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 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
733+ 6.32% |
$88K - $103K
|
12.3K
$1.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Saybrook Capital
|
SELL
|
- |
-9.44K- 17.12% |
$1.13M - $1.33M
|
45.7K
$5.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
15+ 0.63% |
$1.8K - $2.11K
|
2.41K
$286K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.43K- 46.77% |
$171K - $201K
|
1.62K
$193K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-2.31K- 5.26% |
$277K - $325K
|
41.6K
$4.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
99+ 16.23% |
$11.9K - $13.9K
|
709
$84.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.4K- 64.0% |
$408K - $479K
|
1.91K
$227K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.48K- 22.68% |
$297K - $349K
|
8.44K
$1M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
734+ 14.2% |
$88.1K - $103K
|
5.9K
$700K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-28- 5.7% |
$3.36K - $3.94K
|
463
$54.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
4.49K+ 16.61% |
$539K - $632K
|
31.5K
$3.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-460- 27.61% |
$55.2K - $64.8K
|
1.21K
$143K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
543+ 14.19% |
$65.2K - $76.4K
|
4.37K
$519K
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
591+ 12.44% |
$70.9K - $83.2K
|
5.34K
$634K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.41KNew |
$289K - $339K
|
2.41K
$286K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
13.6K+ 20.65% |
$1.63M - $1.91M
|
79.5K
$9.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.8K+ 14.12% |
$335K - $393K
|
22.6K
$2.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-132- 1.71% |
$15.8K - $18.6K
|
7.6K
$902K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-18.7K- 18.62% |
$2.24M - $2.63M
|
81.6K
$9.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-188- 18.71% |
$22.6K - $26.5K
|
817
$96.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.82K- 6.27% |
$218K - $256K
|
27.2K
$3.22M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
2.33KNew |
$280K - $328K
|
2.33K
$277K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
498+ 1.95% |
$59.8K - $70.1K
|
26K
$3.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
14+ 0.31% |
$1.68K - $1.97K
|
4.5K
$534K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
85+ 177.08% |
$10.2K - $12K
|
133
$15.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-469- 0.9% |
$56.3K - $66K
|
51.7K
$6.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.02K- 5.3% |
$242K - $284K
|
36K
$4.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-73- 0.54% |
$8.76K - $10.3K
|
13.3K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.41K+ 24.61% |
$169K - $198K
|
7.11K
$844K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
273New |
$32.8K - $38.4K
|
273
$32.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-451- 22.72% |
$54.1K - $63.5K
|
1.53K
$182K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
18+ 1.05% |
$2.16K - $2.53K
|
1.73K
$205K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
151+ 4.1% |
$18.1K - $21.3K
|
3.83K
$455K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
50+ 14.29% |
$6K - $7.04K
|
400
$47.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
9.17KNew |
$1.1M - $1.29M
|
9.17K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.89K- 10.68% |
$227K - $266K
|
15.8K
$1.88M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-343- 16.36% |
$41.2K - $48.3K
|
1.75K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
2.57KNew |
$308K - $361K
|
2.57K
$305K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-13.6K- 23.9% |
$1.63M - $1.91M
|
43.2K
$5.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-955- 1.89% |
$115K - $134K
|
49.5K
$5.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-738- 24.32% |
$88.6K - $104K
|
2.3K
$273K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.57KNew |
$429K - $503K
|
3.57K
$424K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.25K- 3.92% |
$150K - $176K
|
30.7K
$3.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-101- 71.13% |
$12.1K - $14.2K
|
41
$4.86K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-104- 2.39% |
$12.5K - $14.6K
|
4.25K
$504K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
358+ 16.99% |
$43K - $50.4K
|
2.47K
$292K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-68- 4.55% |
$8.16K - $9.57K
|
1.43K
$169K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.3K+ 25.17% |
$157K - $184K
|
6.49K
$769K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
68+ 1.1% |
$8.16K - $9.57K
|
6.23K
$739K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-49- 0.34% |
$5.88K - $6.9K
|
14.2K
$1.69M
|