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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
100New |
$16.7K - $18.9K
|
100
$12K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
21New |
$3.51K - $3.97K
|
21
$2.52K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-33- 2.69% |
$5.51K - $6.25K
|
1.19K
$143K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
255New |
$42.6K - $48.3K
|
255
$30.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
66New |
$11K - $12.5K
|
66
$7.93K
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
800+ 22.86% |
$134K - $151K
|
4.3K
$516K
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-133- 9.29% |
$22.2K - $25.2K
|
1.3K
$156K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
1+ 0.25% |
$167 - $189
|
398
$47.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-86- 1.31% |
$14.4K - $16.3K
|
6.46K
$776K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
56+ 4.46% |
$9.36K - $10.6K
|
1.31K
$158K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
59New |
$9.86K - $11.2K
|
59
$7.09K
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.16KNew |
$193K - $219K
|
1.16K
$139K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
41New |
$6.85K - $7.76K
|
41
$4.92K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1.24KNew |
$207K - $234K
|
1.24K
$149K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-485- 27.03% |
$81K - $91.8K
|
1.31K
$157K
|
|
| Q1 2023 | |||||||
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
14New |
$2.37K - $2.63K
|
14
$1.68K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.49KNew |
$253K - $280K
|
1.49K
$179K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.06K- 93.4% |
$180K - $199K
|
75
$9.01K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
135+ 11.14% |
$22.9K - $25.3K
|
1.35K
$162K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
177+ 5.61% |
$30K - $33.2K
|
3.33K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-196K- 96.49% |
$33.2M - $36.8M
|
7.13K
$856K
|
|
|
May 15, 2023
Q1 2023
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
BUY
|
- |
228KNew |
$38.6M - $42.8M
|
228K
$27.4M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-85- 0.75% |
$14.4K - $16K
|
11.2K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.17KNew |
$198K - $219K
|
1.17K
$140K
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
157KNew |
$26.6M - $29.5M
|
157K
$18.9M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-74- 5.28% |
$12.5K - $13.9K
|
1.33K
$159K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
188+ 94.0% |
$31.9K - $35.3K
|
388
$46.6K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.21KNew |
$205K - $227K
|
1.21K
$145K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-207- 15.42% |
$35.1K - $38.9K
|
1.14K
$136K
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.12KNew |
$189K - $210K
|
1.12K
$134K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.35KNew |
$398K - $441K
|
2.35K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
70New |
$11.9K - $13.1K
|
70
$8.41K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
100+ 100.0% |
$16.9K - $18.8K
|
200
$24K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-11- 0.6% |
$1.86K - $2.07K
|
1.83K
$219K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.15KNew |
$194K - $215K
|
1.15K
$138K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.18KNew |
$200K - $221K
|
1.18K
$141K
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
43+ 3.56% |
$7.29K - $8.07K
|
1.25K
$150K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-623- 3.23% |
$106K - $117K
|
18.7K
$2.24M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-4- 0.35% |
$678 - $751
|
1.13K
$135K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
298KNew |
$50.4M - $55.9M
|
298K
$35.7M
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
600New |
$102K - $113K
|
600
$72.1K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20New |
$3.39K - $3.75K
|
20
$2.4K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
60+ 84.51% |
$10.2K - $11.3K
|
131
$15.7K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-20- 0.98% |
$3.39K - $3.75K
|
2.03K
$244K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
92New |
$15.6K - $17.3K
|
92
$11K
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.11KNew |
$187K - $207K
|
1.11K
$133K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
91+ 3.2% |
$15.4K - $17.1K
|
2.93K
$352K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$1.36K - $1.5K
|
8
$961
|
|
|
May 05, 2023
Q1 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
4.8K+ 9.09% |
$813K - $900K
|
57.6K
$6.91M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.17KNew |
$199K - $220K
|
1.17K
$141K
|
|