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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
14New |
$1.95K - $2.24K
|
14
$1.68K
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-500- 8.06% |
$69.5K - $80K
|
5.7K
$685K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.35K- 2.57% |
$188K - $216K
|
51.3K
$6.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
200+ 13.47% |
$27.8K - $32K
|
1.69K
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
10.4KNew |
$1.44M - $1.66M
|
10.4K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
800New |
$111K - $128K
|
800
$96.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.76% |
$556 - $640
|
533
$64K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
48New |
$6.67K - $7.68K
|
48
$5.76K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4- 0.85% |
$556 - $640
|
469
$56.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-104- 7.03% |
$14.4K - $16.6K
|
1.38K
$165K
|
|
|
Feb 09, 2024
Q4 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-865- 4.55% |
$120K - $138K
|
18.2K
$2.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-300- 7.1% |
$41.7K - $48K
|
3.92K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4.1KNew |
$569K - $655K
|
4.1K
$492K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-44- 93.62% |
$6.11K - $7.04K
|
3
$360
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
25New |
$3.47K - $4K
|
25
$3K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-92- 32.51% |
$12.8K - $14.7K
|
191
$22.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$245K - $282K
|
1.76K
$211K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
130+ 0.61% |
$18.1K - $20.8K
|
21.4K
$2.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
24New |
$3.33K - $3.84K
|
24
$2.88K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-221- 4.84% |
$30.7K - $35.4K
|
4.34K
$521K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
82New |
$11.4K - $13.1K
|
82
$9.85K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
24New |
$3.33K - $3.84K
|
24
$2.88K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-171- 42.75% |
$23.8K - $27.4K
|
229
$27.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
100New |
$13.9K - $16K
|
100
$12K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
2.76K+ 61.98% |
$383K - $441K
|
7.21K
$866K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-97- 16.25% |
$13.5K - $15.5K
|
500
$60K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-105- 5.59% |
$14.6K - $16.8K
|
1.78K
$213K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
21New |
$2.92K - $3.36K
|
21
$2.52K
|
|
|
Feb 06, 2024
Q4 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-72.4K- 74.59% |
$10.1M - $11.6M
|
24.7K
$2.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-87.1K- 92.41% |
$12.1M - $13.9M
|
7.16K
$859K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-500- 25.39% |
$69.5K - $80K
|
1.47K
$176K
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-8.34K- 81.07% |
$1.16M - $1.33M
|
1.95K
$234K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-80- 3.78% |
$11.1K - $12.8K
|
2.04K
$245K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.87K- 27.87% |
$260K - $300K
|
4.85K
$582K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
100New |
$13.9K - $16K
|
100
$12K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-10- 62.5% |
$1.39K - $1.6K
|
6
$721
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
17+ 28.33% |
$2.36K - $2.72K
|
77
$9.25K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
43New |
$5.97K - $6.88K
|
43
$5.16K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-10- 28.57% |
$1.39K - $1.6K
|
25
$3K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.33KNew |
$462K - $532K
|
3.33K
$399K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.46KNew |
$203K - $234K
|
1.46K
$176K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.37KNew |
$191K - $220K
|
1.37K
$165K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.64K+ 176.58% |
$506K - $582K
|
5.7K
$685K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.51% |
$695 - $800
|
988
$119K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 66.67% |
$1.39K - $1.6K
|
5
$600
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-324- 15.36% |
$45K - $51.8K
|
1.79K
$214K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
10New |
$1.39K - $1.6K
|
10
$1.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-28- 1.77% |
$3.89K - $4.48K
|
1.56K
$187K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-933- 27.27% |
$130K - $149K
|
2.49K
$299K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-13- 0.84% |
$1.81K - $2.08K
|
1.53K
$183K
|