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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
11New |
$1.51K - $1.7K
|
11
$1.32K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-206- 7.8% |
$28.3K - $31.9K
|
2.44K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-15- 0.74% |
$2.06K - $2.32K
|
2.02K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
7.5KNew |
$1.03M - $1.16M
|
7.5K
$901K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
101+ 3.5% |
$13.9K - $15.6K
|
2.99K
$359K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-12- 20.34% |
$1.65K - $1.86K
|
47
$5.64K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
148+ 57.36% |
$20.4K - $22.9K
|
406
$48.8K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.71KNew |
$236K - $265K
|
1.71K
$206K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-358- 18.59% |
$49.2K - $55.4K
|
1.57K
$188K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-1K- 83.33% |
$138K - $155K
|
200
$24K
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
3.71KNew |
$510K - $574K
|
3.71K
$446K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
34New |
$4.68K - $5.26K
|
34
$4.08K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.43KNew |
$197K - $222K
|
1.43K
$172K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-340- 14.1% |
$46.8K - $52.6K
|
2.07K
$249K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-25- 54.35% |
$3.44K - $3.87K
|
21
$2.52K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20+ 37.74% |
$2.75K - $3.09K
|
73
$8.77K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-26- 2.25% |
$3.58K - $4.02K
|
1.13K
$136K
|
|
|
May 08, 2024
Q1 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-15- 0.82% |
$2.06K - $2.32K
|
1.83K
$219K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.47K- 40.87% |
$203K - $228K
|
2.13K
$256K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-5.22K- 82.19% |
$717K - $807K
|
1.13K
$136K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
10.8KNew |
$1.48M - $1.67M
|
10.8K
$1.3M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
15.7KNew |
$2.16M - $2.43M
|
15.7K
$1.89M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-447- 22.23% |
$61.5K - $69.1K
|
1.56K
$188K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
1.3KNew |
$179K - $201K
|
1.3K
$156K
|
|
|
May 06, 2024
Q1 2024
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-80.1K- 30.37% |
$11M - $12.4M
|
184K
$22M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
4.78KNew |
$658K - $740K
|
4.78K
$574K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.04KNew |
$280K - $315K
|
2.04K
$244K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-526- 24.04% |
$72.3K - $81.4K
|
1.66K
$200K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-20- 1.08% |
$2.75K - $3.09K
|
1.84K
$220K
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
306+ 3.9% |
$42.1K - $47.3K
|
8.15K
$978K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
4New |
$550 - $619
|
4
$480
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
420+ 16.17% |
$57.8K - $65K
|
3.02K
$362K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.14K- 47.75% |
$294K - $330K
|
2.34K
$281K
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
BUY
|
- |
2.28KNew |
$313K - $352K
|
2.28K
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.77K+ 63.26% |
$519K - $584K
|
9.74K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.89K+ 74.93% |
$260K - $293K
|
4.42K
$530K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.69K+ 17.19% |
$233K - $262K
|
11.5K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.97KNew |
$271K - $304K
|
1.97K
$236K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.17K- 27.73% |
$160K - $181K
|
3.04K
$365K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
6.84KNew |
$940K - $1.06M
|
6.84K
$821K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-265- 39.85% |
$36.4K - $41K
|
400
$48K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-200- 13.54% |
$27.5K - $30.9K
|
1.28K
$153K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
11New |
$1.51K - $1.7K
|
11
$1.32K
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-43- 1.89% |
$5.91K - $6.65K
|
2.24K
$269K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
20New |
$2.75K - $3.09K
|
20
$2.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-30- 50.0% |
$4.13K - $4.64K
|
30
$3.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.42KNew |
$196K - $220K
|
1.42K
$171K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-9.88K- 85.86% |
$1.36M - $1.53M
|
1.63K
$196K
|
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
BUY
|
- |
1.91K+ 126.16% |
$262K - $295K
|
3.42K
$410K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3.27KNew |
$449K - $505K
|
3.27K
$392K
|