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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.19K+ 7.4% |
$191K - $264K
|
17.2K
$3.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
89+ 8.33% |
$14.3K - $19.8K
|
1.16K
$203K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$189K - $262K
|
1.18K
$206K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.09K- 48.04% |
$175K - $243K
|
1.18K
$206K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.24K- 56.26% |
$200K - $276K
|
964
$169K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
4+ 200.0% |
$644 - $892
|
6
$1.05K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
181+ 14.17% |
$29.2K - $40.4K
|
1.46K
$256K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.42K+ 7.04% |
$712K - $985K
|
67.2K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-10.4K- 32.62% |
$1.67M - $2.31M
|
21.4K
$3.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-405- 0.49% |
$65.2K - $90.3K
|
83.1K
$14.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-350- 20.11% |
$56.4K - $78K
|
1.39K
$244K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23+ 1.72% |
$3.7K - $5.13K
|
1.36K
$239K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50+ 25.0% |
$8.05K - $11.1K
|
250
$43.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.64KNew |
$425K - $588K
|
2.64K
$463K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.6K- 58.71% |
$258K - $357K
|
1.13K
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
65+ 2.99% |
$10.5K - $14.5K
|
2.24K
$393K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-861- 22.31% |
$139K - $192K
|
3K
$526K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
87+ 45.55% |
$14K - $19.4K
|
278
$48.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
904+ 9.51% |
$146K - $202K
|
10.4K
$1.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
79+ 9.74% |
$12.7K - $17.6K
|
890
$156K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.05K- 54.34% |
$491K - $680K
|
2.56K
$450K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
189+ 9.75% |
$30.4K - $42.1K
|
2.13K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-1K- 50.0% |
$161K - $223K
|
1K
$175K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
3.1K+ 16.32% |
$499K - $691K
|
22.1K
$3.88M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
400New |
$64.4K - $89.2K
|
400
$70.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$805 - $1.11K
|
5
$877
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-190- 2.79% |
$30.6K - $42.4K
|
6.61K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
24.4KNew |
$3.93M - $5.44M
|
24.4K
$4.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-22- 0.2% |
$3.54K - $4.9K
|
10.7K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.32K- 22.42% |
$213K - $295K
|
4.58K
$803K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.6K- 41.58% |
$1.71M - $2.37M
|
14.9K
$2.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Coho Partners, Ltd.
|
SELL
|
- |
-43.8K- 20.13% |
$7.05M - $9.76M
|
174K
$30.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
28+ 90.32% |
$4.51K - $6.24K
|
59
$10.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.36K+ 122.27% |
$379K - $525K
|
4.28K
$751K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-45- 33.83% |
$7.25K - $10K
|
88
$15.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.05% |
$161 - $223
|
2.15K
$376K
|
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-358- 4.94% |
$57.7K - $79.8K
|
6.89K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-129- 2.59% |
$20.8K - $28.8K
|
4.85K
$851K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
164+ 0.53% |
$26.4K - $36.6K
|
31K
$5.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$322 - $446
|
2
$351
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.91K+ 39.26% |
$951K - $1.32M
|
21K
$3.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.65K+ 28.92% |
$266K - $368K
|
7.36K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4- 1.39% |
$644 - $892
|
284
$49.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-574- 26.72% |
$92.4K - $128K
|
1.57K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3- 7.14% |
$483 - $669
|
39
$6.84K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$2.42K - $3.34K
|
15
$2.63K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
187+ 8.1% |
$30.1K - $41.7K
|
2.5K
$438K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.1K- 57.34% |
$1.78M - $2.46M
|
8.22K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.75K+ 30.98% |
$282K - $390K
|
7.39K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-165- 4.04% |
$26.6K - $36.8K
|
3.92K
$687K
|