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 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-558- 82.3% |
$116K - $130K
|
120
$26.7K
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.18K- 21.74% |
$664K - $744K
|
11.5K
$2.55M
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
393+ 28.29% |
$82K - $91.8K
|
1.78K
$397K
|
|
May 15, 2023
Q1 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-4.4K- 14.62% |
$918K - $1.03M
|
25.7K
$5.72M
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$459K - $514K
|
2.2K
$490K
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-110- 10.28% |
$23K - $25.7K
|
960
$214K
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5KNew |
$1.04M - $1.17M
|
5K
$1.11M
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.11KNew |
$232K - $260K
|
1.11K
$248K
|
|
May 15, 2023
Q1 2023
|
Gates Capital Management, Inc.
New York, NY |
SELL
|
- |
-52.1K- 13.66% |
$10.9M - $12.2M
|
329K
$73.4M
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-171- 15.11% |
$35.7K - $39.9K
|
961
$214K
|
|
May 15, 2023
Q1 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
45.1KNew |
$9.41M - $10.5M
|
45.1K
$10M
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
41+ 4100.0% |
$8.56K - $9.58K
|
42
$9.35K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
180New |
$37.6K - $42K
|
180
$40.1K
|
|
May 12, 2023
Q1 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
8.64K+ 2.41% |
$1.8M - $2.02M
|
367K
$81.7M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.21KNew |
$252K - $282K
|
1.21K
$269K
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-7.77K- 99.87% |
$1.62M - $1.82M
|
10
$2.23K
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-18- 64.29% |
$3.76K - $4.2K
|
10
$2.23K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
120New |
$25K - $28K
|
120
$26.7K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5New |
$1.04K - $1.17K
|
5
$1.11K
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.8KNew |
$1.21M - $1.36M
|
5.8K
$1.29M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
20.3KNew |
$4.24M - $4.75M
|
20.3K
$4.53M
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
5.8KNew |
$1.21M - $1.35M
|
5.8K
$1.29M
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-230- 16.58% |
$48K - $53.7K
|
1.16K
$258K
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
56.2K+ 81.69% |
$11.7M - $13.1M
|
125K
$27.8M
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-223- 99.11% |
$46.5K - $52.1K
|
2
$445
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-35- 3.32% |
$7.3K - $8.18K
|
1.02K
$227K
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-501- 30.18% |
$105K - $117K
|
1.16K
$258K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.13MNew |
$237M - $265M
|
1.13M
$252M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9New |
$1.88K - $2.1K
|
9
$2K
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
BUY
|
- |
47.7KNew |
$9.95M - $11.1M
|
47.7K
$10.6M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
12New |
$2.5K - $2.8K
|
12
$2.67K
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
22New |
$4.59K - $5.14K
|
22
$4.9K
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-100- 5.13% |
$20.9K - $23.4K
|
1.85K
$412K
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
1.29KNew |
$269K - $301K
|
1.29K
$287K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8New |
$1.67K - $1.87K
|
8
$1.78K
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-200- 37.59% |
$41.7K - $46.7K
|
332
$73.9K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-35- 35.0% |
$7.3K - $8.18K
|
65
$14.5K
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
9New |
$1.88K - $2.1K
|
9
$2K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-14- 56.0% |
$2.92K - $3.27K
|
11
$2.45K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
164New |
$34.2K - $38.3K
|
164
$36.5K
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
837+ 6.03% |
$175K - $196K
|
14.7K
$3.28M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
223New |
$46.5K - $52.1K
|
223
$49.7K
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
50+ 5.05% |
$10.4K - $11.7K
|
1.04K
$232K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
50New |
$10.4K - $11.7K
|
50
$11.1K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
81.2KNew |
$16.9M - $19M
|
81.2K
$18.1M
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-200- 96.62% |
$41.7K - $46.7K
|
7
$1.56K
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-105- 8.85% |
$21.9K - $24.5K
|
1.08K
$241K
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-492- 43.46% |
$103K - $115K
|
640
$143K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
5New |
$1.04K - $1.17K
|
5
$1.11K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
129+ 2.38% |
$26.9K - $30.1K
|
5.56K
$1.24M
|