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 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.65K+ 133.97% |
$882K - $993K
|
6.38K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.63K+ 345.34% |
$877K - $988K
|
4.69K
$787K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
3.46KNew |
$836K - $942K
|
3.46K
$582K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.44K+ 32.76% |
$830K - $935K
|
13.9K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.42K+ 9.96% |
$826K - $930K
|
37.7K
$6.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.41KNew |
$822K - $927K
|
3.41K
$572K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
3.31KNew |
$799K - $900K
|
3.31K
$556K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.18K+ 14.67% |
$769K - $866K
|
24.9K
$4.18M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.89K+ 5.94% |
$698K - $787K
|
51.6K
$8.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.86KNew |
$691K - $779K
|
2.86K
$481K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.8KNew |
$676K - $762K
|
2.8K
$471K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.8K+ 8.85% |
$676K - $762K
|
34.5K
$5.79M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
2.76K+ 35.91% |
$667K - $752K
|
10.5K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.74K+ 1.83% |
$662K - $746K
|
153K
$25.7M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
2.73K+ 9.26% |
$658K - $742K
|
32.2K
$5.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.7KNew |
$652K - $734K
|
2.7K
$453K
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
2.65KNew |
$640K - $721K
|
2.65K
$445K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.61K+ 8.01% |
$630K - $710K
|
35.2K
$5.91M
|
|
|
May 07, 2024
Q1 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2.6K+ 8.87% |
$628K - $707K
|
31.9K
$5.36M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.59K+ 2.29% |
$626K - $705K
|
116K
$19.5M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.58K+ 1.13% |
$623K - $702K
|
231K
$38.8M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.56K+ 1.91% |
$619K - $697K
|
137K
$22.9M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.53K+ 13.58% |
$611K - $689K
|
21.2K
$3.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.47K+ 41.05% |
$596K - $671K
|
8.48K
$1.42M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
2.46KNew |
$593K - $669K
|
2.46K
$413K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.44KNew |
$590K - $665K
|
2.44K
$410K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
2.42K+ 9.41% |
$584K - $658K
|
28.1K
$4.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.34K+ 1.88% |
$564K - $636K
|
127K
$21.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
2.33K+ 16.36% |
$563K - $635K
|
16.6K
$2.79M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
2.33K+ 2.9% |
$563K - $634K
|
82.7K
$13.9M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.32K+ 9.11% |
$559K - $630K
|
27.8K
$4.66M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.32K+ 22.49% |
$559K - $630K
|
12.6K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
2.31K+ 7.02% |
$557K - $627K
|
35.1K
$5.9M
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
2.25KNew |
$543K - $612K
|
2.25K
$378K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.23K+ 11.21% |
$538K - $607K
|
22.1K
$3.71M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.23K+ 7.18% |
$537K - $606K
|
33.2K
$5.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.22KNew |
$537K - $605K
|
2.22K
$373K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.22KNew |
$535K - $603K
|
2.22K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.17K+ 6.85% |
$523K - $590K
|
33.8K
$5.68M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.15KNew |
$518K - $584K
|
2.15K
$361K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.15K+ 689.71% |
$518K - $584K
|
2.46K
$412K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.13K+ 1.53% |
$514K - $580K
|
142K
$23.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.11K+ 0.55% |
$509K - $574K
|
387K
$65M
|
|
|
May 21, 2024
Q1 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.06KNew |
$498K - $561K
|
2.06K
$346K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.06K+ 39.47% |
$497K - $560K
|
7.27K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.05K+ 2.97% |
$494K - $557K
|
71.1K
$11.9M
|
|
|
Apr 08, 2025
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.04K+ 7.67% |
$493K - $556K
|
28.7K
$4.81M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.98K+ 2.71% |
$478K - $539K
|
75.1K
$12.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.92K+ 4.06% |
$464K - $523K
|
49.3K
$8.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.9K+ 58.52% |
$459K - $517K
|
5.15K
$864K
|