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 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
768+ 7.03% |
$185K - $209K
|
11.7K
$2.64M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
765+ 72.17% |
$185K - $208K
|
1.83K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
762New |
$184K - $207K
|
762
$172K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
761New |
$184K - $207K
|
761
$172K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
760New |
$183K - $207K
|
760
$171K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
758New |
$183K - $206K
|
758
$171K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
758New |
$183K - $206K
|
758
$171K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
757New |
$183K - $206K
|
757
$171K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
755+ 26.87% |
$182K - $205K
|
3.57K
$804K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
753New |
$182K - $205K
|
753
$170K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
751New |
$181K - $204K
|
751
$169K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
750New |
$181K - $204K
|
750
$169K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
750New |
$181K - $204K
|
750
$169K
|
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
745New |
$180K - $203K
|
745
$168K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
744New |
$180K - $202K
|
744
$168K
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
741New |
$179K - $202K
|
741
$167K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
738New |
$178K - $201K
|
738
$166K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
736New |
$178K - $200K
|
736
$166K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
726+ 4.38% |
$175K - $198K
|
17.3K
$3.9M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
718+ 1.6% |
$173K - $195K
|
45.6K
$10.3M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
705+ 1.52% |
$170K - $192K
|
47.2K
$10.6M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
704+ 3.45% |
$170K - $192K
|
21.1K
$4.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
703+ 4.44% |
$170K - $191K
|
16.5K
$3.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
685+ 17.81% |
$165K - $186K
|
4.53K
$1.02M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
684+ 53.86% |
$165K - $186K
|
1.95K
$440K
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
674+ 7.6% |
$163K - $183K
|
9.54K
$2.15M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
674+ 21.52% |
$163K - $183K
|
3.81K
$858K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
670+ 3.7% |
$162K - $182K
|
18.8K
$4.23M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
656+ 4.82% |
$158K - $178K
|
14.3K
$3.21M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
654New |
$158K - $178K
|
654
$147K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
653+ 16.65% |
$158K - $178K
|
4.57K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
651+ 6.49% |
$157K - $177K
|
10.7K
$2.41M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
637+ 2.89% |
$154K - $173K
|
22.7K
$5.11M
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
627+ 40.04% |
$151K - $171K
|
2.19K
$494K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
622+ 29.65% |
$150K - $169K
|
2.72K
$613K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
620+ 2.78% |
$150K - $169K
|
22.9K
$5.17M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
612+ 3.22% |
$148K - $166K
|
19.6K
$4.43M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
600+ 62.5% |
$145K - $163K
|
1.56K
$352K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
600+ 35.97% |
$145K - $163K
|
2.27K
$511K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
574+ 25.74% |
$139K - $156K
|
2.8K
$632K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
572+ 7.6% |
$138K - $156K
|
8.09K
$1.82M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
570+ 13.62% |
$138K - $155K
|
4.76K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
550+ 32.51% |
$133K - $150K
|
2.24K
$505K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
544+ 3.88% |
$131K - $148K
|
14.6K
$3.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
541+ 1.11% |
$131K - $147K
|
49.2K
$11.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
529+ 8.74% |
$128K - $144K
|
6.58K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
518+ 0.74% |
$125K - $141K
|
70.9K
$16M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
514+ 3.38% |
$124K - $140K
|
15.7K
$3.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
499+ 2.29% |
$120K - $136K
|
22.3K
$5.02M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
498+ 5.14% |
$120K - $135K
|
10.2K
$2.29M
|