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 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
305+ 3.59% |
$36.6K - $42.9K
|
8.8K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-325- 11.39% |
$39K - $45.8K
|
2.53K
$304K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-6- 0.36% |
$720 - $845
|
1.68K
$202K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-149- 6.44% |
$17.9K - $21K
|
2.16K
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-153- 0.5% |
$18.4K - $21.5K
|
30.4K
$3.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-251- 9.48% |
$30.1K - $35.3K
|
2.4K
$288K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-343- 0.84% |
$41.2K - $48.3K
|
40.3K
$4.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.1K+ 28.3% |
$1.57M - $1.84M
|
59.2K
$7.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-820- 11.05% |
$98.4K - $115K
|
6.6K
$793K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
24+ 4.8% |
$2.88K - $3.38K
|
524
$62.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-160- 4.33% |
$19.2K - $22.5K
|
3.54K
$425K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-70- 0.23% |
$8.4K - $9.85K
|
30.9K
$3.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
8.78K+ 160.71% |
$1.05M - $1.24M
|
14.2K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.15KNew |
$978K - $1.15M
|
8.15K
$979K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
94.8KNew |
$11.4M - $13.3M
|
94.8K
$11.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
754+ 14.47% |
$90.5K - $106K
|
5.97K
$716K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.52KNew |
$183K - $214K
|
1.52K
$183K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
150New |
$18K - $21.1K
|
150
$18K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-7- 0.32% |
$840 - $985
|
2.21K
$265K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
873+ 27.32% |
$105K - $123K
|
4.07K
$489K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-695- 3.39% |
$83.4K - $97.8K
|
19.8K
$2.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.79K- 5.5% |
$575K - $674K
|
82.2K
$9.88M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.95K- 57.56% |
$235K - $275K
|
1.44K
$173K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
20.7K+ 35.78% |
$2.48M - $2.91M
|
78.6K
$9.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.7K+ 80.17% |
$1.89M - $2.21M
|
35.4K
$4.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
93+ 5.23% |
$11.2K - $13.1K
|
1.87K
$225K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
100+ 3.45% |
$12K - $14.1K
|
3K
$360K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
2.65KNew |
$318K - $373K
|
2.65K
$319K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.69K- 1.27% |
$202K - $237K
|
131K
$15.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9+ 0.19% |
$1.08K - $1.27K
|
4.81K
$577K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.59KNew |
$190K - $223K
|
1.59K
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.08K- 8.2% |
$129K - $152K
|
12.1K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-120- 5.95% |
$14.4K - $16.9K
|
1.9K
$228K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-2.86K- 4.61% |
$343K - $402K
|
59.1K
$7.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-230- 5.41% |
$27.6K - $32.4K
|
4.02K
$483K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-53- 1.66% |
$6.36K - $7.46K
|
3.13K
$376K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-315- 7.31% |
$37.8K - $44.3K
|
4K
$480K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
365+ 18.92% |
$43.8K - $51.4K
|
2.29K
$275K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-608- 6.84% |
$73K - $85.6K
|
8.28K
$994K
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.44KNew |
$172K - $202K
|
1.44K
$172K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-50- 0.31% |
$6K - $7.04K
|
15.8K
$1.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.9K- 19.51% |
$229K - $268K
|
7.85K
$943K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-224- 13.52% |
$26.9K - $31.5K
|
1.43K
$172K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.44KNew |
$172K - $202K
|
1.44K
$172K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.45KNew |
$294K - $344K
|
2.45K
$294K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
762+ 5.28% |
$91.5K - $107K
|
15.2K
$1.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.48K+ 49.46% |
$418K - $490K
|
10.5K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
418+ 4.74% |
$50.2K - $58.8K
|
9.23K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-3.74K- 9.58% |
$448K - $526K
|
35.3K
$4.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-464- 15.61% |
$55.7K - $65.3K
|
2.51K
$301K
|