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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-95- 6.85% |
$15.3K - $21.2K
|
1.29K
$167K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.06K+ 45.29% |
$171K - $237K
|
3.41K
$440K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-2.89K- 62.95% |
$465K - $644K
|
1.7K
$220K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
315+ 29.91% |
$50.7K - $70.2K
|
1.37K
$177K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-21- 63.64% |
$3.38K - $4.68K
|
12
$1.55K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.85K+ 43.34% |
$298K - $413K
|
6.12K
$791K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
39.3KNew |
$6.32M - $8.75M
|
39.3K
$5.07M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-18- 1.53% |
$2.9K - $4.01K
|
1.16K
$150K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
2.2KNew |
$354K - $490K
|
2.2K
$284K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
75+ 5.88% |
$12.1K - $16.7K
|
1.35K
$174K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-11.2K- 87.6% |
$1.8M - $2.5M
|
1.59K
$205K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-11- 21.57% |
$1.77K - $2.45K
|
40
$5.17K
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
SELL
|
- |
-5.29K- 53.09% |
$851K - $1.18M
|
4.67K
$603K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
100New |
$16.1K - $22.3K
|
100
$12.9K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-20- 1.21% |
$3.22K - $4.46K
|
1.63K
$210K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
74New |
$11.9K - $16.5K
|
74
$9.56K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
200New |
$32.2K - $44.6K
|
200
$25.8K
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.38K- 8.58% |
$223K - $308K
|
14.7K
$1.9M
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-724- 14.73% |
$117K - $161K
|
4.19K
$541K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.15K- 74.22% |
$185K - $256K
|
399
$51.5K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-182- 68.68% |
$29.3K - $40.6K
|
83
$10.7K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.64KNew |
$424K - $587K
|
2.64K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-12- 2.4% |
$1.93K - $2.68K
|
488
$63K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-119- 7.69% |
$19.2K - $26.5K
|
1.43K
$185K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
27New |
$4.35K - $6.02K
|
27
$3.49K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
430+ 42.7% |
$69.3K - $95.9K
|
1.44K
$186K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-480- 17.81% |
$77.3K - $107K
|
2.22K
$286K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
21New |
$3.38K - $4.68K
|
21
$2.71K
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
4.76KNew |
$767K - $1.06M
|
4.76K
$615K
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-1.56K- 41.72% |
$251K - $347K
|
2.18K
$281K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
3.04KNew |
$489K - $677K
|
3.04K
$392K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-8.88K- 66.5% |
$1.43M - $1.98M
|
4.47K
$577K
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
515+ 1.11% |
$82.9K - $115K
|
47K
$6.07M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
44.4KNew |
$7.14M - $9.89M
|
44.4K
$5.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-30- 73.17% |
$4.83K - $6.69K
|
11
$1.42K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
67New |
$10.8K - $14.9K
|
67
$8.65K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-36- 49.32% |
$5.8K - $8.03K
|
37
$4.78K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-396- 96.35% |
$63.8K - $88.3K
|
15
$1.94K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-21.3K- 92.86% |
$3.42M - $4.74M
|
1.63K
$211K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-482- 28.76% |
$77.6K - $107K
|
1.19K
$154K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
62+ 5.82% |
$9.99K - $13.8K
|
1.13K
$146K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-171- 6.76% |
$27.5K - $38.1K
|
2.36K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-600- 10.08% |
$96.6K - $134K
|
5.35K
$691K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-75- 8.06% |
$12.1K - $16.7K
|
856
$111K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-106- 4.55% |
$17.1K - $23.6K
|
2.22K
$287K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
13+ 5.2% |
$2.09K - $2.9K
|
263
$34K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-403- 46.32% |
$64.9K - $89.8K
|
467
$60.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
6+ 0.53% |
$966 - $1.34K
|
1.15K
$148K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
55.8KNew |
$8.98M - $12.4M
|
55.8K
$7.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-71- 2.17% |
$11.4K - $15.8K
|
3.19K
$413K
|
|