Latest Institutional Transactions on Constellation Brands, Inc. (STZ)
This table provides information on the latest institutional transactions involving Constellation Brands, Inc. (STZ) 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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-10- 0.36% |
$2.41K - $2.72K
|
2.79K
$718K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-112- 1.63% |
$27K - $30.5K
|
6.77K
$1.74M
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
1.46KNew |
$352K - $396K
|
1.46K
$375K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
50New |
$12.1K - $13.6K
|
50
$12.9K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
738New |
$178K - $201K
|
738
$190K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
96+ 5.8% |
$23.2K - $26.1K
|
1.75K
$450K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-247- 1.7% |
$59.6K - $67.2K
|
14.3K
$3.67M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
800New |
$193K - $218K
|
800
$206K
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
SELL
|
- |
-3K- 16.67% |
$724K - $816K
|
15K
$3.86M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-50- 25.0% |
$12.1K - $13.6K
|
150
$38.6K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 33.33% |
$24.1K - $27.2K
|
200
$51.5K
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-5.98K- 10.84% |
$1.44M - $1.63M
|
49.2K
$12.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31K+ 320.01% |
$7.49M - $8.44M
|
40.7K
$10.5M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
400+ 2.59% |
$96.6K - $109K
|
15.9K
$4.08M
|
|
|
May 21, 2024
Q1 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.06KNew |
$498K - $561K
|
2.06K
$531K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.22KNew |
$535K - $603K
|
2.22K
$571K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-616- 81.81% |
$149K - $168K
|
137
$35.2K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-229- 13.28% |
$55.3K - $62.3K
|
1.5K
$385K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.56K+ 21.52% |
$1.1M - $1.24M
|
25.7K
$6.62M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.32K+ 9.11% |
$559K - $630K
|
27.8K
$7.14M
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.18K+ 3.81% |
$286K - $322K
|
32.3K
$8.3M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-175- 4.62% |
$42.2K - $47.6K
|
3.61K
$930K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-59- 3.5% |
$14.2K - $16.1K
|
1.63K
$419K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
462+ 10.21% |
$112K - $126K
|
4.99K
$1.28M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
637+ 2.89% |
$154K - $173K
|
22.7K
$5.83M
|
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-74- 1.44% |
$17.9K - $20.1K
|
5.05K
$1.3M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
26+ 60.47% |
$6.28K - $7.07K
|
69
$17.8K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
974+ 11.98% |
$235K - $265K
|
9.11K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.6K+ 88.33% |
$2.57M - $2.89M
|
22.7K
$5.83M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.6K- 46.88% |
$387K - $436K
|
1.81K
$467K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.98MNew |
$719M - $811M
|
2.98M
$767M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
818New |
$197K - $223K
|
818
$210K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.71K+ 8.55% |
$414K - $466K
|
21.8K
$5.6M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
44+ 0.32% |
$10.6K - $12K
|
13.8K
$3.55M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
92.8K+ 39.64% |
$22.4M - $25.2M
|
327K
$84.1M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
PUT |
-42.7K- 58.25% |
$10.3M - $11.6M
|
30.6K
$7.87M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-65- 1.24% |
$15.7K - $17.7K
|
5.18K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Palestra Capital Management LLC
New York, NY |
BUY
|
- |
70.9K+ 20.59% |
$17.1M - $19.3M
|
415K
$107M
|
|
|
May 15, 2024
Q1 2024
|
D1 Capital Partners L.P.
New York, NY |
BUY
|
- |
656KNew |
$158M - $179M
|
656K
$169M
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-4.9K- 31.61% |
$1.18M - $1.33M
|
10.6K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-349- 7.26% |
$84.3K - $94.9K
|
4.46K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
77KNew |
$18.6M - $20.9M
|
77K
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-170- 17.88% |
$41K - $46.2K
|
781
$201K
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
69.6K+ 54.41% |
$16.8M - $18.9M
|
198K
$50.8M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
405+ 0.15% |
$97.8K - $110K
|
270K
$69.4M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6+ 0.38% |
$1.45K - $1.63K
|
1.61K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.4K- 79.7% |
$3.72M - $4.19M
|
3.93K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
4.48K+ 17.04% |
$1.08M - $1.22M
|
30.8K
$7.92M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
132+ 4.87% |
$31.9K - $35.9K
|
2.84K
$731K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.63K+ 4.91% |
$394K - $444K
|
34.8K
$8.96M
|
|