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 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.88K+ 1.44% |
$455K - $513K
|
133K
$22.3M
|
|
Apr 19, 2024
Q1 2024
|
Leeward Investments, LLC Ma
|
BUY
|
- |
1.86K+ 3.97% |
$449K - $506K
|
48.7K
$8.17M
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.82K+ 13.37% |
$439K - $495K
|
15.4K
$2.59M
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.78K+ 5.76% |
$429K - $483K
|
32.6K
$5.48M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.77KNew |
$428K - $482K
|
1.77K
$297K
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.76KNew |
$424K - $478K
|
1.76K
$295K
|
|
May 14, 2024
Q1 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.74KNew |
$421K - $474K
|
1.74K
$293K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.71K+ 8.55% |
$414K - $466K
|
21.8K
$3.65M
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
1.71KNew |
$413K - $466K
|
1.71K
$288K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.68K+ 85.92% |
$405K - $456K
|
3.63K
$610K
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.66K+ 99.88% |
$400K - $451K
|
3.32K
$557K
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.65K+ 23571.43% |
$398K - $449K
|
1.66K
$278K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.63K+ 4.91% |
$394K - $444K
|
34.8K
$5.85M
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.63KNew |
$392K - $442K
|
1.63K
$273K
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.62K+ 40.75% |
$391K - $441K
|
5.6K
$940K
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.61K+ 20.69% |
$390K - $439K
|
9.42K
$1.58M
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.61K+ 22.14% |
$389K - $439K
|
8.89K
$1.49M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.54K+ 3.19% |
$372K - $419K
|
49.9K
$8.38M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.52K+ 3.07% |
$366K - $413K
|
51K
$8.56M
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
BUY
|
- |
1.52K+ 0.71% |
$366K - $412K
|
215K
$36.1M
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.51K+ 45.7% |
$366K - $412K
|
4.83K
$811K
|
|
May 10, 2024
Q1 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
1.48K+ 3.08% |
$358K - $403K
|
49.6K
$8.34M
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
1.46K+ 3.7% |
$352K - $397K
|
40.8K
$6.85M
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
1.46KNew |
$352K - $396K
|
1.46K
$245K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.4KNew |
$337K - $379K
|
1.4K
$234K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.37K+ 1.89% |
$330K - $372K
|
73.6K
$12.4M
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.34K+ 8.29% |
$323K - $363K
|
17.4K
$2.93M
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.33KNew |
$321K - $362K
|
1.33K
$223K
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.31K+ 8.98% |
$316K - $356K
|
15.9K
$2.67M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.31KNew |
$316K - $356K
|
1.31K
$220K
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.3K+ 41.32% |
$315K - $355K
|
4.46K
$749K
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
1.3K+ 5.86% |
$315K - $354K
|
23.5K
$3.95M
|
|
Feb 10, 2025
Q1 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
1.29KNew |
$311K - $350K
|
1.29K
$216K
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
1.29KNew |
$310K - $350K
|
1.29K
$216K
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.27KNew |
$308K - $347K
|
1.27K
$214K
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.27K+ 8.51% |
$306K - $344K
|
16.1K
$2.71M
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.26K+ 56.48% |
$305K - $344K
|
3.5K
$588K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.24K+ 21.47% |
$299K - $337K
|
7.01K
$1.18M
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.24KNew |
$299K - $337K
|
1.24K
$208K
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
1.23K+ 1.86% |
$297K - $335K
|
67.5K
$11.3M
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.22KNew |
$295K - $332K
|
1.22K
$205K
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.21KNew |
$292K - $329K
|
1.21K
$203K
|
|
May 01, 2024
Q1 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.21K+ 5.59% |
$291K - $328K
|
22.8K
$3.83M
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.2K+ 9.55% |
$290K - $327K
|
13.8K
$2.32M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.2K+ 27.09% |
$290K - $326K
|
5.63K
$945K
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.19KNew |
$288K - $325K
|
1.19K
$200K
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.19K+ 30.23% |
$288K - $324K
|
5.14K
$862K
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.18K+ 3.81% |
$286K - $322K
|
32.3K
$5.42M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.18KNew |
$284K - $320K
|
1.18K
$198K
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.12K+ 3.85% |
$271K - $306K
|
30.3K
$5.09M
|