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 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-475- 24.51% |
$57K - $66.9K
|
1.46K
$174K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
303+ 44.62% |
$36.4K - $42.7K
|
982
$117K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9+ 1.79% |
$1.08K - $1.27K
|
511
$60.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.9K+ 21.73% |
$228K - $267K
|
10.6K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-190- 8.14% |
$22.8K - $26.7K
|
2.14K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
365+ 5.12% |
$43.8K - $51.4K
|
7.5K
$890K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
1.83KNew |
$220K - $258K
|
1.83K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
705+ 22.66% |
$84.6K - $99.2K
|
3.82K
$453K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-633- 80.84% |
$76K - $89.1K
|
150
$17.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-126- 23.42% |
$15.1K - $17.7K
|
412
$48.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.47K+ 29.62% |
$416K - $488K
|
15.2K
$1.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-61- 50.41% |
$7.32K - $8.59K
|
60
$7.12K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
45+ 0.9% |
$5.4K - $6.33K
|
5.07K
$602K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-452- 7.25% |
$54.2K - $63.6K
|
5.78K
$686K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
301+ 18.87% |
$36.1K - $42.4K
|
1.9K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-8- 0.32% |
$960 - $1.13K
|
2.47K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
300+ 2000.0% |
$36K - $42.2K
|
315
$37.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
220+ 10.21% |
$26.4K - $31K
|
2.38K
$282K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
27+ 7.71% |
$3.24K - $3.8K
|
377
$44.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
22+ 12.36% |
$2.64K - $3.1K
|
200
$23.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
268+ 6.84% |
$32.2K - $37.7K
|
4.19K
$497K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.54KNew |
$185K - $217K
|
1.54K
$183K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.98K+ 11.58% |
$598K - $701K
|
48K
$5.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
400+ 11.28% |
$48K - $56.3K
|
3.95K
$468K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
9.43K+ 18.01% |
$1.13M - $1.33M
|
61.8K
$7.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
55+ 0.97% |
$6.6K - $7.74K
|
5.7K
$677K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
40New |
$4.8K - $5.63K
|
40
$4.75K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.59K+ 16.09% |
$311K - $365K
|
18.7K
$2.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.61K- 20.85% |
$193K - $227K
|
6.11K
$726K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-478- 10.73% |
$57.4K - $67.3K
|
3.98K
$472K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-118- 6.49% |
$14.2K - $16.6K
|
1.7K
$202K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-4- 0.36% |
$480 - $563
|
1.11K
$132K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.34K- 40.27% |
$401K - $470K
|
4.95K
$588K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-10.3K- 2.25% |
$1.24M - $1.45M
|
448K
$53.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-892- 2.66% |
$107K - $126K
|
32.7K
$3.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 7.14% |
$120 - $141
|
15
$1.78K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
3.25K+ 100.0% |
$390K - $458K
|
6.5K
$772K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.56KNew |
$187K - $220K
|
1.56K
$185K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
42+ 2.03% |
$5.04K - $5.91K
|
2.11K
$251K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 1.76% |
$2.28K - $2.67K
|
1.1K
$131K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
41+ 2.01% |
$4.92K - $5.77K
|
2.08K
$247K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-751- 14.04% |
$90.1K - $106K
|
4.6K
$546K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
212+ 31.18% |
$25.4K - $29.8K
|
892
$106K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-446- 38.25% |
$53.5K - $62.8K
|
720
$85.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-240- 8.92% |
$28.8K - $33.8K
|
2.45K
$291K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-800- 7.65% |
$96K - $113K
|
9.66K
$1.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
205+ 4.62% |
$24.6K - $28.9K
|
4.64K
$551K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
11New |
$1.32K - $1.55K
|
11
$1.31K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
345+ 11.29% |
$41.4K - $48.6K
|
3.4K
$404K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
157+ 5.8% |
$18.8K - $22.1K
|
2.86K
$340K
|