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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.5KNew |
$332K - $392K
|
1.5K
$276K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
108+ 4.95% |
$23.9K - $28.2K
|
2.29K
$421K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
500New |
$111K - $131K
|
500
$91.9K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-187- 60.71% |
$41.4K - $48.8K
|
121
$22.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
601+ 2.82% |
$133K - $157K
|
21.9K
$4.02M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
900New |
$199K - $235K
|
900
$165K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
586New |
$130K - $153K
|
586
$108K
|
|
|
Jan 24, 2023
Q4 2022
|
Claybrook Capital, LLC
|
SELL
|
- |
-210- 16.42% |
$46.5K - $54.8K
|
1.07K
$196K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
8+ 0.12% |
$1.77K - $2.09K
|
6.48K
$1.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-311- 26.4% |
$68.8K - $81.2K
|
867
$159K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
291+ 2.37% |
$64.4K - $76K
|
12.6K
$2.31M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-232- 1.29% |
$51.3K - $60.6K
|
17.7K
$3.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-292- 4.85% |
$64.6K - $76.2K
|
5.73K
$1.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-300- 80.0% |
$66.4K - $78.3K
|
75
$13.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-533- 14.6% |
$118K - $139K
|
3.12K
$573K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.12K+ 90.16% |
$247K - $292K
|
2.36K
$433K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
42+ 3.54% |
$9.29K - $11K
|
1.23K
$226K
|
|
|
Jan 18, 2023
Q4 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 16.67% |
$44.2K - $52.2K
|
1.4K
$257K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
400New |
$88.5K - $104K
|
400
$73.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.27K- 3.55% |
$502K - $593K
|
61.7K
$11.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
55+ 1.07% |
$12.2K - $14.4K
|
5.21K
$958K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-102- 10.14% |
$22.6K - $26.6K
|
904
$166K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
20New |
$4.42K - $5.22K
|
20
$3.67K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
21New |
$4.65K - $5.48K
|
21
$3.86K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
243New |
$53.8K - $63.4K
|
243
$44.6K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
332New |
$73.5K - $86.7K
|
332
$61K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 20.0% |
$22.1K - $26.1K
|
400
$73.5K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-63Closed |
$14.5K - $19.4K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-8.67K- 44.48% |
$1.99M - $2.67M
|
10.8K
$1.99M
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-17.3K- 34.19% |
$3.97M - $5.33M
|
33.3K
$6.12M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-408- 26.42% |
$93.7K - $126K
|
1.14K
$209K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.96K- 2.36% |
$450K - $604K
|
81K
$14.9M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
15+ 6.58% |
$3.45K - $4.62K
|
243
$44.6K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
43New |
$9.88K - $13.2K
|
43
$7.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-46- 4.88% |
$10.6K - $14.2K
|
896
$165K
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-699- 43.66% |
$161K - $215K
|
902
$166K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-24- 28.57% |
$5.51K - $7.39K
|
60
$11K
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
250New |
$57.4K - $77K
|
250
$45.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-497- 24.11% |
$114K - $153K
|
1.56K
$287K
|
|
|
Nov 14, 2022
Q3 2022
|
Unigestion Holding Sa
|
BUY
|
- |
3.98KNew |
$913K - $1.22M
|
3.98K
$730K
|
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
8New |
$1.84K - $2.46K
|
8
$1.47K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
637+ 15.21% |
$146K - $196K
|
4.82K
$886K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.5KClosed |
$345K - $462K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
- |
16.9KNew |
$3.88M - $5.21M
|
16.9K
$3.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
1KNew |
$230K - $308K
|
1K
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
6.33KNew |
$1.45M - $1.95M
|
6.33K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
50New |
$11.5K - $15.4K
|
50
$9.19K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-244- 3.51% |
$56K - $75.2K
|
6.71K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-28.1K- 96.31% |
$6.46M - $8.66M
|
1.08K
$198K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.92K+ 169.37% |
$441K - $591K
|
3.05K
$561K
|
|