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 |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-501- 30.18% |
$105K - $117K
|
1.16K
$291K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.13MNew |
$237M - $265M
|
1.13M
$285M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9New |
$1.88K - $2.1K
|
9
$2.26K
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
BUY
|
- |
47.7KNew |
$9.95M - $11.1M
|
47.7K
$12M
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
963+ 7.84% |
$201K - $225K
|
13.2K
$3.33M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
12New |
$2.5K - $2.8K
|
12
$3.01K
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
22New |
$4.59K - $5.14K
|
22
$5.52K
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-100- 5.13% |
$20.9K - $23.4K
|
1.85K
$464K
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
1.29KNew |
$269K - $301K
|
1.29K
$323K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8New |
$1.67K - $1.87K
|
8
$2.01K
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-200- 37.59% |
$41.7K - $46.7K
|
332
$83.3K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-35- 35.0% |
$7.3K - $8.18K
|
65
$16.3K
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
9New |
$1.88K - $2.1K
|
9
$2.26K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-14- 56.0% |
$2.92K - $3.27K
|
11
$2.76K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
164New |
$34.2K - $38.3K
|
164
$41.2K
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
100New |
$20.9K - $23.4K
|
100
$25.1K
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
837+ 6.03% |
$175K - $196K
|
14.7K
$3.69M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
223New |
$46.5K - $52.1K
|
223
$56K
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
50+ 5.05% |
$10.4K - $11.7K
|
1.04K
$261K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
50New |
$10.4K - $11.7K
|
50
$12.6K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
81.2KNew |
$16.9M - $19M
|
81.2K
$20.4M
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-200- 96.62% |
$41.7K - $46.7K
|
7
$1.76K
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-105- 8.85% |
$21.9K - $24.5K
|
1.08K
$271K
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-492- 43.46% |
$103K - $115K
|
640
$161K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
5New |
$1.04K - $1.17K
|
5
$1.26K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
129+ 2.38% |
$26.9K - $30.1K
|
5.56K
$1.4M
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.63K- 7.37% |
$340K - $380K
|
20.5K
$5.14M
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 18.55% |
$20.9K - $23.4K
|
439
$110K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-29- 85.29% |
$6.05K - $6.77K
|
5
$1.26K
|
|
Q4 2022 | |||||||
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.14KNew |
$694K - $819K
|
3.14K
$788K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-105- 6.3% |
$23.2K - $27.4K
|
1.56K
$392K
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.06KClosed |
$677K - $798K
|
0
$0
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.54KNew |
$340K - $401K
|
1.54K
$386K
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
1.31KNew |
$290K - $342K
|
1.31K
$329K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
87New |
$19.2K - $22.7K
|
87
$21.8K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-20- 0.36% |
$4.42K - $5.22K
|
5.54K
$1.39M
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-49- 2.58% |
$10.8K - $12.8K
|
1.85K
$465K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
605+ 148.65% |
$134K - $158K
|
1.01K
$254K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
6New |
$1.33K - $1.57K
|
6
$1.51K
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
9.69KNew |
$2.14M - $2.53M
|
9.69K
$2.43M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
393New |
$86.9K - $103K
|
393
$98.6K
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-288- 1.67% |
$63.7K - $75.2K
|
16.9K
$4.25M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.61K+ 255.19% |
$799K - $943K
|
5.03K
$1.26M
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-856- 46.96% |
$189K - $223K
|
967
$243K
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-161- 0.06% |
$35.6K - $42K
|
273K
$68.6M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-302- 4.37% |
$66.8K - $78.8K
|
6.61K
$1.66M
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-85- 4.51% |
$18.8K - $22.2K
|
1.8K
$452K
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-49.9K- 95.27% |
$11M - $13M
|
2.48K
$621K
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
3.24KNew |
$718K - $847K
|
3.24K
$814K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
120+ 1.56% |
$26.5K - $31.3K
|
7.83K
$1.97M
|