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 |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 14.94% |
$3.07K - $3.38K
|
74
$13.6K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1+ 1.85% |
$236 - $260
|
55
$10.1K
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
800New |
$189K - $208K
|
800
$147K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$946 - $1.04K
|
4
$735
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-685- 39.3% |
$162K - $178K
|
1.06K
$194K
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
93+ 7.55% |
$22K - $24.2K
|
1.32K
$243K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
75New |
$17.7K - $19.5K
|
75
$13.8K
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-246- 4.34% |
$58.2K - $63.9K
|
5.42K
$996K
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-44- 7.68% |
$10.4K - $11.4K
|
529
$97.2K
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-200- 2.6% |
$47.3K - $52K
|
7.49K
$1.38M
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
147+ 10.22% |
$34.8K - $38.2K
|
1.59K
$291K
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.96K- 10.16% |
$464K - $510K
|
17.4K
$3.19M
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
122+ 13.94% |
$28.8K - $31.7K
|
997
$183K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
3+ 0.36% |
$709 - $779
|
843
$155K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 6.43% |
$23.6K - $26K
|
1.66K
$304K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.24% |
$473 - $520
|
837
$154K
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-14.3K- 4.01% |
$3.39M - $3.73M
|
344K
$63.1M
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-190- 13.33% |
$44.9K - $49.4K
|
1.24K
$227K
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-76- 8.08% |
$18K - $19.7K
|
865
$159K
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.2K- 0.59% |
$284K - $312K
|
202K
$37.2M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1New |
$236 - $260
|
1
$184
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-40- 27.59% |
$9.46K - $10.4K
|
105
$19.3K
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
160+ 2.75% |
$37.8K - $41.6K
|
5.98K
$1.1M
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-13- 1.54% |
$3.07K - $3.38K
|
833
$153K
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-345- 12.05% |
$81.6K - $89.6K
|
2.52K
$462K
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$236 - $260
|
2
$367
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-373- 10.18% |
$88.2K - $96.9K
|
3.29K
$605K
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
880New |
$208K - $229K
|
880
$162K
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
862New |
$204K - $224K
|
862
$158K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
804New |
$190K - $209K
|
804
$148K
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-3.2K- 10.32% |
$756K - $831K
|
27.8K
$5.11M
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-13- 1.07% |
$3.07K - $3.38K
|
1.2K
$220K
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.69KNew |
$400K - $439K
|
1.69K
$311K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5+ 0.33% |
$1.18K - $1.3K
|
1.53K
$281K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7- 4.67% |
$1.65K - $1.82K
|
143
$26.3K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2+ 0.21% |
$473 - $520
|
955
$175K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
62New |
$14.7K - $16.1K
|
62
$11.4K
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$236 - $260
|
6.8K
$1.25M
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-12.9K- 43.48% |
$3.05M - $3.35M
|
16.8K
$3.08M
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-219- 10.6% |
$51.8K - $56.9K
|
1.85K
$340K
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 2.33% |
$236 - $260
|
42
$7.72K
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.2K- 2.55% |
$284K - $312K
|
45.9K
$8.43M
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-376- 13.28% |
$88.9K - $97.7K
|
2.46K
$451K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-920- 18.44% |
$218K - $239K
|
4.07K
$747K
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
80+ 2.99% |
$18.9K - $20.8K
|
2.75K
$506K
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
59+ 7.07% |
$13.9K - $15.3K
|
894
$164K
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
27+ 450.0% |
$6.38K - $7.02K
|
33
$6.06K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
882+ 2.57% |
$209K - $229K
|
35.3K
$6.48M
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-16- 50.0% |
$3.78K - $4.16K
|
16
$2.94K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
10+ 1.09% |
$2.36K - $2.6K
|
931
$171K
|