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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1KNew |
$126K - $149K
|
1K
$93K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$12.6K - $14.9K
|
100
$9.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7- 0.41% |
$883 - $1.04K
|
1.72K
$160K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-866- 46.26% |
$109K - $129K
|
1.01K
$93.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
592+ 15.44% |
$74.6K - $88.3K
|
4.43K
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.2KNew |
$656K - $776K
|
5.2K
$484K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
101+ 5.15% |
$12.7K - $15.1K
|
2.06K
$192K
|
|
|
Aug 14, 2024
Q2 2024
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-2.63K- 8.94% |
$332K - $392K
|
26.8K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
1.47K+ 58.29% |
$185K - $219K
|
3.99K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
43New |
$5.42K - $6.41K
|
43
$4K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
173New |
$21.8K - $25.8K
|
173
$16.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
120+ 1.01% |
$15.1K - $17.9K
|
12K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.3K+ 21.02% |
$416K - $492K
|
19K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.46K- 4.53% |
$436K - $516K
|
72.9K
$6.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2New |
$252 - $298
|
2
$186
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
510+ 3.75% |
$64.3K - $76K
|
14.1K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.75KNew |
$347K - $410K
|
2.75K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
607+ 29.39% |
$76.5K - $90.5K
|
2.67K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
15New |
$1.89K - $2.24K
|
15
$1.39K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-150- 3.94% |
$18.9K - $22.4K
|
3.66K
$340K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
137+ 224.59% |
$17.3K - $20.4K
|
198
$18.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.14K+ 76.34% |
$143K - $169K
|
2.62K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-14.1K- 1.06% |
$1.77M - $2.1M
|
1.31M
$122M
|
|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
923+ 39.61% |
$116K - $138K
|
3.25K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
460+ 4.54% |
$58K - $68.6K
|
10.6K
$985K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
CALL |
26.6KNew |
$3.35M - $3.97M
|
26.6K
$2.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-4.58K- 58.56% |
$577K - $682K
|
3.24K
$301K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
26+ 1.26% |
$3.28K - $3.88K
|
2.1K
$195K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-25- 37.88% |
$3.15K - $3.73K
|
41
$3.81K
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
6.19KNew |
$780K - $923K
|
6.19K
$575K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-31- 20.67% |
$3.91K - $4.62K
|
119
$11.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.2K- 42.22% |
$277K - $328K
|
3.01K
$280K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-183- 1.99% |
$23.1K - $27.3K
|
9K
$837K
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
9.5K+ 17.8% |
$1.2M - $1.42M
|
62.9K
$5.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
60New |
$7.56K - $8.94K
|
60
$5.58K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-150- 0.71% |
$18.9K - $22.4K
|
21K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
28New |
$3.53K - $4.17K
|
28
$2.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
36+ 0.91% |
$4.54K - $5.37K
|
4.01K
$373K
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-38- 0.85% |
$4.79K - $5.67K
|
4.44K
$412K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-155- 8.21% |
$19.5K - $23.1K
|
1.73K
$161K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-182- 29.45% |
$22.9K - $27.1K
|
436
$40.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.22K- 43.08% |
$153K - $181K
|
1.61K
$150K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-4- 50.0% |
$504 - $596
|
4
$372
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-167- 1.02% |
$21.1K - $24.9K
|
16.2K
$1.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-50- 6.62% |
$6.3K - $7.45K
|
705
$65.6K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9.15K- 61.73% |
$1.15M - $1.36M
|
5.67K
$527K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10New |
$1.26K - $1.49K
|
10
$930
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 14.93% |
$12.6K - $14.9K
|
570
$53K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
792+ 3.47% |
$99.9K - $118K
|
23.6K
$2.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
6.3K+ 0.46% |
$794K - $939K
|
1.37M
$127M
|
|