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 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-30- 6.25% |
$7.24K - $8.16K
|
450
$101K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-31- 1.5% |
$7.48K - $8.43K
|
2.03K
$455K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-32- 13.79% |
$7.73K - $8.71K
|
200
$44.9K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-32- 0.29% |
$7.73K - $8.71K
|
11.1K
$2.49M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-33- 1.05% |
$7.97K - $8.98K
|
3.1K
$695K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-33- 3.76% |
$7.97K - $8.98K
|
844
$189K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-34- 0.09% |
$8.21K - $9.25K
|
36.7K
$8.24M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-35- 1.24% |
$8.45K - $9.52K
|
2.8K
$627K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-36- 0.79% |
$8.69K - $9.79K
|
4.54K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-36- 2.13% |
$8.69K - $9.79K
|
1.65K
$371K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-37- 4.43% |
$8.93K - $10.1K
|
798
$179K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-38- 0.65% |
$9.17K - $10.3K
|
5.77K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-38- 0.79% |
$9.17K - $10.3K
|
4.75K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-39- 2.52% |
$9.42K - $10.6K
|
1.51K
$338K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-40- 4.63% |
$9.66K - $10.9K
|
823
$185K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-40- 0.49% |
$9.66K - $10.9K
|
8.05K
$1.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-42- 2.66% |
$10.1K - $11.4K
|
1.54K
$345K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-43- 0.79% |
$10.4K - $11.7K
|
5.41K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-43- 93.48% |
$10.4K - $11.7K
|
3
$673
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-44- 0.95% |
$10.6K - $12K
|
4.61K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-44- 0.77% |
$10.6K - $12K
|
5.68K
$1.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-46- 5.05% |
$11.1K - $12.5K
|
864
$194K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-46- 2.04% |
$11.1K - $12.5K
|
2.21K
$496K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-50- 5.75% |
$12.1K - $13.6K
|
820
$184K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-50- 0.64% |
$12.1K - $13.6K
|
7.82K
$1.75M
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-50- 0.69% |
$12.1K - $13.6K
|
7.15K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-50- 0.48% |
$12.1K - $13.6K
|
10.3K
$2.3M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-50- 25.0% |
$12.1K - $13.6K
|
150
$33.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-53- 0.78% |
$12.8K - $14.4K
|
6.74K
$1.51M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-54- 3.23% |
$13K - $14.7K
|
1.62K
$362K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-56- 3.12% |
$13.5K - $15.2K
|
1.74K
$390K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-57- 65.52% |
$13.8K - $15.5K
|
30
$6.73K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-57- 3.0% |
$13.8K - $15.5K
|
1.84K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-58- 6.73% |
$14K - $15.8K
|
804
$180K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-59- 3.5% |
$14.2K - $16.1K
|
1.63K
$365K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-60- 5.76% |
$14.5K - $16.3K
|
981
$220K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-60- 1.27% |
$14.5K - $16.3K
|
4.65K
$1.04M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-62- 17.37% |
$15K - $16.9K
|
295
$66.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-62- 1.78% |
$15K - $16.9K
|
3.42K
$767K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-63- 7.12% |
$15.2K - $17.1K
|
822
$184K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-65- 0.39% |
$15.7K - $17.7K
|
16.5K
$3.69M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-65- 1.24% |
$15.7K - $17.7K
|
5.18K
$1.16M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-69- 7.89% |
$16.7K - $18.8K
|
806
$181K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-69- 3.44% |
$16.7K - $18.8K
|
1.94K
$434K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-70- 2.41% |
$16.9K - $19K
|
2.84K
$637K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-71- 4.34% |
$17.1K - $19.3K
|
1.57K
$351K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-71- 84.52% |
$17.1K - $19.3K
|
13
$2.92K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-73- 1.84% |
$17.6K - $19.9K
|
3.89K
$871K
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-74- 6.41% |
$17.9K - $20.1K
|
1.08K
$242K
|
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-74- 1.44% |
$17.9K - $20.1K
|
5.05K
$1.13M
|