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 |
---|---|---|---|---|---|---|---|
Nov 09, 2020
Q3 2020
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.77KClosed |
$226K - $265K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4.86KClosed |
$621K - $728K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-4.9KClosed |
$627K - $735K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-1.81KClosed |
$231K - $271K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-46Closed |
$5.89K - $6.9K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-269Closed |
$34.4K - $40.3K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-474Closed |
$60.6K - $71.1K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-86- 24.29% |
$11K - $12.9K
|
268
$29.4K
|
|
Oct 27, 2020
Q3 2020
|
Segment Wealth Management, LLC
|
SELL
|
- |
-32KClosed |
$4.1M - $4.8M
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-101Closed |
$12.9K - $15.1K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.15KClosed |
$276K - $323K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-216Closed |
$27.6K - $32.4K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-29Closed |
$3.71K - $4.35K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Private Asset Management Inc
|
SELL
|
- |
-10.8KClosed |
$1.38M - $1.61M
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-80Closed |
$10.2K - $12K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
306+ 16.45% |
$37.1K - $45.2K
|
2.17K
$237K
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-4Closed |
$485 - $591
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-156Closed |
$18.9K - $23.1K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-71Closed |
$8.61K - $10.5K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-1.78KClosed |
$215K - $263K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-81Closed |
$9.82K - $12K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.2KClosed |
$267K - $325K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-42.7KClosed |
$5.17M - $6.31M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-835Closed |
$101K - $123K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-11- 0.37% |
$1.33K - $1.63K
|
3K
$329K
|
|
Aug 10, 2020
Q2 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.05KClosed |
$370K - $451K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-17.8KClosed |
$2.16M - $2.63M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-195Closed |
$23.6K - $28.8K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-200Closed |
$24.2K - $29.6K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-100Closed |
$12.1K - $14.8K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.3KClosed |
$279K - $340K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-3.9KClosed |
$473K - $576K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-109Closed |
$13.2K - $16.1K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-175- 23.33% |
$21.2K - $25.9K
|
575
$63K
|
|
Jul 22, 2020
Q2 2020
|
Argyle Capital Management Inc.
|
BUY
|
- |
1.5KNew |
$182K - $222K
|
1.5K
$164K
|
|
Jul 22, 2020
Q2 2020
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-134KClosed |
$16.3M - $19.8M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-71Closed |
$8.61K - $10.5K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-5.46KClosed |
$661K - $807K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-7.04KClosed |
$854K - $1.04M
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-25Closed |
$2.56K - $4.27K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.26KClosed |
$129K - $215K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-1.2KClosed |
$123K - $205K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-11.3KClosed |
$1.16M - $1.92M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-319Closed |
$32.7K - $54.5K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Loomis Sayles & CO L P
|
SELL
|
- |
-2.46KClosed |
$252K - $419K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3Closed |
$308 - $512
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.82KClosed |
$186K - $310K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.92KClosed |
$197K - $328K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-2.97KClosed |
$304K - $506K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.35KClosed |
$138K - $230K
|
0
$0
|