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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 35.71% |
$24.1K - $27.2K
|
380
$63.8K
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
100+ 1.83% |
$24.1K - $27.2K
|
5.55K
$933K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$24.1K - $27.2K
|
100
$16.8K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
99+ 6.02% |
$23.9K - $26.9K
|
1.74K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
97+ 4.31% |
$23.4K - $26.4K
|
2.35K
$395K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
96+ 5.8% |
$23.2K - $26.1K
|
1.75K
$294K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
95+ 1.34% |
$22.9K - $25.8K
|
7.18K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
94+ 7.83% |
$22.7K - $25.6K
|
1.3K
$217K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
90+ 35.57% |
$21.7K - $24.5K
|
343
$57.6K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
80+ 1.58% |
$19.3K - $21.8K
|
5.15K
$866K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
78New |
$18.8K - $21.2K
|
78
$13.1K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
76+ 77.55% |
$18.3K - $20.7K
|
174
$29.2K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
75+ 14.62% |
$18.1K - $20.4K
|
588
$98.8K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
75+ 0.68% |
$18.1K - $20.4K
|
11.2K
$1.87M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
74+ 45.4% |
$17.9K - $20.1K
|
237
$39.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
74+ 85.06% |
$17.9K - $20.1K
|
161
$27K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
73+ 3.6% |
$17.6K - $19.9K
|
2.1K
$353K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
71New |
$17.1K - $19.3K
|
71
$11.9K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
71+ 0.16% |
$17.1K - $19.3K
|
45.8K
$7.69M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
69+ 1.33% |
$16.7K - $18.8K
|
5.24K
$880K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
69+ 6.45% |
$16.7K - $18.8K
|
1.14K
$191K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
69+ 0.86% |
$16.7K - $18.8K
|
8.06K
$1.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
67+ 0.6% |
$16.2K - $18.2K
|
11.2K
$1.89M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
65+ 3.86% |
$15.7K - $17.7K
|
1.75K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
65+ 0.39% |
$15.7K - $17.7K
|
16.8K
$2.82M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
62+ 3.42% |
$15K - $16.9K
|
1.87K
$315K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
62+ 20.0% |
$15K - $16.9K
|
372
$62.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
61+ 1.37% |
$14.7K - $16.6K
|
4.5K
$756K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
60+ 7.67% |
$14.5K - $16.3K
|
842
$141K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
59+ 3.51% |
$14.2K - $16.1K
|
1.74K
$292K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
57+ 11.07% |
$13.8K - $15.5K
|
572
$96.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
57New |
$13.8K - $15.5K
|
57
$9.57K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
55+ 1.09% |
$13.3K - $15K
|
5.12K
$860K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
55+ 5.5% |
$13.3K - $15K
|
1.06K
$177K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
55New |
$13.3K - $15K
|
55
$9.24K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
54+ 8.88% |
$13K - $14.7K
|
662
$111K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
54+ 24.88% |
$13K - $14.7K
|
271
$45.5K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51+ 2.23% |
$12.3K - $13.9K
|
2.34K
$392K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
50New |
$12.1K - $13.6K
|
50
$8.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
50New |
$12.1K - $13.6K
|
50
$8.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
50+ 13.12% |
$12.1K - $13.6K
|
431
$72.4K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
50New |
$12.1K - $13.6K
|
50
$8.4K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
47+ 1.1% |
$11.3K - $12.8K
|
4.32K
$725K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
46+ 1.62% |
$11.1K - $12.5K
|
2.89K
$485K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
45+ 3.26% |
$10.9K - $12.2K
|
1.43K
$239K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
44+ 2.34% |
$10.6K - $12K
|
1.92K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
44+ 0.32% |
$10.6K - $12K
|
13.8K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
44+ 4.38% |
$10.6K - $12K
|
1.05K
$176K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
42New |
$10.1K - $11.4K
|
42
$7.05K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
41+ 16.47% |
$9.9K - $11.2K
|
290
$48.7K
|