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 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.08K+ 10.39% |
$335K - $463K
|
22.1K
$3.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-100- 21.05% |
$16.1K - $22.3K
|
375
$65.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 200.0% |
$644 - $892
|
6
$1.05K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10+ 6.02% |
$1.61K - $2.23K
|
176
$30.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-298- 86.88% |
$48K - $66.4K
|
45
$7.89K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-565- 11.86% |
$91K - $126K
|
4.2K
$737K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-139- 23.01% |
$22.4K - $31K
|
465
$81.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-102- 62.96% |
$16.4K - $22.7K
|
60
$10.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24+ 6.92% |
$3.87K - $5.35K
|
371
$65.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
932+ 28.41% |
$150K - $208K
|
4.21K
$739K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-7.57K- 83.62% |
$1.22M - $1.69M
|
1.48K
$260K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-35- 0.94% |
$5.64K - $7.8K
|
3.68K
$645K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-33- 32.67% |
$5.31K - $7.36K
|
68
$11.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-25- 1.94% |
$4.03K - $5.57K
|
1.26K
$221K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-4.04K- 97.25% |
$650K - $900K
|
114
$20K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-17- 10.43% |
$2.74K - $3.79K
|
146
$25.6K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
438+ 12.78% |
$70.5K - $97.6K
|
3.86K
$678K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-340- 15.04% |
$54.8K - $75.8K
|
1.92K
$337K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
9New |
$1.98K - $2.32K
|
9
$1.58K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-55.9K- 6.48% |
$12.3M - $14.4M
|
807K
$142M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.5K+ 43.1% |
$4.94M - $5.79M
|
74.7K
$13.1M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-190- 4.25% |
$41.7K - $48.9K
|
4.28K
$751K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.15K+ 0.71% |
$471K - $553K
|
305K
$53.5M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
10.7K+ 30.41% |
$2.35M - $2.76M
|
45.9K
$8.05M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.05KNew |
$231K - $271K
|
1.05K
$184K
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
8.66KNew |
$1.9M - $2.23M
|
8.66K
$1.52M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.92K- 76.21% |
$640K - $751K
|
910
$160K
|
|
|
Mar 21, 2025
Q4 2024
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
2.08KNew |
$457K - $536K
|
2.08K
$365K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.49KNew |
$326K - $383K
|
1.49K
$261K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
4.06KNew |
$891K - $1.04M
|
4.06K
$711K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4+ 0.38% |
$879 - $1.03K
|
1.05K
$184K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
59New |
$13K - $15.2K
|
59
$10.3K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
187+ 22.97% |
$41.1K - $48.2K
|
1K
$176K
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
2.14K+ 165.45% |
$469K - $550K
|
3.43K
$601K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
4New |
$879 - $1.03K
|
4
$701
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
42New |
$9.23K - $10.8K
|
42
$7.37K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-34- 22.37% |
$7.47K - $8.76K
|
118
$20.7K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-708- 9.86% |
$156K - $182K
|
6.47K
$1.13M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.48K- 10.4% |
$326K - $382K
|
12.8K
$2.24M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-75- 1.34% |
$16.5K - $19.3K
|
5.52K
$967K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-42- 4.0% |
$9.23K - $10.8K
|
1.01K
$177K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-674- 32.34% |
$148K - $174K
|
1.41K
$247K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
49+ 2.14% |
$10.8K - $12.6K
|
2.34K
$411K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.07KNew |
$235K - $276K
|
1.07K
$188K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
20New |
$4.39K - $5.15K
|
20
$3.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
11+ 0.96% |
$2.42K - $2.83K
|
1.15K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.97KNew |
$652K - $764K
|
2.97K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.02K- 2.61% |
$1.98M - $2.32M
|
337K
$59.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
900New |
$198K - $232K
|
900
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-13.9K- 14.91% |
$3.05M - $3.58M
|
79.3K
$13.9M
|
|