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 |
---|---|---|---|---|---|---|---|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
27+ 2.22% |
$6.52K - $7.35K
|
1.24K
$314K
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
164New |
$39.6K - $44.6K
|
164
$41.5K
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
745New |
$180K - $203K
|
745
$188K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-32- 13.79% |
$7.73K - $8.71K
|
200
$50.6K
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
793New |
$191K - $216K
|
793
$201K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
811New |
$196K - $221K
|
811
$205K
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-250- 25.0% |
$60.4K - $68K
|
750
$190K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
1.2KNew |
$290K - $326K
|
1.2K
$303K
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-9- 1.86% |
$2.17K - $2.45K
|
475
$120K
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-40- 4.63% |
$9.66K - $10.9K
|
823
$208K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
192+ 223.26% |
$46.4K - $52.2K
|
278
$70.3K
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-1.1K- 25.58% |
$266K - $299K
|
3.2K
$809K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
130New |
$31.4K - $35.4K
|
130
$32.9K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
10New |
$2.41K - $2.72K
|
10
$2.53K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
11New |
$2.66K - $2.99K
|
11
$2.78K
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.24KNew |
$299K - $337K
|
1.24K
$313K
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-26- 24.53% |
$6.28K - $7.07K
|
80
$20.2K
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-1K- 3.24% |
$241K - $272K
|
29.9K
$7.56M
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
796New |
$192K - $217K
|
796
$201K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5- 55.56% |
$1.21K - $1.36K
|
4
$1.01K
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.48K- 13.2% |
$358K - $404K
|
9.76K
$2.47M
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-25- 2.84% |
$6.04K - $6.8K
|
856
$216K
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
7New |
$1.69K - $1.9K
|
7
$1.77K
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
810New |
$196K - $220K
|
810
$205K
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-410- 5.58% |
$99K - $112K
|
6.94K
$1.75M
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
7+ 0.25% |
$1.69K - $1.9K
|
2.86K
$724K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
20+ 83.33% |
$4.83K - $5.44K
|
44
$11.1K
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.4K- 14.7% |
$338K - $381K
|
8.12K
$2.05M
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-25- 2.38% |
$6.04K - $6.8K
|
1.03K
$259K
|
|
Apr 22, 2024
Q1 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
825New |
$199K - $224K
|
825
$209K
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
736New |
$178K - $200K
|
736
$186K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-4.15K- 92.14% |
$1M - $1.13M
|
354
$89.5K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-300- 5.36% |
$72.4K - $81.6K
|
5.3K
$1.34M
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
57New |
$13.8K - $15.5K
|
57
$14.4K
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 8.03% |
$24.1K - $27.2K
|
1.15K
$290K
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
240+ 1.94% |
$57.9K - $65.3K
|
12.6K
$3.2M
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.41KNew |
$822K - $927K
|
3.41K
$861K
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
18.9KNew |
$4.57M - $5.14M
|
18.9K
$4.78M
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 8.33% |
$241 - $272
|
13
$3.29K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-3- 0.22% |
$724 - $816
|
1.35K
$342K
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
751New |
$181K - $204K
|
751
$190K
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.45% |
$48.3K - $54.4K
|
44.1K
$11.1M
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-141- 15.11% |
$34K - $38.4K
|
792
$200K
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
782New |
$189K - $213K
|
782
$198K
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-265- 2.8% |
$64K - $72.1K
|
9.22K
$2.33M
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
810New |
$196K - $220K
|
810
$205K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
191New |
$46.1K - $52K
|
191
$48.3K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 3.57% |
$483 - $544
|
58
$14.7K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-350- 53.68% |
$84.5K - $95.2K
|
302
$76.4K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-39- 2.52% |
$9.42K - $10.6K
|
1.51K
$381K
|