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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
9New |
$1.51K - $1.91K
|
9
$837
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
33New |
$5.53K - $6.99K
|
33
$3.07K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-124- 6.65% |
$20.8K - $26.3K
|
1.74K
$162K
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.65KClosed |
$277K - $350K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
16+ 72.73% |
$2.68K - $3.39K
|
38
$3.53K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
36+ 1.97% |
$6.04K - $7.63K
|
1.86K
$173K
|
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.1KClosed |
$184K - $233K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.02KClosed |
$171K - $216K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
17 Capital Partners, LLC
|
SELL
|
- |
-1.05KClosed |
$176K - $222K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-1.08KClosed |
$181K - $229K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.1KClosed |
$184K - $233K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.94KClosed |
$326K - $412K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
876KNew |
$147M - $186M
|
876K
$81.5M
|
|
| Q1 2022 | |||||||
|
Feb 20, 2025
Q1 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.22KClosed |
$213K - $270K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-200Closed |
$35.1K - $44.4K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Quilter PLC
|
SELL
|
- |
-1.43KClosed |
$251K - $317K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
SELL
|
- |
-912Closed |
$160K - $203K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-9Closed |
$1.58K - $2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-3.2KClosed |
$562K - $711K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.1KClosed |
$194K - $245K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-64Closed |
$11.2K - $14.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-241KClosed |
$42.3M - $53.5M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
SELL
|
- |
-28KClosed |
$4.91M - $6.21M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-928Closed |
$163K - $206K
|
0
$0
|
|
|
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
|
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
$4.65K
|
|
|
May 13, 2022
Q1 2022
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-200- 50.0% |
$35.1K - $44.4K
|
200
$18.6K
|
|
|
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
$112K
|
|
|
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
$1.57M
|
|
|
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
$9.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
7.9KNew |
$1.39M - $1.75M
|
7.9K
$735K
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.07KClosed |
$187K - $237K
|
0
$0
|
|