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 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-685- 39.3% |
$162K - $178K
|
1.06K
$137K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
93+ 7.55% |
$22K - $24.2K
|
1.32K
$171K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
75New |
$17.7K - $19.5K
|
75
$9.69K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-246- 4.34% |
$58.2K - $63.9K
|
5.42K
$700K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
147+ 10.22% |
$34.8K - $38.2K
|
1.59K
$205K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.96K- 10.16% |
$464K - $510K
|
17.4K
$2.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.24% |
$473 - $520
|
837
$108K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-14.3K- 4.01% |
$3.39M - $3.73M
|
344K
$44.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-190- 13.33% |
$44.9K - $49.4K
|
1.24K
$160K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-76- 8.08% |
$18K - $19.7K
|
865
$112K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1New |
$236 - $260
|
1
$129
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
160+ 2.75% |
$37.8K - $41.6K
|
5.98K
$773K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-13- 1.54% |
$3.07K - $3.38K
|
833
$108K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-373- 10.18% |
$88.2K - $96.9K
|
3.29K
$425K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
880New |
$208K - $229K
|
880
$114K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
862New |
$204K - $224K
|
862
$111K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
804New |
$190K - $209K
|
804
$104K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-13- 1.07% |
$3.07K - $3.38K
|
1.2K
$155K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
62New |
$14.7K - $16.1K
|
62
$8.01K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-219- 10.6% |
$51.8K - $56.9K
|
1.85K
$239K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 2.33% |
$236 - $260
|
42
$5.42K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-376- 13.28% |
$88.9K - $97.7K
|
2.46K
$317K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
80+ 2.99% |
$18.9K - $20.8K
|
2.75K
$355K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
27+ 450.0% |
$6.38K - $7.02K
|
33
$4.26K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-16- 50.0% |
$3.78K - $4.16K
|
16
$2.07K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
10+ 1.09% |
$2.36K - $2.6K
|
931
$120K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-29- 3.51% |
$6.86K - $7.53K
|
797
$103K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
500+ 15.51% |
$118K - $130K
|
3.72K
$481K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
150New |
$35.5K - $39K
|
150
$19.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
239New |
$56.5K - $62.1K
|
239
$30.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.2K- 3.42% |
$3.58M - $3.94M
|
428K
$55.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
339+ 0.5% |
$80.1K - $88.1K
|
68K
$8.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-55- 67.9% |
$13K - $14.3K
|
26
$3.36K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
8New |
$1.89K - $2.08K
|
8
$1.03K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-76- 7.67% |
$18K - $19.7K
|
915
$118K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-50- 4.37% |
$11.8K - $13K
|
1.1K
$141K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
19+ 26.76% |
$4.49K - $4.94K
|
90
$11.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-20- 2.38% |
$4.73K - $5.2K
|
822
$106K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
128New |
$30.3K - $33.3K
|
128
$16.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-18- 1.83% |
$4.26K - $4.68K
|
965
$125K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4+ 0.46% |
$946 - $1.04K
|
871
$112K
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
50+ 4.5% |
$11.8K - $13K
|
1.16K
$150K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4New |
$946 - $1.04K
|
4
$517
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
900+ 31.03% |
$213K - $234K
|
3.8K
$491K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-111- 10.98% |
$26.2K - $28.8K
|
900
$116K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
251+ 7.54% |
$59.3K - $65.2K
|
3.58K
$462K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-54- 5.19% |
$12.8K - $14K
|
987
$127K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
240+ 52.86% |
$56.7K - $62.4K
|
694
$89.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
541New |
$128K - $141K
|
541
$69.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
494+ 198.39% |
$117K - $128K
|
743
$96K
|
|