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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
161+ 7.65% |
$35.4K - $41.5K
|
2.27K
$410K
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
159+ 0.14% |
$34.9K - $41K
|
115K
$20.8M
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
158+ 3.03% |
$34.7K - $40.7K
|
5.38K
$972K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
144+ 2.7% |
$31.6K - $37.1K
|
5.48K
$991K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
142+ 887.5% |
$31.2K - $36.6K
|
158
$28.6K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
134+ 2.31% |
$29.4K - $34.5K
|
5.93K
$1.07M
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
133+ 11.35% |
$29.2K - $34.3K
|
1.31K
$236K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
129+ 17.87% |
$28.3K - $33.2K
|
851
$154K
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
127New |
$27.9K - $32.7K
|
127
$23K
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
122New |
$26.8K - $31.4K
|
122
$22.1K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
120+ 4.12% |
$26.4K - $30.9K
|
3.03K
$548K
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
119+ 2.34% |
$26.1K - $30.7K
|
5.21K
$942K
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
115+ 36.98% |
$25.3K - $29.6K
|
426
$77K
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
114+ 3.56% |
$25K - $29.4K
|
3.32K
$600K
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
106+ 5.78% |
$23.3K - $27.3K
|
1.94K
$351K
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
104+ 4.94% |
$22.8K - $26.8K
|
2.21K
$399K
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
100+ 0.62% |
$22K - $25.8K
|
16.1K
$2.92M
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
100+ 2.16% |
$22K - $25.8K
|
4.74K
$856K
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
95+ 5.15% |
$20.9K - $24.5K
|
1.94K
$350K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
93+ 2.2% |
$20.4K - $24K
|
4.32K
$781K
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
71+ 0.4% |
$15.6K - $18.3K
|
17.6K
$3.18M
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
68+ 7.95% |
$14.9K - $17.5K
|
923
$167K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
63+ 4.2% |
$13.8K - $16.2K
|
1.56K
$283K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
59+ 0.81% |
$13K - $15.2K
|
7.36K
$1.33M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
56New |
$12.3K - $14.4K
|
56
$10.1K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
52+ 2.38% |
$11.4K - $13.4K
|
2.24K
$404K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
43New |
$9.45K - $11.1K
|
43
$7.77K
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
37+ 0.37% |
$8.13K - $9.53K
|
9.96K
$1.8M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
36+ 1.5% |
$7.91K - $9.27K
|
2.43K
$440K
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
36+ 3.79% |
$7.91K - $9.27K
|
987
$178K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
31+ 30.39% |
$6.81K - $7.99K
|
133
$24K
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
29+ 1.02% |
$6.37K - $7.47K
|
2.88K
$520K
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
29+ 2.35% |
$6.37K - $7.47K
|
1.26K
$229K
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
28+ 0.55% |
$6.15K - $7.21K
|
5.1K
$923K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26New |
$5.71K - $6.7K
|
26
$4.7K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
26New |
$5.71K - $6.7K
|
26
$4.7K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
25New |
$5.49K - $6.44K
|
25
$4.52K
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
21+ 2.34% |
$4.61K - $5.41K
|
920
$166K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20+ 10.2% |
$4.39K - $5.15K
|
216
$39.1K
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
20+ 1.59% |
$4.39K - $5.15K
|
1.28K
$231K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20+ 1.74% |
$4.39K - $5.15K
|
1.17K
$212K
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
17+ 0.74% |
$3.73K - $4.38K
|
2.32K
$419K
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
16+ 0.26% |
$3.51K - $4.12K
|
6.28K
$1.14M
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
15+ 0.36% |
$3.29K - $3.86K
|
4.15K
$750K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
15New |
$3.29K - $3.86K
|
15
$2.71K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
14+ 15.73% |
$3.08K - $3.61K
|
103
$18.6K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 36.11% |
$2.86K - $3.35K
|
49
$8.86K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12+ 57.14% |
$2.64K - $3.09K
|
33
$5.97K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
11New |
$2.42K - $2.83K
|
11
$1.99K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11+ 1.18% |
$2.42K - $2.83K
|
941
$170K
|