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 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
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-211K- 95.32% |
$27.8M - $37.2M
|
10.4K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.92K+ 28.82% |
$252K - $337K
|
8.56K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
27.9K+ 1162.42% |
$3.68M - $4.91M
|
30.3K
$3.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
75+ 0.69% |
$9.88K - $13.2K
|
11K
$1.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
518+ 18.81% |
$68.3K - $91.2K
|
3.27K
$423K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-20K- 41.68% |
$2.64M - $3.52M
|
28K
$3.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.58K+ 102.76% |
$472K - $630K
|
7.06K
$912K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
79+ 2.6% |
$10.4K - $13.9K
|
3.11K
$402K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-580- 27.06% |
$76.4K - $102K
|
1.56K
$202K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-16.6K- 70.99% |
$2.19M - $2.92M
|
6.79K
$876K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
121K+ 14.87% |
$16M - $21.4M
|
938K
$121M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-182- 9.74% |
$24K - $32K
|
1.69K
$218K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 11.32% |
$791 - $1.06K
|
47
$6.07K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-566- 12.02% |
$74.6K - $99.7K
|
4.14K
$535K
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-25- 0.51% |
$3.29K - $4.4K
|
4.91K
$634K
|
|
|
Oct 15, 2025
Q3 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
12+ 0.61% |
$1.58K - $2.11K
|
1.98K
$256K
|
|
|
Oct 14, 2025
Q3 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
457+ 1.48% |
$60.2K - $80.5K
|
31.3K
$4.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
69+ 0.58% |
$9.09K - $12.2K
|
12.1K
$1.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.44K+ 77.91% |
$190K - $253K
|
3.29K
$424K
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
241+ 0.62% |
$31.8K - $42.4K
|
38.8K
$5.02M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
38.9KNew |
$5.12M - $6.85M
|
38.9K
$5.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Coho Partners, Ltd.
|
SELL
|
- |
-64.7K- 44.34% |
$8.52M - $11.4M
|
81.2K
$10.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-75- 4.6% |
$9.88K - $13.2K
|
1.56K
$201K
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-7.24K- 26.29% |
$953K - $1.27M
|
20.3K
$2.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
822+ 36.99% |
$108K - $145K
|
3.04K
$393K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.38K- 17.29% |
$181K - $242K
|
6.58K
$849K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.33K- 14.12% |
$306K - $409K
|
14.1K
$1.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.86K- 8.2% |
$377K - $504K
|
32.1K
$4.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
188+ 341.82% |
$24.8K - $33.1K
|
243
$31.4K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1- 0.05% |
$132 - $176
|
2.15K
$277K
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-67.2K- 68.95% |
$8.85M - $11.8M
|
30.3K
$3.91M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-46- 9.89% |
$6.06K - $8.1K
|
419
$54.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
200+ 5.93% |
$26.4K - $35.2K
|
3.57K
$461K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.5K- 50.52% |
$462K - $617K
|
3.43K
$443K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 20.0% |
$132 - $176
|
4
$517
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-9.46K- 23.66% |
$1.25M - $1.67M
|
30.5K
$3.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-226- 7.57% |
$29.8K - $39.8K
|
2.76K
$357K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.92K- 25.86% |
$385K - $514K
|
8.36K
$1.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-122- 6.08% |
$16.1K - $21.5K
|
1.89K
$244K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 3.38% |
$4.35K - $5.81K
|
1.01K
$130K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$305K - $408K
|
2.32K
$299K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-155- 41.22% |
$20.4K - $27.3K
|
221
$28.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 25.77% |
$159K - $213K
|
3.48K
$449K
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-1.15K- 3.08% |
$152K - $203K
|
36.3K
$4.68M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.56K- 25.07% |
$206K - $275K
|
4.68K
$604K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
76+ 8.83% |
$10K - $13.4K
|
937
$121K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-78.5K- 93.79% |
$10.3M - $13.8M
|
5.19K
$671K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
65+ 2.3% |
$8.57K - $11.4K
|
2.89K
$373K
|
|