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 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2+ 6.67% |
$439 - $515
|
32
$5.68K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.1K+ 110400.0% |
$243K - $284K
|
1.11K
$196K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-13- 1.22% |
$2.86K - $3.35K
|
1.05K
$187K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-31- 20.67% |
$6.81K - $7.99K
|
119
$21.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
42+ 135.48% |
$9.23K - $10.8K
|
73
$13K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.46K+ 7.4% |
$320K - $375K
|
21.1K
$3.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.31K- 5.62% |
$947K - $1.11M
|
72.5K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-35- 2.29% |
$7.69K - $9.02K
|
1.5K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
673+ 41.16% |
$148K - $173K
|
2.31K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-130- 4.2% |
$28.6K - $33.5K
|
2.97K
$526K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
260+ 2.2% |
$57.1K - $67K
|
12.1K
$2.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
130+ 0.24% |
$28.6K - $33.5K
|
53.7K
$9.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
500New |
$110K - $129K
|
500
$88.7K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
100+ 7.09% |
$22K - $25.8K
|
1.51K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
208+ 12.43% |
$45.7K - $53.6K
|
1.88K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.6K- 37.71% |
$572K - $670K
|
4.3K
$763K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
17K+ 547.12% |
$3.73M - $4.37M
|
20.1K
$3.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
654+ 13.18% |
$144K - $168K
|
5.62K
$996K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.55K- 4.02% |
$2.1M - $2.46M
|
228K
$40.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-13.4K- 41.56% |
$2.93M - $3.44M
|
18.8K
$3.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
169+ 8.26% |
$37.1K - $43.5K
|
2.22K
$393K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24- 0.07% |
$5.27K - $6.18K
|
34.5K
$6.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.69K- 7.74% |
$592K - $694K
|
32.1K
$5.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.43% |
$220 - $258
|
235
$41.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-71- 8.74% |
$15.6K - $18.3K
|
741
$131K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$659 - $773
|
3
$532
|
|
|
Feb 06, 2025
Q4 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-21.7K- 94.07% |
$4.77M - $5.59M
|
1.37K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
601+ 42.71% |
$132K - $155K
|
2.01K
$356K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
924New |
$203K - $238K
|
924
$164K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
120+ 7.04% |
$26.4K - $30.9K
|
1.83K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
821+ 5.52% |
$180K - $212K
|
15.7K
$2.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
3+ 0.28% |
$659 - $773
|
1.06K
$188K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
38.8K+ 2.22% |
$8.52M - $9.99M
|
1.78M
$316M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-654- 22.28% |
$144K - $168K
|
2.28K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.7% |
$65.9K - $77.3K
|
42.4K
$7.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-103- 2.9% |
$22.6K - $26.5K
|
3.44K
$611K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-4.33K- 40.29% |
$951K - $1.11M
|
6.41K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-31.8K- 92.09% |
$6.98M - $8.18M
|
2.73K
$484K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-110- 0.18% |
$24.2K - $28.3K
|
60.7K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-807- 7.89% |
$177K - $208K
|
9.42K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
111New |
$24.4K - $28.6K
|
111
$19.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-5.21K- 40.74% |
$1.14M - $1.34M
|
7.58K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
11New |
$2.42K - $2.83K
|
11
$1.95K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.46K+ 10.89% |
$541K - $634K
|
25.1K
$4.45M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-14.9K- 19.79% |
$3.26M - $3.83M
|
60.2K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.03K- 17.77% |
$885K - $1.04M
|
18.7K
$3.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-5.72K- 78.59% |
$1.26M - $1.47M
|
1.56K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-531- 1.13% |
$117K - $137K
|
46.5K
$8.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
6.84KNew |
$1.5M - $1.76M
|
6.84K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.14K+ 5.47% |
$689K - $808K
|
60.5K
$10.7M
|