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 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-62- 1.78% |
$15K - $16.9K
|
3.42K
$575K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-63- 7.12% |
$15.2K - $17.1K
|
822
$138K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-65- 0.39% |
$15.7K - $17.7K
|
16.5K
$2.77M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-65- 1.24% |
$15.7K - $17.7K
|
5.18K
$870K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-69- 7.89% |
$16.7K - $18.8K
|
806
$135K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-69- 3.44% |
$16.7K - $18.8K
|
1.94K
$325K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-70- 2.41% |
$16.9K - $19K
|
2.84K
$477K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-71- 4.34% |
$17.1K - $19.3K
|
1.57K
$263K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-71- 84.52% |
$17.1K - $19.3K
|
13
$2.18K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-73- 1.84% |
$17.6K - $19.9K
|
3.89K
$652K
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-74- 6.41% |
$17.9K - $20.1K
|
1.08K
$182K
|
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-74- 1.44% |
$17.9K - $20.1K
|
5.05K
$848K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-76- 7.63% |
$18.3K - $20.7K
|
920
$155K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-77- 6.22% |
$18.6K - $20.9K
|
1.16K
$195K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-79- 0.22% |
$19.1K - $21.5K
|
35.3K
$5.93M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-80- 0.51% |
$19.3K - $21.8K
|
15.7K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-81- 1.44% |
$19.6K - $22K
|
5.56K
$934K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-84- 7.45% |
$20.3K - $22.9K
|
1.04K
$175K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-85- 2.59% |
$20.5K - $23.1K
|
3.19K
$536K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-85- 2.04% |
$20.5K - $23.1K
|
4.08K
$685K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-88- 4.01% |
$21.2K - $23.9K
|
2.11K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-89- 33.09% |
$21.5K - $24.2K
|
180
$30.2K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-92- 1.4% |
$22.2K - $25K
|
6.49K
$1.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-93- 8.66% |
$22.5K - $25.3K
|
981
$165K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-95- 6.23% |
$22.9K - $25.8K
|
1.43K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-95- 4.25% |
$22.9K - $25.8K
|
2.14K
$359K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-96- 1.31% |
$23.2K - $26.1K
|
7.21K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-96- 3.27% |
$23.2K - $26.1K
|
2.84K
$477K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-98- 0.98% |
$23.7K - $26.7K
|
9.86K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-99- 1.55% |
$23.9K - $26.9K
|
6.3K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-99- 7.21% |
$23.9K - $26.9K
|
1.28K
$214K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 8.03% |
$24.1K - $27.2K
|
1.15K
$192K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-100- 5.09% |
$24.1K - $27.2K
|
1.87K
$313K
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-100- 3.85% |
$24.1K - $27.2K
|
2.5K
$420K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-100- 3.16% |
$24.1K - $27.2K
|
3.06K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-100- 1.77% |
$24.1K - $27.2K
|
5.56K
$933K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.36% |
$24.1K - $27.2K
|
27.9K
$4.68M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 33.33% |
$24.1K - $27.2K
|
200
$33.6K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-102- 7.7% |
$24.6K - $27.7K
|
1.22K
$205K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-103- 3.25% |
$24.9K - $28K
|
3.06K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-105- 0.84% |
$25.3K - $28.6K
|
12.4K
$2.09M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-106- 10.35% |
$25.6K - $28.8K
|
918
$154K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-107- 8.33% |
$25.8K - $29.1K
|
1.18K
$198K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-110- 1.27% |
$26.6K - $29.9K
|
8.58K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-111- 2.02% |
$26.8K - $30.2K
|
5.38K
$904K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-112- 1.63% |
$27K - $30.5K
|
6.77K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-113- 90.4% |
$27.3K - $30.7K
|
12
$2.02K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-115- 62.16% |
$27.8K - $31.3K
|
70
$11.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-115- 8.33% |
$27.8K - $31.3K
|
1.27K
$212K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-118- 9.88% |
$28.5K - $32.1K
|
1.08K
$181K
|