Latest Institutional Purchases of Constellation Brands, Inc. (STZ)
This list provides information on the latest institutional transactions involving Constellation Brands, Inc. (STZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
1.24KNew |
$284K - $310K
|
1.24K
$307K
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.11KNew |
$254K - $277K
|
1.11K
$274K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.03KNew |
$236K - $258K
|
1.03K
$255K
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
1K+ 40.0% |
$228K - $249K
|
3.5K
$863K
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
860+ 3.7% |
$196K - $214K
|
24.1K
$5.94M
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
846New |
$193K - $211K
|
846
$209K
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
743+ 24766.67% |
$170K - $185K
|
746
$184K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
614New |
$140K - $153K
|
614
$151K
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
600New |
$137K - $150K
|
600
$148K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
568New |
$130K - $142K
|
568
$140K
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
450New |
$103K - $112K
|
450
$111K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
362+ 1.44% |
$82.7K - $90.3K
|
25.6K
$6.31M
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
343New |
$78.3K - $85.5K
|
343
$84.6K
|
|
Feb 13, 2024
Q4 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
290New |
$66.2K - $72.3K
|
290
$71.5K
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
250New |
$57.1K - $62.3K
|
250
$61.7K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
237+ 9.24% |
$54.1K - $59.1K
|
2.8K
$691K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
204+ 23.05% |
$46.6K - $50.9K
|
1.09K
$269K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
152New |
$34.7K - $37.9K
|
152
$37.5K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
145New |
$33.1K - $36.2K
|
145
$35.8K
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
131+ 111.02% |
$29.9K - $32.7K
|
249
$61.4K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
122+ 9.92% |
$27.9K - $30.4K
|
1.35K
$334K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
117New |
$26.7K - $29.2K
|
117
$28.9K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
107+ 267.5% |
$24.4K - $26.7K
|
147
$36.3K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
92New |
$21K - $22.9K
|
92
$22.7K
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
78New |
$17.8K - $19.5K
|
78
$19.2K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
74+ 2.81% |
$16.9K - $18.5K
|
2.71K
$668K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
71New |
$16.2K - $17.7K
|
71
$17.5K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
52New |
$11.9K - $13K
|
52
$12.8K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
46New |
$10.5K - $11.5K
|
46
$11.3K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
39+ 25.49% |
$8.91K - $9.73K
|
192
$47.4K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
33+ 1.92% |
$7.54K - $8.23K
|
1.75K
$431K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
22New |
$5.02K - $5.49K
|
22
$5.43K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
20+ 1.34% |
$4.57K - $4.99K
|
1.51K
$372K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19New |
$4.34K - $4.74K
|
19
$4.69K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
12New |
$2.74K - $2.99K
|
12
$2.96K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
10New |
$2.28K - $2.49K
|
10
$2.47K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10New |
$2.28K - $2.49K
|
10
$2.47K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
10New |
$2.28K - $2.49K
|
10
$2.47K
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
10+ 7.41% |
$2.28K - $2.49K
|
145
$35.8K
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9+ 0.86% |
$2.06K - $2.24K
|
1.06K
$261K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
7New |
$1.6K - $1.75K
|
7
$1.73K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7New |
$1.6K - $1.75K
|
7
$1.73K
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
6+ 0.65% |
$1.37K - $1.5K
|
931
$230K
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
5+ 0.12% |
$1.14K - $1.25K
|
4.02K
$992K
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
5+ 0.59% |
$1.14K - $1.25K
|
849
$209K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 44.44% |
$914 - $997
|
13
$3.21K
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3New |
$685 - $748
|
3
$740
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1New |
$228 - $249
|
1
$247
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$228 - $249
|
1
$247
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.49% |
$228 - $249
|
206
$50.8K
|