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 |
---|---|---|---|---|---|---|---|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-467- 0.84% |
$21.5K - $89.8K
|
55K
$6.53M
|
|
Oct 28, 2022
Q3 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
150+ 10.07% |
$6.91K - $28.8K
|
1.64K
$195K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
13New |
$599 - $2.5K
|
13
$1.54K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-76- 4.81% |
$3.5K - $14.6K
|
1.51K
$179K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.6KNew |
$73.8K - $308K
|
1.6K
$190K
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
14+ 9.59% |
$645 - $2.69K
|
160
$19K
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
362New |
$16.7K - $69.6K
|
362
$43K
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.49KNew |
$68.6K - $286K
|
1.49K
$177K
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-10- 0.73% |
$461 - $1.92K
|
1.36K
$162K
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
71New |
$3.27K - $13.6K
|
71
$8.43K
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
1+ 0.04% |
$46.1 - $192
|
2.56K
$304K
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
SELL
|
- |
-25- 26.32% |
$1.15K - $4.81K
|
70
$8.31K
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
237+ 7.6% |
$10.9K - $45.6K
|
3.36K
$398K
|
|
Oct 11, 2022
Q3 2022
|
Jacobs & CO
|
BUY
|
- |
1.52KNew |
$70.1K - $293K
|
1.52K
$181K
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
47New |
$2.16K - $9.03K
|
47
$5.58K
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-81- 9.24% |
$3.73K - $15.6K
|
796
$94.5K
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3- 2.48% |
$138 - $577
|
118
$14K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
6+ 0.46% |
$276 - $1.15K
|
1.32K
$156K
|
|
Q2 2022 | |||||||
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.17KClosed |
$196K - $247K
|
0
$0
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.48K- 59.38% |
$415K - $525K
|
1.7K
$201K
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.01KClosed |
$170K - $214K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-66Closed |
$11.1K - $14K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-59- 16.81% |
$9.89K - $12.5K
|
292
$34.7K
|
|
Aug 16, 2022
Q2 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
27+ 0.7% |
$4.53K - $5.72K
|
3.88K
$460K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-655Closed |
$110K - $139K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-415- 17.93% |
$69.6K - $87.9K
|
1.9K
$226K
|
|
Aug 15, 2022
Q2 2022
|
683 Capital Management, LLC
New York, NY |
SELL
|
- |
-5.3KClosed |
$889K - $1.12M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
400New |
$67.1K - $84.7K
|
400
$47.5K
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.06KClosed |
$178K - $225K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.68% |
$1.17K - $1.48K
|
1.04K
$124K
|
|
Aug 15, 2022
Q2 2022
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
BUY
|
- |
30KNew |
$5.03M - $6.36M
|
30K
$3.56M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-465Closed |
$78K - $98.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.49KClosed |
$249K - $315K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
50KNew |
$8.38M - $10.6M
|
50K
$5.94M
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-52- 0.94% |
$8.72K - $11K
|
5.5K
$653K
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-400Closed |
$67.1K - $84.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1KClosed |
$168K - $212K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1KClosed |
$168K - $212K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.05KClosed |
$176K - $222K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-250Closed |
$41.9K - $53K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1KClosed |
$168K - $212K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.11KNew |
$186K - $235K
|
1.11K
$132K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-124Closed |
$20.8K - $26.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
8.5KNew |
$1.43M - $1.8M
|
8.5K
$1.01M
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
50+ 2.63% |
$8.38K - $10.6K
|
1.95K
$231K
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-78.4K- 36.26% |
$13.1M - $16.6M
|
138K
$16.4M
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2.27KClosed |
$380K - $480K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.07KClosed |
$179K - $226K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-7Closed |
$1.17K - $1.48K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1KClosed |
$168K - $212K
|
0
$0
|