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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-15- 1.69% |
$3.29K - $3.86K
|
870
$157K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-963- 0.31% |
$212K - $248K
|
305K
$55M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-100- 68.97% |
$22K - $25.8K
|
45
$8.11K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.85K- 22.62% |
$626K - $734K
|
9.75K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-4.11K- 5.33% |
$904K - $1.06M
|
73K
$13.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
129+ 17.87% |
$28.3K - $33.2K
|
851
$153K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-550- 23.84% |
$121K - $142K
|
1.76K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.22K- 54.78% |
$268K - $314K
|
1.01K
$182K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
20+ 1.59% |
$4.39K - $5.15K
|
1.28K
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.55KNew |
$341K - $400K
|
1.55K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
59+ 0.81% |
$13K - $15.2K
|
7.36K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-27.8K- 96.31% |
$6.11M - $7.16M
|
1.07K
$192K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.53K+ 22.89% |
$337K - $395K
|
8.23K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
335+ 1.7% |
$73.6K - $86.3K
|
20K
$3.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-16- 0.85% |
$3.51K - $4.12K
|
1.88K
$338K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-383- 23.63% |
$84.1K - $98.7K
|
1.24K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-70- 5.68% |
$15.4K - $18K
|
1.16K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
31+ 30.39% |
$6.81K - $7.99K
|
133
$24K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
25New |
$5.49K - $6.44K
|
25
$4.51K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-4- 57.14% |
$879 - $1.03K
|
3
$541
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-31- 93.94% |
$6.81K - $7.99K
|
2
$361
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.51K+ 19.6% |
$333K - $390K
|
9.24K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-59.3K- 28.09% |
$13M - $15.3M
|
152K
$27.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
93+ 2.2% |
$20.4K - $24K
|
4.32K
$778K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
725+ 24.79% |
$159K - $187K
|
3.65K
$658K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
17+ 0.74% |
$3.73K - $4.38K
|
2.32K
$418K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
370+ 28.73% |
$81.3K - $95.3K
|
1.66K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-27- 1.64% |
$5.93K - $6.96K
|
1.62K
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
15+ 0.36% |
$3.29K - $3.86K
|
4.15K
$748K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
250New |
$54.9K - $64.4K
|
250
$45.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
4+ 2.52% |
$879 - $1.03K
|
163
$29.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 4.55% |
$87.9K - $103K
|
8.4K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-187- 1.9% |
$41.1K - $48.2K
|
9.67K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-409- 9.88% |
$89.8K - $105K
|
3.73K
$673K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.1KNew |
$241K - $282K
|
1.1K
$197K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-10- 1.06% |
$2.2K - $2.58K
|
929
$167K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.66K+ 29.61% |
$804K - $943K
|
16K
$2.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 50.0% |
$1.54K - $1.8K
|
21
$3.79K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
877K+ 1844.65% |
$193M - $226M
|
924K
$167M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
14+ 15.73% |
$3.08K - $3.61K
|
103
$18.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-42- 1.37% |
$9.23K - $10.8K
|
3.02K
$544K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-416- 11.3% |
$91.4K - $107K
|
3.27K
$589K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 3.08% |
$439 - $515
|
67
$12.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.24K+ 43.63% |
$272K - $319K
|
4.08K
$735K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 36.11% |
$2.86K - $3.35K
|
49
$8.83K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-40- 1.48% |
$8.79K - $10.3K
|
2.67K
$481K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.72K- 31.58% |
$597K - $700K
|
5.89K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-25- 1.92% |
$5.49K - $6.44K
|
1.28K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
381+ 2.23% |
$83.7K - $98.2K
|
17.5K
$3.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.58K+ 2.19% |
$1.66M - $1.95M
|
354K
$63.8M
|