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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
BUY
|
- |
1.04K+ 1.18% |
$246K - $271K
|
89.6K
$20.1M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-396- 13.38% |
$93.6K - $103K
|
2.56K
$575K
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-12.9K- 43.48% |
$3.05M - $3.35M
|
16.8K
$3.76M
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-31- 2.76% |
$7.33K - $8.05K
|
1.09K
$245K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-847- 0.38% |
$200K - $220K
|
223K
$49.9M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
42+ 3.79% |
$9.93K - $10.9K
|
1.15K
$258K
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
11+ 0.05% |
$2.6K - $2.86K
|
22.2K
$4.97M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.25K- 7.7% |
$296K - $325K
|
15K
$3.36M
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
11.1K+ 49.0% |
$2.61M - $2.87M
|
33.6K
$7.54M
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
93+ 5.39% |
$22K - $24.2K
|
1.82K
$408K
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-4- 0.2% |
$946 - $1.04K
|
2.03K
$455K
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-219- 10.6% |
$51.8K - $56.9K
|
1.85K
$414K
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
795+ 60.69% |
$188K - $207K
|
2.11K
$472K
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-458- 4.44% |
$108K - $119K
|
9.86K
$2.21M
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 2.33% |
$236 - $260
|
42
$9.42K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-77- 2.96% |
$18.2K - $20K
|
2.52K
$565K
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.2K- 2.55% |
$284K - $312K
|
45.9K
$10.3M
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-376- 13.28% |
$88.9K - $97.7K
|
2.46K
$551K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.67K- 24.95% |
$1.1M - $1.21M
|
14K
$3.15M
|
|
Oct 22, 2024
Q3 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
81K+ 40.06% |
$19.1M - $21M
|
283K
$63.5M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-920- 18.44% |
$218K - $239K
|
4.07K
$912K
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
80+ 2.99% |
$18.9K - $20.8K
|
2.75K
$617K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-136- 14.32% |
$32.2K - $35.3K
|
814
$183K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
498K+ 23184.67% |
$118M - $129M
|
500K
$112M
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
59+ 7.07% |
$13.9K - $15.3K
|
894
$200K
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
27+ 450.0% |
$6.38K - $7.02K
|
33
$7.4K
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-7- 1.69% |
$1.65K - $1.82K
|
408
$91.5K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
882+ 2.57% |
$209K - $229K
|
35.3K
$7.91M
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-62- 1.2% |
$14.7K - $16.1K
|
5.09K
$1.14M
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
305+ 1.65% |
$72.1K - $79.2K
|
18.8K
$4.21M
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-16- 50.0% |
$3.78K - $4.16K
|
16
$3.59K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
10+ 1.09% |
$2.36K - $2.6K
|
931
$209K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9- 6.25% |
$2.13K - $2.34K
|
135
$30.3K
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
100+ 1.16% |
$23.6K - $26K
|
8.75K
$1.96M
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
245+ 9.21% |
$57.9K - $63.7K
|
2.91K
$652K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-29- 3.51% |
$6.86K - $7.53K
|
797
$179K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-219- 4.25% |
$51.8K - $56.9K
|
4.94K
$1.11M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
500+ 15.51% |
$118K - $130K
|
3.72K
$835K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
150New |
$35.5K - $39K
|
150
$33.6K
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.58K- 19.81% |
$374K - $411K
|
6.4K
$1.43M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-22- 0.05% |
$5.2K - $5.72K
|
47.9K
$10.7M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
78+ 7.65% |
$18.4K - $20.3K
|
1.1K
$246K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-163- 13.22% |
$38.5K - $42.4K
|
1.07K
$240K
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-81- 6.55% |
$19.2K - $21K
|
1.16K
$259K
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
235+ 5.96% |
$55.6K - $61.1K
|
4.18K
$937K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
573+ 13.06% |
$135K - $149K
|
4.96K
$1.11M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
239New |
$56.5K - $62.1K
|
239
$53.6K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
128+ 8.5% |
$30.3K - $33.3K
|
1.63K
$366K
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-100- 22.22% |
$23.6K - $26K
|
350
$78.5K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
42+ 4.44% |
$9.93K - $10.9K
|
989
$222K
|