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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
261+ 14.45% |
$31.3K - $36.7K
|
2.07K
$245K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
5.06K+ 80.3% |
$608K - $713K
|
11.4K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-9- 9.68% |
$1.08K - $1.27K
|
84
$9.97K
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-124- 26.33% |
$14.9K - $17.5K
|
347
$41.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.61KNew |
$554K - $650K
|
4.61K
$548K
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-73- 1.77% |
$8.76K - $10.3K
|
4.04K
$480K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-178- 2.76% |
$21.4K - $25.1K
|
6.26K
$743K
|
|
|
Nov 06, 2024
Q3 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-1.78K- 10.21% |
$214K - $251K
|
15.6K
$1.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 10.66% |
$6.36K - $7.46K
|
550
$65.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
488K+ 105.72% |
$58.6M - $68.7M
|
949K
$113M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
307K+ 27.22% |
$36.8M - $43.2M
|
1.43M
$170M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-87- 69.6% |
$10.4K - $12.2K
|
38
$4.51K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-38- 1.07% |
$4.56K - $5.35K
|
3.51K
$417K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.53K- 61.41% |
$303K - $356K
|
1.59K
$189K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-78- 1.76% |
$9.36K - $11K
|
4.35K
$516K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.63K- 12.27% |
$316K - $371K
|
18.8K
$2.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-257- 3.74% |
$30.8K - $36.2K
|
6.61K
$784K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.16K- 10.41% |
$259K - $304K
|
18.6K
$2.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.55K+ 79.45% |
$186K - $218K
|
3.49K
$415K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-212- 4.0% |
$25.4K - $29.8K
|
5.09K
$604K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.71K- 21.93% |
$565K - $663K
|
16.8K
$1.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
259+ 0.17% |
$31.1K - $36.5K
|
155K
$18.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.85K- 8.42% |
$582K - $683K
|
52.7K
$6.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 39.29% |
$1.32K - $1.55K
|
39
$4.63K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-379- 6.42% |
$45.5K - $53.4K
|
5.52K
$655K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.64K- 15.24% |
$196K - $230K
|
9.11K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-4.1K- 61.04% |
$492K - $577K
|
2.62K
$311K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14- 0.78% |
$1.68K - $1.97K
|
1.77K
$210K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
467+ 17.66% |
$56K - $65.7K
|
3.11K
$369K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-113- 2.12% |
$13.6K - $15.9K
|
5.22K
$620K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.87K+ 103.24% |
$344K - $403K
|
5.64K
$670K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-136- 6.42% |
$16.3K - $19.1K
|
1.98K
$236K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.68K+ 380.41% |
$802K - $940K
|
8.44K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 27.27% |
$360 - $422
|
8
$950
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
669+ 25.07% |
$80.3K - $94.2K
|
3.34K
$396K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-725- 7.9% |
$87K - $102K
|
8.46K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-125- 2.87% |
$15K - $17.6K
|
4.22K
$501K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-116- 2.66% |
$13.9K - $16.3K
|
4.25K
$504K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.78KNew |
$213K - $250K
|
1.78K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-288- 7.51% |
$34.6K - $40.5K
|
3.55K
$421K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-240- 9.5% |
$28.8K - $33.8K
|
2.29K
$271K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-683- 10.31% |
$82K - $96.1K
|
5.94K
$705K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.9KNew |
$468K - $549K
|
3.9K
$463K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-306- 9.6% |
$36.7K - $43.1K
|
2.88K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
157New |
$18.8K - $22.1K
|
157
$18.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-234- 13.72% |
$28.1K - $32.9K
|
1.47K
$175K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.61KNew |
$193K - $226K
|
1.61K
$191K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
211+ 108.21% |
$25.3K - $29.7K
|
406
$48.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-1.92K- 21.14% |
$230K - $270K
|
7.16K
$850K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13+ 6.47% |
$1.56K - $1.83K
|
214
$25.4K
|