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, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.48KNew |
$322K - $368K
|
1.48K
$370K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-9- 21.95% |
$1.96K - $2.24K
|
32
$8.03K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
4.46K+ 1784.0% |
$973K - $1.11M
|
4.71K
$1.18M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
4.46K+ 1784.0% |
$973K - $1.11M
|
4.71K
$1.18M
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
7.75K+ 48.86% |
$1.69M - $1.93M
|
23.6K
$5.93M
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2- 1.65% |
$436 - $498
|
119
$29.9K
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-14- 0.76% |
$3.06K - $3.49K
|
1.83K
$459K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14New |
$3.06K - $3.49K
|
14
$3.51K
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.43K- 42.69% |
$531K - $607K
|
3.27K
$820K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-30- 48.39% |
$6.55K - $7.48K
|
32
$8.03K
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
50New |
$10.9K - $12.5K
|
50
$12.6K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1+ 0.33% |
$218 - $249
|
302
$75.8K
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
1.05K+ 95.45% |
$229K - $262K
|
2.15K
$540K
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-211- 17.42% |
$46K - $52.6K
|
1K
$251K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 11.11% |
$218 - $249
|
10
$2.51K
|
|
Jul 07, 2023
Q2 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1K- 20.0% |
$218K - $249K
|
4K
$1M
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
891New |
$194K - $222K
|
891
$224K
|
|
Q1 2023 | |||||||
May 21, 2024
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
723+ 101.4% |
$151K - $169K
|
1.44K
$360K
|
|
May 02, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-2.1K- 51.22% |
$438K - $491K
|
2K
$502K
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-28.8KClosed |
$6.01M - $6.73M
|
0
$0
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
10New |
$2.09K - $2.34K
|
10
$2.51K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12New |
$2.5K - $2.8K
|
12
$3.01K
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-10Closed |
$2.09K - $2.34K
|
0
$0
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
100+ 200.0% |
$20.9K - $23.4K
|
150
$37.7K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-558- 82.3% |
$116K - $130K
|
120
$30.1K
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.18K- 21.74% |
$664K - $744K
|
11.5K
$2.88M
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
393+ 28.29% |
$82K - $91.8K
|
1.78K
$447K
|
|
May 15, 2023
Q1 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-4.4K- 14.62% |
$918K - $1.03M
|
25.7K
$6.45M
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$459K - $514K
|
2.2K
$552K
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-110- 10.28% |
$23K - $25.7K
|
960
$241K
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5KNew |
$1.04M - $1.17M
|
5K
$1.26M
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.11KNew |
$232K - $260K
|
1.11K
$279K
|
|
May 15, 2023
Q1 2023
|
Gates Capital Management, Inc.
New York, NY |
SELL
|
- |
-52.1K- 13.66% |
$10.9M - $12.2M
|
329K
$82.7M
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-171- 15.11% |
$35.7K - $39.9K
|
961
$241K
|
|
May 15, 2023
Q1 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
45.1KNew |
$9.41M - $10.5M
|
45.1K
$11.3M
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
41+ 4100.0% |
$8.56K - $9.58K
|
42
$10.5K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
180New |
$37.6K - $42K
|
180
$45.2K
|
|
May 12, 2023
Q1 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
8.64K+ 2.41% |
$1.8M - $2.02M
|
367K
$92.1M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.21KNew |
$252K - $282K
|
1.21K
$303K
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-7.77K- 99.87% |
$1.62M - $1.82M
|
10
$2.51K
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-18- 64.29% |
$3.76K - $4.2K
|
10
$2.51K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
120New |
$25K - $28K
|
120
$30.1K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5New |
$1.04K - $1.17K
|
5
$1.26K
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.8KNew |
$1.21M - $1.36M
|
5.8K
$1.46M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
20.3KNew |
$4.24M - $4.75M
|
20.3K
$5.1M
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
5.8KNew |
$1.21M - $1.35M
|
5.8K
$1.46M
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-230- 16.58% |
$48K - $53.7K
|
1.16K
$290K
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
56.2K+ 81.69% |
$11.7M - $13.1M
|
125K
$31.4M
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-223- 99.11% |
$46.5K - $52.1K
|
2
$502
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-35- 3.32% |
$7.3K - $8.18K
|
1.02K
$256K
|