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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 5.47% |
$102K - $118K
|
17.7K
$1.86M
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-2.05K- 4.06% |
$205K - $237K
|
48.4K
$5.11M
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
327+ 5.07% |
$32.7K - $37.9K
|
6.77K
$715K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
10+ 100.0% |
$999 - $1.16K
|
20
$2.11K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-134- 5.36% |
$13.4K - $15.5K
|
2.36K
$249K
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
322+ 0.52% |
$32.2K - $37.3K
|
62K
$6.55M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.67K+ 2.66% |
$367K - $425K
|
142K
$15M
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-90- 0.8% |
$8.99K - $10.4K
|
11.1K
$1.17M
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-367- 3.74% |
$36.6K - $42.5K
|
9.46K
$998K
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-68- 1.35% |
$6.79K - $7.87K
|
4.99K
$526K
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-791- 4.57% |
$79K - $91.6K
|
16.5K
$1.74M
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-5- 1.96% |
$499 - $579
|
250
$26.4K
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
166+ 2.2% |
$16.6K - $19.2K
|
7.73K
$815K
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
1.67K+ 16.76% |
$167K - $193K
|
11.6K
$1.23M
|
|
Jul 09, 2025
Q2 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-45- 1.29% |
$4.49K - $5.21K
|
3.44K
$363K
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-1.24K- 3.43% |
$124K - $144K
|
35K
$3.7M
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
101+ 2.94% |
$10.1K - $11.7K
|
3.54K
$374K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
398+ 14.54% |
$39.7K - $46.1K
|
3.14K
$331K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
376+ 133.33% |
$37.5K - $43.5K
|
658
$69.4K
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-19.7K- 86.32% |
$1.97M - $2.28M
|
3.12K
$330K
|
|
Jul 09, 2025
Q2 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
86+ 0.12% |
$8.59K - $9.95K
|
73.2K
$7.72M
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-167- 2.77% |
$16.7K - $19.3K
|
5.87K
$619K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
143+ 13.02% |
$14.3K - $16.6K
|
1.24K
$131K
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.09KNew |
$209K - $242K
|
2.09K
$221K
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
22.5K+ 225.8% |
$2.25M - $2.61M
|
32.5K
$3.43M
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
75+ 7.58% |
$7.49K - $8.68K
|
1.07K
$112K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
18New |
$1.8K - $2.08K
|
18
$1.9K
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
7New |
$699 - $810
|
7
$739
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
44K+ 11.73% |
$4.39M - $5.09M
|
419K
$44.3M
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
290+ 5.23% |
$29K - $33.6K
|
5.83K
$616K
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-75- 16.74% |
$7.49K - $8.68K
|
373
$39.4K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
75+ 326.09% |
$7.49K - $8.68K
|
98
$10.3K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
12+ 600.0% |
$1.2K - $1.39K
|
14
$1.48K
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-13- 17.33% |
$1.3K - $1.5K
|
62
$6.54K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-122- 4.66% |
$12.2K - $14.1K
|
2.5K
$263K
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-31- 0.1% |
$3.1K - $3.59K
|
29.9K
$3.15M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
439+ 5.64% |
$43.8K - $50.8K
|
8.22K
$868K
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5- 0.15% |
$499 - $579
|
3.32K
$351K
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
166K+ 14.0% |
$16.6M - $19.2M
|
1.35M
$143M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-12- 0.1% |
$1.2K - $1.39K
|
12.1K
$1.28M
|
|
Q1 2025 | |||||||
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-12Closed |
$1.26K - $1.51K
|
0
$0
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.28K- 9.05% |
$134K - $162K
|
12.9K
$1.36M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
31New |
$3.25K - $3.91K
|
31
$3.27K
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
31New |
$3.25K - $3.91K
|
31
$3.27K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17K+ 128.09% |
$1.78M - $2.14M
|
30.3K
$3.19M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
994+ 16.46% |
$104K - $125K
|
7.03K
$742K
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-440- 5.49% |
$46.1K - $55.5K
|
7.57K
$799K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.01K- 19.71% |
$211K - $253K
|
8.18K
$864K
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-49- 44.14% |
$5.13K - $6.18K
|
62
$6.54K
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-218- 7.17% |
$22.8K - $27.5K
|
2.82K
$298K
|