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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-619- 19.9% |
$61.8K - $71.6K
|
2.49K
$263K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
329+ 1.07% |
$32.9K - $38.1K
|
31.2K
$3.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-189- 1.9% |
$18.9K - $21.9K
|
9.74K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-10.8K- 12.89% |
$1.08M - $1.25M
|
73K
$7.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-542- 6.41% |
$54.1K - $62.7K
|
7.91K
$835K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-73- 2.08% |
$7.29K - $8.45K
|
3.43K
$362K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.03K+ 60.35% |
$303K - $351K
|
8.06K
$850K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
507+ 13.07% |
$50.6K - $58.7K
|
4.39K
$463K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
328+ 5.66% |
$32.8K - $38K
|
6.12K
$646K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-925- 9.69% |
$92.4K - $107K
|
8.62K
$910K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-25- 0.13% |
$2.5K - $2.89K
|
19.8K
$2.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
331+ 55.44% |
$33.1K - $38.3K
|
928
$97.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
873+ 9.93% |
$87.2K - $101K
|
9.67K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-150- 37.5% |
$15K - $17.4K
|
250
$26.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.01K+ 766.67% |
$101K - $117K
|
1.14K
$121K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
485New |
$48.4K - $56.1K
|
485
$51.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-319- 2.75% |
$31.9K - $36.9K
|
11.3K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-329- 7.12% |
$32.9K - $38.1K
|
4.3K
$453K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07KNew |
$107K - $124K
|
1.07K
$113K
|
|
|
Jul 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-760- 12.97% |
$75.9K - $88K
|
5.1K
$538K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
107KNew |
$10.7M - $12.4M
|
107K
$11.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-239- 2.63% |
$23.9K - $27.7K
|
8.85K
$934K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-107- 4.5% |
$10.7K - $12.4K
|
2.27K
$240K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
25New |
$2.5K - $2.89K
|
25
$2.64K
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
130+ 2.87% |
$13K - $15K
|
4.66K
$492K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.22K- 88.99% |
$122K - $141K
|
151
$15.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-68.6K- 26.22% |
$6.85M - $7.94M
|
193K
$20.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
2+ 0.02% |
$200 - $232
|
11.8K
$1.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.19KNew |
$618K - $716K
|
6.19K
$653K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-50- 64.94% |
$4.99K - $5.79K
|
27
$2.85K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-860- 3.75% |
$85.9K - $99.5K
|
22.1K
$2.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.35K- 15.64% |
$234K - $272K
|
12.7K
$1.34M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
209New |
$20.9K - $24.2K
|
209
$22.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 1.33% |
$799 - $926
|
611
$64.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
3.11KNew |
$310K - $360K
|
3.11K
$328K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.11K- 8.13% |
$211K - $244K
|
23.8K
$2.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
60+ 0.18% |
$5.99K - $6.95K
|
34.1K
$3.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-136- 1.37% |
$13.6K - $15.7K
|
9.78K
$1.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
14.9K+ 81.79% |
$1.49M - $1.72M
|
33.1K
$3.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
1.81K+ 10.55% |
$180K - $209K
|
18.9K
$2M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
650+ 0.26% |
$64.9K - $75.2K
|
247K
$26.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-37- 19.58% |
$3.69K - $4.28K
|
152
$16K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
96+ 86.49% |
$9.59K - $11.1K
|
207
$21.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
15K+ 30.77% |
$1.5M - $1.74M
|
63.8K
$6.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.26K+ 39.16% |
$225K - $261K
|
8.02K
$847K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
3+ 1.24% |
$300 - $347
|
244
$25.8K
|
|
|
Jul 17, 2025
Q2 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
690+ 2.92% |
$68.9K - $79.9K
|
24.3K
$2.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-181- 49.05% |
$18.1K - $21K
|
188
$19.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-461- 8.71% |
$46K - $53.4K
|
4.83K
$510K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.64% |
$99.9 - $116
|
62
$6.54K
|