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 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.19K+ 7.4% |
$191K - $264K
|
17.2K
$2.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$189K - $262K
|
1.18K
$197K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.17KNew |
$188K - $260K
|
1.17K
$196K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
1.15KNew |
$185K - $257K
|
1.15K
$193K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.14K+ 6.49% |
$183K - $253K
|
18.6K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.13KNew |
$182K - $251K
|
1.13K
$189K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.12KNew |
$180K - $249K
|
1.12K
$187K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.11KNew |
$179K - $247K
|
1.11K
$186K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.1K+ 94.27% |
$178K - $246K
|
2.27K
$382K
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
1.1K+ 75.29% |
$177K - $245K
|
2.55K
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.09KNew |
$176K - $244K
|
1.09K
$184K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
1.08K+ 4.59% |
$175K - $242K
|
24.7K
$4.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.08K+ 114.3% |
$174K - $241K
|
2.02K
$340K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.06K+ 45.29% |
$171K - $237K
|
3.41K
$572K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.06K+ 36.68% |
$170K - $235K
|
3.93K
$660K
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.03K+ 14.83% |
$166K - $230K
|
7.98K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1.02K+ 49.78% |
$165K - $228K
|
3.08K
$516K
|
|
|
May 14, 2025
Q1 2025
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
1K+ 25.0% |
$161K - $223K
|
5K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
970+ 74.62% |
$156K - $216K
|
2.27K
$381K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
947+ 23.91% |
$153K - $211K
|
4.91K
$824K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
943+ 8.8% |
$152K - $210K
|
11.7K
$1.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
940+ 59.76% |
$151K - $210K
|
2.51K
$422K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
932+ 28.41% |
$150K - $208K
|
4.21K
$708K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
904+ 9.51% |
$146K - $202K
|
10.4K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
870+ 6.9% |
$140K - $194K
|
13.5K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
860+ 20.45% |
$139K - $192K
|
5.07K
$851K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
851+ 4.56% |
$137K - $190K
|
19.5K
$3.28M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
851+ 26.19% |
$137K - $190K
|
4.1K
$689K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
847+ 3.26% |
$136K - $189K
|
26.8K
$4.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
839+ 36.94% |
$135K - $187K
|
3.11K
$522K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
835New |
$134K - $186K
|
835
$140K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
815+ 36.45% |
$131K - $182K
|
3.05K
$512K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
786+ 85.43% |
$127K - $175K
|
1.71K
$287K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
761+ 50.8% |
$123K - $170K
|
2.26K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
752+ 28.74% |
$121K - $168K
|
3.37K
$566K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
747+ 44.25% |
$120K - $167K
|
2.44K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
730+ 11.9% |
$118K - $163K
|
6.87K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
723+ 6.19% |
$116K - $161K
|
12.4K
$2.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
699+ 5.37% |
$113K - $156K
|
13.7K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
685+ 5.43% |
$110K - $153K
|
13.3K
$2.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
682+ 25.97% |
$110K - $152K
|
3.31K
$556K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
661+ 3.61% |
$106K - $147K
|
19K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
659+ 38.27% |
$106K - $147K
|
2.38K
$400K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
651+ 52.58% |
$105K - $145K
|
1.89K
$317K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
645+ 44.85% |
$104K - $144K
|
2.08K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
641+ 41.22% |
$103K - $143K
|
2.2K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
635+ 11.76% |
$102K - $142K
|
6.03K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
631+ 16.64% |
$102K - $141K
|
4.42K
$743K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
623+ 21.06% |
$100K - $139K
|
3.58K
$601K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
617+ 1.65% |
$99.4K - $138K
|
37.9K
$6.37M
|