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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
97New |
$23.7K - $26K
|
97
$21.6K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
714New |
$174K - $192K
|
714
$159K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
29New |
$7.08K - $7.78K
|
29
$6.46K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
8New |
$1.95K - $2.15K
|
8
$1.78K
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
125New |
$30.5K - $33.5K
|
125
$27.8K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1- 1.52% |
$244 - $268
|
65
$14.5K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-35- 0.75% |
$8.54K - $9.39K
|
4.63K
$1.03M
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
62New |
$15.1K - $16.6K
|
62
$13.8K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
85+ 1.82% |
$20.7K - $22.8K
|
4.77K
$1.06M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-328- 2.37% |
$80K - $88K
|
13.5K
$3M
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-5.33K- 3.63% |
$1.3M - $1.43M
|
142K
$31.5M
|
|
Jul 19, 2024
Q2 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-450- 18.37% |
$110K - $121K
|
2K
$445K
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-46- 4.13% |
$11.2K - $12.3K
|
1.07K
$238K
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-50- 1.5% |
$12.2K - $13.4K
|
3.28K
$731K
|
|
Jul 19, 2024
Q2 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
49.5KNew |
$12.1M - $13.3M
|
49.5K
$11M
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
337+ 16.34% |
$82.2K - $90.4K
|
2.4K
$535K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
15New |
$3.66K - $4.03K
|
15
$3.34K
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-58- 1.26% |
$14.2K - $15.6K
|
4.54K
$1.01M
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.79K- 62.86% |
$436K - $480K
|
1.06K
$235K
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-26- 3.01% |
$6.34K - $6.98K
|
838
$187K
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-360- 73.77% |
$87.8K - $96.6K
|
128
$28.5K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
40+ 80.0% |
$9.76K - $10.7K
|
90
$20K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 20.0% |
$488 - $537
|
12
$2.67K
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.32KNew |
$323K - $355K
|
1.32K
$294K
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-30- 3.17% |
$7.32K - $8.05K
|
917
$204K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
303New |
$73.9K - $81.3K
|
303
$67.5K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
275+ 6.11% |
$67.1K - $73.8K
|
4.78K
$1.06M
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
221+ 15.45% |
$53.9K - $59.3K
|
1.65K
$368K
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$3.07M - $3.38M
|
12.6K
$2.81M
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1- 0.07% |
$244 - $268
|
1.34K
$297K
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
85New |
$20.7K - $22.8K
|
85
$18.9K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-17- 4.02% |
$4.15K - $4.56K
|
406
$90.4K
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
911New |
$222K - $244K
|
911
$203K
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-16- 1.98% |
$3.9K - $4.29K
|
792
$176K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.07KNew |
$504K - $555K
|
2.07K
$460K
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-15- 0.41% |
$3.66K - $4.03K
|
3.68K
$819K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
139New |
$33.9K - $37.3K
|
139
$31K
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-40- 0.5% |
$9.76K - $10.7K
|
8.01K
$1.78M
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-257- 13.15% |
$62.7K - $69K
|
1.7K
$378K
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-50- 25.0% |
$12.2K - $13.4K
|
150
$33.4K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
215+ 7.51% |
$52.5K - $57.7K
|
3.08K
$686K
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
2+ 0.25% |
$488 - $537
|
800
$178K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
17New |
$4.15K - $4.56K
|
17
$3.79K
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
600New |
$146K - $161K
|
600
$134K
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-30- 1.61% |
$7.32K - $8.05K
|
1.83K
$408K
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-16- 1.74% |
$3.9K - $4.29K
|
902
$201K
|
|
Q1 2024 | |||||||
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
500K+ 131.21% |
$121M - $136M
|
881K
$196M
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-150- 15.29% |
$36.2K - $40.8K
|
831
$185K
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
1.46KNew |
$352K - $396K
|
1.46K
$324K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
50New |
$12.1K - $13.6K
|
50
$11.1K
|