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 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-141- 15.11% |
$34K - $38.4K
|
792
$178K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-149- 5.73% |
$36K - $40.5K
|
2.45K
$550K
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-150- 15.29% |
$36.2K - $40.8K
|
831
$186K
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-150- 15.29% |
$36.2K - $40.8K
|
831
$186K
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-155- 5.2% |
$37.4K - $42.2K
|
2.83K
$634K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-155- 5.37% |
$37.4K - $42.2K
|
2.73K
$613K
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-157- 1.78% |
$37.9K - $42.7K
|
8.66K
$1.94M
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-157- 6.76% |
$37.9K - $42.7K
|
2.17K
$486K
|
|
May 08, 2024
Q1 2024
|
Savoir Faire Capital Management, L.P.
Norwalk, CT |
SELL
|
- |
-158- 0.75% |
$38.1K - $43K
|
20.8K
$4.67M
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-160- 50.31% |
$38.6K - $43.5K
|
158
$35.4K
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-165- 2.13% |
$39.8K - $44.9K
|
7.57K
$1.7M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-165- 12.95% |
$39.8K - $44.9K
|
1.11K
$249K
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-166- 3.02% |
$40.1K - $45.2K
|
5.32K
$1.19M
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-167- 1.02% |
$40.3K - $45.4K
|
16.3K
$3.65M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-168- 9.54% |
$40.6K - $45.7K
|
1.59K
$357K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-170- 1.08% |
$41K - $46.2K
|
15.5K
$3.48M
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-170- 17.88% |
$41K - $46.2K
|
781
$175K
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-175- 4.62% |
$42.2K - $47.6K
|
3.61K
$810K
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-176- 1.89% |
$42.5K - $47.9K
|
9.12K
$2.04M
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-176- 7.29% |
$42.5K - $47.9K
|
2.24K
$502K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-176- 2.91% |
$42.5K - $47.9K
|
5.87K
$1.32M
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-178- 2.58% |
$43K - $48.4K
|
6.73K
$1.51M
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-178- 11.36% |
$43K - $48.4K
|
1.39K
$312K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-180- 10.13% |
$43.5K - $49K
|
1.6K
$358K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-183- 7.8% |
$44.2K - $49.8K
|
2.16K
$485K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-190- 1.1% |
$45.9K - $51.7K
|
17K
$3.82M
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-191- 7.62% |
$46.1K - $52K
|
2.32K
$519K
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-192- 2.81% |
$46.4K - $52.2K
|
6.65K
$1.49M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-194- 3.05% |
$46.8K - $52.8K
|
6.16K
$1.38M
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-196- 15.72% |
$47.3K - $53.3K
|
1.05K
$236K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-197- 3.74% |
$47.6K - $53.6K
|
5.08K
$1.14M
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-198- 1.01% |
$47.8K - $53.9K
|
19.4K
$4.36M
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-199- 18.97% |
$48K - $54.1K
|
850
$191K
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.45% |
$48.3K - $54.4K
|
44.1K
$9.88M
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-202- 2.76% |
$48.8K - $55K
|
7.11K
$1.59M
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-213- 10.21% |
$51.4K - $57.9K
|
1.87K
$420K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-213- 1.08% |
$51.4K - $57.9K
|
19.6K
$4.38M
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-215- 3.3% |
$51.9K - $58.5K
|
6.3K
$1.41M
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-220- 17.77% |
$53.1K - $59.8K
|
1.02K
$228K
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-229- 6.41% |
$55.3K - $62.3K
|
3.35K
$750K
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-229- 2.88% |
$55.3K - $62.3K
|
7.72K
$1.73M
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-229- 13.28% |
$55.3K - $62.3K
|
1.5K
$336K
|
|
May 07, 2024
Q1 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-235- 3.31% |
$56.7K - $63.9K
|
6.87K
$1.54M
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-238- 12.2% |
$57.5K - $64.7K
|
1.71K
$384K
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-239- 2.97% |
$57.7K - $65K
|
7.8K
$1.75M
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-247- 1.7% |
$59.6K - $67.2K
|
14.3K
$3.2M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-248- 0.85% |
$59.9K - $67.5K
|
29.1K
$6.53M
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-250- 25.0% |
$60.4K - $68K
|
750
$168K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-252- 10.52% |
$60.8K - $68.6K
|
2.14K
$481K
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-254- 16.46% |
$61.3K - $69.1K
|
1.29K
$289K
|