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 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.75KClosed |
$307K - $389K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.02KClosed |
$178K - $226K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.91KClosed |
$510K - $645K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-8Closed |
$1.41K - $1.78K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-940Closed |
$165K - $209K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-211- 80.84% |
$37.1K - $46.9K
|
50
$5.48K
|
|
|
May 13, 2022
Q1 2022
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-200- 50.0% |
$35.1K - $44.4K
|
200
$21.9K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-50Closed |
$8.78K - $11.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-23KClosed |
$4.05M - $5.12M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.4KClosed |
$245K - $310K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.79KClosed |
$314K - $396K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-975Closed |
$171K - $217K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-925Closed |
$162K - $205K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-963Closed |
$169K - $214K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.3KClosed |
$228K - $289K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-211KClosed |
$37M - $46.8M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-8.42KClosed |
$1.48M - $1.87M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-13Closed |
$2.28K - $2.89K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-348- 22.48% |
$61.1K - $77.3K
|
1.2K
$131K
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
SELL
|
- |
-1KClosed |
$176K - $222K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-958Closed |
$168K - $213K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
15.9K+ 1589.1% |
$2.79M - $3.53M
|
16.9K
$1.85M
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-925Closed |
$162K - $205K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-926Closed |
$163K - $206K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-15- 13.04% |
$2.63K - $3.33K
|
100
$11K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
236New |
$41.5K - $52.4K
|
236
$25.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
7.9KNew |
$1.39M - $1.75M
|
7.9K
$866K
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.07KClosed |
$187K - $237K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-65Closed |
$11.4K - $14.4K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.56KNew |
$273K - $345K
|
1.56K
$170K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
120New |
$21.1K - $26.7K
|
120
$13.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-425Closed |
$74.6K - $94.4K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
3New |
$527 - $666
|
3
$329
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.34KClosed |
$236K - $299K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-962Closed |
$169K - $214K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Scout Investments, Inc.
|
SELL
|
- |
-67.8KClosed |
$11.9M - $15.1M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.04KClosed |
$183K - $232K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-2.35KClosed |
$413K - $522K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-950Closed |
$167K - $211K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-15Closed |
$2.89K - $3.33K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
65New |
$12.5K - $14.4K
|
65
$7.12K
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-317Closed |
$61.1K - $70.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.01KNew |
$194K - $224K
|
1.01K
$110K
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.78KClosed |
$343K - $394K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
296+ 24.18% |
$57.1K - $65.6K
|
1.52K
$167K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-290Closed |
$55.9K - $64.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
General American Investors CO Inc
|
SELL
|
- |
-25KClosed |
$4.82M - $5.54M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-400Closed |
$77.1K - $88.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-90Closed |
$17.3K - $20K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
427New |
$82.3K - $94.7K
|
427
$46.8K
|
|