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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-100- 68.97% |
$22K - $25.8K
|
45
$5.81K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.55KNew |
$341K - $400K
|
1.55K
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-16- 0.85% |
$3.51K - $4.12K
|
1.88K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-70- 5.68% |
$15.4K - $18K
|
1.16K
$150K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-4- 57.14% |
$879 - $1.03K
|
3
$387
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.51K+ 19.6% |
$333K - $390K
|
9.24K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-10- 1.06% |
$2.2K - $2.58K
|
929
$120K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-42- 1.37% |
$9.23K - $10.8K
|
3.02K
$390K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
115+ 36.98% |
$25.3K - $29.6K
|
426
$55K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-33.6K- 95.46% |
$7.37M - $8.64M
|
1.6K
$206K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-26- 2.59% |
$5.71K - $6.7K
|
979
$126K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-14.1K- 18.39% |
$3.1M - $3.64M
|
62.7K
$8.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
3.59KNew |
$788K - $925K
|
3.59K
$464K
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-105K- 30.83% |
$23.1M - $27.1M
|
236K
$30.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-9- 0.77% |
$1.98K - $2.32K
|
1.16K
$150K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-240- 8.34% |
$52.7K - $61.8K
|
2.64K
$341K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
426New |
$93.6K - $110K
|
426
$55K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-21.5K- 89.95% |
$4.73M - $5.55M
|
2.41K
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1.2K- 47.43% |
$264K - $309K
|
1.33K
$172K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
406+ 22.32% |
$89.2K - $105K
|
2.23K
$287K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-304- 16.87% |
$66.8K - $78.3K
|
1.5K
$193K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2New |
$439 - $515
|
2
$258
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
28+ 0.55% |
$6.15K - $7.21K
|
5.1K
$659K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-382- 28.9% |
$83.9K - $98.4K
|
940
$121K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
11New |
$2.42K - $2.83K
|
11
$1.42K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-14- 0.2% |
$3.08K - $3.61K
|
7.01K
$905K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7New |
$1.54K - $1.8K
|
7
$904
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-344- 85.15% |
$75.6K - $88.6K
|
60
$7.75K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-181- 15.66% |
$39.8K - $46.6K
|
975
$126K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
127New |
$27.9K - $32.7K
|
127
$16.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
6+ 0.6% |
$1.32K - $1.55K
|
1K
$129K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
510+ 51.0% |
$112K - $131K
|
1.51K
$195K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.12K- 12.1% |
$245K - $287K
|
8.1K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
106+ 5.78% |
$23.3K - $27.3K
|
1.94K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-19- 1.25% |
$4.17K - $4.89K
|
1.5K
$193K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.8% |
$1.98K - $2.32K
|
1.14K
$147K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$220 - $258
|
983
$127K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
620New |
$136K - $160K
|
620
$80.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
13.9KNew |
$3.05M - $3.58M
|
13.9K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6+ 4.44% |
$1.32K - $1.55K
|
141
$18.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-85- 4.53% |
$18.7K - $21.9K
|
1.79K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-49- 4.9% |
$10.8K - $12.6K
|
951
$123K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-17- 1.55% |
$3.73K - $4.38K
|
1.08K
$139K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-325- 85.53% |
$71.4K - $83.7K
|
55
$7.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
300+ 27.88% |
$65.9K - $77.3K
|
1.38K
$178K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-13- 38.24% |
$2.86K - $3.35K
|
21
$2.71K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-602- 31.01% |
$132K - $155K
|
1.34K
$173K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.24KNew |
$272K - $319K
|
1.24K
$160K
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-78.2K- 53.26% |
$17.2M - $20.1M
|
68.6K
$8.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-35- 70.0% |
$7.69K - $9.02K
|
15
$1.94K
|
|