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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.48KNew |
$322K - $368K
|
1.48K
$191K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.33K+ 1.87% |
$290K - $331K
|
72.3K
$9.34M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.32KNew |
$288K - $329K
|
1.32K
$171K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
1.05K+ 95.45% |
$229K - $262K
|
2.15K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.03KNew |
$225K - $257K
|
1.03K
$133K
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
891New |
$194K - $222K
|
891
$115K
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
850New |
$185K - $212K
|
850
$110K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
815New |
$178K - $203K
|
815
$105K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
480+ 6.48% |
$105K - $120K
|
7.89K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
400New |
$87.3K - $99.7K
|
400
$51.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
279+ 24.84% |
$60.9K - $69.5K
|
1.4K
$181K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
180+ 4.15% |
$39.3K - $44.9K
|
4.52K
$583K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
140New |
$30.6K - $34.9K
|
140
$18.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
120+ 2.87% |
$26.2K - $29.9K
|
4.3K
$555K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
95New |
$20.7K - $23.7K
|
95
$12.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
90New |
$19.6K - $22.4K
|
90
$11.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
77+ 1.12% |
$16.8K - $19.2K
|
6.98K
$902K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
50New |
$10.9K - $12.5K
|
50
$6.46K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
33+ 3.7% |
$7.2K - $8.22K
|
924
$119K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
26New |
$5.67K - $6.48K
|
26
$3.36K
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
17+ 1.31% |
$3.71K - $4.24K
|
1.32K
$170K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
15New |
$3.27K - $3.74K
|
15
$1.94K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14New |
$3.06K - $3.49K
|
14
$1.81K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10New |
$2.18K - $2.49K
|
10
$1.29K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$1.09K - $1.25K
|
5
$646
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3New |
$655 - $748
|
3
$387
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1+ 0.33% |
$218 - $249
|
302
$39K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 11.11% |
$218 - $249
|
10
$1.29K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.13MNew |
$237M - $265M
|
1.13M
$146M
|
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
BUY
|
- |
47.7KNew |
$9.95M - $11.1M
|
47.7K
$6.16M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
45.1KNew |
$9.41M - $10.5M
|
45.1K
$5.83M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
20.3KNew |
$4.24M - $4.75M
|
20.3K
$2.63M
|
|
|
May 12, 2023
Q1 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
8.64K+ 2.41% |
$1.8M - $2.02M
|
367K
$47.4M
|
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2KNew |
$417K - $467K
|
2K
$258K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
1.29KNew |
$269K - $301K
|
1.29K
$166K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.21KNew |
$252K - $282K
|
1.21K
$156K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.11KNew |
$232K - $260K
|
1.11K
$144K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
837+ 6.03% |
$175K - $196K
|
14.7K
$1.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
223New |
$46.5K - $52.1K
|
223
$28.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
164New |
$34.2K - $38.3K
|
164
$21.2K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
129+ 2.38% |
$26.9K - $30.1K
|
5.56K
$718K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
120New |
$25K - $28K
|
120
$15.5K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
100+ 200.0% |
$20.9K - $23.4K
|
150
$19.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
50+ 5.05% |
$10.4K - $11.7K
|
1.04K
$134K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
50New |
$10.4K - $11.7K
|
50
$6.46K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
22New |
$4.59K - $5.14K
|
22
$2.84K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
12New |
$2.5K - $2.8K
|
12
$1.55K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
10New |
$2.09K - $2.34K
|
10
$1.29K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9New |
$1.88K - $2.1K
|
9
$1.16K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
9New |
$1.88K - $2.1K
|
9
$1.16K
|
|