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 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-104- 7.03% |
$14.4K - $16.6K
|
1.38K
$128K
|
|
|
Feb 09, 2024
Q4 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-865- 4.55% |
$120K - $138K
|
18.2K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4.1KNew |
$569K - $655K
|
4.1K
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-44- 93.62% |
$6.11K - $7.04K
|
3
$279
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-92- 32.51% |
$12.8K - $14.7K
|
191
$17.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$245K - $282K
|
1.76K
$164K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
130+ 0.61% |
$18.1K - $20.8K
|
21.4K
$1.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
24New |
$3.33K - $3.84K
|
24
$2.23K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-221- 4.84% |
$30.7K - $35.4K
|
4.34K
$404K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
82New |
$11.4K - $13.1K
|
82
$7.63K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
24New |
$3.33K - $3.84K
|
24
$2.23K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-171- 42.75% |
$23.8K - $27.4K
|
229
$21.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
100New |
$13.9K - $16K
|
100
$9.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
2.76K+ 61.98% |
$383K - $441K
|
7.21K
$671K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-97- 16.25% |
$13.5K - $15.5K
|
500
$46.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-105- 5.59% |
$14.6K - $16.8K
|
1.78K
$165K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
21New |
$2.92K - $3.36K
|
21
$1.95K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-87.1K- 92.41% |
$12.1M - $13.9M
|
7.16K
$665K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-500- 25.39% |
$69.5K - $80K
|
1.47K
$137K
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-8.34K- 81.07% |
$1.16M - $1.33M
|
1.95K
$181K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-80- 3.78% |
$11.1K - $12.8K
|
2.04K
$190K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.87K- 27.87% |
$260K - $300K
|
4.85K
$451K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
100New |
$13.9K - $16K
|
100
$9.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
43New |
$5.97K - $6.88K
|
43
$4K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-10- 28.57% |
$1.39K - $1.6K
|
25
$2.32K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.33KNew |
$462K - $532K
|
3.33K
$309K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.37KNew |
$191K - $220K
|
1.37K
$128K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.64K+ 176.58% |
$506K - $582K
|
5.7K
$530K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.51% |
$695 - $800
|
988
$91.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 66.67% |
$1.39K - $1.6K
|
5
$465
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-324- 15.36% |
$45K - $51.8K
|
1.79K
$166K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-28- 1.77% |
$3.89K - $4.48K
|
1.56K
$145K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-933- 27.27% |
$130K - $149K
|
2.49K
$231K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-13- 0.84% |
$1.81K - $2.08K
|
1.53K
$142K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-150- 3.7% |
$20.8K - $24K
|
3.9K
$363K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-144- 2.55% |
$20K - $23K
|
5.5K
$511K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
27New |
$3.75K - $4.32K
|
27
$2.51K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-672- 30.3% |
$93.4K - $107K
|
1.55K
$144K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-40- 2.68% |
$5.56K - $6.4K
|
1.46K
$135K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
65New |
$9.03K - $10.4K
|
65
$6.04K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.49KNew |
$207K - $238K
|
1.49K
$138K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-32- 21.92% |
$4.45K - $5.12K
|
114
$10.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 1.23% |
$278 - $320
|
164
$15.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-34- 49.28% |
$4.72K - $5.44K
|
35
$3.25K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
66+ 1.94% |
$9.17K - $10.6K
|
3.47K
$322K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-25- 29.07% |
$3.47K - $4K
|
61
$5.67K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5.19K- 4.49% |
$721K - $830K
|
110K
$10.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Campbell Capital Management Inc
|
SELL
|
- |
-3.87K- 9.96% |
$538K - $619K
|
35K
$3.26M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-37.3K- 94.06% |
$5.19M - $5.97M
|
2.36K
$219K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-17- 30.36% |
$2.36K - $2.72K
|
39
$3.63K
|
|