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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
100+ 1.16% |
$23.6K - $26K
|
8.75K
$1.61M
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-29- 3.51% |
$6.86K - $7.53K
|
797
$146K
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
500+ 15.51% |
$118K - $130K
|
3.72K
$684K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
150New |
$35.5K - $39K
|
150
$27.6K
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
235+ 5.96% |
$55.6K - $61.1K
|
4.18K
$768K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
239New |
$56.5K - $62.1K
|
239
$43.9K
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-100- 22.22% |
$23.6K - $26K
|
350
$64.3K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.2K- 3.42% |
$3.58M - $3.94M
|
428K
$78.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
339+ 0.5% |
$80.1K - $88.1K
|
68K
$12.5M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-55- 67.9% |
$13K - $14.3K
|
26
$4.78K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
8New |
$1.89K - $2.08K
|
8
$1.47K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$47.3K - $52K
|
200
$36.7K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-76- 7.67% |
$18K - $19.7K
|
915
$168K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-50- 4.37% |
$11.8K - $13K
|
1.1K
$201K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
19+ 26.76% |
$4.49K - $4.94K
|
90
$16.5K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-20- 2.38% |
$4.73K - $5.2K
|
822
$151K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
128New |
$30.3K - $33.3K
|
128
$23.5K
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 5.56% |
$473 - $520
|
34
$6.25K
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.78K- 0.38% |
$420K - $461K
|
462K
$84.9M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-18- 1.83% |
$4.26K - $4.68K
|
965
$177K
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-17- 0.28% |
$4.02K - $4.42K
|
6.03K
$1.11M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4+ 0.46% |
$946 - $1.04K
|
871
$160K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
31New |
$7.33K - $8.05K
|
31
$5.7K
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
50+ 4.5% |
$11.8K - $13K
|
1.16K
$213K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4New |
$946 - $1.04K
|
4
$735
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
900+ 31.03% |
$213K - $234K
|
3.8K
$698K
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
3.54KNew |
$836K - $919K
|
3.54K
$650K
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4- 1.92% |
$946 - $1.04K
|
204
$37.5K
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-111- 10.98% |
$26.2K - $28.8K
|
900
$165K
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
251+ 7.54% |
$59.3K - $65.2K
|
3.58K
$657K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-50- 16.56% |
$11.8K - $13K
|
252
$46.3K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-23- 16.67% |
$5.44K - $5.98K
|
115
$21.1K
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-54- 5.19% |
$12.8K - $14K
|
987
$181K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
240+ 52.86% |
$56.7K - $62.4K
|
694
$128K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-1- 0.09% |
$236 - $260
|
1.11K
$205K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
541New |
$128K - $141K
|
541
$99.4K
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
494+ 198.39% |
$117K - $128K
|
743
$137K
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
75+ 9.15% |
$17.7K - $19.5K
|
895
$164K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$473 - $520
|
1.39K
$255K
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-27- 3.28% |
$6.38K - $7.02K
|
796
$146K
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-58- 3.15% |
$13.7K - $15.1K
|
1.78K
$327K
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-173- 7.81% |
$40.9K - $44.9K
|
2.04K
$375K
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.44K+ 52.84% |
$339K - $373K
|
4.15K
$763K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-100- 10.08% |
$23.6K - $26K
|
892
$164K
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
470+ 156.67% |
$111K - $122K
|
770
$141K
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-179- 10.18% |
$42.3K - $46.5K
|
1.58K
$290K
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-14- 1.67% |
$3.31K - $3.64K
|
824
$151K
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-48- 5.04% |
$11.3K - $12.5K
|
904
$166K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
101New |
$23.9K - $26.2K
|
101
$18.6K
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-8- 0.62% |
$1.89K - $2.08K
|
1.29K
$236K
|