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 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
312+ 2.28% |
$75.3K - $84.9K
|
14K
$3.16M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
302+ 0.26% |
$72.9K - $82.2K
|
115K
$25.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
301+ 1.11% |
$72.7K - $81.9K
|
27.4K
$6.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
300+ 25.0% |
$72.4K - $81.6K
|
1.5K
$338K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
296+ 17.55% |
$71.5K - $80.5K
|
1.98K
$447K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
293+ 15.69% |
$70.7K - $79.7K
|
2.16K
$487K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
280+ 7.58% |
$67.6K - $76.2K
|
3.98K
$896K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
275+ 9.78% |
$66.4K - $74.8K
|
3.09K
$696K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
274+ 0.87% |
$66.1K - $74.5K
|
31.8K
$7.16M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
271+ 23.24% |
$65.4K - $73.7K
|
1.44K
$324K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
268+ 6.95% |
$64.7K - $72.9K
|
4.13K
$930K
|
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
265+ 1.1% |
$64K - $72.1K
|
24.3K
$5.48M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
265+ 21.03% |
$64K - $72.1K
|
1.53K
$344K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
261+ 15.39% |
$63K - $71K
|
1.96K
$441K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
259+ 3.17% |
$62.5K - $70.5K
|
8.44K
$1.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
255+ 1.54% |
$61.6K - $69.4K
|
16.8K
$3.8M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
253+ 2811.11% |
$61.1K - $68.8K
|
262
$59.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
248+ 4.44% |
$59.9K - $67.5K
|
5.83K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
242+ 8.29% |
$58.4K - $65.8K
|
3.16K
$712K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
241+ 6.5% |
$58.2K - $65.6K
|
3.95K
$890K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
240+ 9.9% |
$57.9K - $65.3K
|
2.66K
$600K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
240+ 1.94% |
$57.9K - $65.3K
|
12.6K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
240+ 1.3% |
$57.9K - $65.3K
|
18.6K
$4.2M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
238+ 8.76% |
$57.5K - $64.7K
|
2.96K
$666K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
234+ 10.19% |
$56.5K - $63.7K
|
2.53K
$570K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
229+ 24.08% |
$55.3K - $62.3K
|
1.18K
$266K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
227+ 7.82% |
$54.8K - $61.8K
|
3.13K
$706K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
225New |
$54.3K - $61.2K
|
225
$50.7K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
221+ 4.65% |
$53.4K - $60.1K
|
4.97K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
218+ 4360.0% |
$52.6K - $59.3K
|
223
$50.3K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
218+ 7.36% |
$52.6K - $59.3K
|
3.18K
$717K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
216+ 1.23% |
$52.1K - $58.8K
|
17.8K
$4.01M
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
215+ 8.52% |
$51.9K - $58.5K
|
2.74K
$617K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
215+ 6.35% |
$51.9K - $58.5K
|
3.6K
$811K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
210+ 7.91% |
$50.7K - $57.1K
|
2.86K
$646K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
210+ 11.53% |
$50.7K - $57.1K
|
2.03K
$458K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
207+ 5.7% |
$50K - $56.3K
|
3.84K
$865K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
205New |
$49.5K - $55.8K
|
205
$46.2K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
194+ 5.78% |
$46.8K - $52.8K
|
3.55K
$800K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
192+ 223.26% |
$46.4K - $52.2K
|
278
$62.7K
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
192+ 0.43% |
$46.4K - $52.2K
|
45.3K
$10.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
191New |
$46.1K - $52K
|
191
$43.1K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
181+ 4.73% |
$43.7K - $49.2K
|
4.01K
$903K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
180+ 17.44% |
$43.5K - $49K
|
1.21K
$273K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
179+ 15.17% |
$43.2K - $48.7K
|
1.36K
$306K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
178+ 47.47% |
$43K - $48.4K
|
553
$125K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
176+ 15.7% |
$42.5K - $47.9K
|
1.3K
$292K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
172+ 0.63% |
$41.5K - $46.8K
|
27.4K
$6.17M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
172+ 2.68% |
$41.5K - $46.8K
|
6.58K
$1.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
170New |
$41K - $46.2K
|
170
$38.3K
|