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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-381- 18.83% |
$61K - $74.5K
|
1.64K
$212K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$160 - $196
|
1
$129
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
98New |
$15.7K - $19.2K
|
98
$12.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-100- 16.67% |
$16K - $19.6K
|
500
$64.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25- 1.85% |
$4K - $4.89K
|
1.33K
$171K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-13- 1.04% |
$2.08K - $2.54K
|
1.24K
$160K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
205New |
$32.8K - $40.1K
|
205
$26.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-220- 6.58% |
$35.2K - $43K
|
3.13K
$404K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-6- 0.21% |
$960 - $1.17K
|
2.92K
$377K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
11+ 0.94% |
$1.76K - $2.15K
|
1.18K
$153K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-92- 1.31% |
$14.7K - $18K
|
6.92K
$894K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-216- 5.49% |
$34.6K - $42.3K
|
3.72K
$480K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 12.2% |
$32K - $39.1K
|
1.44K
$186K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-1.9K- 49.43% |
$304K - $372K
|
1.95K
$251K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-59- 4.09% |
$9.44K - $11.5K
|
1.38K
$179K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-1.4K- 3.42% |
$224K - $274K
|
39.6K
$5.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
114New |
$18.2K - $22.3K
|
114
$14.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-238Closed |
$38.1K - $46.6K
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-32- 94.12% |
$5.12K - $6.26K
|
2
$258
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-119- 7.98% |
$19K - $23.3K
|
1.37K
$177K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
22+ 78.57% |
$3.52K - $4.3K
|
50
$6.46K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-10.8K- 73.04% |
$1.73M - $2.11M
|
3.98K
$515K
|
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-62.4K- 40.67% |
$9.98M - $12.2M
|
91K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.01K+ 4.38% |
$482K - $589K
|
71.8K
$9.28M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
62+ 3.83% |
$9.92K - $12.1K
|
1.68K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-42- 24.0% |
$6.72K - $8.22K
|
133
$17.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
597+ 7.99% |
$95.5K - $117K
|
8.07K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-531- 97.07% |
$85K - $104K
|
16
$2.07K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-326- 17.46% |
$52.2K - $63.8K
|
1.54K
$199K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 44.44% |
$640 - $782
|
13
$1.68K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
43New |
$6.88K - $8.41K
|
43
$5.55K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-540- 7.11% |
$86.4K - $106K
|
7.06K
$912K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-74- 4.6% |
$11.8K - $14.5K
|
1.54K
$198K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-33- 2.18% |
$5.28K - $6.46K
|
1.48K
$192K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.37KNew |
$218K - $267K
|
1.37K
$176K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
165+ 6.67% |
$26.4K - $32.3K
|
2.64K
$341K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-20- 74.07% |
$3.2K - $3.91K
|
7
$904
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
287+ 49.57% |
$45.9K - $56.1K
|
866
$112K
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-2.38K- 98.35% |
$380K - $465K
|
40
$5.17K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.18K+ 537.73% |
$189K - $231K
|
1.4K
$181K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
10+ 0.35% |
$1.6K - $1.96K
|
2.91K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5- 5.05% |
$800 - $978
|
94
$12.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$320 - $391
|
2
$258
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
5New |
$800 - $978
|
5
$646
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2- 0.15% |
$320 - $391
|
1.3K
$168K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-265- 16.67% |
$42.4K - $51.8K
|
1.33K
$171K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-13- 12.38% |
$2.08K - $2.54K
|
92
$11.9K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
97+ 5.62% |
$15.5K - $19K
|
1.82K
$235K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
516+ 3.34% |
$82.6K - $101K
|
16K
$2.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
247New |
$39.5K - $48.3K
|
247
$31.9K
|
|