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 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-2- 0.11% |
$488 - $537
|
1.87K
$465K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14+ 1.64% |
$3.42K - $3.76K
|
867
$215K
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
337+ 16.34% |
$82.2K - $90.4K
|
2.4K
$596K
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.59K- 2.6% |
$389K - $427K
|
59.7K
$14.8M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
15New |
$3.66K - $4.03K
|
15
$3.72K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-783- 6.32% |
$191K - $210K
|
11.6K
$2.88M
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-118K- 49.4% |
$28.8M - $31.6M
|
121K
$30M
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
27+ 1.73% |
$6.59K - $7.25K
|
1.59K
$394K
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
287+ 1.72% |
$70K - $77K
|
17K
$4.21M
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-99- 5.07% |
$24.2K - $26.6K
|
1.85K
$460K
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
347+ 11.48% |
$84.7K - $93.1K
|
3.37K
$837K
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-58- 1.26% |
$14.2K - $15.6K
|
4.54K
$1.13M
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-691- 3.64% |
$169K - $185K
|
18.3K
$4.54M
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-83- 1.58% |
$20.2K - $22.3K
|
5.16K
$1.28M
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 1.6% |
$30.5K - $33.5K
|
7.69K
$1.91M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.94K- 3.11% |
$474K - $521K
|
60.5K
$15M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
647+ 4.61% |
$158K - $174K
|
14.7K
$3.64M
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20+ 5.83% |
$4.88K - $5.37K
|
363
$90.1K
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-3- 0.11% |
$732 - $805
|
2.79K
$692K
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.79K- 62.86% |
$436K - $480K
|
1.06K
$262K
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-26- 3.01% |
$6.34K - $6.98K
|
838
$208K
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-16- 0.23% |
$3.9K - $4.29K
|
7.06K
$1.75M
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-1.22K- 7.37% |
$298K - $328K
|
15.4K
$3.82M
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
875New |
$213K - $235K
|
875
$217K
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-51- 0.94% |
$12.4K - $13.7K
|
5.36K
$1.33M
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
807+ 13.84% |
$197K - $217K
|
6.64K
$1.65M
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
SELL
|
- |
-243K- 37.81% |
$59.2M - $65.1M
|
399K
$99.2M
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-89- 1.96% |
$21.7K - $23.9K
|
4.45K
$1.11M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
25+ 44.64% |
$6.1K - $6.71K
|
81
$20.1K
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-43- 3.48% |
$10.5K - $11.5K
|
1.19K
$296K
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-300- 16.44% |
$73.2K - $80.5K
|
1.53K
$379K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.41K+ 140.32% |
$345K - $379K
|
2.42K
$601K
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.22KNew |
$787K - $865K
|
3.22K
$800K
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-18- 1.04% |
$4.39K - $4.83K
|
1.71K
$424K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 2.38% |
$244 - $268
|
43
$10.7K
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-40- 3.81% |
$9.76K - $10.7K
|
1.01K
$251K
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-23- 2.11% |
$5.61K - $6.17K
|
1.07K
$264K
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-360- 73.77% |
$87.8K - $96.6K
|
128
$31.8K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
40+ 80.0% |
$9.76K - $10.7K
|
90
$22.3K
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-29- 0.53% |
$7.08K - $7.78K
|
5.44K
$1.35M
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-23- 0.23% |
$5.61K - $6.17K
|
9.8K
$2.43M
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 20.0% |
$488 - $537
|
12
$2.98K
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
875New |
$213K - $235K
|
875
$217K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
122+ 12.18% |
$29.8K - $32.7K
|
1.12K
$279K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
904+ 0.41% |
$221K - $243K
|
223K
$55.5M
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.32KNew |
$323K - $355K
|
1.32K
$328K
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-214- 1.29% |
$52.2K - $57.4K
|
16.3K
$4.06M
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.01K+ 5.78% |
$246K - $271K
|
18.5K
$4.58M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
780+ 2.98% |
$190K - $209K
|
27K
$6.7M
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
607+ 1.72% |
$148K - $163K
|
35.8K
$8.89M
|