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 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-43- 1.24% |
$4.29K - $4.98K
|
3.44K
$362K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-51- 67.11% |
$5.09K - $5.9K
|
25
$2.64K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-3.03K- 37.97% |
$302K - $350K
|
4.95K
$522K
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-25- 0.42% |
$2.5K - $2.89K
|
5.96K
$629K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
142+ 5.5% |
$14.2K - $16.4K
|
2.72K
$287K
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
976+ 39.34% |
$97.5K - $113K
|
3.46K
$365K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2+ 0.46% |
$200 - $232
|
439
$46.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 1.42% |
$200 - $232
|
143
$15.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-4.43K- 33.88% |
$442K - $513K
|
8.65K
$912K
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-488- 12.7% |
$48.7K - $56.5K
|
3.35K
$354K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-5.72K- 69.76% |
$571K - $662K
|
2.48K
$261K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
227+ 5.0% |
$22.7K - $26.3K
|
4.77K
$503K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
13.1K+ 23.4% |
$1.31M - $1.52M
|
69.3K
$7.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
53+ 1.74% |
$5.29K - $6.13K
|
3.1K
$327K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
49.1KNew |
$4.9M - $5.68M
|
49.1K
$5.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-515- 9.31% |
$51.4K - $59.6K
|
5.02K
$529K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.3K+ 59.09% |
$130K - $150K
|
3.5K
$369K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-340- 2.48% |
$34K - $39.4K
|
13.4K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
123+ 0.3% |
$12.3K - $14.2K
|
40.6K
$4.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
211+ 2.61% |
$21.1K - $24.4K
|
8.29K
$874K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
807+ 17.23% |
$80.6K - $93.4K
|
5.49K
$579K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-619- 19.9% |
$61.8K - $71.6K
|
2.49K
$263K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
329+ 1.07% |
$32.9K - $38.1K
|
31.2K
$3.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-189- 1.9% |
$18.9K - $21.9K
|
9.74K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-10.8K- 12.89% |
$1.08M - $1.25M
|
73K
$7.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-542- 6.41% |
$54.1K - $62.7K
|
7.91K
$835K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-73- 2.08% |
$7.29K - $8.45K
|
3.43K
$362K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.03K+ 60.35% |
$303K - $351K
|
8.06K
$850K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
507+ 13.07% |
$50.6K - $58.7K
|
4.39K
$463K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
328+ 5.66% |
$32.8K - $38K
|
6.12K
$646K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-925- 9.69% |
$92.4K - $107K
|
8.62K
$910K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-25- 0.13% |
$2.5K - $2.89K
|
19.8K
$2.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
331+ 55.44% |
$33.1K - $38.3K
|
928
$97.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
873+ 9.93% |
$87.2K - $101K
|
9.67K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-150- 37.5% |
$15K - $17.4K
|
250
$26.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.01K+ 766.67% |
$101K - $117K
|
1.14K
$121K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
485New |
$48.4K - $56.1K
|
485
$51.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-319- 2.75% |
$31.9K - $36.9K
|
11.3K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-329- 7.12% |
$32.9K - $38.1K
|
4.3K
$453K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07KNew |
$107K - $124K
|
1.07K
$113K
|
|
|
Jul 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-760- 12.97% |
$75.9K - $88K
|
5.1K
$538K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
107KNew |
$10.7M - $12.4M
|
107K
$11.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-239- 2.63% |
$23.9K - $27.7K
|
8.85K
$933K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-107- 4.5% |
$10.7K - $12.4K
|
2.27K
$240K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
25New |
$2.5K - $2.89K
|
25
$2.64K
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
130+ 2.87% |
$13K - $15K
|
4.66K
$492K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.22K- 88.99% |
$122K - $141K
|
151
$15.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-68.6K- 26.22% |
$6.85M - $7.94M
|
193K
$20.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
2+ 0.02% |
$200 - $232
|
11.8K
$1.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.19KNew |
$618K - $716K
|
6.19K
$653K
|