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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-11Closed |
$1.84K - $2.15K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.47KNew |
$414K - $484K
|
2.47K
$271K
|
|
|
Aug 16, 2021
Q2 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-1.36KClosed |
$227K - $266K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
68New |
$11.4K - $13.3K
|
68
$7.45K
|
|
|
Aug 13, 2021
Q2 2021
|
Clarity Financial LLC
|
SELL
|
- |
-1.25KClosed |
$209K - $244K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.81KClosed |
$470K - $549K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-11.5KClosed |
$1.93M - $2.26M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-127Closed |
$21.3K - $24.9K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-172Closed |
$28.8K - $33.7K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13Closed |
$2.18K - $2.54K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-21Closed |
$3.52K - $4.11K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-6- 33.33% |
$1K - $1.17K
|
12
$1.31K
|
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
39New |
$6.53K - $7.63K
|
39
$4.27K
|
|
|
Jul 30, 2021
Q2 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.4KClosed |
$235K - $274K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.2KClosed |
$202K - $236K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-703Closed |
$118K - $138K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
98.1KNew |
$16.4M - $19.2M
|
98.1K
$10.8M
|
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$3.01K - $3.52K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
453KNew |
$75.8M - $88.6M
|
453K
$49.6M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-264Closed |
$44.2K - $51.7K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-8.46KClosed |
$1.42M - $1.66M
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-600Closed |
$100K - $117K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-1.33KClosed |
$223K - $261K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
705New |
$109K - $120K
|
705
$77.3K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-8Closed |
$1.23K - $1.36K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-416Closed |
$64.2K - $70.5K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-712Closed |
$110K - $121K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-8Closed |
$1.23K - $1.36K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-285Closed |
$44K - $48.3K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-568Closed |
$87.6K - $96.3K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Credit Agricole S A
|
BUY
|
- |
1KNew |
$154K - $170K
|
1K
$110K
|
|
|
May 17, 2021
Q1 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-1.9KClosed |
$292K - $321K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.27KClosed |
$196K - $215K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.74KClosed |
$269K - $295K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-3.2KClosed |
$494K - $542K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Equitable Trust CO
|
SELL
|
- |
-1.74KClosed |
$268K - $294K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
10.5KNew |
$1.62M - $1.78M
|
10.5K
$1.15M
|
|
|
May 14, 2021
Q1 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
PUT |
940New |
$145K - $159K
|
940
$103K
|
|
|
May 14, 2021
Q1 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-438Closed |
$67.6K - $74.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-41Closed |
$6.32K - $6.95K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-221Closed |
$34.1K - $37.5K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-936Closed |
$144K - $159K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-65.8KClosed |
$10.1M - $11.1M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-108Closed |
$16.7K - $18.3K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kemper Corp Master Retirement Trust
|
SELL
|
- |
-5.85KClosed |
$902K - $992K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-213Closed |
$32.9K - $36.1K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-79Closed |
$12.2K - $13.4K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-45- 64.29% |
$6.94K - $7.63K
|
25
$2.74K
|
|
|
May 07, 2021
Q1 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.69KClosed |
$569K - $625K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-882Closed |
$136K - $150K
|
0
$0
|
|