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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.43% |
$221 - $261
|
71
$15.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-85- 10.42% |
$18.8K - $22.2K
|
731
$163K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
866New |
$192K - $226K
|
866
$193K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
15New |
$3.32K - $3.92K
|
15
$3.34K
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-285- 4.65% |
$63.1K - $74.4K
|
5.84K
$1.3M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
155New |
$34.3K - $40.5K
|
155
$34.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8New |
$1.77K - $2.09K
|
8
$1.78K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
100+ 0.65% |
$22.1K - $26.1K
|
15.6K
$3.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-551- 7.22% |
$122K - $144K
|
7.08K
$1.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-250- 19.61% |
$55.3K - $65.3K
|
1.03K
$228K
|
|
|
Feb 07, 2023
Q4 2022
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
3+ 0.15% |
$664 - $783
|
1.95K
$435K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
3.35K+ 8.35% |
$741K - $874K
|
43.5K
$9.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.94KNew |
$1.98M - $2.33M
|
8.94K
$1.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
50+ 67.57% |
$11.1K - $13.1K
|
124
$27.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-429- 8.97% |
$94.9K - $112K
|
4.35K
$969K
|
|
|
Feb 03, 2023
Q4 2022
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-3.6K- 4.85% |
$796K - $940K
|
70.6K
$15.7M
|
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
BUY
|
- |
4+ 0.22% |
$885 - $1.04K
|
1.84K
$410K
|
|
|
Feb 02, 2023
Q4 2022
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
30.8KNew |
$6.81M - $8.04M
|
30.8K
$6.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-1.4K- 29.17% |
$310K - $365K
|
3.4K
$757K
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.16KNew |
$257K - $303K
|
1.16K
$258K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
913New |
$202K - $238K
|
913
$203K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
80New |
$17.7K - $20.9K
|
80
$17.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.5KNew |
$332K - $392K
|
1.5K
$334K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
108+ 4.95% |
$23.9K - $28.2K
|
2.29K
$510K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
500New |
$111K - $131K
|
500
$111K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-187- 60.71% |
$41.4K - $48.8K
|
121
$26.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
601+ 2.82% |
$133K - $157K
|
21.9K
$4.88M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
900New |
$199K - $235K
|
900
$200K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
586New |
$130K - $153K
|
586
$131K
|
|
|
Jan 24, 2023
Q4 2022
|
Claybrook Capital, LLC
|
SELL
|
- |
-210- 16.42% |
$46.5K - $54.8K
|
1.07K
$238K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
8+ 0.12% |
$1.77K - $2.09K
|
6.48K
$1.44M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-311- 26.4% |
$68.8K - $81.2K
|
867
$193K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
291+ 2.37% |
$64.4K - $76K
|
12.6K
$2.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-232- 1.29% |
$51.3K - $60.6K
|
17.7K
$3.94M
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-292- 4.85% |
$64.6K - $76.2K
|
5.73K
$1.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-300- 80.0% |
$66.4K - $78.3K
|
75
$16.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-533- 14.6% |
$118K - $139K
|
3.12K
$694K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.12K+ 90.16% |
$247K - $292K
|
2.36K
$525K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
42+ 3.54% |
$9.29K - $11K
|
1.23K
$274K
|
|
|
Jan 18, 2023
Q4 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 16.67% |
$44.2K - $52.2K
|
1.4K
$312K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
400New |
$88.5K - $104K
|
400
$89.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.27K- 3.55% |
$502K - $593K
|
61.7K
$13.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
55+ 1.07% |
$12.2K - $14.4K
|
5.21K
$1.16M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-102- 10.14% |
$22.6K - $26.6K
|
904
$201K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
20New |
$4.42K - $5.22K
|
20
$4.45K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
21New |
$4.65K - $5.48K
|
21
$4.68K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
243New |
$53.8K - $63.4K
|
243
$54.1K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
332New |
$73.5K - $86.7K
|
332
$73.9K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 20.0% |
$22.1K - $26.1K
|
400
$89.1K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-63Closed |
$14.5K - $19.4K
|
0
$0
|
|