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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-575- 33.49% |
$126K - $148K
|
1.14K
$200K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-23- 2.09% |
$5.05K - $5.93K
|
1.08K
$189K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
70New |
$15.4K - $18K
|
70
$12.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
37New |
$8.13K - $9.53K
|
37
$6.49K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-9- 0.91% |
$1.98K - $2.32K
|
975
$171K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
43.4KNew |
$9.53M - $11.2M
|
43.4K
$7.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.29KNew |
$503K - $590K
|
2.29K
$402K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-800- 25.2% |
$176K - $206K
|
2.38K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-4.11K- 98.61% |
$904K - $1.06M
|
58
$10.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 66.67% |
$22K - $25.8K
|
50
$8.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
98New |
$21.5K - $25.2K
|
98
$17.2K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
4.87KNew |
$1.07M - $1.25M
|
4.87K
$853K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
880New |
$193K - $227K
|
880
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
10+ 0.02% |
$2.2K - $2.58K
|
46.7K
$8.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
12+ 100.0% |
$2.64K - $3.09K
|
24
$4.21K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
23New |
$5.05K - $5.93K
|
23
$4.03K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
380New |
$83.5K - $97.9K
|
380
$66.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
360+ 41.62% |
$79.1K - $92.7K
|
1.23K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-1.11M- 99.13% |
$244M - $286M
|
9.73K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.42K- 38.15% |
$312K - $366K
|
2.3K
$404K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
340+ 21.59% |
$74.7K - $87.6K
|
1.92K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-249- 14.4% |
$54.7K - $64.1K
|
1.48K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.86KNew |
$409K - $480K
|
1.86K
$327K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.45% |
$220 - $258
|
222
$38.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.8KNew |
$835K - $979K
|
3.8K
$667K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2+ 6.67% |
$439 - $515
|
32
$5.61K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
500New |
$110K - $129K
|
500
$87.7K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
100+ 7.09% |
$22K - $25.8K
|
1.51K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
208+ 12.43% |
$45.7K - $53.6K
|
1.88K
$330K
|
|
|
Feb 06, 2025
Q4 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-21.7K- 94.07% |
$4.77M - $5.59M
|
1.37K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
924New |
$203K - $238K
|
924
$162K
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
3+ 0.28% |
$659 - $773
|
1.06K
$186K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
111New |
$24.4K - $28.6K
|
111
$19.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-5.72K- 78.59% |
$1.26M - $1.47M
|
1.56K
$273K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
6.84KNew |
$1.5M - $1.76M
|
6.84K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-65- 3.62% |
$14.3K - $16.7K
|
1.73K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6.63KNew |
$1.46M - $1.71M
|
6.63K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-136- 28.87% |
$29.9K - $35K
|
335
$58.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
114KNew |
$25M - $29.3M
|
114K
$19.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.67K- 51.11% |
$368K - $431K
|
1.6K
$281K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-285- 12.13% |
$62.6K - $73.4K
|
2.07K
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
281+ 0.86% |
$61.7K - $72.4K
|
32.9K
$5.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8New |
$1.76K - $2.06K
|
8
$1.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-292- 4.57% |
$64.1K - $75.2K
|
6.1K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-20- 33.9% |
$4.39K - $5.15K
|
39
$6.84K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2- 5.13% |
$439 - $515
|
37
$6.49K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
66New |
$14.5K - $17K
|
66
$11.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
35+ 8.54% |
$7.69K - $9.02K
|
445
$78K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 16.0% |
$879 - $1.03K
|
29
$5.09K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.07KNew |
$235K - $275K
|
1.07K
$187K
|