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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.37KNew |
$229K - $260K
|
1.37K
$152K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-40- 3.23% |
$6.68K - $7.57K
|
1.2K
$132K
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-250- 6.05% |
$41.8K - $47.3K
|
3.88K
$429K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
37+ 2.13% |
$6.18K - $7K
|
1.78K
$196K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
2.6KNew |
$435K - $493K
|
2.6K
$288K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-8- 6.67% |
$1.34K - $1.51K
|
112
$12.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-3- 0.12% |
$501 - $568
|
2.54K
$280K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-21- 1.08% |
$3.51K - $3.97K
|
1.92K
$212K
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
19+ 0.06% |
$3.17K - $3.6K
|
31.4K
$3.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-44- 9.63% |
$7.35K - $8.33K
|
413
$45.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-36- 19.15% |
$6.02K - $6.81K
|
152
$16.8K
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-10.5K- 83.65% |
$1.75M - $1.99M
|
2.05K
$227K
|
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
BUY
|
- |
1.26K+ 30.33% |
$210K - $238K
|
5.39K
$596K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
7+ 0.57% |
$1.17K - $1.32K
|
1.24K
$137K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-182- 2.06% |
$30.4K - $34.4K
|
8.66K
$957K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
100New |
$16.7K - $18.9K
|
100
$11K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
21New |
$3.51K - $3.97K
|
21
$2.32K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-33- 2.69% |
$5.51K - $6.25K
|
1.19K
$132K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
255New |
$42.6K - $48.3K
|
255
$28.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
66New |
$11K - $12.5K
|
66
$7.29K
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-133- 9.29% |
$22.2K - $25.2K
|
1.3K
$143K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
1+ 0.25% |
$167 - $189
|
398
$44K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-86- 1.31% |
$14.4K - $16.3K
|
6.46K
$714K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
56+ 4.46% |
$9.36K - $10.6K
|
1.31K
$145K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
59New |
$9.86K - $11.2K
|
59
$6.52K
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.16KNew |
$193K - $219K
|
1.16K
$128K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
41New |
$6.85K - $7.76K
|
41
$4.53K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1.24KNew |
$207K - $234K
|
1.24K
$137K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-485- 27.03% |
$81K - $91.8K
|
1.31K
$145K
|
|
| Q1 2023 | |||||||
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.8KNew |
$644K - $713K
|
3.8K
$420K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
14New |
$2.37K - $2.63K
|
14
$1.55K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.49KNew |
$253K - $280K
|
1.49K
$165K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.06K- 93.4% |
$180K - $199K
|
75
$8.29K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
135+ 11.14% |
$22.9K - $25.3K
|
1.35K
$149K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
177+ 5.61% |
$30K - $33.2K
|
3.33K
$368K
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-196K- 96.49% |
$33.2M - $36.8M
|
7.13K
$788K
|
|
|
May 15, 2023
Q1 2023
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
BUY
|
- |
228KNew |
$38.6M - $42.8M
|
228K
$25.2M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-85- 0.75% |
$14.4K - $16K
|
11.2K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.17KNew |
$198K - $219K
|
1.17K
$129K
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
157KNew |
$26.6M - $29.5M
|
157K
$17.4M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-74- 5.28% |
$12.5K - $13.9K
|
1.33K
$147K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
188+ 94.0% |
$31.9K - $35.3K
|
388
$42.9K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.21KNew |
$205K - $227K
|
1.21K
$134K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-207- 15.42% |
$35.1K - $38.9K
|
1.14K
$125K
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.12KNew |
$189K - $210K
|
1.12K
$123K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.35KNew |
$398K - $441K
|
2.35K
$260K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
70New |
$11.9K - $13.1K
|
70
$7.73K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
100+ 100.0% |
$16.9K - $18.8K
|
200
$22.1K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-11- 0.6% |
$1.86K - $2.07K
|
1.83K
$202K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.15KNew |
$194K - $215K
|
1.15K
$127K
|
|