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 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
240+ 52.86% |
$56.7K - $62.4K
|
694
$155K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
120+ 1.41% |
$28.4K - $31.2K
|
8.61K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.04K+ 13.59% |
$245K - $269K
|
8.67K
$1.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-57- 5.25% |
$13.5K - $14.8K
|
1.03K
$229K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
983New |
$232K - $255K
|
983
$219K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-29.3K- 43.7% |
$6.93M - $7.62M
|
37.8K
$8.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.63K- 3.05% |
$386K - $424K
|
51.9K
$11.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
18+ 16.07% |
$4.26K - $4.68K
|
130
$29K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-1- 0.09% |
$236 - $260
|
1.11K
$248K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
24+ 0.85% |
$5.67K - $6.24K
|
2.84K
$632K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
108+ 12.81% |
$25.5K - $28.1K
|
951
$212K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-42- 2.18% |
$9.93K - $10.9K
|
1.89K
$420K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.22% |
$1.18K - $1.3K
|
2.3K
$512K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
300+ 5.93% |
$70.9K - $77.9K
|
5.36K
$1.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
541New |
$128K - $141K
|
541
$120K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
217+ 1.83% |
$51.3K - $56.4K
|
12.1K
$2.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
494+ 198.39% |
$117K - $128K
|
743
$165K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-402- 6.06% |
$95K - $104K
|
6.24K
$1.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
55+ 22.92% |
$13K - $14.3K
|
295
$65.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
28+ 1.13% |
$6.62K - $7.27K
|
2.5K
$557K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
75+ 9.15% |
$17.7K - $19.5K
|
895
$199K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-195- 9.33% |
$46.1K - $50.7K
|
1.89K
$422K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-23.7K- 11.62% |
$5.61M - $6.17M
|
181K
$40.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$473 - $520
|
1.39K
$309K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.4K- 8.8% |
$330K - $362K
|
14.5K
$3.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
18+ 900.0% |
$4.26K - $4.68K
|
20
$4.45K
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-221- 1.35% |
$52.2K - $57.4K
|
16.1K
$3.59M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-27- 3.28% |
$6.38K - $7.02K
|
796
$177K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24- 1.21% |
$5.67K - $6.24K
|
1.96K
$436K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.92K+ 1.26% |
$453K - $498K
|
154K
$34.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.06K+ 751.06% |
$250K - $275K
|
1.2K
$267K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
100+ 7.24% |
$23.6K - $26K
|
1.48K
$330K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
153+ 7.67% |
$36.2K - $39.8K
|
2.15K
$479K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-58- 3.15% |
$13.7K - $15.1K
|
1.78K
$397K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
117+ 1.36% |
$27.7K - $30.4K
|
8.75K
$1.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-82- 2.82% |
$19.4K - $21.3K
|
2.83K
$630K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-495- 5.87% |
$117K - $129K
|
7.94K
$1.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-173- 7.81% |
$40.9K - $44.9K
|
2.04K
$455K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.44K+ 52.84% |
$339K - $373K
|
4.15K
$924K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-40- 3.52% |
$9.46K - $10.4K
|
1.1K
$244K
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
386+ 2.28% |
$91.3K - $100K
|
17.4K
$3.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-50- 0.19% |
$11.8K - $13K
|
26.9K
$6M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
961+ 39.4% |
$227K - $250K
|
3.4K
$757K
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.01K+ 6.07% |
$474K - $521K
|
35.1K
$7.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4- 0.21% |
$946 - $1.04K
|
1.89K
$421K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-29- 1.55% |
$6.86K - $7.53K
|
1.84K
$410K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-500- 18.84% |
$118K - $130K
|
2.15K
$480K
|
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-3.53K- 2.35% |
$836K - $918K
|
147K
$32.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-33- 0.71% |
$7.8K - $8.57K
|
4.64K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-100- 10.08% |
$23.6K - $26K
|
892
$199K
|