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 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.7KNew |
$388K - $424K
|
1.7K
$220K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.11KNew |
$254K - $277K
|
1.11K
$144K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
SELL
|
- |
-100- 8.7% |
$22.8K - $24.9K
|
1.05K
$136K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
362+ 1.44% |
$82.7K - $90.3K
|
25.6K
$3.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
343New |
$78.3K - $85.5K
|
343
$44.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
10New |
$2.28K - $2.49K
|
10
$1.29K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
20+ 1.34% |
$4.57K - $4.99K
|
1.51K
$195K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
74+ 2.81% |
$16.9K - $18.5K
|
2.71K
$350K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
152New |
$34.7K - $37.9K
|
152
$19.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-15- 1.45% |
$3.43K - $3.74K
|
1.02K
$131K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-125- 26.04% |
$28.5K - $31.2K
|
355
$45.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4- 9.52% |
$914 - $997
|
38
$4.91K
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.37K- 5.17% |
$541K - $590K
|
43.5K
$5.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9+ 0.86% |
$2.06K - $2.24K
|
1.06K
$137K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-5- 0.25% |
$1.14K - $1.25K
|
2.01K
$260K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-1- 0.11% |
$228 - $249
|
917
$118K
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-1.55K- 54.41% |
$355K - $387K
|
1.3K
$168K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
204+ 23.05% |
$46.6K - $50.9K
|
1.09K
$141K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
5+ 0.59% |
$1.14K - $1.25K
|
849
$110K
|
|
|
Jan 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
SELL
|
- |
-1.14K- 90.22% |
$261K - $285K
|
124
$16K
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-196- 1.43% |
$44.8K - $48.9K
|
13.6K
$1.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
117New |
$26.7K - $29.2K
|
117
$15.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
33+ 1.92% |
$7.54K - $8.23K
|
1.75K
$226K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.29K- 10.37% |
$522K - $570K
|
19.8K
$2.55M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-2.64K- 99.17% |
$604K - $659K
|
22
$2.84K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2025
Q3 2023
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
19.5K+ 89.46% |
$4.82M - $5.31M
|
41.3K
$5.33M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
78+ 8.73% |
$19.3K - $21.3K
|
971
$125K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1Closed |
$247 - $273
|
0
$0
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
100New |
$24.7K - $27.3K
|
100
$12.9K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
229New |
$56.7K - $62.5K
|
229
$29.6K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-38- 0.79% |
$9.4K - $10.4K
|
4.74K
$613K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-288- 24.64% |
$71.3K - $78.6K
|
881
$114K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.5KNew |
$1.11M - $1.23M
|
4.5K
$581K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-3.54K- 16.43% |
$877K - $966K
|
18K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
209+ 9.96% |
$51.7K - $57K
|
2.31K
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-63.2K- 91.66% |
$15.6M - $17.2M
|
5.75K
$742K
|
|
|
Nov 14, 2023
Q3 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
54.7K+ 17.84% |
$13.5M - $14.9M
|
361K
$46.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
19.6KNew |
$4.84M - $5.34M
|
19.6K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
3.96KNew |
$980K - $1.08M
|
3.96K
$512K
|
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
7.62KNew |
$1.88M - $2.08M
|
7.62K
$984K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-194- 6.85% |
$48K - $52.9K
|
2.64K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-210- 76.09% |
$52K - $57.3K
|
66
$8.52K
|
|
|
Nov 14, 2023
Q3 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-123- 60.89% |
$30.4K - $33.6K
|
79
$10.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
858New |
$212K - $234K
|
858
$111K
|
|
|
Nov 13, 2023
Q3 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
4KNew |
$990K - $1.09M
|
4K
$517K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.68KNew |
$415K - $458K
|
1.68K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-300- 21.43% |
$74.2K - $81.8K
|
1.1K
$142K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-249- 23.67% |
$61.6K - $67.9K
|
803
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-58- 5.73% |
$14.4K - $15.8K
|
954
$123K
|
|
|
Nov 13, 2023
Q3 2023
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
CALL |
100KNew |
$24.7M - $27.3M
|
100K
$12.9M
|
|