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 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
452+ 14.87% |
$109K - $123K
|
3.49K
$904K
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
901+ 42.36% |
$218K - $245K
|
3.03K
$784K
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11+ 0.47% |
$2.66K - $2.99K
|
2.36K
$612K
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
768+ 7.03% |
$185K - $209K
|
11.7K
$3.03M
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-33- 3.76% |
$7.97K - $8.98K
|
844
$219K
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-47.1K- 61.52% |
$11.4M - $12.8M
|
29.4K
$7.62M
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.33K- 42.82% |
$321K - $362K
|
1.78K
$460K
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-397- 10.36% |
$95.8K - $108K
|
3.44K
$890K
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
210+ 11.53% |
$50.7K - $57.1K
|
2.03K
$526K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-113- 90.4% |
$27.3K - $30.7K
|
12
$3.11K
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
361+ 14.95% |
$87.2K - $98.2K
|
2.78K
$719K
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
9.71K+ 79.68% |
$2.34M - $2.64M
|
21.9K
$5.67M
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-100- 3.16% |
$24.1K - $27.2K
|
3.06K
$792K
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.94K- 1.6% |
$1.92M - $2.16M
|
488K
$126M
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
268KNew |
$64.8M - $73M
|
268K
$69.5M
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
457+ 7.97% |
$110K - $124K
|
6.19K
$1.6M
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-123- 11.87% |
$29.7K - $33.5K
|
913
$236K
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3+ 0.06% |
$724 - $816
|
5.26K
$1.36M
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
1.3K+ 5.86% |
$315K - $354K
|
23.5K
$6.1M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-110- 1.27% |
$26.6K - $29.9K
|
8.58K
$2.22M
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
329K+ 50.85% |
$79.4M - $89.5M
|
976K
$253M
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
31+ 1.87% |
$7.48K - $8.43K
|
1.69K
$437K
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
651+ 6.49% |
$157K - $177K
|
10.7K
$2.77M
|
|
May 13, 2024
Q1 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-1.8K- 7.45% |
$435K - $490K
|
22.4K
$5.79M
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
155+ 6.07% |
$37.4K - $42.2K
|
2.71K
$701K
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-24.9K- 36.11% |
$6M - $6.76M
|
44K
$11.4M
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-329- 2.62% |
$79.4K - $89.5K
|
12.2K
$3.16M
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3+ 1.65% |
$724 - $816
|
185
$47.9K
|
|
May 13, 2024
Q1 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-3.01K- 2.96% |
$725K - $817K
|
98.4K
$25.5M
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
313+ 7.4% |
$75.6K - $85.1K
|
4.54K
$1.18M
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-37.8K- 49.66% |
$9.13M - $10.3M
|
38.3K
$9.93M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
572+ 7.6% |
$138K - $156K
|
8.09K
$2.1M
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-80- 0.51% |
$19.3K - $21.8K
|
15.7K
$4.06M
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
221+ 4.65% |
$53.4K - $60.1K
|
4.97K
$1.29M
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
2.33K+ 2.9% |
$563K - $634K
|
82.7K
$21.4M
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
121+ 1.94% |
$29.2K - $32.9K
|
6.36K
$1.65M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.24K+ 21.47% |
$299K - $337K
|
7.01K
$1.81M
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-56- 3.12% |
$13.5K - $15.2K
|
1.74K
$451K
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-150- 15.29% |
$36.2K - $40.8K
|
831
$215K
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
345+ 2.37% |
$83.3K - $93.9K
|
14.9K
$3.87M
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
35+ 269.23% |
$8.45K - $9.52K
|
48
$12.4K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.12K- 8.82% |
$512K - $577K
|
21.9K
$5.68M
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
10+ 0.66% |
$2.41K - $2.72K
|
1.53K
$395K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-557- 1.17% |
$134K - $152K
|
47.1K
$12.2M
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.12K+ 3.85% |
$271K - $306K
|
30.3K
$7.84M
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-10- 55.56% |
$2.41K - $2.72K
|
8
$2.07K
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.02K- 60.1% |
$728K - $820K
|
2K
$518K
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
11.9KNew |
$2.88M - $3.25M
|
11.9K
$3.09M
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
5.3K+ 1.07% |
$1.28M - $1.44M
|
503K
$130M
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
83.2K+ 2.74% |
$20.1M - $22.6M
|
3.12M
$808M
|