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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
4.8KNew |
$1.17M - $1.29M
|
4.8K
$842K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
4.3KNew |
$1.05M - $1.15M
|
4.3K
$754K
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.26KNew |
$795K - $874K
|
3.26K
$571K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.1K+ 143.7% |
$757K - $832K
|
5.26K
$922K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
3.1KNew |
$756K - $832K
|
3.1K
$544K
|
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3.04KNew |
$740K - $814K
|
3.04K
$532K
|
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
2.5KNew |
$610K - $671K
|
2.5K
$438K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.07KNew |
$504K - $555K
|
2.07K
$362K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
PUT |
2KNew |
$488K - $537K
|
2K
$351K
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.77KNew |
$432K - $475K
|
1.77K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.44KNew |
$352K - $387K
|
1.44K
$253K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.05KNew |
$256K - $281K
|
1.05K
$184K
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
945New |
$231K - $254K
|
945
$166K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
911New |
$222K - $244K
|
911
$160K
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
814New |
$199K - $218K
|
814
$143K
|
|
|
Aug 07, 2024
Q2 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
786New |
$192K - $211K
|
786
$138K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
785New |
$192K - $211K
|
785
$138K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
714New |
$174K - $192K
|
714
$125K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
600New |
$146K - $161K
|
600
$105K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
447+ 55.74% |
$109K - $120K
|
1.25K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
391+ 4.48% |
$95.4K - $105K
|
9.13K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
385+ 14.09% |
$93.9K - $103K
|
3.12K
$547K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
378+ 10.6% |
$92.2K - $101K
|
3.94K
$691K
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
326+ 7.18% |
$79.5K - $87.5K
|
4.87K
$853K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
300New |
$73.2K - $80.5K
|
300
$52.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
275+ 6.11% |
$67.1K - $73.8K
|
4.78K
$838K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
221+ 15.45% |
$53.9K - $59.3K
|
1.65K
$290K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
215+ 7.51% |
$52.5K - $57.7K
|
3.08K
$540K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
165New |
$40.3K - $44.3K
|
165
$28.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
141New |
$34.4K - $37.8K
|
141
$24.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
139New |
$33.9K - $37.3K
|
139
$24.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
125New |
$30.5K - $33.5K
|
125
$21.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
125New |
$30.5K - $33.5K
|
125
$21.9K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
85New |
$20.7K - $22.8K
|
85
$14.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
82+ 3.71% |
$20K - $22K
|
2.29K
$402K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
82New |
$20K - $22K
|
82
$14.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
67New |
$16.3K - $18K
|
67
$11.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
62New |
$15.1K - $16.6K
|
62
$10.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
53New |
$12.9K - $14.2K
|
53
$9.29K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
40+ 80.0% |
$9.76K - $10.7K
|
90
$15.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
29New |
$7.08K - $7.78K
|
29
$5.09K
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
24New |
$5.86K - $6.44K
|
24
$4.21K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
17New |
$4.15K - $4.56K
|
17
$2.98K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
15New |
$3.66K - $4.03K
|
15
$2.63K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
12+ 1.38% |
$2.93K - $3.22K
|
882
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
11New |
$2.68K - $2.95K
|
11
$1.93K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
9+ 1.16% |
$2.2K - $2.42K
|
786
$138K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
8New |
$1.95K - $2.15K
|
8
$1.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
7New |
$1.71K - $1.88K
|
7
$1.23K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
4+ 50.0% |
$976 - $1.07K
|
12
$2.1K
|