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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
37New |
$6.27K - $6.95K
|
37
$4.44K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.4KNew |
$237K - $263K
|
1.4K
$168K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-4.56K- 97.96% |
$772K - $855K
|
95
$11.4K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
95New |
$16.1K - $17.8K
|
95
$11.4K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
542+ 9.74% |
$91.8K - $102K
|
6.11K
$734K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
89New |
$15.1K - $16.7K
|
89
$10.7K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
390+ 18.39% |
$66.1K - $73.2K
|
2.51K
$302K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
23New |
$3.9K - $4.32K
|
23
$2.76K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
743+ 59.16% |
$126K - $139K
|
2K
$240K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
20+ 21.74% |
$3.39K - $3.75K
|
112
$13.5K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-50- 51.02% |
$8.47K - $9.39K
|
48
$5.76K
|
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
103+ 3.54% |
$17.5K - $19.3K
|
3.01K
$362K
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1.12KNew |
$190K - $210K
|
1.12K
$134K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.31KNew |
$223K - $247K
|
1.31K
$158K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-21- 43.75% |
$3.56K - $3.94K
|
27
$3.24K
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-500- 6.01% |
$84.7K - $93.9K
|
7.82K
$939K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200New |
$33.9K - $37.5K
|
200
$24K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-20- 22.22% |
$3.39K - $3.75K
|
70
$8.41K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
379New |
$64.2K - $71.2K
|
379
$45.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-14- 1.11% |
$2.37K - $2.63K
|
1.25K
$150K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
1.14KNew |
$193K - $214K
|
1.14K
$137K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-1- 0.03% |
$169 - $188
|
3.7K
$445K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-143- 85.63% |
$24.2K - $26.8K
|
24
$2.88K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-655- 43.01% |
$111K - $123K
|
868
$104K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-35- 3.07% |
$5.93K - $6.57K
|
1.11K
$133K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-28- 3.2% |
$4.74K - $5.26K
|
846
$102K
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-813- 2.94% |
$138K - $153K
|
26.8K
$3.22M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
105+ 7.16% |
$17.8K - $19.7K
|
1.57K
$189K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-100- 7.59% |
$16.9K - $18.8K
|
1.22K
$146K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
15New |
$2.54K - $2.82K
|
15
$1.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
57+ 11.24% |
$9.66K - $10.7K
|
564
$67.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
6New |
$1.02K - $1.13K
|
6
$721
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-70- 31.82% |
$11.9K - $13.1K
|
150
$18K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.33KClosed |
$216K - $254K
|
0
$0
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14New |
$2.28K - $2.68K
|
14
$1.68K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
37New |
$6.03K - $7.08K
|
37
$4.44K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.03K+ 795.38% |
$169K - $198K
|
1.16K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
17+ 11.89% |
$2.77K - $3.25K
|
160
$19.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.06K- 9.16% |
$336K - $395K
|
20.5K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.21KNew |
$198K - $232K
|
1.21K
$146K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
164+ 1.84% |
$26.7K - $31.4K
|
9.09K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-45.4K- 65.99% |
$7.4M - $8.69M
|
23.4K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
158+ 9.14% |
$25.8K - $30.2K
|
1.89K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
351+ 9.89% |
$57.2K - $67.2K
|
3.9K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-10- 0.64% |
$1.63K - $1.91K
|
1.56K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
60New |
$9.78K - $11.5K
|
60
$7.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
108+ 7.43% |
$17.6K - $20.7K
|
1.56K
$187K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
3New |
$489 - $574
|
3
$360
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-100- 3.57% |
$16.3K - $19.1K
|
2.7K
$324K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 3.57% |
$163 - $191
|
29
$3.48K
|
|