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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-98- 2.8% |
$11.6K - $13.7K
|
3.4K
$316K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-208K- 99.21% |
$24.5M - $29.1M
|
1.65K
$153K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-939- 37.14% |
$111K - $131K
|
1.59K
$148K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.55K- 44.27% |
$182K - $216K
|
1.95K
$181K
|
|
|
Feb 06, 2025
Q4 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
29.1KNew |
$3.43M - $4.06M
|
29.1K
$2.7M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-4.77K- 30.13% |
$563K - $667K
|
11.1K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Henry James International Management Inc.
|
SELL
|
- |
-2- 0.13% |
$236 - $280
|
1.58K
$146K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-75- 27.27% |
$8.85K - $10.5K
|
200
$18.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-1.09K- 7.05% |
$129K - $153K
|
14.4K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
42New |
$4.96K - $5.87K
|
42
$3.91K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16New |
$1.89K - $2.24K
|
16
$1.49K
|
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-900- 29.03% |
$106K - $126K
|
2.2K
$205K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
256+ 1.85% |
$30.2K - $35.8K
|
14.1K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-838- 31.44% |
$98.9K - $117K
|
1.83K
$170K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-216- 10.63% |
$25.5K - $30.2K
|
1.82K
$169K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
109+ 1.68% |
$12.9K - $15.2K
|
6.59K
$613K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-555- 17.84% |
$65.5K - $77.6K
|
2.56K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
13+ 0.72% |
$1.53K - $1.82K
|
1.81K
$168K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-5- 0.3% |
$590 - $699
|
1.68K
$156K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7.63K- 17.67% |
$900K - $1.07M
|
35.6K
$3.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
34New |
$4.01K - $4.76K
|
34
$3.16K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-603- 23.48% |
$71.2K - $84.3K
|
1.97K
$183K
|
|
|
Feb 03, 2025
Q4 2024
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
6.07KNew |
$716K - $848K
|
6.07K
$564K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.7K+ 3.6% |
$319K - $378K
|
77.7K
$7.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-341- 15.44% |
$40.2K - $47.7K
|
1.87K
$174K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
36New |
$4.25K - $5.04K
|
36
$3.35K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-627- 27.24% |
$74K - $87.7K
|
1.68K
$156K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-27- 7.16% |
$3.19K - $3.78K
|
350
$32.5K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.4K+ 34.17% |
$283K - $336K
|
9.42K
$876K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-46- 2.75% |
$5.43K - $6.43K
|
1.62K
$151K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
572+ 8.74% |
$67.5K - $80K
|
7.12K
$662K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-14- 0.86% |
$1.65K - $1.96K
|
1.61K
$150K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
104+ 1.66% |
$12.3K - $14.5K
|
6.37K
$592K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
558New |
$65.8K - $78.1K
|
558
$51.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
3.2KNew |
$378K - $448K
|
3.2K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
87.8KNew |
$10.4M - $12.3M
|
87.8K
$8.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 1.85% |
$236 - $280
|
110
$10.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
160New |
$18.9K - $22.4K
|
160
$14.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-160- 19.58% |
$18.9K - $22.4K
|
657
$61.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-38- 0.75% |
$4.48K - $5.32K
|
5.03K
$468K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.74% |
$118 - $140
|
137
$12.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
107+ 7.05% |
$12.6K - $15K
|
1.62K
$151K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
125New |
$14.8K - $17.5K
|
125
$11.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-115- 5.01% |
$13.6K - $16.1K
|
2.18K
$203K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
367New |
$43.3K - $51.3K
|
367
$34.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-239- 12.81% |
$28.2K - $33.4K
|
1.63K
$151K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-13.6K- 21.72% |
$1.6M - $1.9M
|
49K
$4.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-11- 73.33% |
$1.3K - $1.54K
|
4
$372
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
249New |
$29.4K - $34.8K
|
249
$23.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10New |
$1.18K - $1.4K
|
10
$930
|
|