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 |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
35+ 1.48% |
$8.54K - $9.39K
|
2.4K
$595K
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-87- 0.84% |
$21.2K - $23.3K
|
10.3K
$2.55M
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
85+ 1.82% |
$20.7K - $22.8K
|
4.77K
$1.18M
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4+ 0.26% |
$976 - $1.07K
|
1.54K
$381K
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-6- 0.7% |
$1.46K - $1.61K
|
846
$210K
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-89- 0.26% |
$21.7K - $23.9K
|
33.5K
$8.32M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.36KNew |
$333K - $366K
|
1.36K
$339K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
4.85K+ 200.25% |
$1.18M - $1.3M
|
7.28K
$1.81M
|
|
Jul 22, 2024
Q2 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-67.7K- 60.35% |
$16.5M - $18.2M
|
44.5K
$11M
|
|
Jul 22, 2024
Q2 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-2.94K- 0.83% |
$716K - $788K
|
351K
$87.2M
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.99K+ 270.2% |
$1.46M - $1.61M
|
8.21K
$2.04M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.94K+ 86.44% |
$473K - $520K
|
4.18K
$1.04M
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
350+ 15.58% |
$85.4K - $93.9K
|
2.6K
$645K
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
40+ 0.53% |
$9.76K - $10.7K
|
7.52K
$1.87M
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 3.23% |
$244 - $268
|
32
$7.95K
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.3K- 1.42% |
$316K - $348K
|
89.9K
$22.3M
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6New |
$1.46K - $1.61K
|
6
$1.49K
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-40- 2.59% |
$9.76K - $10.7K
|
1.5K
$373K
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.82K- 11.79% |
$444K - $488K
|
13.6K
$3.38M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-558- 0.5% |
$136K - $150K
|
111K
$27.6M
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-28- 0.1% |
$6.83K - $7.51K
|
27.9K
$6.92M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
98+ 1.21% |
$23.9K - $26.3K
|
8.19K
$2.03M
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-28- 2.21% |
$6.83K - $7.51K
|
1.24K
$307K
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-31K- 8.24% |
$7.57M - $8.33M
|
346K
$85.9M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-328- 2.37% |
$80K - $88K
|
13.5K
$3.35M
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
792+ 510.97% |
$193K - $213K
|
947
$235K
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-5.33K- 3.63% |
$1.3M - $1.43M
|
142K
$35.1M
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-287- 19.13% |
$70K - $77K
|
1.21K
$301K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
108+ 2.97% |
$26.3K - $29K
|
3.74K
$928K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
159+ 318.0% |
$38.8K - $42.7K
|
209
$51.9K
|
|
Jul 19, 2024
Q2 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-450- 18.37% |
$110K - $121K
|
2K
$497K
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
22+ 0.79% |
$5.37K - $5.9K
|
2.82K
$701K
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-46- 4.13% |
$11.2K - $12.3K
|
1.07K
$265K
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.34K+ 300.0% |
$572K - $629K
|
3.12K
$776K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-92- 2.25% |
$22.4K - $24.7K
|
4K
$993K
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-645- 3.78% |
$157K - $173K
|
16.4K
$4.08M
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-50- 1.5% |
$12.2K - $13.4K
|
3.28K
$815K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
38+ 33.93% |
$9.27K - $10.2K
|
150
$37.2K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
55.9K+ 14.45% |
$13.6M - $15M
|
443K
$110M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.06K+ 8.08% |
$1.23M - $1.36M
|
67.7K
$16.8M
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-581- 3.55% |
$142K - $156K
|
15.8K
$3.92M
|
|
Jul 19, 2024
Q2 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
3.46KNew |
$844K - $929K
|
3.46K
$859K
|
|
Jul 19, 2024
Q2 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
49.5KNew |
$12.1M - $13.3M
|
49.5K
$12.3M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
316+ 11.53% |
$77.1K - $84.8K
|
3.06K
$759K
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
100+ 0.16% |
$24.4K - $26.8K
|
61.5K
$15.3M
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
50+ 1.63% |
$12.2K - $13.4K
|
3.11K
$772K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
35+ 2.77% |
$8.54K - $9.39K
|
1.3K
$323K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$244 - $268
|
1.15K
$285K
|
|
Jul 19, 2024
Q2 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-2.09K- 4.3% |
$510K - $561K
|
46.6K
$11.6M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
25+ 2.05% |
$6.1K - $6.71K
|
1.25K
$309K
|