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
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.31K+ 127.46% |
$277K - $325K
|
4.12K
$443K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.49KNew |
$179K - $210K
|
1.49K
$160K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
102+ 463.64% |
$12.2K - $14.4K
|
124
$13.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
734+ 14.2% |
$88.1K - $103K
|
5.9K
$635K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.41KNew |
$289K - $339K
|
2.41K
$259K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
273New |
$32.8K - $38.4K
|
273
$29.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-451- 22.72% |
$54.1K - $63.5K
|
1.53K
$165K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
18+ 1.05% |
$2.16K - $2.53K
|
1.73K
$186K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
50+ 14.29% |
$6K - $7.04K
|
400
$43K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-343- 16.36% |
$41.2K - $48.3K
|
1.75K
$189K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-738- 24.32% |
$88.6K - $104K
|
2.3K
$247K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-101- 71.13% |
$12.1K - $14.2K
|
41
$4.41K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
178KNew |
$21.4M - $25.1M
|
178K
$19.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
BUY
|
- |
1.53KNew |
$183K - $215K
|
1.53K
$164K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
396New |
$47.5K - $55.7K
|
396
$42.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-20- 0.93% |
$2.4K - $2.82K
|
2.14K
$230K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3- 2.08% |
$360 - $422
|
141
$15.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.58KNew |
$190K - $222K
|
1.58K
$170K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
69.6KNew |
$8.35M - $9.8M
|
69.6K
$7.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-8.33K- 18.98% |
$1M - $1.17M
|
35.6K
$3.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.91KNew |
$230K - $269K
|
1.91K
$206K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
35New |
$4.2K - $4.93K
|
35
$3.76K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-80- 0.65% |
$9.6K - $11.3K
|
12.3K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
787+ 2.85% |
$94.5K - $111K
|
28.4K
$3.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-21- 6.38% |
$2.52K - $2.96K
|
308
$33.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
22New |
$2.64K - $3.1K
|
22
$2.37K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
293K+ 52.27% |
$35.2M - $41.2M
|
854K
$91.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-42.2K- 25.11% |
$5.06M - $5.94M
|
126K
$13.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
42New |
$5.04K - $5.91K
|
42
$4.52K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$120 - $141
|
1
$108
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-55- 65.48% |
$6.6K - $7.74K
|
29
$3.12K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
30New |
$3.6K - $4.22K
|
30
$3.23K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
189+ 2.0% |
$22.7K - $26.6K
|
9.62K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 28.93% |
$125K - $147K
|
2.57K
$276K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.68KNew |
$201K - $236K
|
1.68K
$180K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
100New |
$12K - $14.1K
|
100
$10.8K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-263- 5.0% |
$31.6K - $37K
|
5K
$537K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 3.03% |
$240 - $282
|
68
$7.31K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
33+ 2.04% |
$3.96K - $4.65K
|
1.65K
$178K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-380- 6.85% |
$45.6K - $53.5K
|
5.17K
$555K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-353- 13.28% |
$42.4K - $49.7K
|
2.31K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-475- 24.51% |
$57K - $66.9K
|
1.46K
$157K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-633- 80.84% |
$76K - $89.1K
|
150
$16.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
300+ 2000.0% |
$36K - $42.2K
|
315
$33.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
220+ 10.21% |
$26.4K - $31K
|
2.38K
$255K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
22+ 12.36% |
$2.64K - $3.1K
|
200
$21.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.54KNew |
$185K - $217K
|
1.54K
$166K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
40New |
$4.8K - $5.63K
|
40
$4.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-478- 10.73% |
$57.4K - $67.3K
|
3.98K
$428K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-118- 6.49% |
$14.2K - $16.6K
|
1.7K
$183K
|