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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-316- 17.66% |
$43.5K - $48.9K
|
1.47K
$177K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-305- 16.15% |
$41.9K - $47.2K
|
1.58K
$190K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
49+ 2.28% |
$6.74K - $7.58K
|
2.2K
$264K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
300New |
$41.3K - $46.4K
|
300
$36K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
296+ 3.91% |
$40.7K - $45.8K
|
7.86K
$944K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
59New |
$8.11K - $9.13K
|
59
$7.09K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
29.8KNew |
$4.1M - $4.61M
|
29.8K
$3.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-321- 10.32% |
$44.1K - $49.7K
|
2.79K
$335K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.68K- 38.91% |
$230K - $259K
|
2.63K
$316K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-95- 5.07% |
$13.1K - $14.7K
|
1.78K
$214K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-11- 4.44% |
$1.51K - $1.7K
|
237
$28.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
50New |
$6.88K - $7.73K
|
50
$6K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-100- 7.75% |
$13.8K - $15.5K
|
1.19K
$143K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-466- 9.05% |
$64.1K - $72.1K
|
4.68K
$562K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-426- 5.25% |
$58.6K - $65.9K
|
7.69K
$923K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
SELL
|
- |
-2.46K- 5.74% |
$338K - $380K
|
40.4K
$4.85M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-35- 17.5% |
$4.81K - $5.41K
|
165
$19.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-900- 7.19% |
$124K - $139K
|
11.6K
$1.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Hs Management Partners, LLC
New York, NY |
SELL
|
- |
-370K- 52.41% |
$50.9M - $57.3M
|
336K
$40.4M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-50Closed |
$6.88K - $7.73K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.85K+ 24.86% |
$254K - $286K
|
9.28K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-140- 4.53% |
$19.3K - $21.7K
|
2.95K
$355K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-94- 23.68% |
$12.9K - $14.5K
|
303
$36.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
23.5KNew |
$3.23M - $3.64M
|
23.5K
$2.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-11- 11.7% |
$1.51K - $1.7K
|
83
$9.97K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-136- 6.95% |
$18.7K - $21K
|
1.82K
$219K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
41+ 2.71% |
$5.64K - $6.34K
|
1.55K
$186K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-172- 40.76% |
$23.7K - $26.6K
|
250
$30K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-168- 10.89% |
$23.1K - $26K
|
1.37K
$165K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-379K- 31.2% |
$52.7M - $60.7M
|
836K
$100M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 50.51% |
$6.95K - $8K
|
149
$17.9K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-29- 1.94% |
$4.03K - $4.64K
|
1.47K
$176K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
16New |
$2.22K - $2.56K
|
16
$1.92K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
350New |
$48.6K - $56K
|
350
$42K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
44+ 4400.0% |
$6.11K - $7.04K
|
45
$5.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-402- 69.91% |
$55.8K - $64.3K
|
173
$20.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
320New |
$44.5K - $51.2K
|
320
$38.4K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
247New |
$34.3K - $39.5K
|
247
$29.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
28.2KNew |
$3.91M - $4.51M
|
28.2K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
5KNew |
$695K - $800K
|
5K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-8.08K- 59.42% |
$1.12M - $1.29M
|
5.52K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.9KNew |
$2.34M - $2.7M
|
16.9K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-3.92K- 63.07% |
$544K - $626K
|
2.29K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-19- 0.88% |
$2.64K - $3.04K
|
2.13K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
30New |
$4.17K - $4.8K
|
30
$3.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-75- 75.0% |
$10.4K - $12K
|
25
$3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.2KNew |
$306K - $352K
|
2.2K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
705New |
$97.9K - $113K
|
705
$84.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
12New |
$1.67K - $1.92K
|
12
$1.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.84KNew |
$672K - $774K
|
4.84K
$581K
|
|