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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-12- 14.81% |
$1.78K - $2.16K
|
69
$6.42K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-58- 47.15% |
$8.62K - $10.4K
|
65
$6.04K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
13.1KNew |
$1.95M - $2.36M
|
13.1K
$1.22M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2- 0.1% |
$297 - $359
|
2.03K
$189K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
8New |
$1.19K - $1.44K
|
8
$744
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
1.4KNew |
$207K - $251K
|
1.4K
$130K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
106New |
$15.8K - $19K
|
106
$9.86K
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
SELL
|
- |
-150- 69.77% |
$22.3K - $27K
|
65
$6.04K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.76K- 8.58% |
$261K - $316K
|
18.7K
$1.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-400- 18.9% |
$59.5K - $71.9K
|
1.72K
$160K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-608- 27.65% |
$90.4K - $109K
|
1.59K
$148K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.41KClosed |
$403K - $457K
|
0
$0
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.64K- 40.37% |
$775K - $878K
|
6.85K
$637K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
10.7KNew |
$1.79M - $2.03M
|
10.7K
$997K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
60New |
$10K - $11.4K
|
60
$5.58K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
181New |
$30.2K - $34.3K
|
181
$16.8K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
35New |
$5.85K - $6.62K
|
35
$3.25K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
80New |
$13.4K - $15.1K
|
80
$7.44K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.4KNew |
$233K - $264K
|
1.4K
$130K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-63- 0.37% |
$10.5K - $11.9K
|
17K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
121+ 6.35% |
$20.2K - $22.9K
|
2.03K
$189K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
8New |
$1.34K - $1.51K
|
8
$744
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-2- 0.16% |
$334 - $379
|
1.22K
$114K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.27K+ 2.62% |
$213K - $241K
|
49.9K
$4.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
169+ 3.07% |
$28.2K - $32K
|
5.67K
$527K
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.77KNew |
$296K - $335K
|
1.77K
$164K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-229- 16.05% |
$38.3K - $43.3K
|
1.2K
$111K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
118+ 7.04% |
$19.7K - $22.3K
|
1.8K
$167K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-100- 14.29% |
$16.7K - $18.9K
|
600
$55.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-16- 1.3% |
$2.67K - $3.03K
|
1.22K
$113K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-164- 2.77% |
$27.4K - $31K
|
5.77K
$536K
|
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-15.8K- 50.49% |
$2.64M - $2.99M
|
15.5K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
33+ 0.78% |
$5.51K - $6.25K
|
4.25K
$395K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
248+ 2.54% |
$41.4K - $46.9K
|
10K
$929K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
38New |
$6.35K - $7.19K
|
38
$3.53K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-29- 2.17% |
$4.85K - $5.49K
|
1.31K
$121K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-112- 19.93% |
$18.7K - $21.2K
|
450
$41.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
17New |
$2.84K - $3.22K
|
17
$1.58K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5- 0.36% |
$836 - $946
|
1.4K
$130K
|
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
SELL
|
- |
-281- 0.96% |
$47K - $53.2K
|
29.1K
$2.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-175- 4.03% |
$29.2K - $33.1K
|
4.17K
$388K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-61- 4.75% |
$10.2K - $11.5K
|
1.22K
$114K
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
17+ 0.81% |
$2.84K - $3.22K
|
2.12K
$197K
|
|
|
Aug 02, 2023
Q2 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
356+ 0.38% |
$59.5K - $67.4K
|
95K
$8.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
124+ 100.0% |
$20.7K - $23.5K
|
248
$23.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-16- 0.92% |
$2.67K - $3.03K
|
1.73K
$161K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-29- 0.51% |
$4.85K - $5.49K
|
5.69K
$529K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-63- 4.95% |
$10.5K - $11.9K
|
1.21K
$113K
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.37KNew |
$229K - $260K
|
1.37K
$128K
|
|