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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9+ 12.16% |
$1.08K - $1.27K
|
83
$9.97K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.13K+ 17.21% |
$136K - $159K
|
7.7K
$924K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.65K- 81.7% |
$198K - $232K
|
369
$44.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
4.44K+ 98.86% |
$533K - $625K
|
8.93K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
289+ 0.26% |
$34.7K - $40.7K
|
111K
$13.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-40- 2.34% |
$4.8K - $5.63K
|
1.67K
$201K
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-419- 80.89% |
$50.3K - $59K
|
99
$11.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.33K+ 19.81% |
$279K - $327K
|
14.1K
$1.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1- 0.02% |
$120 - $141
|
4.81K
$577K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
10+ 0.56% |
$1.2K - $1.41K
|
1.8K
$216K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-240- 11.4% |
$28.8K - $33.8K
|
1.87K
$224K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.2K- 7.01% |
$1.47M - $1.72M
|
162K
$19.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
664+ 40.07% |
$79.7K - $93.5K
|
2.32K
$279K
|
|
|
Oct 29, 2024
Q3 2024
|
Henry James International Management Inc.
|
BUY
|
- |
1.58KNew |
$189K - $222K
|
1.58K
$189K
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
5.07K+ 2.23% |
$608K - $713K
|
232K
$27.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-583- 5.8% |
$70K - $82.1K
|
9.47K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.86K- 10.37% |
$584K - $684K
|
42K
$5.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.3K+ 6.5% |
$276K - $324K
|
37.7K
$4.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-197- 11.85% |
$23.6K - $27.7K
|
1.47K
$176K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.22K+ 20.17% |
$147K - $172K
|
7.28K
$874K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-114- 12.9% |
$13.7K - $16K
|
770
$92.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.33K- 3.56% |
$400K - $469K
|
90.1K
$10.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
BUY
|
- |
47.3K+ 11.3% |
$5.67M - $6.65M
|
465K
$55.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.58KNew |
$190K - $222K
|
1.58K
$190K
|
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-14.8K- 71.61% |
$1.77M - $2.08M
|
5.85K
$703K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
34+ 2.0% |
$4.08K - $4.79K
|
1.74K
$208K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
121+ 7.69% |
$14.5K - $17K
|
1.7K
$204K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
4.09K+ 14.28% |
$491K - $576K
|
32.7K
$3.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-4.47K- 5.01% |
$536K - $629K
|
84.7K
$10.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-43- 74.14% |
$5.16K - $6.05K
|
15
$1.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.32K+ 6.12% |
$278K - $326K
|
40.2K
$4.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
7.47K+ 14.76% |
$897K - $1.05M
|
58.1K
$6.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
22New |
$2.64K - $3.1K
|
22
$2.64K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-341- 4.65% |
$40.9K - $48K
|
6.99K
$840K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
125+ 6.86% |
$15K - $17.6K
|
1.95K
$234K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.07% |
$1.2K - $1.41K
|
14.5K
$1.74M
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.31K+ 127.46% |
$277K - $325K
|
4.12K
$494K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-3.75K- 27.81% |
$450K - $528K
|
9.73K
$1.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-6- -0.0% |
$720 - $845
|
246K
$29.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.49KNew |
$179K - $210K
|
1.49K
$179K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
71+ 3.57% |
$8.52K - $9.99K
|
2.06K
$248K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
102+ 463.64% |
$12.2K - $14.4K
|
124
$14.9K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6+ 1.13% |
$720 - $845
|
535
$64.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
114+ 4.7% |
$13.7K - $16K
|
2.54K
$305K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.16K+ 61.5% |
$139K - $163K
|
3.03K
$364K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
733+ 6.32% |
$88K - $103K
|
12.3K
$1.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Saybrook Capital
|
SELL
|
- |
-9.44K- 17.12% |
$1.13M - $1.33M
|
45.7K
$5.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
15+ 0.63% |
$1.8K - $2.11K
|
2.41K
$289K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.43K- 46.77% |
$171K - $201K
|
1.62K
$195K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-2.31K- 5.26% |
$277K - $325K
|
41.6K
$5M
|