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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-179- 11.34% |
$28.6K - $35K
|
1.4K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.05K- 41.53% |
$168K - $205K
|
1.48K
$248K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-16- 0.43% |
$2.56K - $3.13K
|
3.73K
$627K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-278- 14.67% |
$44.5K - $54.4K
|
1.62K
$272K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-25.9K- 97.94% |
$4.14M - $5.06M
|
545
$91.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-42.2K- 30.21% |
$6.75M - $8.25M
|
97.4K
$16.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-365- 4.55% |
$58.4K - $71.4K
|
7.66K
$1.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-125- 23.95% |
$20K - $24.5K
|
397
$66.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
571+ 63.16% |
$91.4K - $112K
|
1.48K
$248K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8New |
$1.28K - $1.56K
|
8
$1.34K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2.17K+ 21.61% |
$347K - $425K
|
12.2K
$2.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.1K+ 1066.02% |
$176K - $215K
|
1.2K
$202K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.2K+ 10.75% |
$673K - $822K
|
43.3K
$7.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.36K- 20.56% |
$378K - $462K
|
9.12K
$1.53M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-82- 5.35% |
$13.1K - $16K
|
1.45K
$244K
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-9.02K- 26.85% |
$1.44M - $1.76M
|
24.6K
$4.13M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-82- 3.26% |
$13.1K - $16K
|
2.43K
$408K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-301- 10.64% |
$48.2K - $58.9K
|
2.53K
$425K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
2.14K+ 1.51% |
$342K - $418K
|
144K
$24.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
317+ 40.8% |
$50.7K - $62K
|
1.09K
$184K
|
|
| Q1 2025 | |||||||
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
2+ 14.29% |
$322 - $446
|
16
$2.69K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
99+ 5.43% |
$15.9K - $22.1K
|
1.92K
$323K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-4.34K- 20.59% |
$699K - $968K
|
16.7K
$2.81M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
6.67KNew |
$1.07M - $1.49M
|
6.67K
$1.12M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-39.5K- 71.02% |
$6.36M - $8.8M
|
16.1K
$2.71M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-44.5K- 97.23% |
$7.17M - $9.92M
|
1.27K
$213K
|
|
|
Jun 06, 2025
Q1 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-46.5K- 47.77% |
$7.48M - $10.4M
|
50.8K
$8.53M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
3+ 0.05% |
$483 - $669
|
5.89K
$988K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.44KNew |
$1.2M - $1.66M
|
7.44K
$1.25M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
3New |
$483 - $669
|
3
$504
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.26KNew |
$203K - $281K
|
1.26K
$212K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.48% |
$161 - $223
|
210
$35.3K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.54K+ 26.61% |
$409K - $566K
|
12.1K
$2.03M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-393- 18.12% |
$63.3K - $87.6K
|
1.78K
$298K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
395+ 6.22% |
$63.6K - $88.1K
|
6.75K
$1.13M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-846- 4.92% |
$136K - $189K
|
16.3K
$2.75M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.21K+ 34.81% |
$194K - $269K
|
4.67K
$784K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-339- 29.43% |
$54.6K - $75.6K
|
813
$137K
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-8.5K- 62.96% |
$1.37M - $1.89M
|
5K
$840K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.42K+ 6.8% |
$712K - $986K
|
69.4K
$11.7M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.8KNew |
$450K - $623K
|
2.8K
$470K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-12- 0.49% |
$1.93K - $2.68K
|
2.44K
$410K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
56.3K+ 1785.88% |
$9.07M - $12.5M
|
59.4K
$9.98M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
215New |
$34.6K - $47.9K
|
215
$36.1K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.53K- 84.91% |
$1.54M - $2.13M
|
1.69K
$285K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
36.4K+ 3.64% |
$5.87M - $8.12M
|
1.04M
$174M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
15+ 0.2% |
$2.42K - $3.34K
|
7.49K
$1.26M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-6.97K- 42.06% |
$1.12M - $1.55M
|
9.6K
$1.61M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-9.63K- 51.59% |
$1.55M - $2.15M
|
9.04K
$1.52M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-103K- 13.15% |
$16.6M - $23M
|
681K
$114M
|
|