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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
9+ 13.64% |
$2.23K - $2.46K
|
75
$18.8K
|
|
Nov 08, 2023
Q3 2023
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-30- 0.81% |
$7.42K - $8.18K
|
3.7K
$927K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
133+ 35.56% |
$32.9K - $36.3K
|
507
$127K
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-63- 5.93% |
$15.6K - $17.2K
|
1K
$251K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
13New |
$3.22K - $3.55K
|
13
$3.26K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4New |
$990 - $1.09K
|
4
$1K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-4- 4.88% |
$990 - $1.09K
|
78
$19.6K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-8- 0.87% |
$1.98K - $2.18K
|
911
$229K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-26.1K- 6.89% |
$6.46M - $7.12M
|
353K
$88.5M
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-476- 11.85% |
$118K - $130K
|
3.54K
$889K
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-50- 3.25% |
$12.4K - $13.6K
|
1.49K
$374K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
9New |
$2.23K - $2.46K
|
9
$2.26K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
37+ 4.09% |
$9.16K - $10.1K
|
941
$236K
|
|
Oct 31, 2023
Q3 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.18KNew |
$292K - $322K
|
1.18K
$296K
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
25KNew |
$6.19M - $6.82M
|
25K
$6.28M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
95New |
$23.5K - $25.9K
|
95
$23.8K
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
272+ 32.0% |
$67.3K - $74.2K
|
1.12K
$282K
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-32- 11.68% |
$7.92K - $8.73K
|
242
$60.7K
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
CALL |
2.8KNew |
$693K - $764K
|
2.8K
$703K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
23+ 0.42% |
$5.69K - $6.27K
|
5.55K
$1.39M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.15K+ 18.78% |
$286K - $315K
|
7.3K
$1.83M
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-28- 2.66% |
$6.93K - $7.64K
|
1.03K
$258K
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-555- 27.54% |
$137K - $151K
|
1.46K
$366K
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
15+ 1.42% |
$3.71K - $4.09K
|
1.07K
$269K
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-420- 27.36% |
$104K - $115K
|
1.12K
$280K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
61New |
$15.1K - $16.6K
|
61
$15.3K
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
SELL
|
- |
-1.1K- 33.33% |
$272K - $300K
|
2.2K
$552K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-1.71K- 11.77% |
$422K - $466K
|
12.8K
$3.21M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
64New |
$15.8K - $17.5K
|
64
$16.1K
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
992New |
$245K - $271K
|
992
$249K
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
362+ 36.86% |
$89.6K - $98.8K
|
1.34K
$337K
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-333- 28.17% |
$82.4K - $90.8K
|
849
$213K
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
812New |
$201K - $222K
|
812
$204K
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-38- 3.9% |
$9.4K - $10.4K
|
936
$235K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
52New |
$12.9K - $14.2K
|
52
$13.1K
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
19New |
$4.7K - $5.18K
|
19
$4.77K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
100New |
$24.7K - $27.3K
|
100
$25.1K
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-83- 4.51% |
$20.5K - $22.6K
|
1.76K
$441K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
166New |
$41.1K - $45.3K
|
166
$41.7K
|
|
Q2 2023 | |||||||
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-173K- 9.08% |
$37.7M - $43.1M
|
1.73M
$435M
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-65- 2.46% |
$14.2K - $16.2K
|
2.57K
$646K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.78K- 40.17% |
$1.04M - $1.19M
|
7.12K
$1.79M
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
40.8K+ 158.48% |
$8.91M - $10.2M
|
66.6K
$16.7M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.25K- 98.58% |
$274K - $312K
|
18
$4.52K
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.77KNew |
$386K - $441K
|
1.77K
$444K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
95New |
$20.7K - $23.7K
|
95
$23.8K
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-188- 16.76% |
$41K - $46.8K
|
934
$234K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200+ 40.0% |
$43.6K - $49.8K
|
700
$176K
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-7.08K- 88.79% |
$1.55M - $1.76M
|
894
$224K
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
108KNew |
$23.6M - $26.9M
|
108K
$27.1M
|