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 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.02K+ 33.25% |
$247K - $279K
|
4.1K
$925K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.02KNew |
$246K - $277K
|
1.02K
$229K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
990+ 3.69% |
$239K - $269K
|
27.8K
$6.27M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
984+ 1.92% |
$238K - $268K
|
52.3K
$11.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
980+ 43.56% |
$237K - $267K
|
3.23K
$728K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
974+ 11.98% |
$235K - $265K
|
9.11K
$2.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
973+ 45.21% |
$235K - $265K
|
3.13K
$704K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
971New |
$234K - $264K
|
971
$219K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
951+ 9.11% |
$230K - $259K
|
11.4K
$2.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
916New |
$221K - $249K
|
916
$206K
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
901+ 42.36% |
$218K - $245K
|
3.03K
$683K
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
900+ 3.17% |
$217K - $245K
|
29.3K
$6.6M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
889New |
$215K - $242K
|
889
$200K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
888New |
$214K - $242K
|
888
$200K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
883+ 28.44% |
$213K - $240K
|
3.99K
$899K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
876+ 2.68% |
$211K - $238K
|
33.6K
$7.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
BUY
|
- |
875+ 2.5% |
$211K - $238K
|
35.9K
$8.08M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
873+ 4.9% |
$211K - $237K
|
18.7K
$4.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
870New |
$210K - $237K
|
870
$196K
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
870+ 8.22% |
$210K - $237K
|
11.5K
$2.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
855New |
$206K - $233K
|
855
$193K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
853New |
$206K - $232K
|
853
$192K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
850New |
$205K - $231K
|
850
$192K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
847New |
$204K - $230K
|
847
$191K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
838New |
$202K - $228K
|
838
$189K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
835New |
$202K - $227K
|
835
$188K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
835+ 48.8% |
$202K - $227K
|
2.55K
$574K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
828New |
$200K - $225K
|
828
$187K
|
|
|
Apr 22, 2024
Q1 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
825New |
$199K - $224K
|
825
$186K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
818New |
$197K - $223K
|
818
$184K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
811New |
$196K - $221K
|
811
$183K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
810New |
$196K - $220K
|
810
$183K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
810New |
$196K - $220K
|
810
$183K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
808New |
$195K - $220K
|
808
$182K
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
803New |
$194K - $218K
|
803
$181K
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
803+ 2.43% |
$194K - $218K
|
33.9K
$7.63M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
802New |
$194K - $218K
|
802
$181K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
801+ 7.67% |
$193K - $218K
|
11.2K
$2.53M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
800New |
$193K - $218K
|
800
$180K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
799New |
$193K - $217K
|
799
$180K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
796New |
$192K - $217K
|
796
$179K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
795New |
$192K - $216K
|
795
$179K
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
793New |
$191K - $216K
|
793
$179K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
789New |
$190K - $215K
|
789
$178K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
782New |
$189K - $213K
|
782
$176K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
776New |
$187K - $211K
|
776
$175K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
775New |
$187K - $211K
|
775
$175K
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
775+ 28.59% |
$187K - $211K
|
3.49K
$786K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
772+ 0.41% |
$186K - $210K
|
188K
$42.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
770New |
$186K - $209K
|
770
$174K
|