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 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 5.0% |
$1.1K - $1.29K
|
105
$18.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
9+ 0.48% |
$1.98K - $2.32K
|
1.9K
$339K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-96- 2.05% |
$21.1K - $24.7K
|
4.59K
$819K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-775- 1.28% |
$170K - $200K
|
59.8K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-261- 4.71% |
$57.3K - $67.2K
|
5.28K
$941K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-325- 85.53% |
$71.4K - $83.7K
|
55
$9.81K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-41- 8.1% |
$9.01K - $10.6K
|
465
$82.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.93K+ 2.17% |
$643K - $754K
|
138K
$24.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.39K- 7.45% |
$305K - $358K
|
17.3K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
300+ 27.88% |
$65.9K - $77.3K
|
1.38K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-39.2K- 36.99% |
$8.6M - $10.1M
|
66.7K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
901+ 2.39% |
$198K - $232K
|
38.7K
$6.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.95K+ 184.53% |
$647K - $759K
|
4.54K
$810K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-13- 38.24% |
$2.86K - $3.35K
|
21
$3.75K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-602- 31.01% |
$132K - $155K
|
1.34K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-341- 18.08% |
$74.9K - $87.8K
|
1.55K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.24KNew |
$272K - $319K
|
1.24K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.15K+ 18.05% |
$252K - $295K
|
7.49K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-221- 7.79% |
$48.5K - $56.9K
|
2.62K
$467K
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-78.2K- 53.26% |
$17.2M - $20.1M
|
68.6K
$12.2M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
718+ 5.56% |
$158K - $185K
|
13.6K
$2.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-129- 5.99% |
$28.3K - $33.2K
|
2.03K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-95- 2.04% |
$20.9K - $24.5K
|
4.56K
$813K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.65K- 22.74% |
$363K - $426K
|
5.61K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
198+ 0.38% |
$43.5K - $51K
|
52.8K
$9.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-35- 70.0% |
$7.69K - $9.02K
|
15
$2.68K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.25K- 38.82% |
$275K - $323K
|
1.98K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
29+ 2.35% |
$6.37K - $7.47K
|
1.26K
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9+ 0.46% |
$1.98K - $2.32K
|
1.97K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
9.8K+ 258.18% |
$2.15M - $2.53M
|
13.6K
$2.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-3.8K- 7.68% |
$835K - $979K
|
45.7K
$8.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.27K- 27.98% |
$279K - $328K
|
3.27K
$584K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
327+ 12.75% |
$71.8K - $84.2K
|
2.89K
$516K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-6.13K- 3.68% |
$1.35M - $1.58M
|
160K
$28.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.79K+ 152.39% |
$392K - $460K
|
2.96K
$528K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
39.8KNew |
$8.74M - $10.2M
|
39.8K
$7.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-123- 11.34% |
$27K - $31.7K
|
962
$172K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-166- 9.18% |
$36.5K - $42.8K
|
1.64K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-25- 0.67% |
$5.49K - $6.44K
|
3.72K
$663K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-51- 2.7% |
$11.2K - $13.1K
|
1.84K
$327K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-661- 13.6% |
$145K - $170K
|
4.2K
$749K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-334- 11.54% |
$73.4K - $86K
|
2.56K
$457K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-269- 9.55% |
$59.1K - $69.3K
|
2.55K
$455K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.3K+ 132.92% |
$285K - $334K
|
2.27K
$405K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-402- 25.05% |
$88.3K - $104K
|
1.2K
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
546+ 3.15% |
$120K - $141K
|
17.9K
$3.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-50- 1.21% |
$11K - $12.9K
|
4.09K
$729K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
167+ 7.07% |
$36.7K - $43K
|
2.53K
$451K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.15K+ 7.54% |
$252K - $295K
|
16.4K
$2.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
485+ 9.4% |
$107K - $125K
|
5.64K
$1.01M
|