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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.12KNew |
$189K - $210K
|
1.12K
$123K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
70New |
$11.9K - $13.1K
|
70
$7.74K
|
|
|
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
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.18KNew |
$200K - $221K
|
1.18K
$130K
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
43+ 3.56% |
$7.29K - $8.07K
|
1.25K
$138K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-623- 3.23% |
$106K - $117K
|
18.7K
$2.06M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-4- 0.35% |
$678 - $751
|
1.13K
$125K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
298KNew |
$50.4M - $55.9M
|
298K
$32.9M
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
600New |
$102K - $113K
|
600
$66.4K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20New |
$3.39K - $3.75K
|
20
$2.21K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
60+ 84.51% |
$10.2K - $11.3K
|
131
$14.5K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-20- 0.98% |
$3.39K - $3.75K
|
2.03K
$224K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
92New |
$15.6K - $17.3K
|
92
$10.2K
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.11KNew |
$187K - $207K
|
1.11K
$122K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
91+ 3.2% |
$15.4K - $17.1K
|
2.93K
$324K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$1.36K - $1.5K
|
8
$885
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.17KNew |
$199K - $220K
|
1.17K
$130K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
37New |
$6.27K - $6.95K
|
37
$4.09K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.4KNew |
$237K - $263K
|
1.4K
$155K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-4.56K- 97.96% |
$772K - $855K
|
95
$10.5K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
95New |
$16.1K - $17.8K
|
95
$10.5K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
542+ 9.74% |
$91.8K - $102K
|
6.11K
$676K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
89New |
$15.1K - $16.7K
|
89
$9.84K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
390+ 18.39% |
$66.1K - $73.2K
|
2.51K
$278K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
23New |
$3.9K - $4.32K
|
23
$2.54K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
743+ 59.16% |
$126K - $139K
|
2K
$221K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
20+ 21.74% |
$3.39K - $3.75K
|
112
$12.4K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-50- 51.02% |
$8.47K - $9.39K
|
48
$5.31K
|
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
103+ 3.54% |
$17.5K - $19.3K
|
3.01K
$333K
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1.12KNew |
$190K - $210K
|
1.12K
$124K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-21- 43.75% |
$3.56K - $3.94K
|
27
$2.99K
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-500- 6.01% |
$84.7K - $93.9K
|
7.82K
$864K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200New |
$33.9K - $37.5K
|
200
$22.1K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-20- 22.22% |
$3.39K - $3.75K
|
70
$7.74K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
379New |
$64.2K - $71.2K
|
379
$41.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-14- 1.11% |
$2.37K - $2.63K
|
1.25K
$138K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
1.14KNew |
$193K - $214K
|
1.14K
$126K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-1- 0.03% |
$169 - $188
|
3.7K
$409K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-143- 85.63% |
$24.2K - $26.8K
|
24
$2.65K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-655- 43.01% |
$111K - $123K
|
868
$96K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-35- 3.07% |
$5.93K - $6.57K
|
1.11K
$122K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-28- 3.2% |
$4.74K - $5.26K
|
846
$93.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-813- 2.94% |
$138K - $153K
|
26.8K
$2.97M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
105+ 7.16% |
$17.8K - $19.7K
|
1.57K
$174K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-100- 7.59% |
$16.9K - $18.8K
|
1.22K
$135K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
15New |
$2.54K - $2.82K
|
15
$1.66K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
57+ 11.24% |
$9.66K - $10.7K
|
564
$62.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
6New |
$1.02K - $1.13K
|
6
$664
|