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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
11+ 17.74% |
$1.76K - $2.15K
|
73
$9.43K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-236- 4.81% |
$37.8K - $46.2K
|
4.67K
$603K
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
115+ 3.0% |
$18.4K - $22.5K
|
3.95K
$510K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-166- 3.13% |
$26.6K - $32.5K
|
5.14K
$664K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
277+ 25.14% |
$44.3K - $54.2K
|
1.38K
$178K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
14.4KNew |
$2.31M - $2.82M
|
14.4K
$1.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.57KNew |
$251K - $306K
|
1.57K
$202K
|
|
|
Aug 04, 2025
Q2 2025
|
Savoir Faire Capital Management, L.P.
Norwalk, CT |
BUY
|
- |
4.79K+ 20.02% |
$767K - $937K
|
28.7K
$3.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-1.54K- 55.04% |
$246K - $301K
|
1.26K
$162K
|
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
BUY
|
- |
3KNew |
$480K - $587K
|
3K
$387K
|
|
|
Aug 04, 2025
Q2 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-2.37K- 10.0% |
$379K - $463K
|
21.3K
$2.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
829+ 44.0% |
$133K - $162K
|
2.71K
$350K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-250- 9.93% |
$40K - $48.9K
|
2.27K
$293K
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
SELL
|
- |
-338- 6.69% |
$54.1K - $66.1K
|
4.71K
$609K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-926- 82.83% |
$148K - $181K
|
192
$24.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2New |
$320 - $391
|
2
$258
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-87- 89.69% |
$13.9K - $17K
|
10
$1.29K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1New |
$160 - $196
|
1
$129
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
406+ 1041.03% |
$65K - $79.4K
|
445
$57.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
371+ 5.56% |
$59.4K - $72.6K
|
7.05K
$910K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
200+ 45.56% |
$32K - $39.1K
|
639
$82.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
299+ 29900.0% |
$47.8K - $58.5K
|
300
$38.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-75- 5.21% |
$12K - $14.7K
|
1.37K
$176K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
76+ 126.67% |
$12.2K - $14.9K
|
136
$17.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-50- 21.74% |
$8K - $9.78K
|
180
$23.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
415+ 1.52% |
$66.4K - $81.2K
|
27.8K
$3.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-229- 15.44% |
$36.6K - $44.8K
|
1.25K
$162K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-4.85K- 34.16% |
$776K - $949K
|
9.35K
$1.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.63K- 3.12% |
$580K - $710K
|
113K
$14.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
840New |
$134K - $164K
|
840
$108K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-200- 50.0% |
$32K - $39.1K
|
200
$25.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5+ 0.38% |
$800 - $978
|
1.33K
$171K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
232+ 15.02% |
$37.1K - $45.4K
|
1.78K
$230K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$16K - $19.6K
|
100
$12.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
33+ 6.6% |
$5.28K - $6.46K
|
533
$68.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-54- 84.38% |
$8.64K - $10.6K
|
10
$1.29K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.63KNew |
$421K - $514K
|
2.63K
$340K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
35+ 0.75% |
$5.6K - $6.85K
|
4.7K
$607K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-20- 1.27% |
$3.2K - $3.91K
|
1.55K
$201K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-148- 7.96% |
$23.7K - $29K
|
1.71K
$221K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
200+ 15.72% |
$32K - $39.1K
|
1.47K
$190K
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
29.8KNew |
$4.77M - $5.83M
|
29.8K
$3.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-229- 9.99% |
$36.6K - $44.8K
|
2.06K
$267K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-25- 51.02% |
$4K - $4.89K
|
24
$3.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-3.54K- 59.48% |
$566K - $692K
|
2.41K
$311K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.23KNew |
$197K - $241K
|
1.23K
$159K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-770- 27.31% |
$123K - $151K
|
2.05K
$265K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-73- 55.3% |
$11.7K - $14.3K
|
59
$7.62K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
26New |
$4.16K - $5.09K
|
26
$3.36K
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-102- 1.75% |
$16.3K - $20K
|
5.73K
$740K
|
|