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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.4KNew |
$233K - $264K
|
1.4K
$168K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-63- 0.37% |
$10.5K - $11.9K
|
17K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
8.29KNew |
$1.38M - $1.57M
|
8.29K
$995K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
121+ 6.35% |
$20.2K - $22.9K
|
2.03K
$244K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
8New |
$1.34K - $1.51K
|
8
$961
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-2- 0.16% |
$334 - $379
|
1.22K
$147K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.27K+ 2.62% |
$213K - $241K
|
49.9K
$5.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
169+ 3.07% |
$28.2K - $32K
|
5.67K
$681K
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.77KNew |
$296K - $335K
|
1.77K
$212K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-229- 16.05% |
$38.3K - $43.3K
|
1.2K
$144K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
118+ 7.04% |
$19.7K - $22.3K
|
1.8K
$216K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-100- 14.29% |
$16.7K - $18.9K
|
600
$72.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1.48KNew |
$247K - $280K
|
1.48K
$177K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-16- 1.3% |
$2.67K - $3.03K
|
1.22K
$146K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-164- 2.77% |
$27.4K - $31K
|
5.77K
$692K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-9- 0.69% |
$1.5K - $1.7K
|
1.3K
$156K
|
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-15.8K- 50.49% |
$2.64M - $2.99M
|
15.5K
$1.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
33+ 0.78% |
$5.51K - $6.25K
|
4.25K
$510K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
248+ 2.54% |
$41.4K - $46.9K
|
10K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
38New |
$6.35K - $7.19K
|
38
$4.56K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-29- 2.17% |
$4.85K - $5.49K
|
1.31K
$157K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-112- 19.93% |
$18.7K - $21.2K
|
450
$54K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
17New |
$2.84K - $3.22K
|
17
$2.04K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-6- 1.63% |
$1K - $1.14K
|
363
$43.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5- 0.36% |
$836 - $946
|
1.4K
$168K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-15- 0.41% |
$2.51K - $2.84K
|
3.65K
$438K
|
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
SELL
|
- |
-281- 0.96% |
$47K - $53.2K
|
29.1K
$3.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-175- 4.03% |
$29.2K - $33.1K
|
4.17K
$501K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-61- 4.75% |
$10.2K - $11.5K
|
1.22K
$147K
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
17+ 0.81% |
$2.84K - $3.22K
|
2.12K
$254K
|
|
|
Aug 02, 2023
Q2 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
356+ 0.38% |
$59.5K - $67.4K
|
95K
$11.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
124+ 100.0% |
$20.7K - $23.5K
|
248
$29.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-16- 0.92% |
$2.67K - $3.03K
|
1.73K
$208K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-29- 0.51% |
$4.85K - $5.49K
|
5.69K
$684K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-63- 4.95% |
$10.5K - $11.9K
|
1.21K
$145K
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.37KNew |
$229K - $260K
|
1.37K
$165K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-40- 3.23% |
$6.68K - $7.57K
|
1.2K
$144K
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-250- 6.05% |
$41.8K - $47.3K
|
3.88K
$466K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
37+ 2.13% |
$6.18K - $7K
|
1.78K
$214K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
2.6KNew |
$435K - $493K
|
2.6K
$313K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-8- 6.67% |
$1.34K - $1.51K
|
112
$13.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-3- 0.12% |
$501 - $568
|
2.54K
$305K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-21- 1.08% |
$3.51K - $3.97K
|
1.92K
$230K
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
19+ 0.06% |
$3.17K - $3.6K
|
31.4K
$3.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-44- 9.63% |
$7.35K - $8.33K
|
413
$49.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-36- 19.15% |
$6.02K - $6.81K
|
152
$18.3K
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-10.5K- 83.65% |
$1.75M - $1.99M
|
2.05K
$246K
|
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
BUY
|
- |
1.26K+ 30.33% |
$210K - $238K
|
5.39K
$648K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
7+ 0.57% |
$1.17K - $1.32K
|
1.24K
$149K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-182- 2.06% |
$30.4K - $34.4K
|
8.66K
$1.04M
|