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 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.26KNew |
$287K - $313K
|
1.26K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
237+ 9.24% |
$54.1K - $59.1K
|
2.8K
$624K
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.59KNew |
$819K - $894K
|
3.59K
$799K
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.7KNew |
$388K - $424K
|
1.7K
$379K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.11KNew |
$254K - $277K
|
1.11K
$248K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
SELL
|
- |
-100- 8.7% |
$22.8K - $24.9K
|
1.05K
$234K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.36KNew |
$312K - $340K
|
1.36K
$304K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
362+ 1.44% |
$82.7K - $90.3K
|
25.6K
$5.69M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-32- 65.31% |
$7.31K - $7.98K
|
17
$3.79K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
343New |
$78.3K - $85.5K
|
343
$76.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
10New |
$2.28K - $2.49K
|
10
$2.23K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
20+ 1.34% |
$4.57K - $4.99K
|
1.51K
$336K
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
5.72KNew |
$1.31M - $1.43M
|
5.72K
$1.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
10+ 7.41% |
$2.28K - $2.49K
|
145
$32.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
74+ 2.81% |
$16.9K - $18.5K
|
2.71K
$603K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
152New |
$34.7K - $37.9K
|
152
$33.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-15- 1.45% |
$3.43K - $3.74K
|
1.02K
$226K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-125- 26.04% |
$28.5K - $31.2K
|
355
$79.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-280- 97.22% |
$63.9K - $69.8K
|
8
$1.78K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4- 9.52% |
$914 - $997
|
38
$8.46K
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.37K- 5.17% |
$541K - $590K
|
43.5K
$9.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-20- 33.33% |
$4.57K - $4.99K
|
40
$8.91K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9+ 0.86% |
$2.06K - $2.24K
|
1.06K
$236K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2- 4.26% |
$457 - $499
|
45
$10K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-5- 0.25% |
$1.14K - $1.25K
|
2.01K
$448K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-1- 0.11% |
$228 - $249
|
917
$204K
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-1.55K- 54.41% |
$355K - $387K
|
1.3K
$290K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-91- 4.94% |
$20.8K - $22.7K
|
1.75K
$390K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-75- 24.83% |
$17.1K - $18.7K
|
227
$50.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.6KNew |
$365K - $399K
|
1.6K
$356K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
204+ 23.05% |
$46.6K - $50.9K
|
1.09K
$243K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
5+ 0.59% |
$1.14K - $1.25K
|
849
$189K
|
|
|
Jan 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
SELL
|
- |
-1.14K- 90.22% |
$261K - $285K
|
124
$27.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
1.89KNew |
$432K - $472K
|
1.89K
$422K
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-196- 1.43% |
$44.8K - $48.9K
|
13.6K
$3.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
117New |
$26.7K - $29.2K
|
117
$26.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
33+ 1.92% |
$7.54K - $8.23K
|
1.75K
$390K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.29K- 10.37% |
$522K - $570K
|
19.8K
$4.4M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-2.64K- 99.17% |
$604K - $659K
|
22
$4.9K
|
|
| Q3 2023 | |||||||
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-16- 9.64% |
$3.96K - $4.36K
|
150
$33.4K
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.81MNew |
$448M - $494M
|
1.81M
$404M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
78+ 8.73% |
$19.3K - $21.3K
|
971
$216K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1Closed |
$247 - $273
|
0
$0
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
125+ 6.19% |
$30.9K - $34.1K
|
2.15K
$478K
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 20.0% |
$12.4K - $13.6K
|
200
$44.5K
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
851New |
$211K - $232K
|
851
$190K
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
17K+ 632.38% |
$4.22M - $4.65M
|
19.7K
$4.4M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
100New |
$24.7K - $27.3K
|
100
$22.3K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
17New |
$4.21K - $4.64K
|
17
$3.79K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
229New |
$56.7K - $62.5K
|
229
$51K
|
|