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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
41New |
$6.68K - $7.85K
|
41
$4.53K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
41New |
$6.68K - $7.85K
|
41
$4.53K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
30New |
$4.89K - $5.74K
|
30
$3.32K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10New |
$1.63K - $1.91K
|
10
$1.11K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
235K+ 1258.47% |
$38.3M - $45M
|
254K
$28.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-25- 1.95% |
$4.07K - $4.78K
|
1.26K
$139K
|
|
|
Jan 19, 2023
Q4 2022
|
Ams Capital Ltda
|
SELL
|
- |
-7.06K- 9.6% |
$1.15M - $1.35M
|
66.4K
$7.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-147- 37.03% |
$24K - $28.1K
|
250
$27.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
12New |
$1.96K - $2.3K
|
12
$1.33K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-77- 1.54% |
$12.5K - $14.7K
|
4.92K
$544K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
50+ 3.86% |
$8.15K - $9.57K
|
1.34K
$149K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
112+ 5.27% |
$18.3K - $21.4K
|
2.24K
$247K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.2KNew |
$195K - $229K
|
1.2K
$132K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
141New |
$23K - $27K
|
141
$15.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
342New |
$55.7K - $65.5K
|
342
$37.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
35New |
$5.7K - $6.7K
|
35
$3.87K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
65+ 1.23% |
$10.6K - $12.4K
|
5.33K
$590K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
430New |
$70.1K - $82.3K
|
430
$47.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
325New |
$53K - $62.2K
|
325
$35.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
22New |
$3.59K - $4.21K
|
22
$2.43K
|
|
| Q3 2022 | |||||||
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-615Closed |
$28.3K - $118K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-260- 4.66% |
$12K - $50K
|
5.31K
$588K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5- 0.7% |
$230 - $961
|
710
$78.5K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.17KNew |
$53.9K - $225K
|
1.17K
$129K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8+ 17.78% |
$368 - $1.54K
|
53
$5.86K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4- 0.15% |
$184 - $769
|
2.62K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
28KNew |
$1.29M - $5.38M
|
28K
$3.1M
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
152+ 1.62% |
$7K - $29.2K
|
9.51K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
92New |
$4.24K - $17.7K
|
92
$10.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-294K- 99.44% |
$13.6M - $56.6M
|
1.65K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
194+ 7.21% |
$8.93K - $37.3K
|
2.88K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.61KClosed |
$74K - $309K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-782- 37.31% |
$36K - $150K
|
1.31K
$145K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
49.1K+ 60.66% |
$2.26M - $9.44M
|
130K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.15K- 77.17% |
$237K - $989K
|
1.52K
$168K
|
|
|
Nov 14, 2022
Q3 2022
|
Sal Trading, LLC
Wilmington, DE |
SELL
|
PUT |
-4.1K- 43.62% |
$189K - $788K
|
5.3K
$586K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.28K- 36.81% |
$58.7K - $245K
|
2.19K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-37- 22.42% |
$1.7K - $7.11K
|
128
$14.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Jeereddi Investments, LP
Los Angeles, CA |
BUY
|
- |
1.55KNew |
$71.4K - $298K
|
1.55K
$172K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-43KClosed |
$1.98M - $8.26M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.76KNew |
$80.8K - $337K
|
1.76K
$194K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
7.71KNew |
$355K - $1.48M
|
7.71K
$853K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
587New |
$27K - $113K
|
587
$64.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.36K- 9.03% |
$62.4K - $260K
|
13.7K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.24K+ 2.9% |
$241K - $1.01M
|
186K
$20.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-2.8K- 0.67% |
$129K - $538K
|
414K
$45.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
41+ 1.11% |
$1.89K - $7.88K
|
3.74K
$414K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
290New |
$13.4K - $55.7K
|
290
$32.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
300+ 22.81% |
$13.8K - $57.7K
|
1.62K
$179K
|
|