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 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
14.2K+ 2.51% |
$3.26M - $4.37M
|
581K
$107M
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-632- 16.56% |
$145K - $195K
|
3.18K
$585K
|
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-143- 7.44% |
$32.8K - $44K
|
1.78K
$327K
|
|
|
Nov 14, 2022
Q3 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.49KNew |
$1.26M - $1.69M
|
5.49K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-12.2K- 84.83% |
$2.81M - $3.76M
|
2.19K
$401K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-468- 0.75% |
$107K - $144K
|
62.2K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
955New |
$219K - $294K
|
955
$175K
|
|
|
Nov 10, 2022
Q3 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-50- 5.32% |
$11.5K - $15.4K
|
890
$164K
|
|
|
Nov 10, 2022
Q3 2022
|
Beecher Investors Inc
|
SELL
|
- |
-5K- 24.8% |
$1.15M - $1.54M
|
15.2K
$2.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-221K- 26.37% |
$50.7M - $68M
|
616K
$113M
|
|
|
Nov 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
960New |
$220K - $296K
|
960
$176K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
40New |
$9.19K - $12.3K
|
40
$7.35K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
161New |
$37K - $49.6K
|
161
$29.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
120+ 5.73% |
$27.6K - $37K
|
2.21K
$407K
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-95- 7.46% |
$21.8K - $29.3K
|
1.18K
$216K
|
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
15New |
$3.45K - $4.62K
|
15
$2.76K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11New |
$2.53K - $3.39K
|
11
$2.02K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-230- 0.91% |
$52.8K - $70.8K
|
24.9K
$4.58M
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.14KNew |
$952K - $1.28M
|
4.14K
$761K
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
18.5KNew |
$4.25M - $5.7M
|
18.5K
$3.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.28KNew |
$294K - $394K
|
1.28K
$235K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
500New |
$115K - $154K
|
500
$91.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-6- 2.39% |
$1.38K - $1.85K
|
245
$45K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.34KNew |
$537K - $720K
|
2.34K
$430K
|
|
|
Oct 26, 2022
Q3 2022
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-13.6K- 41.7% |
$3.13M - $4.19M
|
19K
$3.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-10- 1.0% |
$2.3K - $3.08K
|
992
$182K
|
|
|
Oct 25, 2022
Q3 2022
|
Scott Investment Partners LLP
|
SELL
|
- |
-20.4K- 83.61% |
$4.69M - $6.28M
|
4K
$735K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
769New |
$177K - $237K
|
769
$141K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.18KNew |
$271K - $363K
|
1.18K
$217K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
868+ 0.74% |
$199K - $267K
|
119K
$21.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-617- 16.09% |
$142K - $190K
|
3.22K
$591K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-261- 58.65% |
$59.9K - $80.4K
|
184
$33.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
6+ 0.6% |
$1.38K - $1.85K
|
1.01K
$185K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
161+ 0.42% |
$37K - $49.6K
|
38.7K
$7.1M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-35- 46.67% |
$8.04K - $10.8K
|
40
$7.35K
|
|
| Q2 2022 | |||||||
|
Dec 12, 2024
Q2 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-2KClosed |
$452K - $518K
|
0
$0
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3New |
$677 - $776
|
3
$551
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
CALL |
-3.3K- 6.35% |
$745K - $854K
|
48.7K
$8.95M
|
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
911New |
$206K - $236K
|
911
$167K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
35New |
$7.9K - $9.06K
|
35
$6.43K
|
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-4.05KClosed |
$913K - $1.05M
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.02KClosed |
$229K - $263K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-17Closed |
$3.84K - $4.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gates Capital Management, Inc.
New York, NY |
BUY
|
PUT |
300KNew |
$67.7M - $77.6M
|
300K
$55.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-70Closed |
$15.8K - $18.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hound Partners, LLC
New York, NY |
SELL
|
- |
-79.3KClosed |
$17.9M - $20.5M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-54Closed |
$12.2K - $14K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
92+ 9.02% |
$20.8K - $23.8K
|
1.11K
$204K
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-1.48KClosed |
$334K - $383K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-353Closed |
$79.7K - $91.3K
|
0
$0
|
|