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 03, 2025
Q4 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-1.24K- 3.35% |
$272K - $319K
|
35.8K
$6.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-826- 7.15% |
$181K - $213K
|
10.7K
$1.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
54+ 5.33% |
$11.9K - $13.9K
|
1.07K
$193K
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
400+ 0.87% |
$87.9K - $103K
|
46.5K
$8.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
222+ 18.21% |
$48.8K - $57.2K
|
1.44K
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
40New |
$8.79K - $10.3K
|
40
$7.21K
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
23.7KNew |
$5.2M - $6.1M
|
23.7K
$4.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
68+ 7.95% |
$14.9K - $17.5K
|
923
$166K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
174KNew |
$38.2M - $44.8M
|
174K
$31.4M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-173- 0.29% |
$38K - $44.6K
|
58.5K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-631- 2.35% |
$139K - $163K
|
26.2K
$4.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-10.1K- 15.33% |
$2.21M - $2.59M
|
55.6K
$10M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.04K+ 4.4% |
$229K - $268K
|
24.7K
$4.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
254+ 19.1% |
$55.8K - $65.4K
|
1.58K
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
572+ 1.0% |
$126K - $147K
|
57.7K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-538- 7.68% |
$118K - $139K
|
6.47K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20+ 10.2% |
$4.39K - $5.15K
|
216
$38.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-756- 0.86% |
$166K - $195K
|
87K
$15.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.26K+ 27.18% |
$277K - $325K
|
5.9K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4New |
$879 - $1.03K
|
4
$721
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
628+ 77.53% |
$138K - $162K
|
1.44K
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
423+ 7.41% |
$92.9K - $109K
|
6.14K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
37+ 0.37% |
$8.13K - $9.53K
|
9.96K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
43New |
$9.45K - $11.1K
|
43
$7.75K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
36+ 1.5% |
$7.91K - $9.27K
|
2.43K
$438K
|
|
|
Jan 31, 2025
Q4 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-95- 7.01% |
$20.9K - $24.5K
|
1.26K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.21K- 8.05% |
$265K - $311K
|
13.8K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
6.94K+ 248.64% |
$1.52M - $1.79M
|
9.73K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
16+ 0.92% |
$3.51K - $4.12K
|
1.75K
$315K
|
|
|
Jan 31, 2025
Q4 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
20KNew |
$4.39M - $5.15M
|
20K
$3.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5+ 0.05% |
$1.1K - $1.29K
|
9.94K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-481- 4.5% |
$106K - $124K
|
10.2K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.67K+ 2.73% |
$367K - $430K
|
62.8K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-6- 5.66% |
$1.32K - $1.55K
|
100
$18K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
122New |
$26.8K - $31.4K
|
122
$22K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
133+ 11.35% |
$29.2K - $34.3K
|
1.31K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.13% |
$439 - $515
|
1.57K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
611New |
$134K - $157K
|
611
$110K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 9.92% |
$315K - $369K
|
13K
$2.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.73K+ 39.72% |
$381K - $446K
|
6.1K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-805- 44.04% |
$177K - $207K
|
1.02K
$184K
|
|
|
Jan 30, 2025
Q4 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-65.7K- 23.2% |
$14.4M - $16.9M
|
217K
$39.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
159+ 0.14% |
$34.9K - $41K
|
115K
$20.7M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.18K- 3.36% |
$919K - $1.08M
|
120K
$21.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.38K- 2.77% |
$523K - $613K
|
83.5K
$15.1M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 6.31% |
$110K - $129K
|
7.42K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-315- 22.23% |
$69.2K - $81.2K
|
1.1K
$199K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2- 0.19% |
$439 - $515
|
1.07K
$193K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-172- 12.59% |
$37.8K - $44.3K
|
1.19K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3- 0.01% |
$659 - $773
|
30.2K
$5.44M
|