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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-70- 31.82% |
$11.9K - $13.1K
|
150
$16.6K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.33KClosed |
$216K - $254K
|
0
$0
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14New |
$2.28K - $2.68K
|
14
$1.55K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
37New |
$6.03K - $7.08K
|
37
$4.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.03K+ 795.38% |
$169K - $198K
|
1.16K
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
17+ 11.89% |
$2.77K - $3.25K
|
160
$17.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.06K- 9.16% |
$336K - $395K
|
20.5K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.21KNew |
$198K - $232K
|
1.21K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
164+ 1.84% |
$26.7K - $31.4K
|
9.09K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-45.4K- 65.99% |
$7.4M - $8.69M
|
23.4K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
158+ 9.14% |
$25.8K - $30.2K
|
1.89K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
351+ 9.89% |
$57.2K - $67.2K
|
3.9K
$431K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-10- 0.64% |
$1.63K - $1.91K
|
1.56K
$172K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
60New |
$9.78K - $11.5K
|
60
$6.64K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
108+ 7.43% |
$17.6K - $20.7K
|
1.56K
$173K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
3New |
$489 - $574
|
3
$332
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-100- 3.57% |
$16.3K - $19.1K
|
2.7K
$299K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 3.57% |
$163 - $191
|
29
$3.21K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
54New |
$8.8K - $10.3K
|
54
$5.97K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
65New |
$10.6K - $12.4K
|
65
$7.19K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
54New |
$8.8K - $10.3K
|
54
$5.97K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-204- 14.75% |
$33.2K - $39K
|
1.18K
$130K
|
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
SELL
|
- |
-384- 4.65% |
$62.6K - $73.5K
|
7.87K
$870K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.17KNew |
$190K - $224K
|
1.17K
$129K
|
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-60.8K- 80.92% |
$9.9M - $11.6M
|
14.3K
$1.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-150- 10.0% |
$24.4K - $28.7K
|
1.35K
$149K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
10+ 66.67% |
$1.63K - $1.91K
|
25
$2.77K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-720- 74.23% |
$117K - $138K
|
250
$27.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9- 0.72% |
$1.47K - $1.72K
|
1.25K
$138K
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-228- 16.03% |
$37.2K - $43.6K
|
1.19K
$132K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
895New |
$146K - $171K
|
895
$99K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-201- 3.87% |
$32.8K - $38.5K
|
5K
$553K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
BUY
|
- |
24.5KNew |
$3.99M - $4.69M
|
24.5K
$2.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-310- 0.98% |
$50.5K - $59.3K
|
31.4K
$3.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.13K- 6.31% |
$999K - $1.17M
|
91K
$10.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
30+ 1.7% |
$4.89K - $5.74K
|
1.8K
$199K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
134+ 2.59% |
$21.8K - $25.6K
|
5.3K
$587K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$16.3K - $19.1K
|
100
$11.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
13.5KNew |
$2.2M - $2.58M
|
13.5K
$1.49M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
10New |
$1.63K - $1.91K
|
10
$1.11K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-100- 6.98% |
$16.3K - $19.1K
|
1.33K
$147K
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.37KNew |
$222K - $261K
|
1.37K
$151K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
163New |
$26.6K - $31.2K
|
163
$18K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
929New |
$151K - $178K
|
929
$103K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
19New |
$3.1K - $3.64K
|
19
$2.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-16- 0.36% |
$2.61K - $3.06K
|
4.4K
$487K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-377- 1.63% |
$61.4K - $72.2K
|
22.7K
$2.51M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
2.05KNew |
$334K - $392K
|
2.05K
$227K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
45New |
$7.33K - $8.61K
|
45
$4.98K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
9+ 0.47% |
$1.47K - $1.72K
|
1.94K
$215K
|
|