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 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
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-72- 7.04% |
$11.6K - $16.1K
|
951
$167K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14+ 1400.0% |
$2.25K - $3.12K
|
15
$2.63K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-407- 1.2% |
$65.5K - $90.7K
|
33.4K
$5.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2+ 25.0% |
$322 - $446
|
10
$1.75K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
29+ 0.45% |
$4.67K - $6.46K
|
6.43K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.2KNew |
$355K - $491K
|
2.2K
$386K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
161+ 805.0% |
$25.9K - $35.9K
|
181
$31.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-887- 6.5% |
$143K - $198K
|
12.8K
$2.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-134K- 90.43% |
$21.6M - $29.9M
|
14.2K
$2.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.3KNew |
$210K - $290K
|
1.3K
$228K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 5.17% |
$483 - $669
|
55
$9.64K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
295+ 19.28% |
$47.5K - $65.8K
|
1.83K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5- 0.37% |
$805 - $1.11K
|
1.35K
$237K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.11KNew |
$179K - $247K
|
1.11K
$194K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-122Closed |
$19.6K - $27.2K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-1.01K- 45.67% |
$163K - $226K
|
1.2K
$211K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-127- 55.95% |
$20.5K - $28.3K
|
100
$17.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
32+ 40.0% |
$5.15K - $7.13K
|
112
$19.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.27KNew |
$205K - $284K
|
1.27K
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
7New |
$1.13K - $1.56K
|
7
$1.23K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-13.8K- 99.88% |
$2.22M - $3.07M
|
17
$2.98K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
153+ 5.74% |
$24.6K - $34.1K
|
2.82K
$494K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-260- 7.72% |
$41.9K - $58K
|
3.11K
$545K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
119+ 1.73% |
$19.2K - $26.5K
|
7.02K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-40K- 59.98% |
$6.44M - $8.92M
|
26.7K
$4.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.22KNew |
$196K - $271K
|
1.22K
$213K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
18.2K+ 595.52% |
$2.93M - $4.06M
|
21.3K
$3.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
10.9K+ 66.91% |
$1.76M - $2.44M
|
27.3K
$4.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
30+ 16.22% |
$4.83K - $6.69K
|
215
$37.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
175New |
$28.2K - $39K
|
175
$30.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
BUY
|
- |
17.1K+ 18.89% |
$2.75M - $3.8M
|
107K
$18.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.17KNew |
$188K - $260K
|
1.17K
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-15- 1.11% |
$2.42K - $3.34K
|
1.34K
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-57- 15.32% |
$9.18K - $12.7K
|
315
$55.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-245- 14.79% |
$39.5K - $54.6K
|
1.41K
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
261+ 4.68% |
$42K - $58.2K
|
5.84K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.43K- 53.35% |
$229K - $318K
|
1.25K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6+ 0.23% |
$966 - $1.34K
|
2.64K
$462K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.09KNew |
$176K - $244K
|
1.09K
$192K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
51+ 463.64% |
$8.21K - $11.4K
|
62
$10.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-22- 13.84% |
$3.54K - $4.9K
|
137
$24K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.37KNew |
$220K - $305K
|
1.37K
$240K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.78K- 71.62% |
$608K - $842K
|
1.5K
$263K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.48K- 17.13% |
$560K - $775K
|
16.8K
$2.95M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-73- 35.78% |
$11.8K - $16.3K
|
131
$23K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
559+ 30.46% |
$90K - $125K
|
2.39K
$420K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.34K+ 46.79% |
$377K - $522K
|
7.34K
$1.29M
|