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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
CALL |
7.3KNew |
$1.81M - $1.99M
|
7.3K
$943K
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
13.7KNew |
$3.39M - $3.74M
|
13.7K
$1.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
9+ 13.64% |
$2.23K - $2.46K
|
75
$9.69K
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-63- 5.93% |
$15.6K - $17.2K
|
1K
$129K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4New |
$990 - $1.09K
|
4
$517
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-26.1K- 6.89% |
$6.46M - $7.12M
|
353K
$45.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-476- 11.85% |
$118K - $130K
|
3.54K
$457K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
9New |
$2.23K - $2.46K
|
9
$1.16K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
37+ 4.09% |
$9.16K - $10.1K
|
941
$122K
|
|
|
Oct 31, 2023
Q3 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.18KNew |
$292K - $322K
|
1.18K
$152K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
95New |
$23.5K - $25.9K
|
95
$12.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
272+ 32.0% |
$67.3K - $74.2K
|
1.12K
$145K
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-32- 11.68% |
$7.92K - $8.73K
|
242
$31.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
CALL |
2.8KNew |
$693K - $764K
|
2.8K
$362K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
23+ 0.42% |
$5.69K - $6.27K
|
5.55K
$716K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.15K+ 18.78% |
$286K - $315K
|
7.3K
$943K
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-555- 27.54% |
$137K - $151K
|
1.46K
$189K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
15+ 1.42% |
$3.71K - $4.09K
|
1.07K
$139K
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-420- 27.36% |
$104K - $115K
|
1.12K
$144K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
61New |
$15.1K - $16.6K
|
61
$7.88K
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
SELL
|
- |
-1.1K- 33.33% |
$272K - $300K
|
2.2K
$284K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-1.71K- 11.77% |
$422K - $466K
|
12.8K
$1.65M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
64New |
$15.8K - $17.5K
|
64
$8.27K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-333- 28.17% |
$82.4K - $90.8K
|
849
$110K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-38- 3.9% |
$9.4K - $10.4K
|
936
$121K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
52New |
$12.9K - $14.2K
|
52
$6.72K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
19New |
$4.7K - $5.18K
|
19
$2.45K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
100New |
$24.7K - $27.3K
|
100
$12.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
166New |
$41.1K - $45.3K
|
166
$21.4K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.78K- 40.17% |
$1.04M - $1.19M
|
7.12K
$920K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
40.8K+ 158.48% |
$8.91M - $10.2M
|
66.6K
$8.6M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.25K- 98.58% |
$274K - $312K
|
18
$2.32K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.77KNew |
$386K - $441K
|
1.77K
$229K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
95New |
$20.7K - $23.7K
|
95
$12.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-188- 16.76% |
$41K - $46.8K
|
934
$121K
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-7.08K- 88.79% |
$1.55M - $1.76M
|
894
$115K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
108KNew |
$23.6M - $26.9M
|
108K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.39KNew |
$521K - $595K
|
2.39K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$1.09K - $1.25K
|
5
$646
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
15New |
$3.27K - $3.74K
|
15
$1.94K
|
|
|
Aug 14, 2023
Q2 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
115KNew |
$25.1M - $28.7M
|
115K
$14.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$327K - $374K
|
1.5K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-26- 0.69% |
$5.67K - $6.48K
|
3.75K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-250- 9.96% |
$54.6K - $62.3K
|
2.26K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-2.73K- 45.61% |
$595K - $679K
|
3.25K
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
2.5K+ 166.67% |
$546K - $623K
|
4K
$517K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.03KNew |
$225K - $257K
|
1.03K
$133K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
50KNew |
$10.9M - $12.5M
|
50K
$6.46M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-48- 5.09% |
$10.5K - $12K
|
895
$116K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
279+ 24.84% |
$60.9K - $69.5K
|
1.4K
$181K
|
|