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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.93K+ 2.45% |
$456K - $501K
|
80.6K
$18.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
785New |
$186K - $204K
|
785
$176K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
298+ 0.86% |
$70.5K - $77.4K
|
34.8K
$7.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
83+ 0.84% |
$19.6K - $21.6K
|
9.94K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5- 0.25% |
$1.18K - $1.3K
|
2.03K
$455K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-775- 2.21% |
$183K - $201K
|
34.2K
$7.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
156+ 10.55% |
$36.9K - $40.5K
|
1.64K
$367K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
28+ 2.71% |
$6.62K - $7.27K
|
1.06K
$238K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-35- 0.6% |
$8.27K - $9.09K
|
5.85K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-55- 2.97% |
$13K - $14.3K
|
1.79K
$402K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
370+ 37.15% |
$87.5K - $96.1K
|
1.37K
$306K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
171+ 3.59% |
$40.4K - $44.4K
|
4.93K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13- 6.22% |
$3.07K - $3.38K
|
196
$44K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.16K+ 51.47% |
$274K - $301K
|
3.41K
$764K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.25% |
$946 - $1.04K
|
1.64K
$367K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.63K+ 7.14% |
$621K - $683K
|
39.4K
$8.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-92- 3.01% |
$21.8K - $23.9K
|
2.96K
$665K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
72New |
$17K - $18.7K
|
72
$16.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-45.6K- 54.43% |
$10.8M - $11.9M
|
38.2K
$8.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-839- 31.94% |
$198K - $218K
|
1.79K
$401K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
114K+ 41.18% |
$27M - $29.7M
|
391K
$87.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-117- 4.26% |
$27.7K - $30.4K
|
2.63K
$589K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-5.18K- 47.86% |
$1.22M - $1.35M
|
5.64K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-75- 4.99% |
$17.7K - $19.5K
|
1.43K
$320K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 14.94% |
$3.07K - $3.38K
|
74
$16.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.06K+ 18.86% |
$487K - $535K
|
13K
$2.91M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1+ 1.85% |
$236 - $260
|
55
$12.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.12K- 15.38% |
$975K - $1.07M
|
22.7K
$5.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.32K+ 54.55% |
$312K - $343K
|
3.74K
$839K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-119- 26.33% |
$28.1K - $30.9K
|
333
$74.7K
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
800New |
$189K - $208K
|
800
$179K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.53K+ 25.06% |
$1.07M - $1.18M
|
22.6K
$5.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-119- 9.09% |
$28.1K - $30.9K
|
1.19K
$267K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-244- 3.96% |
$57.7K - $63.4K
|
5.92K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$946 - $1.04K
|
4
$897
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-90- 3.22% |
$21.3K - $23.4K
|
2.71K
$607K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-420- 3.94% |
$99.3K - $109K
|
10.2K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-33.9K- 49.59% |
$8.02M - $8.81M
|
34.5K
$7.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
59+ 4.75% |
$13.9K - $15.3K
|
1.3K
$292K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-685- 39.3% |
$162K - $178K
|
1.06K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-126- 4.12% |
$29.8K - $32.7K
|
2.93K
$657K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
107+ 2.1% |
$25.3K - $27.8K
|
5.2K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
2.09K+ 9.65% |
$494K - $543K
|
23.8K
$5.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
93+ 7.55% |
$22K - $24.2K
|
1.32K
$297K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
73+ 0.32% |
$17.3K - $19K
|
22.8K
$5.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3+ 0.35% |
$709 - $779
|
855
$192K
|
|
|
Oct 31, 2024
Q3 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-9.57K- 20.56% |
$2.26M - $2.49M
|
37K
$8.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.32K- 1.65% |
$548K - $603K
|
138K
$31M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
75New |
$17.7K - $19.5K
|
75
$16.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-2.43K- 5.29% |
$575K - $631K
|
43.5K
$9.76M
|