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 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.22K- 19.63% |
$269K - $315K
|
5.01K
$903K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-76- 0.46% |
$16.7K - $19.6K
|
16.3K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-9.05K- 31.34% |
$1.99M - $2.33M
|
19.8K
$3.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-21- 0.57% |
$4.61K - $5.41K
|
3.66K
$659K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-279- 5.06% |
$61.3K - $71.9K
|
5.23K
$943K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-225- 6.86% |
$49.4K - $58K
|
3.06K
$551K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.84K- 99.95% |
$405K - $475K
|
1
$180
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
6+ 0.6% |
$1.32K - $1.55K
|
1K
$181K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
510+ 51.0% |
$112K - $131K
|
1.51K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
966+ 11.95% |
$212K - $249K
|
9.05K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-600- 17.17% |
$132K - $155K
|
2.9K
$522K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.12K- 12.1% |
$245K - $287K
|
8.1K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
106+ 5.78% |
$23.3K - $27.3K
|
1.94K
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-19- 1.25% |
$4.17K - $4.89K
|
1.5K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
63+ 4.2% |
$13.8K - $16.2K
|
1.56K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-311- 11.78% |
$68.3K - $80.1K
|
2.33K
$420K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
119+ 2.34% |
$26.1K - $30.7K
|
5.21K
$940K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.8% |
$1.98K - $2.32K
|
1.14K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.81K- 20.14% |
$398K - $467K
|
7.19K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
95+ 5.15% |
$20.9K - $24.5K
|
1.94K
$349K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$220 - $258
|
983
$177K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
7.42K+ 74.28% |
$1.63M - $1.91M
|
17.4K
$3.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 6.67% |
$220 - $258
|
16
$2.88K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
620New |
$136K - $160K
|
620
$112K
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
13.9KNew |
$3.05M - $3.58M
|
13.9K
$2.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
100+ 2.16% |
$22K - $25.8K
|
4.74K
$854K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-17- 85.0% |
$3.73K - $4.38K
|
3
$541
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.31K+ 359.33% |
$947K - $1.11M
|
5.51K
$994K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 1.02% |
$220 - $258
|
97
$17.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
7.22K+ 14.8% |
$1.59M - $1.86M
|
56K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6+ 4.44% |
$1.32K - $1.55K
|
141
$25.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
158+ 3.03% |
$34.7K - $40.7K
|
5.38K
$969K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-43- 5.49% |
$9.45K - $11.1K
|
740
$133K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-325- 3.73% |
$71.4K - $83.7K
|
8.39K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-155- 2.24% |
$34K - $39.9K
|
6.77K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.26K- 6.62% |
$1.59M - $1.87M
|
102K
$18.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
27.6KNew |
$6.06M - $7.11M
|
27.6K
$4.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 16.67% |
$439 - $515
|
10
$1.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-85- 4.53% |
$18.7K - $21.9K
|
1.79K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
165+ 0.88% |
$36.2K - $42.5K
|
18.9K
$3.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-632- 1.67% |
$139K - $163K
|
37.2K
$6.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
292+ 17.87% |
$64.1K - $75.2K
|
1.93K
$347K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.7K+ 7.02% |
$374K - $438K
|
26K
$4.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-49- 4.9% |
$10.8K - $12.6K
|
951
$171K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-269- 9.28% |
$59.1K - $69.3K
|
2.63K
$474K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
21+ 2.34% |
$4.61K - $5.41K
|
920
$166K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-354- 6.61% |
$77.8K - $91.2K
|
5K
$902K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-2.73K- 8.12% |
$599K - $703K
|
30.9K
$5.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
19.3K+ 9.88% |
$4.23M - $4.96M
|
214K
$38.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-17- 1.55% |
$3.73K - $4.38K
|
1.08K
$195K
|