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 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-249Closed |
$41.1K - $54.5K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-250Closed |
$41.3K - $54.8K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-70Closed |
$11.6K - $15.3K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
65New |
$10.7K - $14.2K
|
65
$8.4K
|
|
|
Jan 25, 2021
Q4 2020
|
Rothschild Investment Corp
|
SELL
|
- |
-1.42KClosed |
$233K - $310K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Busey Wealth Management
|
SELL
|
- |
-1.11KClosed |
$184K - $244K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-280Closed |
$47.9K - $55K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1KNew |
$171K - $197K
|
1K
$129K
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-176Closed |
$30.1K - $34.6K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
PUT |
-149KClosed |
$25.5M - $29.3M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-4.87KClosed |
$833K - $957K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
35New |
$5.99K - $6.88K
|
35
$4.52K
|
|
|
Nov 13, 2020
Q3 2020
|
Rip Road Capital Partners LP
Boston, MA |
SELL
|
- |
-40.6KClosed |
$6.95M - $7.99M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.15KClosed |
$197K - $226K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
PUT |
-10K- 50.0% |
$1.71M - $1.97M
|
10K
$1.29M
|
|
|
Nov 12, 2020
Q3 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-3.51KClosed |
$600K - $689K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.29KClosed |
$392K - $450K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-16.3KClosed |
$2.79M - $3.21M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-600Closed |
$103K - $118K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Crystal Rock Capital Management
|
SELL
|
- |
-10.4KClosed |
$1.78M - $2.05M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-85Closed |
$14.5K - $16.7K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-272Closed |
$46.5K - $53.5K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
SELL
|
CALL |
-400- 80.0% |
$68.4K - $78.6K
|
100
$12.9K
|
|
|
Nov 04, 2020
Q3 2020
|
Sageworth Trust CO
|
SELL
|
- |
-4Closed |
$684 - $786
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-24Closed |
$4.11K - $4.72K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-34Closed |
$5.82K - $6.68K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-16.6KClosed |
$2.84M - $3.26M
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-9.74KClosed |
$1.67M - $1.91M
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.33KClosed |
$227K - $261K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-2.34KClosed |
$401K - $461K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Firestone Capital Management
|
SELL
|
- |
-75Closed |
$12.8K - $14.7K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-104Closed |
$17.8K - $20.4K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Mcia Inc
|
SELL
|
- |
-2.58KClosed |
$442K - $508K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12+ 37.5% |
$2.05K - $2.36K
|
44
$5.68K
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-245Closed |
$41.9K - $48.2K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-26Closed |
$4.45K - $5.11K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.43K+ 46.63% |
$319K - $452K
|
7.64K
$987K
|
|
|
Mar 12, 2021
Q2 2020
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.53KClosed |
$200K - $284K
|
0
$0
|
|
|
Aug 24, 2020
Q2 2020
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-1.72KClosed |
$226K - $320K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-3Closed |
$394 - $558
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-475Closed |
$62.3K - $88.3K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-49Closed |
$6.43K - $9.11K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.14KClosed |
$280K - $397K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-198Closed |
$26K - $36.8K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Maple Rock Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-61KClosed |
$8M - $11.3M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-50Closed |
$6.56K - $9.3K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-11Closed |
$1.44K - $2.05K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-5.23KClosed |
$687K - $973K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-538Closed |
$70.6K - $100K
|
0
$0
|
|