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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
86+ 30.82% |
$19.4K - $22.3K
|
365
$67.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-109- 59.56% |
$24.6K - $28.2K
|
74
$13.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
42New |
$9.48K - $10.9K
|
42
$7.72K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-150- 75.0% |
$33.9K - $38.8K
|
50
$9.19K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
21New |
$4.74K - $5.43K
|
21
$3.86K
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.17KClosed |
$264K - $303K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
48+ 1.29% |
$10.8K - $12.4K
|
3.78K
$695K
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
6.2KNew |
$1.4M - $1.6M
|
6.2K
$1.14M
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-11.5KClosed |
$2.6M - $2.98M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
82+ 7.11% |
$18.5K - $21.2K
|
1.24K
$227K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
41New |
$9.26K - $10.6K
|
41
$7.53K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-9Closed |
$2.03K - $2.33K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
45+ 0.86% |
$10.2K - $11.6K
|
5.3K
$974K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-2.49KClosed |
$562K - $644K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-52Closed |
$11.7K - $13.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-17- 8.29% |
$3.84K - $4.4K
|
188
$34.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
51New |
$11.5K - $13.2K
|
51
$9.37K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-50- 1.13% |
$11.3K - $12.9K
|
4.38K
$804K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2Closed |
$452 - $518
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-31- 3.03% |
$7K - $8.02K
|
993
$182K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1New |
$226 - $259
|
1
$184
|
|
|
Jul 13, 2022
Q2 2022
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-19.6KClosed |
$4.43M - $5.08M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-140- 10.69% |
$31.6K - $36.2K
|
1.17K
$215K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 6.25% |
$226 - $259
|
15
$2.76K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-3- 1.84% |
$677 - $776
|
160
$29.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Sam Advisors, LLC
|
SELL
|
- |
-367- 3.02% |
$82.9K - $95K
|
11.8K
$2.16M
|
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-102- 31.38% |
$23K - $26.4K
|
223
$41K
|
|
| Q1 2022 | |||||||
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-58Closed |
$12.3K - $14.8K
|
0
$0
|
|
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
979New |
$208K - $249K
|
979
$180K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-229Closed |
$48.6K - $58.3K
|
0
$0
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-550- 96.49% |
$117K - $140K
|
20
$3.67K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
75New |
$15.9K - $19.1K
|
75
$13.8K
|
|
|
May 16, 2022
Q1 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-933Closed |
$198K - $238K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-59Closed |
$12.5K - $15K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Franklin Street Capital Partners, LLC
New York, NY |
SELL
|
- |
-4.07KClosed |
$864K - $1.04M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hitchwood Capital Management LP
New York, NY |
SELL
|
- |
-110KClosed |
$23.4M - $28M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Creeks Capital Management, LP
New York, NY |
SELL
|
- |
-354KClosed |
$75.2M - $90.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-1.01KClosed |
$214K - $257K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-67- 5.27% |
$14.2K - $17.1K
|
1.2K
$221K
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-100Closed |
$21.2K - $25.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-825Closed |
$175K - $210K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-5.96KClosed |
$1.27M - $1.52M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-2.15KClosed |
$456K - $546K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-3.84KClosed |
$815K - $976K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.34KClosed |
$284K - $340K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-39Closed |
$8.28K - $9.93K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-1.13KClosed |
$239K - $286K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
10New |
$2.12K - $2.55K
|
10
$1.84K
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-14.6KClosed |
$3.1M - $3.71M
|
0
$0
|
|