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 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.34K+ 2.27% |
$161K - $189K
|
60.5K
$7.27M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.32K+ 5.64% |
$759K - $890K
|
118K
$14.2M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
634+ 25.2% |
$76.1K - $89.2K
|
3.15K
$378K
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
BUY
|
- |
1.53KNew |
$183K - $215K
|
1.53K
$183K
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
396New |
$47.5K - $55.7K
|
396
$47.6K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-761- 5.89% |
$91.3K - $107K
|
12.2K
$1.46M
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.8K- 9.26% |
$215K - $253K
|
17.6K
$2.11M
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-20- 0.93% |
$2.4K - $2.82K
|
2.14K
$257K
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.01K+ 1.85% |
$122K - $143K
|
55.8K
$6.7M
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-54- 1.45% |
$6.48K - $7.6K
|
3.66K
$440K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
751+ 8.54% |
$90.1K - $106K
|
9.55K
$1.15M
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3- 2.08% |
$360 - $422
|
141
$16.9K
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
326+ 0.54% |
$39.1K - $45.9K
|
60.4K
$7.25M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-295- 1.62% |
$35.4K - $41.5K
|
17.9K
$2.15M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.43K+ 13.54% |
$1.01M - $1.19M
|
70.7K
$8.5M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.58KNew |
$190K - $222K
|
1.58K
$190K
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-14- 0.04% |
$1.68K - $1.97K
|
34K
$4.08M
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-100- 0.68% |
$12K - $14.1K
|
14.7K
$1.76M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
69.6KNew |
$8.35M - $9.8M
|
69.6K
$8.36M
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
407+ 2.83% |
$48.8K - $57.3K
|
14.8K
$1.77M
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-17- 2.69% |
$2.04K - $2.39K
|
616
$74K
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
225+ 8.69% |
$27K - $31.7K
|
2.82K
$338K
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-233- 1.23% |
$28K - $32.8K
|
18.7K
$2.24M
|
|
Oct 21, 2024
Q3 2024
|
Arlington Partners LLC
|
BUY
|
- |
6.28K+ 25.29% |
$754K - $885K
|
31.1K
$3.74M
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-8.33K- 18.98% |
$1M - $1.17M
|
35.6K
$4.27M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.91KNew |
$230K - $269K
|
1.91K
$230K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
116New |
$13.9K - $16.3K
|
116
$13.9K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.28K- 9.61% |
$154K - $180K
|
12K
$1.45M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.17K- 18.12% |
$260K - $305K
|
9.81K
$1.18M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-573- 7.72% |
$68.8K - $80.7K
|
6.85K
$822K
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
35New |
$4.2K - $4.93K
|
35
$4.2K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
443+ 13.89% |
$53.2K - $62.4K
|
3.63K
$436K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-80- 0.65% |
$9.6K - $11.3K
|
12.3K
$1.48M
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-1.5K- 5.85% |
$180K - $211K
|
24.1K
$2.9M
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
787+ 2.85% |
$94.5K - $111K
|
28.4K
$3.41M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-21- 6.38% |
$2.52K - $2.96K
|
308
$37K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
405+ 5.74% |
$48.6K - $57K
|
7.47K
$896K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7.5KNew |
$901K - $1.06M
|
7.5K
$901K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-218- 3.72% |
$26.2K - $30.7K
|
5.64K
$677K
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
22New |
$2.64K - $3.1K
|
22
$2.64K
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-515- 4.11% |
$61.8K - $72.5K
|
12K
$1.44M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-30- 3.79% |
$3.6K - $4.22K
|
761
$91.4K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
944+ 1.02% |
$113K - $133K
|
93.6K
$11.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
293K+ 52.27% |
$35.2M - $41.2M
|
854K
$103M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-42.2K- 25.11% |
$5.06M - $5.94M
|
126K
$15.1M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
42New |
$5.04K - $5.91K
|
42
$5.04K
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
943+ 32.52% |
$113K - $133K
|
3.84K
$462K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
101+ 258.97% |
$12.1K - $14.2K
|
140
$16.8K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
643+ 38.27% |
$77.2K - $90.5K
|
2.32K
$279K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$120 - $141
|
1
$120
|