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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-75- 37.5% |
$7.86K - $9.46K
|
125
$11.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
25New |
$2.62K - $3.15K
|
25
$2.32K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
2.18KNew |
$228K - $274K
|
2.18K
$202K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-23- 56.1% |
$2.41K - $2.9K
|
18
$1.67K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-6.65K- 72.88% |
$697K - $838K
|
2.47K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-24- 32.43% |
$2.51K - $3.03K
|
50
$4.65K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 25.0% |
$210 - $252
|
6
$558
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-396- 17.08% |
$41.5K - $49.9K
|
1.92K
$179K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-30- 30.3% |
$3.14K - $3.78K
|
69
$6.42K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-18- 1.04% |
$1.89K - $2.27K
|
1.71K
$159K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
24New |
$2.51K - $3.03K
|
24
$2.23K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-8- 0.72% |
$838 - $1.01K
|
1.1K
$102K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 8.0% |
$838 - $1.01K
|
108
$10K
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-415- 12.15% |
$43.5K - $52.3K
|
3K
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-156- 6.53% |
$16.3K - $19.7K
|
2.23K
$208K
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-1.51K- 13.03% |
$158K - $191K
|
10.1K
$938K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.58K- 64.95% |
$480K - $578K
|
2.47K
$230K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-200- 5.1% |
$21K - $25.2K
|
3.72K
$346K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-1.44K- 17.83% |
$150K - $181K
|
6.62K
$615K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.93% |
$105 - $126
|
109
$10.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-88- 3.65% |
$9.22K - $11.1K
|
2.33K
$216K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-311- 3.16% |
$32.6K - $39.2K
|
9.53K
$887K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-200- 70.18% |
$21K - $25.2K
|
85
$7.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
56+ 800.0% |
$5.87K - $7.06K
|
63
$5.86K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-163- 80.3% |
$17.1K - $20.6K
|
40
$3.72K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-34- 1.59% |
$3.56K - $4.29K
|
2.11K
$196K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-299- 5.53% |
$31.3K - $37.7K
|
5.11K
$475K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
2.38KNew |
$249K - $300K
|
2.38K
$221K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-5.68K- 21.81% |
$670K - $794K
|
20.3K
$1.89M
|
|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.77KNew |
$209K - $247K
|
1.77K
$164K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
90New |
$10.6K - $12.6K
|
90
$8.37K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
10New |
$1.18K - $1.4K
|
10
$930
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
16New |
$1.89K - $2.24K
|
16
$1.49K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
41+ 2.52% |
$4.84K - $5.74K
|
1.67K
$155K
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.16KNew |
$373K - $442K
|
3.16K
$294K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
461+ 29.1% |
$54.4K - $64.5K
|
2.05K
$190K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-644- 24.76% |
$76K - $90.1K
|
1.96K
$182K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
16New |
$1.89K - $2.24K
|
16
$1.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-721- 7.24% |
$85.1K - $101K
|
9.24K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
251+ 1.75% |
$29.6K - $35.1K
|
14.6K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-681- 26.7% |
$80.4K - $95.3K
|
1.87K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
100+ 3.33% |
$11.8K - $14K
|
3.1K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-2.56K- 12.7% |
$302K - $358K
|
17.6K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-200- 29.63% |
$23.6K - $28K
|
475
$44.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-75- 88.24% |
$8.85K - $10.5K
|
10
$930
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.48K- 40.79% |
$175K - $208K
|
2.15K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
25KNew |
$2.95M - $3.5M
|
25K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
91.8KNew |
$10.8M - $12.8M
|
91.8K
$8.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-119- 54.59% |
$14K - $16.6K
|
99
$9.21K
|
|