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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
8.73K+ 1.79% |
$1.3M - $1.57M
|
495K
$58.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
14.8KNew |
$2.19M - $2.65M
|
14.8K
$1.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
36New |
$5.35K - $6.47K
|
36
$4.27K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-62- 4.02% |
$9.22K - $11.1K
|
1.48K
$176K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-24- 60.0% |
$3.57K - $4.31K
|
16
$1.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-379- 51.99% |
$56.3K - $68.1K
|
350
$41.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
17+ 1.19% |
$2.53K - $3.05K
|
1.44K
$171K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10New |
$1.49K - $1.8K
|
10
$1.19K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
71.9KNew |
$10.7M - $12.9M
|
71.9K
$8.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-70- 15.05% |
$10.4K - $12.6K
|
395
$46.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-261- 14.48% |
$38.8K - $46.9K
|
1.54K
$183K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-171- 3.9% |
$25.4K - $30.7K
|
4.21K
$500K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
18+ 64.29% |
$2.68K - $3.23K
|
46
$5.46K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.39K+ 39.38% |
$206K - $249K
|
4.91K
$583K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-343- 7.67% |
$51K - $61.6K
|
4.13K
$490K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11New |
$1.63K - $1.98K
|
11
$1.31K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
25+ 1.05% |
$3.72K - $4.49K
|
2.41K
$285K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
7New |
$1.04K - $1.26K
|
7
$831
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
114+ 9.1% |
$16.9K - $20.5K
|
1.37K
$162K
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 50.0% |
$14.9K - $18K
|
100
$11.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-222- 13.99% |
$33K - $39.9K
|
1.37K
$162K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.53KNew |
$228K - $275K
|
1.53K
$182K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-75- 4.31% |
$11.1K - $13.5K
|
1.67K
$198K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
329New |
$48.9K - $59.1K
|
329
$39.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-285- 6.14% |
$42.4K - $51.2K
|
4.36K
$518K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-6.64K- 39.02% |
$987K - $1.19M
|
10.4K
$1.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-14.2K- 33.67% |
$2.11M - $2.55M
|
27.9K
$3.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.11KNew |
$166K - $200K
|
1.11K
$132K
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.58KNew |
$235K - $284K
|
1.58K
$188K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-12- 14.81% |
$1.78K - $2.16K
|
69
$8.19K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-58- 47.15% |
$8.62K - $10.4K
|
65
$7.72K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
13.1KNew |
$1.95M - $2.36M
|
13.1K
$1.56M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2- 0.1% |
$297 - $359
|
2.03K
$241K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
8New |
$1.19K - $1.44K
|
8
$950
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
1.4KNew |
$207K - $251K
|
1.4K
$166K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
106New |
$15.8K - $19K
|
106
$12.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
SELL
|
- |
-150- 69.77% |
$22.3K - $27K
|
65
$7.72K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.76K- 8.58% |
$261K - $316K
|
18.7K
$2.22M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
14New |
$2.08K - $2.52K
|
14
$1.66K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-400- 18.9% |
$59.5K - $71.9K
|
1.72K
$204K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-608- 27.65% |
$90.4K - $109K
|
1.59K
$189K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.41KClosed |
$403K - $457K
|
0
$0
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.64K- 40.37% |
$775K - $878K
|
6.85K
$813K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
10.7KNew |
$1.79M - $2.03M
|
10.7K
$1.27M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
60New |
$10K - $11.4K
|
60
$7.12K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-285- 18.15% |
$47.6K - $53.9K
|
1.29K
$153K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-22- 78.57% |
$3.68K - $4.16K
|
6
$712
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
181New |
$30.2K - $34.3K
|
181
$21.5K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
35New |
$5.85K - $6.62K
|
35
$4.15K
|
|