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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2021
Q4 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-60Closed |
$7.81K - $9.79K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-75Closed |
$9.76K - $12.2K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.99KClosed |
$259K - $325K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Harvey Investment CO LLC
|
BUY
|
- |
1.3KNew |
$170K - $213K
|
1.3K
$121K
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
111New |
$14.4K - $18.1K
|
111
$10.3K
|
|
|
Jan 19, 2021
Q4 2020
|
Hendley & CO Inc
|
SELL
|
- |
-1.47KClosed |
$191K - $239K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
First Financial Corp
|
SELL
|
- |
-78Closed |
$10.2K - $12.7K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.53KClosed |
$460K - $576K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-2.43K- 85.88% |
$311K - $365K
|
400
$37.2K
|
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
SELL
|
PUT |
-42KClosed |
$5.37M - $6.3M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-2.39KClosed |
$306K - $358K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-8.16KClosed |
$1.04M - $1.22M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-877Closed |
$112K - $131K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Martin Currie LTD
Edinburgh, X0 |
SELL
|
- |
-27Closed |
$3.45K - $4.05K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-23Closed |
$2.94K - $3.45K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-675Closed |
$86.4K - $101K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-17.5KClosed |
$2.24M - $2.62M
|
0
$0
|
|
|
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
$24.9K
|
|
|
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
$201K
|
|
|
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
|
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
$279K
|
|
|
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 22, 2020
Q2 2020
|
Argyle Capital Management Inc.
|
BUY
|
- |
1.5KNew |
$182K - $222K
|
1.5K
$139K
|
|
|
Jul 22, 2020
Q2 2020
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-134KClosed |
$16.3M - $19.8M
|
0
$0
|
|