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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
325New |
$53K - $62.2K
|
325
$39K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
22New |
$3.59K - $4.21K
|
22
$2.64K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-615Closed |
$28.3K - $118K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-260- 4.66% |
$12K - $50K
|
5.31K
$638K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5- 0.7% |
$230 - $961
|
710
$85.3K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.17KNew |
$53.9K - $225K
|
1.17K
$141K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8+ 17.78% |
$368 - $1.54K
|
53
$6.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4- 0.15% |
$184 - $769
|
2.62K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
28KNew |
$1.29M - $5.38M
|
28K
$3.36M
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
152+ 1.62% |
$7K - $29.2K
|
9.51K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
92New |
$4.24K - $17.7K
|
92
$11K
|
|
|
Nov 14, 2022
Q3 2022
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-294K- 99.44% |
$13.6M - $56.6M
|
1.65K
$198K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.8KNew |
$175K - $730K
|
3.8K
$456K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
194+ 7.21% |
$8.93K - $37.3K
|
2.88K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.61KClosed |
$74K - $309K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-782- 37.31% |
$36K - $150K
|
1.31K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
49.1K+ 60.66% |
$2.26M - $9.44M
|
130K
$15.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.15K- 77.17% |
$237K - $989K
|
1.52K
$183K
|
|
|
Nov 14, 2022
Q3 2022
|
Sal Trading, LLC
Wilmington, DE |
SELL
|
PUT |
-4.1K- 43.62% |
$189K - $788K
|
5.3K
$636K
|
|
|
Nov 14, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.28K- 36.81% |
$58.7K - $245K
|
2.19K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-37- 22.42% |
$1.7K - $7.11K
|
128
$15.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Jeereddi Investments, LP
Los Angeles, CA |
BUY
|
- |
1.55KNew |
$71.4K - $298K
|
1.55K
$186K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-43KClosed |
$1.98M - $8.26M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.76KNew |
$80.8K - $337K
|
1.76K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
7.71KNew |
$355K - $1.48M
|
7.71K
$926K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
587New |
$27K - $113K
|
587
$70.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.36K- 9.03% |
$62.4K - $260K
|
13.7K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.24K+ 2.9% |
$241K - $1.01M
|
186K
$22.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-2.8K- 0.67% |
$129K - $538K
|
414K
$49.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
41+ 1.11% |
$1.89K - $7.88K
|
3.74K
$449K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
290New |
$13.4K - $55.7K
|
290
$34.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
300+ 22.81% |
$13.8K - $57.7K
|
1.62K
$194K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-969- 36.05% |
$44.6K - $186K
|
1.72K
$206K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-99- 73.88% |
$4.56K - $19K
|
35
$4.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10New |
$461 - $1.92K
|
10
$1.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
347New |
$16K - $66.7K
|
347
$41.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-723- 1.43% |
$33.3K - $139K
|
49.8K
$5.98M
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.1% |
$46.1 - $192
|
1.05K
$126K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-234- 25.19% |
$10.8K - $45K
|
695
$83.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-112- 6.83% |
$5.16K - $21.5K
|
1.53K
$183K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-32- 34.04% |
$1.47K - $6.15K
|
62
$7.45K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-50- 2.07% |
$2.3K - $9.61K
|
2.37K
$285K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
604+ 68.4% |
$27.8K - $116K
|
1.49K
$179K
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
1.25KNew |
$57.4K - $240K
|
1.25K
$150K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.18K- 72.63% |
$146K - $610K
|
1.2K
$144K
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
5.17KNew |
$238K - $994K
|
5.17K
$621K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
23New |
$1.06K - $4.42K
|
23
$2.76K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-467- 0.84% |
$21.5K - $89.8K
|
55K
$6.61M
|
|
|
Oct 28, 2022
Q3 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
150+ 10.07% |
$6.91K - $28.8K
|
1.64K
$197K
|
|