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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-196- 1.43% |
$44.8K - $48.9K
|
13.6K
$2.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
117New |
$26.7K - $29.2K
|
117
$20.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
33+ 1.92% |
$7.54K - $8.23K
|
1.75K
$307K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.29K- 10.37% |
$522K - $570K
|
19.8K
$3.47M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-2.64K- 99.17% |
$604K - $659K
|
22
$3.86K
|
|
| Q3 2023 | |||||||
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
78+ 8.73% |
$19.3K - $21.3K
|
971
$170K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1Closed |
$247 - $273
|
0
$0
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
851New |
$211K - $232K
|
851
$149K
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
17K+ 632.38% |
$4.22M - $4.65M
|
19.7K
$3.46M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
100New |
$24.7K - $27.3K
|
100
$17.5K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
229New |
$56.7K - $62.5K
|
229
$40.2K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-38- 0.79% |
$9.4K - $10.4K
|
4.74K
$832K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-288- 24.64% |
$71.3K - $78.6K
|
881
$154K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.5KNew |
$1.11M - $1.23M
|
4.5K
$789K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
2KNew |
$495K - $546K
|
2K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.05KNew |
$1M - $1.1M
|
4.05K
$710K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-3.54K- 16.43% |
$877K - $966K
|
18K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
209+ 9.96% |
$51.7K - $57K
|
2.31K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-63.2K- 91.66% |
$15.6M - $17.2M
|
5.75K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
54.7K+ 17.84% |
$13.5M - $14.9M
|
361K
$63.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
19.6KNew |
$4.84M - $5.34M
|
19.6K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
3.96KNew |
$980K - $1.08M
|
3.96K
$695K
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-125- 3.5% |
$30.9K - $34.1K
|
3.45K
$605K
|
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
7.62KNew |
$1.88M - $2.08M
|
7.62K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-194- 6.85% |
$48K - $52.9K
|
2.64K
$462K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-210- 76.09% |
$52K - $57.3K
|
66
$11.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-123- 60.89% |
$30.4K - $33.6K
|
79
$13.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
858New |
$212K - $234K
|
858
$150K
|
|
|
Nov 13, 2023
Q3 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
4KNew |
$990K - $1.09M
|
4K
$701K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.68KNew |
$415K - $458K
|
1.68K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-300- 21.43% |
$74.2K - $81.8K
|
1.1K
$193K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-249- 23.67% |
$61.6K - $67.9K
|
803
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-58- 5.73% |
$14.4K - $15.8K
|
954
$167K
|
|
|
Nov 13, 2023
Q3 2023
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
CALL |
100KNew |
$24.7M - $27.3M
|
100K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
CALL |
7.3KNew |
$1.81M - $1.99M
|
7.3K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
13.7KNew |
$3.39M - $3.74M
|
13.7K
$2.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
9+ 13.64% |
$2.23K - $2.46K
|
75
$13.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-63- 5.93% |
$15.6K - $17.2K
|
1K
$175K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
13New |
$3.22K - $3.55K
|
13
$2.28K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4New |
$990 - $1.09K
|
4
$701
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-26.1K- 6.89% |
$6.46M - $7.12M
|
353K
$61.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-476- 11.85% |
$118K - $130K
|
3.54K
$621K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
9New |
$2.23K - $2.46K
|
9
$1.58K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
37+ 4.09% |
$9.16K - $10.1K
|
941
$165K
|
|
|
Oct 31, 2023
Q3 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.18KNew |
$292K - $322K
|
1.18K
$207K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
25KNew |
$6.19M - $6.82M
|
25K
$4.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
95New |
$23.5K - $25.9K
|
95
$16.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
272+ 32.0% |
$67.3K - $74.2K
|
1.12K
$197K
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-32- 11.68% |
$7.92K - $8.73K
|
242
$42.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
CALL |
2.8KNew |
$693K - $764K
|
2.8K
$491K
|
|