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 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
41+ 0.65% |
$9.9K - $11.2K
|
6.39K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
40+ 333.33% |
$9.66K - $10.9K
|
52
$8.73K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
39New |
$9.42K - $10.6K
|
39
$6.55K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
39+ 1.07% |
$9.42K - $10.6K
|
3.68K
$617K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
39+ 2.65% |
$9.42K - $10.6K
|
1.51K
$253K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
37+ 0.5% |
$8.93K - $10.1K
|
7.48K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
37+ 3.47% |
$8.93K - $10.1K
|
1.1K
$185K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
36New |
$8.69K - $9.79K
|
36
$6.05K
|
|
|
Apr 25, 2024
Q1 2024
|
Alta Capital Management LLC
|
BUY
|
- |
35+ 0.28% |
$8.45K - $9.52K
|
12.4K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
35+ 269.23% |
$8.45K - $9.52K
|
48
$8.06K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
35+ 2.21% |
$8.45K - $9.52K
|
1.62K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
35+ 1.82% |
$8.45K - $9.52K
|
1.96K
$329K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
34+ 0.07% |
$8.21K - $9.25K
|
47.6K
$8M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
33+ 0.56% |
$7.97K - $8.98K
|
5.95K
$1M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
32+ 0.13% |
$7.73K - $8.71K
|
24.4K
$4.1M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
31+ 1.87% |
$7.48K - $8.43K
|
1.69K
$283K
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
30+ 1.48% |
$7.24K - $8.16K
|
2.05K
$345K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
30+ 3.28% |
$7.24K - $8.16K
|
946
$159K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
30+ 1.92% |
$7.24K - $8.16K
|
1.6K
$268K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
27+ 1.06% |
$6.52K - $7.35K
|
2.57K
$432K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
27+ 2.47% |
$6.52K - $7.35K
|
1.12K
$188K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
27+ 2.22% |
$6.52K - $7.35K
|
1.24K
$209K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27+ 1.66% |
$6.52K - $7.35K
|
1.65K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
26+ 0.32% |
$6.28K - $7.07K
|
8.21K
$1.38M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
26+ 60.47% |
$6.28K - $7.07K
|
69
$11.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
25+ 2.61% |
$6.04K - $6.8K
|
982
$165K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
25New |
$6.04K - $6.8K
|
25
$4.2K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
24+ 1.3% |
$5.79K - $6.53K
|
1.88K
$315K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
23+ 2.17% |
$5.55K - $6.26K
|
1.08K
$182K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
22+ 0.11% |
$5.31K - $5.98K
|
19.7K
$3.31M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
21+ 0.85% |
$5.07K - $5.71K
|
2.49K
$418K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
20+ 1.32% |
$4.83K - $5.44K
|
1.53K
$257K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
20+ 83.33% |
$4.83K - $5.44K
|
44
$7.39K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
20+ 0.33% |
$4.83K - $5.44K
|
6.05K
$1.02M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
19+ 2.61% |
$4.59K - $5.17K
|
747
$125K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
18+ 2.14% |
$4.35K - $4.9K
|
858
$144K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
16+ 0.25% |
$3.86K - $4.35K
|
6.45K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
16+ 0.29% |
$3.86K - $4.35K
|
5.47K
$918K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
16+ 1.34% |
$3.86K - $4.35K
|
1.21K
$203K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
15+ 1.76% |
$3.62K - $4.08K
|
865
$145K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
14+ 1.11% |
$3.38K - $3.81K
|
1.28K
$215K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
14New |
$3.38K - $3.81K
|
14
$2.35K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
13+ 6.67% |
$3.14K - $3.54K
|
208
$34.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
12+ 0.54% |
$2.9K - $3.26K
|
2.23K
$374K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
12+ 1.04% |
$2.9K - $3.26K
|
1.16K
$195K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
11New |
$2.66K - $2.99K
|
11
$1.85K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
11+ 0.49% |
$2.66K - $2.99K
|
2.25K
$377K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11+ 0.47% |
$2.66K - $2.99K
|
2.36K
$397K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
10New |
$2.41K - $2.72K
|
10
$1.68K
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10+ 0.44% |
$2.41K - $2.72K
|
2.26K
$379K
|