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 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.59KNew |
$190K - $223K
|
1.59K
$170K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-53- 1.66% |
$6.36K - $7.46K
|
3.13K
$335K
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.44KNew |
$172K - $202K
|
1.44K
$154K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-224- 13.52% |
$26.9K - $31.5K
|
1.43K
$153K
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.44KNew |
$172K - $202K
|
1.44K
$154K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.45KNew |
$294K - $344K
|
2.45K
$262K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.65K- 81.7% |
$198K - $232K
|
369
$39.5K
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-419- 80.89% |
$50.3K - $59K
|
99
$10.6K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
664+ 40.07% |
$79.7K - $93.5K
|
2.32K
$248K
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-197- 11.85% |
$23.6K - $27.7K
|
1.47K
$157K
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.58KNew |
$190K - $222K
|
1.58K
$169K
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
34+ 2.0% |
$4.08K - $4.79K
|
1.74K
$186K
|
|
Oct 28, 2024
Q3 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-4.47K- 5.01% |
$536K - $629K
|
84.7K
$9.07M
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-43- 74.14% |
$5.16K - $6.05K
|
15
$1.61K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
22New |
$2.64K - $3.1K
|
22
$2.35K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
125+ 6.86% |
$15K - $17.6K
|
1.95K
$209K
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.31K+ 127.46% |
$277K - $325K
|
4.12K
$441K
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.49KNew |
$179K - $210K
|
1.49K
$159K
|
|
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
$632K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.41KNew |
$289K - $339K
|
2.41K
$258K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
273New |
$32.8K - $38.4K
|
273
$29.2K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-451- 22.72% |
$54.1K - $63.5K
|
1.53K
$164K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
18+ 1.05% |
$2.16K - $2.53K
|
1.73K
$185K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
50+ 14.29% |
$6K - $7.04K
|
400
$42.8K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-343- 16.36% |
$41.2K - $48.3K
|
1.75K
$188K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-101- 71.13% |
$12.1K - $14.2K
|
41
$4.39K
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
178KNew |
$21.4M - $25.1M
|
178K
$19.1M
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
BUY
|
- |
1.53KNew |
$183K - $215K
|
1.53K
$163K
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
396New |
$47.5K - $55.7K
|
396
$42.4K
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-20- 0.93% |
$2.4K - $2.82K
|
2.14K
$229K
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3- 2.08% |
$360 - $422
|
141
$15.1K
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.58KNew |
$190K - $222K
|
1.58K
$169K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
69.6KNew |
$8.35M - $9.8M
|
69.6K
$7.45M
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-8.33K- 18.98% |
$1M - $1.17M
|
35.6K
$3.81M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.91KNew |
$230K - $269K
|
1.91K
$205K
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
35New |
$4.2K - $4.93K
|
35
$3.75K
|
|
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
$3.04M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-21- 6.38% |
$2.52K - $2.96K
|
308
$33K
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
22New |
$2.64K - $3.1K
|
22
$2.35K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
293K+ 52.27% |
$35.2M - $41.2M
|
854K
$91.4M
|
|
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
$4.5K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$120 - $141
|
1
$107
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-55- 65.48% |
$6.6K - $7.74K
|
29
$3.1K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
30New |
$3.6K - $4.22K
|
30
$3.21K
|
|
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
$275K
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.68KNew |
$201K - $236K
|
1.68K
$179K
|