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 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.37K+ 30.09% |
$981K - $1.18M
|
40.5K
$4.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-168- 38.01% |
$17.6K - $21.2K
|
274
$30K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.58K+ 21.83% |
$165K - $199K
|
8.79K
$964K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-19- 3.05% |
$1.99K - $2.4K
|
603
$66.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.15K- 26.91% |
$120K - $144K
|
3.11K
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
400+ 3.9% |
$41.9K - $50.4K
|
10.6K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-515- 8.5% |
$54K - $65K
|
5.54K
$608K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
806+ 1.31% |
$84.5K - $102K
|
62.2K
$6.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-125- 0.93% |
$13.1K - $15.8K
|
13.3K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
23+ 62.16% |
$2.41K - $2.9K
|
60
$6.57K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
320+ 6.9% |
$33.5K - $40.4K
|
4.96K
$543K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 8.25% |
$149K - $179K
|
18.7K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.2% |
$1.99K - $2.4K
|
9.31K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
66+ 2.72% |
$6.92K - $8.32K
|
2.49K
$273K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-20- 6.62% |
$2.1K - $2.52K
|
282
$30.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-45- 0.97% |
$4.72K - $5.68K
|
4.59K
$503K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-153K- 99.05% |
$16M - $19.3M
|
1.47K
$161K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.7K+ 50.91% |
$807K - $971K
|
22.8K
$2.5M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
45+ 16.73% |
$4.72K - $5.68K
|
314
$34.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 1.41% |
$6.29K - $7.57K
|
4.18K
$458K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 10.76% |
$388K - $467K
|
38.1K
$4.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-1.27K- 3.37% |
$133K - $160K
|
36.3K
$3.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
255New |
$26.7K - $32.2K
|
255
$27.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.3K+ 26.34% |
$137K - $164K
|
6.25K
$685K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.58K- 64.95% |
$480K - $578K
|
2.47K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.95K- 10.2% |
$309K - $371K
|
25.9K
$2.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-200- 5.1% |
$21K - $25.2K
|
3.72K
$408K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.35K+ 15.95% |
$142K - $170K
|
9.82K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-1.88K- 26.51% |
$197K - $237K
|
5.2K
$570K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-1.44K- 17.83% |
$150K - $181K
|
6.62K
$725K
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-253- 0.52% |
$26.5K - $31.9K
|
48.8K
$5.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
17.5K+ 4.88% |
$1.83M - $2.2M
|
375K
$41.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-490- 7.72% |
$51.3K - $61.8K
|
5.86K
$642K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.32K+ 35.18% |
$138K - $166K
|
5.05K
$554K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.1K+ 109700.0% |
$115K - $138K
|
1.1K
$120K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-142- 3.09% |
$14.9K - $17.9K
|
4.45K
$487K
|
|
|
Apr 09, 2025
Q1 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
18.2K+ 33.19% |
$1.91M - $2.3M
|
73.1K
$8.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.93% |
$105 - $126
|
109
$11.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
21+ 0.33% |
$2.2K - $2.65K
|
6.45K
$706K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-88- 3.65% |
$9.22K - $11.1K
|
2.33K
$255K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-311- 3.16% |
$32.6K - $39.2K
|
9.53K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
170+ 1.54% |
$17.8K - $21.4K
|
11.2K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.02K+ 151.2% |
$317K - $381K
|
5.02K
$551K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-200- 70.18% |
$21K - $25.2K
|
85
$9.31K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-207- 51.62% |
$21.7K - $26.1K
|
194
$21.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-518- 71.45% |
$54.3K - $65.3K
|
207
$22.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-442- 2.85% |
$46.3K - $55.7K
|
15.1K
$1.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
56+ 800.0% |
$5.87K - $7.06K
|
63
$6.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-163- 80.3% |
$17.1K - $20.6K
|
40
$4.38K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
11.3K+ 17.72% |
$1.18M - $1.42M
|
74.8K
$8.2M
|