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 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-1.09KClosed |
$203K - $219K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
69New |
$12.9K - $13.9K
|
69
$6.42K
|
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-10.2KClosed |
$1.91M - $2.06M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-170Closed |
$31.8K - $34.3K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-1.85KClosed |
$346K - $373K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-224Closed |
$42K - $45.2K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.08KClosed |
$202K - $218K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-4.3KClosed |
$805K - $868K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-1.1KClosed |
$206K - $222K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.6KNew |
$674K - $726K
|
3.6K
$335K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-24Closed |
$4.49K - $4.84K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-45Closed |
$8.43K - $9.08K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-215Closed |
$40.3K - $43.4K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.27KClosed |
$425K - $458K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-4Closed |
$749 - $807
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-35K- 99.39% |
$5.85M - $6.84M
|
214
$19.9K
|
|
|
Aug 20, 2021
Q2 2021
|
Professional Advisory Services Inc
|
SELL
|
- |
-107K- 98.8% |
$18M - $21M
|
1.3K
$121K
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-7Closed |
$1.17K - $1.37K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Plaisance Capital LLC
Denver, CO |
SELL
|
- |
-16.2KClosed |
$2.71M - $3.16M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-500- 11.63% |
$83.7K - $97.9K
|
3.8K
$353K
|
|
|
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
$230K
|
|
|
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
$6.32K
|
|
|
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
$1.12K
|
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
39New |
$6.53K - $7.63K
|
39
$3.63K
|
|
|
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
$9.13M
|
|
|
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
$42.1M
|
|
|
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
$65.6K
|
|
|
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
|
|