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 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
488+ 2.65% |
$118K - $133K
|
18.9K
$4.27M
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
480+ 13.49% |
$116K - $131K
|
4.04K
$910K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
476+ 28.61% |
$115K - $129K
|
2.14K
$482K
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
470+ 1.01% |
$113K - $128K
|
47K
$10.6M
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
468+ 31.92% |
$113K - $127K
|
1.93K
$436K
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
462+ 10.21% |
$112K - $126K
|
4.99K
$1.12M
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
459+ 9.37% |
$111K - $125K
|
5.36K
$1.21M
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
457+ 15.93% |
$110K - $124K
|
3.33K
$749K
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
457+ 7.97% |
$110K - $124K
|
6.19K
$1.4M
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
452+ 3.67% |
$109K - $123K
|
12.8K
$2.88M
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
452+ 14.87% |
$109K - $123K
|
3.49K
$787K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
450+ 0.72% |
$109K - $122K
|
62.6K
$14.1M
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
450+ 0.61% |
$109K - $122K
|
74K
$16.7M
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
447+ 0.69% |
$108K - $122K
|
64.9K
$14.6M
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
433+ 4.38% |
$105K - $118K
|
10.3K
$2.32M
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
428+ 69.37% |
$103K - $116K
|
1.05K
$236K
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
428+ 1.21% |
$103K - $116K
|
35.9K
$8.1M
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
425+ 0.9% |
$103K - $116K
|
47.8K
$10.8M
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
423New |
$102K - $115K
|
423
$95.3K
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
423+ 3.56% |
$102K - $115K
|
12.3K
$2.77M
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
420+ 23.48% |
$101K - $114K
|
2.21K
$498K
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
418+ 42.92% |
$101K - $114K
|
1.39K
$314K
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
417+ 0.98% |
$101K - $113K
|
43.2K
$9.73M
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
417New |
$101K - $113K
|
417
$94K
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
411+ 4.09% |
$99.2K - $112K
|
10.5K
$2.36M
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
405+ 0.15% |
$97.8K - $110K
|
270K
$60.8M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
401+ 4.45% |
$96.8K - $109K
|
9.41K
$2.12M
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
401+ 6.54% |
$96.8K - $109K
|
6.54K
$1.47M
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
400+ 2.59% |
$96.6K - $109K
|
15.9K
$3.58M
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
394+ 2.12% |
$95.1K - $107K
|
19K
$4.28M
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
393+ 3.62% |
$94.9K - $107K
|
11.2K
$2.54M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
389+ 4.4% |
$93.9K - $106K
|
9.22K
$2.08M
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
385+ 4.69% |
$92.9K - $105K
|
8.59K
$1.94M
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
369+ 0.47% |
$89.1K - $100K
|
78.1K
$17.6M
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
367+ 14.69% |
$88.6K - $99.8K
|
2.87K
$646K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
366+ 4.69% |
$88.4K - $99.6K
|
8.16K
$1.84M
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
364+ 24.95% |
$87.9K - $99K
|
1.82K
$411K
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
361+ 14.95% |
$87.2K - $98.2K
|
2.78K
$625K
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
360+ 12.39% |
$86.9K - $97.9K
|
3.27K
$736K
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
350+ 4.17% |
$84.5K - $95.2K
|
8.75K
$1.97M
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
350+ 12.46% |
$84.5K - $95.2K
|
3.16K
$712K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
346+ 13.13% |
$83.5K - $94.1K
|
2.98K
$672K
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
345+ 2.37% |
$83.3K - $93.9K
|
14.9K
$3.36M
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
344+ 4.42% |
$83K - $93.6K
|
8.13K
$1.83M
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
342+ 0.56% |
$82.6K - $93K
|
61.7K
$13.9M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
336+ 3.83% |
$81.1K - $91.4K
|
9.1K
$2.05M
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
336+ 11.93% |
$81.1K - $91.4K
|
3.15K
$711K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
333+ 8.86% |
$80.4K - $90.6K
|
4.09K
$922K
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
322+ 51.85% |
$77.7K - $87.6K
|
943
$213K
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
313+ 7.4% |
$75.6K - $85.1K
|
4.54K
$1.02M
|