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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-71- 2.17% |
$11.4K - $15.8K
|
3.19K
$413K
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-4.5K- 71.43% |
$725K - $1M
|
1.8K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
89+ 8.33% |
$14.3K - $19.8K
|
1.16K
$150K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$189K - $262K
|
1.18K
$152K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.09K- 48.04% |
$175K - $243K
|
1.18K
$152K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
4+ 200.0% |
$644 - $892
|
6
$775
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23+ 1.72% |
$3.7K - $5.13K
|
1.36K
$176K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.64KNew |
$425K - $588K
|
2.64K
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
189+ 9.75% |
$30.4K - $42.1K
|
2.13K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-1K- 50.0% |
$161K - $223K
|
1K
$129K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
400New |
$64.4K - $89.2K
|
400
$51.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$805 - $1.11K
|
5
$646
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-190- 2.79% |
$30.6K - $42.4K
|
6.61K
$854K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$322 - $446
|
2
$258
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4- 1.39% |
$644 - $892
|
284
$36.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$2.42K - $3.34K
|
15
$1.94K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2+ 25.0% |
$322 - $446
|
10
$1.29K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.2KNew |
$355K - $491K
|
2.2K
$285K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.3KNew |
$210K - $290K
|
1.3K
$168K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
295+ 19.28% |
$47.5K - $65.8K
|
1.83K
$236K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-122Closed |
$19.6K - $27.2K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-1.01K- 45.67% |
$163K - $226K
|
1.2K
$156K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-127- 55.95% |
$20.5K - $28.3K
|
100
$12.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
7New |
$1.13K - $1.56K
|
7
$904
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-13.8K- 99.88% |
$2.22M - $3.07M
|
17
$2.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.22KNew |
$196K - $271K
|
1.22K
$157K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.17KNew |
$188K - $260K
|
1.17K
$150K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-15- 1.11% |
$2.42K - $3.34K
|
1.34K
$173K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.43K- 53.35% |
$229K - $318K
|
1.25K
$161K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6+ 0.23% |
$966 - $1.34K
|
2.64K
$340K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.09KNew |
$176K - $244K
|
1.09K
$141K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-22- 13.84% |
$3.54K - $4.9K
|
137
$17.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.37KNew |
$220K - $305K
|
1.37K
$176K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.78K- 71.62% |
$608K - $842K
|
1.5K
$193K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-73- 35.78% |
$11.8K - $16.3K
|
131
$16.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
559+ 30.46% |
$90K - $125K
|
2.39K
$309K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-100- 21.05% |
$16.1K - $22.3K
|
375
$48.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-298- 86.88% |
$48K - $66.4K
|
45
$5.81K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-565- 11.86% |
$91K - $126K
|
4.2K
$542K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-7.57K- 83.62% |
$1.22M - $1.69M
|
1.48K
$191K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-33- 32.67% |
$5.31K - $7.36K
|
68
$8.78K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-25- 1.94% |
$4.03K - $5.57K
|
1.26K
$163K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-4.04K- 97.25% |
$650K - $900K
|
114
$14.7K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
438+ 12.78% |
$70.5K - $97.6K
|
3.86K
$499K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-340- 15.04% |
$54.8K - $75.8K
|
1.92K
$248K
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
200New |
$43.9K - $51.5K
|
200
$25.8K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
100New |
$22K - $25.8K
|
100
$12.9K
|
|
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.07K+ 33.16% |
$235K - $276K
|
4.31K
$556K
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
114New |
$25K - $29.4K
|
114
$14.7K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
9New |
$1.98K - $2.32K
|
9
$1.16K
|
|