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 $32.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4
shares
|
$901
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
3
shares
|
$676
0.0% of portfolio
|
Q1 2024
Reduced 93.48%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
3
shares
|
$676
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
3
shares
|
$676
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2
shares
|
$450
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
2
shares
|
$450
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
2
shares
|
$450
0.0% of portfolio
|
Q3 2024
Reduced 97.7%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
1
shares
|
$225
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
1
shares
|
$225
0.0% of portfolio
|
Q4 2023
Reduced 94.12%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
1
shares
|
$225
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|