Purchases and Sales Made in Q1 2024 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q1 2024. The information is specifically focused on institutions that hold shares of CONSTELLATION BRANDS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
170+ 7.0% |
$41K - $46.2K
|
2.6K
$582K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
166+ 10.5% |
$40.1K - $45.2K
|
1.75K
$392K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
166+ 873.68% |
$40.1K - $45.2K
|
185
$41.5K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
164New |
$39.6K - $44.6K
|
164
$36.8K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
164+ 7.49% |
$39.6K - $44.6K
|
2.35K
$528K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
155+ 6.07% |
$37.4K - $42.2K
|
2.71K
$607K
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
154+ 0.79% |
$37.2K - $41.9K
|
19.7K
$4.43M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
154+ 5.67% |
$37.2K - $41.9K
|
2.87K
$643K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150+ 6.46% |
$36.2K - $40.8K
|
2.47K
$554K
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
148+ 1.45% |
$35.7K - $40.3K
|
10.3K
$2.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
146+ 5.98% |
$35.2K - $39.7K
|
2.59K
$580K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
145+ 8.18% |
$35K - $39.4K
|
1.92K
$430K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
140+ 2.88% |
$33.8K - $38.1K
|
5K
$1.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
139+ 4.02% |
$33.6K - $37.8K
|
3.6K
$807K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
135+ 0.89% |
$32.6K - $36.7K
|
15.3K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
132+ 4.87% |
$31.9K - $35.9K
|
2.84K
$638K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
130New |
$31.4K - $35.4K
|
130
$29.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
130New |
$31.4K - $35.4K
|
130
$29.2K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
128+ 5.31% |
$30.9K - $34.8K
|
2.54K
$569K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
128+ 12.28% |
$30.9K - $34.8K
|
1.17K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
127+ 13.54% |
$30.7K - $34.5K
|
1.07K
$239K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
126+ 12.12% |
$30.4K - $34.3K
|
1.17K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
125+ 0.55% |
$30.2K - $34K
|
22.7K
$5.1M
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
125+ 1.47% |
$30.2K - $34K
|
8.66K
$1.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
123+ 5.58% |
$29.7K - $33.5K
|
2.33K
$522K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
123+ 2.71% |
$29.7K - $33.5K
|
4.67K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
121+ 8.93% |
$29.2K - $32.9K
|
1.48K
$331K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
121+ 1.94% |
$29.2K - $32.9K
|
6.36K
$1.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
120+ 5.94% |
$29K - $32.6K
|
2.14K
$480K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
120+ 4.91% |
$29K - $32.6K
|
2.56K
$575K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
119+ 0.6% |
$28.7K - $32.4K
|
20.1K
$4.5M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
117+ 11.22% |
$28.2K - $31.8K
|
1.16K
$260K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
116+ 0.71% |
$28K - $31.6K
|
16.3K
$3.67M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
114+ 9.46% |
$27.5K - $31K
|
1.32K
$296K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
112New |
$27K - $30.5K
|
112
$25.1K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
109+ 4.08% |
$26.3K - $29.7K
|
2.78K
$623K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
105+ 0.4% |
$25.3K - $28.6K
|
26.2K
$5.88M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
104+ 10.3% |
$25.1K - $28.3K
|
1.11K
$250K
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
104+ 0.32% |
$25.1K - $28.3K
|
32.1K
$7.21M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
104+ 27.08% |
$25.1K - $28.3K
|
488
$109K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 35.71% |
$24.1K - $27.2K
|
380
$85.2K
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
100+ 1.83% |
$24.1K - $27.2K
|
5.55K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$24.1K - $27.2K
|
100
$22.4K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
99+ 6.02% |
$23.9K - $26.9K
|
1.74K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
97+ 4.31% |
$23.4K - $26.4K
|
2.35K
$527K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
96+ 5.8% |
$23.2K - $26.1K
|
1.75K
$392K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
95+ 1.34% |
$22.9K - $25.8K
|
7.18K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
94+ 7.83% |
$22.7K - $25.6K
|
1.3K
$290K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
90+ 35.57% |
$21.7K - $24.5K
|
343
$76.9K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
80+ 1.58% |
$19.3K - $21.8K
|
5.15K
$1.16M
|