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 30, 2021
Q2 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.4KClosed |
$235K - $274K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.2KClosed |
$202K - $236K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-703Closed |
$118K - $138K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
98.1KNew |
$16.4M - $19.2M
|
98.1K
$11.8M
|
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$3.01K - $3.52K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.7KClosed |
$284K - $332K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
453KNew |
$75.8M - $88.6M
|
453K
$54.4M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-264Closed |
$44.2K - $51.7K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-8.46KClosed |
$1.42M - $1.66M
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-600Closed |
$100K - $117K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-1.33KClosed |
$223K - $261K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
705New |
$109K - $120K
|
705
$84.7K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-8Closed |
$1.23K - $1.36K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-416Closed |
$64.2K - $70.5K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-712Closed |
$110K - $121K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-8Closed |
$1.23K - $1.36K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-285Closed |
$44K - $48.3K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-568Closed |
$87.6K - $96.3K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Credit Agricole S A
|
BUY
|
- |
1KNew |
$154K - $170K
|
1K
$120K
|
|
|
May 17, 2021
Q1 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-1.9KClosed |
$292K - $321K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.27KClosed |
$196K - $215K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.74KClosed |
$269K - $295K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-3.2KClosed |
$494K - $542K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Equitable Trust CO
|
SELL
|
- |
-1.74KClosed |
$268K - $294K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
10.5KNew |
$1.62M - $1.78M
|
10.5K
$1.26M
|
|
|
May 14, 2021
Q1 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
PUT |
940New |
$145K - $159K
|
940
$113K
|
|
|
May 14, 2021
Q1 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-438Closed |
$67.6K - $74.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-41Closed |
$6.32K - $6.95K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-221Closed |
$34.1K - $37.5K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-936Closed |
$144K - $159K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-65.8KClosed |
$10.1M - $11.1M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-108Closed |
$16.7K - $18.3K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kemper Corp Master Retirement Trust
|
SELL
|
- |
-5.85KClosed |
$902K - $992K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-213Closed |
$32.9K - $36.1K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-79Closed |
$12.2K - $13.4K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-45- 64.29% |
$6.94K - $7.63K
|
25
$3K
|
|
|
May 07, 2021
Q1 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.69KClosed |
$569K - $625K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-882Closed |
$136K - $150K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
23New |
$3.55K - $3.9K
|
23
$2.76K
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-18Closed |
$2.78K - $3.05K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-53Closed |
$8.18K - $8.98K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-214Closed |
$33K - $36.3K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
BUY
|
- |
20New |
$3.09K - $3.39K
|
20
$2.4K
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.97KClosed |
$613K - $673K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
143New |
$22.1K - $24.2K
|
143
$17.2K
|
|
|
Apr 26, 2021
Q1 2021
|
Focused Investors LLC
|
SELL
|
- |
-298KClosed |
$45.9M - $50.4M
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-1.42K- 92.98% |
$219K - $240K
|
107
$12.8K
|
|
|
Apr 23, 2021
Q1 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-38Closed |
$5.86K - $6.44K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-25Closed |
$3.86K - $4.24K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-858Closed |
$132K - $145K
|
0
$0
|
|