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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
1.27K+ 96.08% |
$168K - $224K
|
2.6K
$336K
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-6.91K- 5.71% |
$911K - $1.22M
|
114K
$14.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-404- 19.82% |
$53.2K - $71.1K
|
1.63K
$211K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-835- 11.14% |
$110K - $147K
|
6.66K
$860K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-75.5K- 93.26% |
$9.95M - $13.3M
|
5.45K
$704K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
128+ 2.1% |
$16.9K - $22.5K
|
6.22K
$803K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.71K+ 163.96% |
$621K - $829K
|
7.58K
$979K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-485- 4.72% |
$63.9K - $85.4K
|
9.78K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.5KNew |
$198K - $264K
|
1.5K
$194K
|
|
|
Oct 20, 2025
Q3 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.14K- 6.24% |
$150K - $201K
|
17.1K
$2.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
523+ 28.98% |
$68.9K - $92.1K
|
2.33K
$301K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-34K- 29.31% |
$4.48M - $5.99M
|
82K
$10.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.42KNew |
$714K - $954K
|
5.42K
$700K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-57- 0.64% |
$7.51K - $10K
|
8.89K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-611- 15.94% |
$80.5K - $108K
|
3.22K
$416K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 10.0% |
$132 - $176
|
9
$1.16K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.12K- 56.87% |
$1.07M - $1.43M
|
6.16K
$795K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-588- 9.11% |
$77.5K - $104K
|
5.86K
$757K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.76K+ 80.4% |
$232K - $310K
|
3.95K
$510K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-150- 37.5% |
$19.8K - $26.4K
|
250
$32.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
209New |
$27.5K - $36.8K
|
209
$27K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
119New |
$15.7K - $21K
|
119
$15.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
8.35KNew |
$1.1M - $1.47M
|
8.35K
$1.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.42K- 6.75% |
$188K - $251K
|
19.7K
$2.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-835- 18.21% |
$110K - $147K
|
3.75K
$484K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-7- 0.37% |
$922 - $1.23K
|
1.9K
$245K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-56- 29.47% |
$7.38K - $9.86K
|
134
$17.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.19K- 61.23% |
$157K - $210K
|
754
$97.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
682+ 42.18% |
$89.9K - $120K
|
2.3K
$297K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
37+ 2.15% |
$4.88K - $6.52K
|
1.75K
$227K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-55- 3.46% |
$7.25K - $9.68K
|
1.54K
$198K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
702+ 15.28% |
$92.5K - $124K
|
5.3K
$684K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.18K- 9.6% |
$419K - $560K
|
29.9K
$3.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-11- 16.92% |
$1.45K - $1.94K
|
54
$6.97K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
51+ 1.47% |
$6.72K - $8.98K
|
3.52K
$454K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.32K+ 12.35% |
$174K - $233K
|
12K
$1.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
19.8K+ 8.78% |
$2.61M - $3.49M
|
245K
$31.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-717- 8.72% |
$94.5K - $126K
|
7.51K
$970K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-21- 28.77% |
$2.77K - $3.7K
|
52
$6.72K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-45- 3.77% |
$5.93K - $7.92K
|
1.15K
$148K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-699- 7.77% |
$92.1K - $123K
|
8.3K
$1.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-3- 2.54% |
$395 - $528
|
115
$14.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
333+ 5.2% |
$43.9K - $58.6K
|
6.73K
$870K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-15- 0.11% |
$1.98K - $2.64K
|
13.2K
$1.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7New |
$922 - $1.23K
|
7
$904
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-40- 1.58% |
$5.27K - $7.04K
|
2.49K
$321K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-46- 14.6% |
$6.06K - $8.1K
|
269
$34.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-691- 20.4% |
$91.1K - $122K
|
2.7K
$348K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.16K+ 110.69% |
$944K - $1.26M
|
13.6K
$1.76M
|
|