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 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
54New |
$8.8K - $10.3K
|
54
$6.48K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
65New |
$10.6K - $12.4K
|
65
$7.81K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
54New |
$8.8K - $10.3K
|
54
$6.48K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-204- 14.75% |
$33.2K - $39K
|
1.18K
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
SELL
|
- |
-384- 4.65% |
$62.6K - $73.5K
|
7.87K
$945K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.17KNew |
$190K - $224K
|
1.17K
$140K
|
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-60.8K- 80.92% |
$9.9M - $11.6M
|
14.3K
$1.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-150- 10.0% |
$24.4K - $28.7K
|
1.35K
$162K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
10+ 66.67% |
$1.63K - $1.91K
|
25
$3K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-720- 74.23% |
$117K - $138K
|
250
$30K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9- 0.72% |
$1.47K - $1.72K
|
1.25K
$150K
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-228- 16.03% |
$37.2K - $43.6K
|
1.19K
$143K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
895New |
$146K - $171K
|
895
$107K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-201- 3.87% |
$32.8K - $38.5K
|
5K
$600K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
BUY
|
- |
24.5KNew |
$3.99M - $4.69M
|
24.5K
$2.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-310- 0.98% |
$50.5K - $59.3K
|
31.4K
$3.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.13K- 6.31% |
$999K - $1.17M
|
91K
$10.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
30+ 1.7% |
$4.89K - $5.74K
|
1.8K
$216K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
134+ 2.59% |
$21.8K - $25.6K
|
5.3K
$637K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$16.3K - $19.1K
|
100
$12K
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
13.5KNew |
$2.2M - $2.58M
|
13.5K
$1.62M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
10New |
$1.63K - $1.91K
|
10
$1.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-100- 6.98% |
$16.3K - $19.1K
|
1.33K
$160K
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.37KNew |
$222K - $261K
|
1.37K
$164K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
163New |
$26.6K - $31.2K
|
163
$19.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
929New |
$151K - $178K
|
929
$112K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
19New |
$3.1K - $3.64K
|
19
$2.28K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-16- 0.36% |
$2.61K - $3.06K
|
4.4K
$528K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-377- 1.63% |
$61.4K - $72.2K
|
22.7K
$2.72M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
2.05KNew |
$334K - $392K
|
2.05K
$246K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
45New |
$7.33K - $8.61K
|
45
$5.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
9+ 0.47% |
$1.47K - $1.72K
|
1.94K
$233K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
41New |
$6.68K - $7.85K
|
41
$4.92K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
41New |
$6.68K - $7.85K
|
41
$4.92K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
30New |
$4.89K - $5.74K
|
30
$3.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10New |
$1.63K - $1.91K
|
10
$1.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
235K+ 1258.47% |
$38.3M - $45M
|
254K
$30.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-25- 1.95% |
$4.07K - $4.78K
|
1.26K
$151K
|
|
|
Jan 19, 2023
Q4 2022
|
Ams Capital Ltda
|
SELL
|
- |
-7.06K- 9.6% |
$1.15M - $1.35M
|
66.4K
$7.98M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-147- 37.03% |
$24K - $28.1K
|
250
$30K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
12New |
$1.96K - $2.3K
|
12
$1.44K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-77- 1.54% |
$12.5K - $14.7K
|
4.92K
$591K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
50+ 3.86% |
$8.15K - $9.57K
|
1.34K
$161K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
112+ 5.27% |
$18.3K - $21.4K
|
2.24K
$269K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.2KNew |
$195K - $229K
|
1.2K
$144K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
141New |
$23K - $27K
|
141
$16.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
342New |
$55.7K - $65.5K
|
342
$41.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
35New |
$5.7K - $6.7K
|
35
$4.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
65+ 1.23% |
$10.6K - $12.4K
|
5.33K
$640K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
430New |
$70.1K - $82.3K
|
430
$51.6K
|