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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 3.03% |
$483 - $544
|
64
$10.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-3- 1.22% |
$724 - $816
|
242
$40.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-3- 0.22% |
$724 - $816
|
1.35K
$227K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3- 0.24% |
$724 - $816
|
1.25K
$210K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-4- 0.01% |
$966 - $1.09K
|
28.3K
$4.75M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4- 0.05% |
$966 - $1.09K
|
7.35K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5- 55.56% |
$1.21K - $1.36K
|
4
$672
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-5- 0.1% |
$1.21K - $1.36K
|
5.24K
$880K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-6- 0.54% |
$1.45K - $1.63K
|
1.11K
$186K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 75.0% |
$1.45K - $1.63K
|
2
$336
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-6- 0.36% |
$1.45K - $1.63K
|
1.67K
$280K
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-6- 0.64% |
$1.45K - $1.63K
|
925
$155K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-7- 0.04% |
$1.69K - $1.9K
|
17K
$2.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8- 4.19% |
$1.93K - $2.18K
|
183
$30.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-9- 0.31% |
$2.17K - $2.45K
|
2.9K
$487K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-9- 1.86% |
$2.17K - $2.45K
|
475
$79.8K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-9- 0.8% |
$2.17K - $2.45K
|
1.12K
$188K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-10- 0.36% |
$2.41K - $2.72K
|
2.75K
$461K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-10- 0.8% |
$2.41K - $2.72K
|
1.23K
$207K
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-10- 1.16% |
$2.41K - $2.72K
|
855
$144K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.48% |
$2.41K - $2.72K
|
2.06K
$347K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-10- 0.2% |
$2.41K - $2.72K
|
4.97K
$835K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-10- 55.56% |
$2.41K - $2.72K
|
8
$1.34K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-10- 0.36% |
$2.41K - $2.72K
|
2.79K
$469K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-11- 22.45% |
$2.66K - $2.99K
|
38
$6.38K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-11- 0.58% |
$2.66K - $2.99K
|
1.88K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-11- 1.11% |
$2.66K - $2.99K
|
976
$164K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-12- 1.88% |
$2.9K - $3.26K
|
625
$105K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-12- 0.1% |
$2.9K - $3.26K
|
11.9K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-12- 0.23% |
$2.9K - $3.26K
|
5.1K
$857K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-13- 0.19% |
$3.14K - $3.54K
|
6.76K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-13- 0.5% |
$3.14K - $3.54K
|
2.61K
$439K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-14- 0.71% |
$3.38K - $3.81K
|
1.97K
$330K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-14- 8.54% |
$3.38K - $3.81K
|
150
$25.2K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-15- 0.49% |
$3.62K - $4.08K
|
3.07K
$516K
|
|
|
May 15, 2024
Q1 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-15- 1.26% |
$3.62K - $4.08K
|
1.18K
$198K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-16- 47.06% |
$3.86K - $4.35K
|
18
$3.02K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-17- 2.0% |
$4.1K - $4.62K
|
835
$140K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-17- 0.02% |
$4.1K - $4.62K
|
75.3K
$12.6M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-17- 11.11% |
$4.1K - $4.62K
|
136
$22.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-19- 0.24% |
$4.59K - $5.17K
|
7.77K
$1.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-19- 0.51% |
$4.59K - $5.17K
|
3.69K
$620K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-19- 0.39% |
$4.59K - $5.17K
|
4.88K
$819K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-20- 25.32% |
$4.83K - $5.44K
|
59
$9.91K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 0.48% |
$4.83K - $5.44K
|
4.19K
$703K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-21- 15.11% |
$5.07K - $5.71K
|
118
$19.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-22- 1.67% |
$5.31K - $5.98K
|
1.29K
$217K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-22- 30.14% |
$5.31K - $5.98K
|
51
$8.57K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-23- 1.65% |
$5.55K - $6.26K
|
1.37K
$231K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-24- 0.2% |
$5.79K - $6.53K
|
12K
$2.02M
|