Purchases and Sales Made in Q1 2025 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q1 2025. 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 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-704- 16.3% |
$113K - $157K
|
3.61K
$634K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-715- 3.15% |
$115K - $159K
|
21.9K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-723- 47.38% |
$116K - $161K
|
803
$141K
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-724- 14.73% |
$117K - $161K
|
4.19K
$735K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-729- 15.87% |
$117K - $163K
|
3.87K
$678K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-730- 27.14% |
$118K - $163K
|
1.96K
$344K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-743- 33.24% |
$120K - $166K
|
1.49K
$262K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-762- 31.72% |
$123K - $170K
|
1.64K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-775- 14.98% |
$125K - $173K
|
4.4K
$771K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-790- 25.99% |
$127K - $176K
|
2.25K
$395K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-797- 95.33% |
$128K - $178K
|
39
$6.84K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-797- 2.29% |
$128K - $178K
|
34K
$5.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-820- 32.58% |
$132K - $183K
|
1.7K
$298K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-829- 15.12% |
$134K - $185K
|
4.65K
$816K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-835- 19.98% |
$134K - $186K
|
3.35K
$587K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-846- 4.92% |
$136K - $189K
|
16.3K
$2.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-861- 22.31% |
$139K - $192K
|
3K
$526K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-887- 6.5% |
$143K - $198K
|
12.8K
$2.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-890- 15.12% |
$143K - $198K
|
5K
$876K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-900- 14.71% |
$145K - $201K
|
5.22K
$915K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-905- 11.86% |
$146K - $202K
|
6.73K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-915- 33.54% |
$147K - $204K
|
1.81K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-928- 6.05% |
$149K - $207K
|
14.4K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-929- 31.31% |
$150K - $207K
|
2.04K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-929Closed |
$150K - $207K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-940- 60.88% |
$151K - $210K
|
604
$106K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-962- 6.98% |
$155K - $214K
|
12.8K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-979- 10.11% |
$158K - $218K
|
8.7K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-980- 2.37% |
$158K - $218K
|
40.4K
$7.08M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-986- 14.33% |
$159K - $220K
|
5.89K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-993- 25.06% |
$160K - $221K
|
2.97K
$521K
|
|
|
Apr 22, 2025
Q1 2025
|
Clio Asset Management LLC
Charlottesville, VA |
SELL
|
- |
-1K- 50.0% |
$161K - $223K
|
1K
$175K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-1.01K- 45.67% |
$163K - $226K
|
1.2K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-1.04K- 37.27% |
$167K - $232K
|
1.75K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.06K- 12.45% |
$171K - $236K
|
7.45K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.06K- 26.01% |
$171K - $237K
|
3.02K
$529K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.07K- 46.84% |
$172K - $238K
|
1.21K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-1.08K- 15.47% |
$174K - $241K
|
5.9K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.09K- 48.04% |
$175K - $243K
|
1.18K
$206K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.09K- 11.54% |
$175K - $243K
|
8.34K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.1K- 13.1% |
$177K - $245K
|
7.29K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-1.1K- 15.39% |
$177K - $245K
|
6.05K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.11K- 4.12% |
$178K - $246K
|
25.7K
$4.51M
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
SELL
|
- |
-1.14K- 10.36% |
$184K - $255K
|
9.89K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.15K- 74.22% |
$185K - $256K
|
399
$70K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.15K- 13.14% |
$185K - $256K
|
7.6K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.16K- 15.43% |
$186K - $257K
|
6.33K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.16K- 30.31% |
$187K - $259K
|
2.67K
$469K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.18K- 15.68% |
$189K - $262K
|
6.32K
$1.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.2K- 60.68% |
$193K - $267K
|
777
$136K
|