Institutional Ownership Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ). We have compiled data on the 1,477 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $32.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
1,891
shares
|
$424,094
0.05% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
1,890
shares
|
$423,870
0.04% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,886
shares
|
$422,973
0.03% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,886
shares
|
$422,973
0.02% of portfolio
|
Q2 2024
Added 27.78%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
1,877
shares
|
$420,954
0.27% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,876
shares
|
$420,730
0.04% of portfolio
|
Q3 2024
Added 36.34%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,870
shares
|
$419,384
0.02% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
1,869
shares
|
$419,160
0.05% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,863
shares
|
$417,815
0.07% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,850
shares
|
$414,899
0.21% of portfolio
|
Q1 2023
Reduced 5.13%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
1,848
shares
|
$414,450
0.08% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
1,848
shares
|
$414,450
0.02% of portfolio
|
Q3 2024
Reduced 21.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,845
shares
|
$413,778
0.04% of portfolio
|
Q3 2024
Reduced 35.24%
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
1,843
shares
|
$413,329
0.28% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,838
shares
|
$412,208
0.04% of portfolio
|
Q1 2022
Reduced 7.12%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
1,834
shares
|
$411,311
0.1% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,832
shares
|
$410,862
0.14% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
1,823
shares
|
$408,844
0.02% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
1,819
shares
|
$407,947
0.18% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
1,819
shares
|
$407,947
0.03% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
1,808
shares
|
$405,480
0.15% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
1,802
shares
|
$404,134
0.03% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
1,797
shares
|
$403,013
0.04% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,794
shares
|
$402,340
0.01% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,788
shares
|
$400,994
0.01% of portfolio
|
Q3 2024
Reduced 31.94%
|