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 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
812New |
$201K - $222K
|
812
$149K
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-38- 3.9% |
$9.4K - $10.4K
|
936
$172K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
52New |
$12.9K - $14.2K
|
52
$9.54K
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
19New |
$4.7K - $5.18K
|
19
$3.49K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
100New |
$24.7K - $27.3K
|
100
$18.4K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
166New |
$41.1K - $45.3K
|
166
$30.5K
|
|
Q2 2023 | |||||||
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1+ 0.1% |
$218 - $249
|
962
$177K
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-65- 2.46% |
$14.2K - $16.2K
|
2.57K
$472K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.78K- 40.17% |
$1.04M - $1.19M
|
7.12K
$1.31M
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
40.8K+ 158.48% |
$8.91M - $10.2M
|
66.6K
$12.2M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.25K- 98.58% |
$274K - $312K
|
18
$3.3K
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.77KNew |
$386K - $441K
|
1.77K
$325K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
95New |
$20.7K - $23.7K
|
95
$17.4K
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-188- 16.76% |
$41K - $46.8K
|
934
$171K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200+ 40.0% |
$43.6K - $49.8K
|
700
$128K
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-7.08K- 88.79% |
$1.55M - $1.76M
|
894
$164K
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
108KNew |
$23.6M - $26.9M
|
108K
$19.8M
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.39KNew |
$521K - $595K
|
2.39K
$438K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$1.09K - $1.25K
|
5
$918
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
15New |
$3.27K - $3.74K
|
15
$2.75K
|
|
Aug 14, 2023
Q2 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
115KNew |
$25.1M - $28.7M
|
115K
$21.1M
|
|
Aug 14, 2023
Q2 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$327K - $374K
|
1.5K
$275K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-26- 0.69% |
$5.67K - $6.48K
|
3.75K
$689K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-250- 9.96% |
$54.6K - $62.3K
|
2.26K
$415K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-2.73K- 45.61% |
$595K - $679K
|
3.25K
$596K
|
|
Aug 14, 2023
Q2 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-30.8K- 85.36% |
$6.72M - $7.67M
|
5.28K
$970K
|
|
Aug 14, 2023
Q2 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
2.5K+ 166.67% |
$546K - $623K
|
4K
$734K
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.03KNew |
$225K - $257K
|
1.03K
$190K
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
50KNew |
$10.9M - $12.5M
|
50K
$9.18M
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
2.87KNew |
$625K - $714K
|
2.87K
$526K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-48- 5.09% |
$10.5K - $12K
|
895
$164K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
279+ 24.84% |
$60.9K - $69.5K
|
1.4K
$257K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
CALL |
-111K- 20.64% |
$24.1M - $27.5M
|
425K
$78M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
480+ 6.48% |
$105K - $120K
|
7.89K
$1.45M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
400New |
$87.3K - $99.7K
|
400
$73.4K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.33K+ 1.87% |
$290K - $331K
|
72.3K
$13.3M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-57- 6.42% |
$12.4K - $14.2K
|
831
$153K
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.6K- 34.78% |
$349K - $399K
|
3K
$551K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
120+ 2.87% |
$26.2K - $29.9K
|
4.3K
$789K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
33+ 3.7% |
$7.2K - $8.22K
|
924
$170K
|
|
Aug 08, 2023
Q2 2023
|
Zenyatta Capital Management LP
|
BUY
|
- |
2.5KNew |
$546K - $623K
|
2.5K
$459K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10New |
$2.18K - $2.49K
|
10
$1.84K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.58K+ 2.32% |
$563K - $643K
|
114K
$20.8M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3New |
$655 - $748
|
3
$551
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
26New |
$5.67K - $6.48K
|
26
$4.77K
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
BUY
|
- |
2.2KNew |
$480K - $548K
|
2.2K
$404K
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
850New |
$185K - $212K
|
850
$156K
|
|
Aug 04, 2023
Q2 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-1.56K- 11.06% |
$340K - $388K
|
12.5K
$2.3M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
90New |
$19.6K - $22.4K
|
90
$16.5K
|