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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-250- 11.18% |
$29.5K - $35K
|
1.99K
$185K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-252- 7.75% |
$29.7K - $35.2K
|
3K
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-140- 84.85% |
$16.5K - $19.6K
|
25
$2.32K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16- 1.13% |
$1.89K - $2.24K
|
1.4K
$130K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.59KNew |
$187K - $222K
|
1.59K
$148K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-137- 22.95% |
$16.2K - $19.2K
|
460
$42.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-196- 9.28% |
$23.1K - $27.4K
|
1.92K
$178K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.03K- 63.1% |
$358K - $424K
|
1.77K
$165K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-182- 9.92% |
$21.5K - $25.5K
|
1.65K
$154K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-24- 4.58% |
$2.83K - $3.36K
|
500
$46.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 1.5% |
$236 - $280
|
135
$12.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-50- 0.83% |
$5.9K - $6.99K
|
6K
$558K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-74K- 90.65% |
$8.73M - $10.4M
|
7.63K
$710K
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
21.7KNew |
$2.56M - $3.03M
|
21.7K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.16K+ 2.6% |
$137K - $162K
|
45.9K
$4.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.68KNew |
$199K - $235K
|
1.68K
$157K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.16K- 33.23% |
$255K - $302K
|
4.34K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-101- 72.14% |
$11.9K - $14.1K
|
39
$3.63K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.49% |
$118 - $140
|
205
$19.1K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-50- 20.0% |
$5.9K - $6.99K
|
200
$18.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
16+ 0.32% |
$1.89K - $2.24K
|
4.97K
$462K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
150New |
$17.7K - $21K
|
150
$13.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-21- 3.41% |
$2.48K - $2.94K
|
595
$55.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-124- 4.85% |
$14.6K - $17.3K
|
2.43K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-107- 5.64% |
$12.6K - $15K
|
1.79K
$166K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-4- 36.36% |
$472 - $560
|
7
$651
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.03KNew |
$240K - $284K
|
2.03K
$189K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
98+ 5.58% |
$11.6K - $13.7K
|
1.86K
$172K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
39New |
$4.6K - $5.46K
|
39
$3.63K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
279New |
$32.9K - $39K
|
279
$25.9K
|
|
| Q3 2024 | |||||||
|
Aug 07, 2025
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-250- 43.48% |
$30K - $35.2K
|
325
$30.2K
|
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-4.6K- 29.82% |
$552K - $648K
|
10.8K
$1.01M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2K+ 12.35% |
$240K - $282K
|
18.2K
$1.69M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
925+ 43.02% |
$111K - $130K
|
3.08K
$286K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
332+ 5.63% |
$39.8K - $46.7K
|
6.23K
$579K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
19.2KNew |
$2.31M - $2.71M
|
19.2K
$1.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
196K+ 94.01% |
$23.5M - $27.6M
|
405K
$37.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-297- 14.87% |
$35.6K - $41.8K
|
1.7K
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.14KNew |
$257K - $302K
|
2.14K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
2.6KNew |
$312K - $366K
|
2.6K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-125- 6.79% |
$15K - $17.6K
|
1.72K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-38.4K- 80.99% |
$4.6M - $5.4M
|
9K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.53KNew |
$184K - $215K
|
1.53K
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-624- 15.29% |
$74.9K - $87.8K
|
3.46K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-3.3K- 52.38% |
$396K - $465K
|
3K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
859+ 2.23% |
$103K - $121K
|
39.3K
$3.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-226- 7.28% |
$27.1K - $31.8K
|
2.88K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Ar Asset Management Inc
|
SELL
|
- |
-680- 1.51% |
$81.6K - $95.7K
|
44.3K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.89KNew |
$1.07M - $1.25M
|
8.89K
$826K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
3.6K+ 55.38% |
$432K - $507K
|
10.1K
$939K
|
|