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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
120+ 2.87% |
$26.2K - $29.9K
|
4.3K
$958K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
33+ 3.7% |
$7.2K - $8.22K
|
924
$206K
|
|
|
Aug 08, 2023
Q2 2023
|
Zenyatta Capital Management LP
|
BUY
|
- |
2.5KNew |
$546K - $623K
|
2.5K
$557K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10New |
$2.18K - $2.49K
|
10
$2.23K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.58K+ 2.32% |
$563K - $643K
|
114K
$25.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3New |
$655 - $748
|
3
$668
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
26New |
$5.67K - $6.48K
|
26
$5.79K
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
BUY
|
- |
2.2KNew |
$480K - $548K
|
2.2K
$490K
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
850New |
$185K - $212K
|
850
$189K
|
|
|
Aug 04, 2023
Q2 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-1.56K- 11.06% |
$340K - $388K
|
12.5K
$2.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
90New |
$19.6K - $22.4K
|
90
$20K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
16.1KNew |
$3.52M - $4.02M
|
16.1K
$3.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-83- 6.4% |
$18.1K - $20.7K
|
1.21K
$270K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-8.05KClosed |
$1.76M - $2.01M
|
0
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-1- 0.02% |
$218 - $249
|
5.24K
$1.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-44- 3.22% |
$9.6K - $11K
|
1.32K
$295K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
77+ 1.12% |
$16.8K - $19.2K
|
6.98K
$1.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
180+ 4.15% |
$39.3K - $44.9K
|
4.52K
$1.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
45.5K+ 2698.16% |
$9.93M - $11.3M
|
47.2K
$10.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
815New |
$178K - $203K
|
815
$182K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-13- 11.5% |
$2.84K - $3.24K
|
100
$22.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Australian Super Pty LTD
|
BUY
|
- |
1.61KNew |
$352K - $402K
|
1.61K
$359K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.32KNew |
$288K - $329K
|
1.32K
$294K
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
17+ 1.31% |
$3.71K - $4.24K
|
1.32K
$294K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-194- 5.65% |
$42.3K - $48.3K
|
3.24K
$722K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.04K+ 1598.46% |
$227K - $259K
|
1.1K
$246K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
140New |
$30.6K - $34.9K
|
140
$31.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-15.3K- 7.83% |
$3.33M - $3.81M
|
180K
$40M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.48KNew |
$322K - $368K
|
1.48K
$329K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-9- 21.95% |
$1.96K - $2.24K
|
32
$7.13K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
4.46K+ 1784.0% |
$973K - $1.11M
|
4.71K
$1.05M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
4.46K+ 1784.0% |
$973K - $1.11M
|
4.71K
$1.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
7.75K+ 48.86% |
$1.69M - $1.93M
|
23.6K
$5.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2- 1.65% |
$436 - $498
|
119
$26.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14New |
$3.06K - $3.49K
|
14
$3.12K
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.43K- 42.69% |
$531K - $607K
|
3.27K
$728K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-30- 48.39% |
$6.55K - $7.48K
|
32
$7.13K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
50New |
$10.9K - $12.5K
|
50
$11.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1+ 0.33% |
$218 - $249
|
302
$67.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
1.05K+ 95.45% |
$229K - $262K
|
2.15K
$479K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-211- 17.42% |
$46K - $52.6K
|
1K
$223K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 11.11% |
$218 - $249
|
10
$2.23K
|
|
|
Jul 07, 2023
Q2 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1K- 20.0% |
$218K - $249K
|
4K
$891K
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
891New |
$194K - $222K
|
891
$198K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2KNew |
$417K - $467K
|
2K
$445K
|
|
|
May 21, 2024
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
723+ 101.4% |
$151K - $169K
|
1.44K
$320K
|
|
|
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
$2.23K
|
|
|
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
$33.4K
|
|