
$376K - $453K
|
2.01K
$187K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.1KNew |
$220K - $265K
|
2.1K
$196K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-476- 61.34% |
$49.9K - $60K
|
300
$27.9K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
273New |
$28.6K - $34.4K
|
273
$25.4K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.58K+ 20.09% |
$166K - $199K
|
9.45K
$878K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-24.2K- 84.95% |
$2.54M - $3.05M
|
4.29K
$399K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-215- 1.37% |
$22.5K - $27.1K
|
15.5K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
150+ 5.37% |
$15.7K - $18.9K
|
2.94K
$273K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
18New |
$1.89K - $2.27K
|
18
$1.67K
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1.11K- 30.75% |
$116K - $140K
|
2.5K
$232K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
238+ 5.04% |
$24.9K - $30K
|
4.96K
$461K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
314+ 13.75% |
$32.9K - $39.6K
|
2.6K
$242K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-6.32KClosed |
$662K - $797K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-36.7K- 58.76% |
$3.85M - $4.63M
|
25.8K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-576- 16.27% |
$60.4K - $72.6K
|
2.97K
$276K
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
126+ 1.45% |
$13.2K - $15.9K
|
8.82K
$820K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-392- 12.17% |
$41.1K - $49.4K
|
2.83K
$263K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.54K- 61.98% |
$371K - $446K
|
2.17K
$202K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-15Closed |
$1.57K - $1.89K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
288New |
$30.2K - $36.3K
|
288
$26.8K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
24New |
$2.51K - $3.03K
|
24
$2.23K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
801+ 6.51% |
$83.9K - $101K
|
13.1K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
956+ 29.8% |
$100K - $121K
|
4.16K
$387K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
106New |
$11.1K - $13.4K
|
106
$9.86K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-362- 36.75% |
$37.9K - $45.7K
|
623
$57.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
261New |
$27.4K - $32.9K
|
261
$24.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-5.44K- 56.56% |
$570K - $686K
|
4.18K
$389K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
23KNew |
$2.41M - $2.91M
|
23K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
St. James Investment Company, LLC
|
SELL
|
- |
-86.8K- 60.97% |
$9.09M - $10.9M
|
55.5K
$5.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3+ 1.78% |
$314 - $378
|
172
$16K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1- 0.15% |
$105 - $126
|
666
$61.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-489- 8.66% |
$51.2K - $61.7K
|
5.16K
$480K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
200New |
$21K - $25.2K
|
200
$18.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
7KNew |
$734K - $883K
|
7K
$651K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-2- 4.17% |
$210 - $252
|
46
$4.28K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.01KNew |
$210K - $253K
|
2.01K
$187K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-3.17K- 6.52% |
$332K - $400K
|
45.4K
$4.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.19KNew |
$229K - $276K
|
2.19K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-1K- 32.26% |
$105K - $126K
|
2.1K
$195K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
110New |
$11.5K - $13.9K
|
110
$10.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
65New |
$6.81K - $8.2K
|
65
$6.04K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 0.46% |
$1.05K - $1.26K
|
2.19K
$204K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-66- 3.29% |
$6.92K - $8.32K
|
1.94K
$181K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
260New |
$27.2K - $32.8K
|
260
$24.2K
|
|