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 |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.26K+ 56.48% |
$305K - $344K
|
3.5K
$860K
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-124- 8.05% |
$29.9K - $33.7K
|
1.42K
$348K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
104+ 10.3% |
$25.1K - $28.3K
|
1.11K
$273K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 0.59% |
$966 - $1.09K
|
684
$168K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.06K+ 10.09% |
$255K - $287K
|
11.5K
$2.83M
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
2.42K+ 9.41% |
$584K - $658K
|
28.1K
$6.9M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.89K+ 3.06% |
$1.66M - $1.87M
|
232K
$57M
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-29.7K- 48.33% |
$7.16M - $8.07M
|
31.7K
$7.78M
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
6.25KNew |
$1.51M - $1.7M
|
6.25K
$1.53M
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.66K+ 99.88% |
$400K - $451K
|
3.32K
$814K
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.05K+ 18.53% |
$253K - $285K
|
6.69K
$1.64M
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
744New |
$180K - $202K
|
744
$183K
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.48% |
$2.41K - $2.72K
|
2.06K
$507K
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-13- 0.5% |
$3.14K - $3.54K
|
2.61K
$641K
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
SELL
|
- |
-749- 46.84% |
$181K - $204K
|
850
$209K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
180+ 17.44% |
$43.5K - $49K
|
1.21K
$297K
|
|
May 06, 2024
Q1 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-1.04K- 4.45% |
$252K - $284K
|
22.4K
$5.5M
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
799New |
$193K - $217K
|
799
$196K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.27K- 20.9% |
$1.03M - $1.16M
|
16.2K
$3.97M
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
3New |
$724 - $816
|
3
$736
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.57K- 15.75% |
$379K - $427K
|
8.39K
$2.06M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-340- 4.5% |
$82.1K - $92.5K
|
7.21K
$1.77M
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
62+ 3.42% |
$15K - $16.9K
|
1.87K
$460K
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-7.38K- 70.73% |
$1.78M - $2.01M
|
3.06K
$750K
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
75+ 14.62% |
$18.1K - $20.4K
|
588
$144K
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
17.3K+ 32.87% |
$4.17M - $4.7M
|
69.9K
$17.1M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.05K+ 1.85% |
$1.22M - $1.37M
|
278K
$68.3M
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2+ 0.02% |
$483 - $544
|
8.45K
$2.07M
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-100- 3.85% |
$24.1K - $27.2K
|
2.5K
$614K
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
37+ 0.5% |
$8.93K - $10.1K
|
7.48K
$1.84M
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 33.33% |
$966 - $1.09K
|
16
$3.93K
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
4.05K+ 2.95% |
$978K - $1.1M
|
141K
$34.7M
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-960- 7.72% |
$232K - $261K
|
11.5K
$2.82M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 2.08% |
$1.45K - $1.63K
|
295
$72.4K
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
802New |
$194K - $218K
|
802
$197K
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-57- 65.52% |
$13.8K - $15.5K
|
30
$7.36K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
99+ 6.02% |
$23.9K - $26.9K
|
1.74K
$428K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
544+ 3.88% |
$131K - $148K
|
14.6K
$3.57M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
176+ 15.7% |
$42.5K - $47.9K
|
1.3K
$318K
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.42K- 40.34% |
$585K - $659K
|
3.58K
$879K
|
|
May 03, 2024
Q1 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
31.4KNew |
$7.59M - $8.55M
|
31.4K
$7.72M
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10+ 0.44% |
$2.41K - $2.72K
|
2.26K
$554K
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-968- 1.05% |
$234K - $263K
|
91.2K
$22.4M
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
259+ 3.17% |
$62.5K - $70.5K
|
8.44K
$2.07M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
109+ 4.08% |
$26.3K - $29.7K
|
2.78K
$682K
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
265+ 1.1% |
$64K - $72.1K
|
24.3K
$5.97M
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
803New |
$194K - $218K
|
803
$197K
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
674+ 7.6% |
$163K - $183K
|
9.54K
$2.34M
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
192+ 0.43% |
$46.4K - $52.2K
|
45.3K
$11.1M
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-136- 7.75% |
$32.8K - $37K
|
1.62K
$397K
|