Latest Institutional Purchases of Constellation Brands, Inc. (STZ)
This list provides information on the latest institutional transactions involving Constellation Brands, Inc. (STZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
103New |
$23.3K - $26.7K
|
103
$18.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
92+ 9.02% |
$20.8K - $23.8K
|
1.11K
$199K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
86+ 30.82% |
$19.4K - $22.3K
|
365
$65.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
82+ 7.11% |
$18.5K - $21.2K
|
1.24K
$221K
|
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
77+ 12.36% |
$17.4K - $19.9K
|
700
$125K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
52New |
$11.7K - $13.5K
|
52
$9.31K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
51New |
$11.5K - $13.2K
|
51
$9.13K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
48+ 1.29% |
$10.8K - $12.4K
|
3.78K
$676K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
45+ 0.86% |
$10.2K - $11.6K
|
5.3K
$948K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
42New |
$9.48K - $10.9K
|
42
$7.52K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
41New |
$9.26K - $10.6K
|
41
$7.34K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
35New |
$7.9K - $9.06K
|
35
$6.26K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25New |
$5.64K - $6.47K
|
25
$4.47K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
21New |
$4.74K - $5.43K
|
21
$3.76K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 4.35% |
$677 - $776
|
72
$12.9K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3New |
$677 - $776
|
3
$537
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1+ 0.05% |
$226 - $259
|
2.12K
$379K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.98% |
$226 - $259
|
103
$18.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.31% |
$226 - $259
|
319
$57.1K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1New |
$226 - $259
|
1
$179
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
BUY
|
- |
1.73KNew |
$367K - $440K
|
1.73K
$310K
|
|
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
979New |
$208K - $249K
|
979
$175K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
75New |
$15.9K - $19.1K
|
75
$13.4K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
18New |
$3.82K - $4.58K
|
18
$3.22K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
15New |
$3.19K - $3.82K
|
15
$2.68K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
10New |
$2.12K - $2.55K
|
10
$1.79K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4New |
$850 - $1.02K
|
4
$716
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Hound Partners, LLC
New York, NY |
BUY
|
CALL |
57KNew |
$12.1M - $14.3M
|
57K
$10.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
4KNew |
$846K - $1M
|
4K
$716K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.57KNew |
$755K - $896K
|
3.57K
$639K
|
|
|
Feb 10, 2022
Q4 2021
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
1.44K+ 43.03% |
$304K - $360K
|
4.77K
$854K
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
977New |
$207K - $245K
|
977
$175K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
500New |
$106K - $125K
|
500
$89.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
145New |
$30.7K - $36.4K
|
145
$25.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
100+ 1.1% |
$21.2K - $25.1K
|
9.18K
$1.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
95New |
$20.1K - $23.8K
|
95
$17K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
67New |
$14.2K - $16.8K
|
67
$12K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
45New |
$9.52K - $11.3K
|
45
$8.05K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
6New |
$1.27K - $1.51K
|
6
$1.07K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.1% |
$212 - $251
|
1.02K
$183K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
18.5K+ 5.97% |
$3.87M - $4.3M
|
329K
$58.8M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.74KNew |
$990K - $1.1M
|
4.74K
$847K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
147New |
$30.7K - $34.1K
|
147
$26.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
131New |
$27.4K - $30.4K
|
131
$23.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
52New |
$10.9K - $12.1K
|
52
$9.31K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
19+ 7.98% |
$3.97K - $4.41K
|
257
$46K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
15+ 25.0% |
$3.14K - $3.48K
|
75
$13.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10New |
$2.09K - $2.32K
|
10
$1.79K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
245KNew |
$54.1M - $59.4M
|
245K
$43.8M
|
|