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 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.07K- 4.24% |
$107K - $124K
|
24.2K
$2.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.71K+ 4.01% |
$770K - $892K
|
200K
$21.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.59K- 5.15% |
$158K - $183K
|
29.2K
$3.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
441+ 5.55% |
$44K - $51K
|
8.39K
$886K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-71- 2.69% |
$7.09K - $8.22K
|
2.57K
$271K
|
|
|
Jul 17, 2025
Q2 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-6.83K- 44.62% |
$682K - $790K
|
8.48K
$895K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-151- 5.6% |
$15.1K - $17.5K
|
2.54K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
43+ 1.01% |
$4.29K - $4.98K
|
4.3K
$454K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.97K- 8.39% |
$196K - $228K
|
21.5K
$2.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
39+ 1.54% |
$3.89K - $4.51K
|
2.57K
$271K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
2.55K+ 18.12% |
$254K - $295K
|
16.6K
$1.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-14- 35.9% |
$1.4K - $1.62K
|
25
$2.64K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-7- 0.2% |
$699 - $810
|
3.51K
$370K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 33.19% |
$131K - $152K
|
5.26K
$555K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-919- 20.67% |
$91.8K - $106K
|
3.53K
$372K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-114- 3.76% |
$11.4K - $13.2K
|
2.92K
$308K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-966- 15.16% |
$96.5K - $112K
|
5.41K
$571K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
33+ 0.65% |
$3.3K - $3.82K
|
5.15K
$543K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-5.43K- 0.89% |
$543K - $629K
|
603K
$63.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
593+ 13.35% |
$59.2K - $68.6K
|
5.04K
$531K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.35KNew |
$234K - $272K
|
2.35K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-4.96K- 48.63% |
$496K - $574K
|
5.24K
$553K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-169- 1.45% |
$16.9K - $19.6K
|
11.5K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.93% |
$2.2K - $2.55K
|
2.35K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
44+ 1.77% |
$4.39K - $5.09K
|
2.54K
$268K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-296- 1.54% |
$29.6K - $34.3K
|
18.9K
$1.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-197- 1.27% |
$19.7K - $22.8K
|
15.3K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
380+ 3.57% |
$37.9K - $44K
|
11K
$1.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-866- 13.86% |
$86.5K - $100K
|
5.38K
$568K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-681- 26.17% |
$68K - $78.8K
|
1.92K
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11K+ 12.26% |
$1.1M - $1.28M
|
101K
$10.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 38.17% |
$4.99K - $5.79K
|
81
$8.55K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
186+ 6.17% |
$18.6K - $21.5K
|
3.2K
$338K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-1.47K- 28.25% |
$147K - $170K
|
3.73K
$394K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
458+ 31.09% |
$45.7K - $53K
|
1.93K
$204K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-75- 13.04% |
$7.49K - $8.68K
|
500
$52.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
500+ 271.74% |
$49.9K - $57.9K
|
684
$72.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-490- 18.45% |
$48.9K - $56.7K
|
2.17K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
BUY
|
- |
3.84K+ 9.95% |
$383K - $444K
|
42.4K
$4.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.88K+ 7.98% |
$187K - $217K
|
25.4K
$2.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.45KNew |
$245K - $284K
|
2.45K
$259K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-205- 5.37% |
$20.5K - $23.7K
|
3.61K
$381K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-74- 25.96% |
$7.39K - $8.57K
|
211
$22.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-19- 0.82% |
$1.9K - $2.2K
|
2.31K
$244K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.38KNew |
$238K - $276K
|
2.38K
$252K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.13K+ 20.75% |
$312K - $362K
|
18.2K
$1.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-95- 10.13% |
$9.49K - $11K
|
843
$89K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
20+ 7.3% |
$2K - $2.32K
|
294
$31K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-50- 0.76% |
$4.99K - $5.79K
|
6.52K
$688K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-15.8K- 25.33% |
$1.57M - $1.82M
|
46.4K
$4.9M
|