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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
385+ 14.09% |
$93.9K - $103K
|
3.12K
$403K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 2.56% |
$488 - $537
|
80
$10.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1New |
$244 - $268
|
1
$129
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.77KNew |
$432K - $475K
|
1.77K
$229K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
82New |
$20K - $22K
|
82
$10.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
7New |
$1.71K - $1.88K
|
7
$904
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-264- 3.42% |
$64.4K - $70.8K
|
7.46K
$963K
|
|
|
Aug 07, 2024
Q2 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
786New |
$192K - $211K
|
786
$102K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-4- 0.17% |
$976 - $1.07K
|
2.36K
$305K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-792- 37.99% |
$193K - $213K
|
1.29K
$167K
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
24New |
$5.86K - $6.44K
|
24
$3.1K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-171- 18.13% |
$41.7K - $45.9K
|
772
$99.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-17- 2.47% |
$4.15K - $4.56K
|
672
$86.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
141New |
$34.4K - $37.8K
|
141
$18.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
165New |
$40.3K - $44.3K
|
165
$21.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
27.5KNew |
$6.7M - $7.37M
|
27.5K
$3.55M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
447+ 55.74% |
$109K - $120K
|
1.25K
$161K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-50- 5.88% |
$12.2K - $13.4K
|
800
$103K
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-5.4K- 51.48% |
$1.32M - $1.45M
|
5.09K
$657K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-173- 13.38% |
$42.2K - $46.4K
|
1.12K
$145K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-15- 1.73% |
$3.66K - $4.03K
|
850
$110K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
12+ 1.38% |
$2.93K - $3.22K
|
882
$114K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-55- 2.93% |
$13.4K - $14.8K
|
1.82K
$235K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-9- 6.72% |
$2.2K - $2.42K
|
125
$16.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
53New |
$12.9K - $14.2K
|
53
$6.85K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
PUT |
2KNew |
$488K - $537K
|
2K
$258K
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
814New |
$199K - $218K
|
814
$105K
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
6.06K+ 8.5% |
$1.48M - $1.63M
|
77.3K
$9.99M
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-201- 6.8% |
$49K - $53.9K
|
2.75K
$356K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-464- 24.76% |
$113K - $125K
|
1.41K
$182K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
125New |
$30.5K - $33.5K
|
125
$16.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
714New |
$174K - $192K
|
714
$92.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
29New |
$7.08K - $7.78K
|
29
$3.75K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
8New |
$1.95K - $2.15K
|
8
$1.03K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
125New |
$30.5K - $33.5K
|
125
$16.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
62New |
$15.1K - $16.6K
|
62
$8.01K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-328- 2.37% |
$80K - $88K
|
13.5K
$1.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-450- 18.37% |
$110K - $121K
|
2K
$258K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-46- 4.13% |
$11.2K - $12.3K
|
1.07K
$138K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
15New |
$3.66K - $4.03K
|
15
$1.94K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-30- 3.17% |
$7.32K - $8.05K
|
917
$118K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
275+ 6.11% |
$67.1K - $73.8K
|
4.78K
$617K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
221+ 15.45% |
$53.9K - $59.3K
|
1.65K
$213K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$3.07M - $3.38M
|
12.6K
$1.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1- 0.07% |
$244 - $268
|
1.34K
$172K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
85New |
$20.7K - $22.8K
|
85
$11K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-17- 4.02% |
$4.15K - $4.56K
|
406
$52.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
911New |
$222K - $244K
|
911
$118K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-16- 1.98% |
$3.9K - $4.29K
|
792
$102K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.07KNew |
$504K - $555K
|
2.07K
$267K
|
|