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 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6+ 0.38% |
$1.45K - $1.63K
|
1.61K
$360K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
5+ 0.12% |
$1.21K - $1.36K
|
4.19K
$939K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
5+ 0.32% |
$1.21K - $1.36K
|
1.54K
$346K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4+ 0.36% |
$966 - $1.09K
|
1.11K
$250K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 33.33% |
$966 - $1.09K
|
16
$3.59K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 0.59% |
$966 - $1.09K
|
684
$153K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 6.15% |
$966 - $1.09K
|
69
$15.5K
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
4+ 0.36% |
$966 - $1.09K
|
1.13K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4+ 0.44% |
$966 - $1.09K
|
904
$203K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4New |
$966 - $1.09K
|
4
$897
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
3New |
$724 - $816
|
3
$673
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3+ 0.06% |
$724 - $816
|
5.26K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3+ 1.65% |
$724 - $816
|
185
$41.5K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3+ 1.52% |
$724 - $816
|
201
$45.1K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2+ 0.2% |
$483 - $544
|
1K
$225K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 3.57% |
$483 - $544
|
58
$13K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 25.0% |
$483 - $544
|
10
$2.24K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2+ 0.02% |
$483 - $544
|
8.45K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 20.0% |
$483 - $544
|
12
$2.69K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.08% |
$241 - $272
|
1.28K
$286K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.03% |
$241 - $272
|
3.31K
$742K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$241 - $272
|
1.07K
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.31% |
$241 - $272
|
321
$72K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 8.33% |
$241 - $272
|
13
$2.92K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.12% |
$241 - $272
|
834
$187K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 1.54% |
$241 - $272
|
66
$14.8K
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$241 - $272
|
6.8K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 10.0% |
$241 - $272
|
11
$2.47K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.08% |
$241 - $272
|
1.28K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 11.11% |
$241 - $272
|
10
$2.24K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.43% |
$241 - $272
|
231
$51.8K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.2% |
$241 - $272
|
84
$18.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1- 0.07% |
$241 - $272
|
1.34K
$300K
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1- 0.11% |
$241 - $272
|
936
$210K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1- 0.08% |
$241 - $272
|
1.23K
$275K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 2.13% |
$241 - $272
|
46
$10.3K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1- 0.24% |
$241 - $272
|
414
$92.8K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2- 66.67% |
$483 - $544
|
1
$224
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 3.03% |
$483 - $544
|
64
$14.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-3- 1.22% |
$724 - $816
|
242
$54.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-3- 0.22% |
$724 - $816
|
1.35K
$303K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3- 0.24% |
$724 - $816
|
1.25K
$280K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-4- 0.01% |
$966 - $1.09K
|
28.3K
$6.35M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4- 0.05% |
$966 - $1.09K
|
7.35K
$1.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5- 55.56% |
$1.21K - $1.36K
|
4
$897
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-5- 0.1% |
$1.21K - $1.36K
|
5.24K
$1.17M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-6- 0.54% |
$1.45K - $1.63K
|
1.11K
$248K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 75.0% |
$1.45K - $1.63K
|
2
$449
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-6- 0.36% |
$1.45K - $1.63K
|
1.67K
$374K
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-6- 0.64% |
$1.45K - $1.63K
|
925
$207K
|