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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
241+ 19.39% |
$38.8K - $53.7K
|
1.48K
$249K
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
231+ 1.41% |
$37.2K - $51.5K
|
16.6K
$2.78M
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
218+ 7.54% |
$35.1K - $48.6K
|
3.11K
$522K
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
215+ 140.52% |
$34.6K - $47.9K
|
368
$61.8K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
215New |
$34.6K - $47.9K
|
215
$36.1K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
214+ 7.06% |
$34.5K - $47.7K
|
3.25K
$545K
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
200+ 100.0% |
$32.2K - $44.6K
|
400
$67.2K
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
190+ 4.44% |
$30.6K - $42.4K
|
4.47K
$751K
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
189+ 9.75% |
$30.4K - $42.1K
|
2.13K
$357K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
187+ 8.1% |
$30.1K - $41.7K
|
2.5K
$419K
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
186+ 0.2% |
$30K - $41.5K
|
93K
$15.6M
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
183+ 0.57% |
$29.5K - $40.8K
|
32.3K
$5.42M
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
182+ 0.49% |
$29.3K - $40.6K
|
37.2K
$6.25M
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
181+ 14.17% |
$29.2K - $40.4K
|
1.46K
$245K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
181+ 4.03% |
$29.2K - $40.4K
|
4.67K
$784K
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
175New |
$28.2K - $39K
|
175
$29.4K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
173+ 1.5% |
$27.9K - $38.6K
|
11.7K
$1.97M
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
173+ 9.48% |
$27.9K - $38.6K
|
2K
$336K
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
170+ 5.13% |
$27.4K - $37.9K
|
3.48K
$585K
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
167+ 5.8% |
$26.9K - $37.2K
|
3.04K
$511K
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
165+ 3.68% |
$26.6K - $36.8K
|
4.65K
$781K
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
164+ 0.53% |
$26.4K - $36.6K
|
31K
$5.21M
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
161+ 805.0% |
$25.9K - $35.9K
|
181
$30.4K
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
160+ 0.8% |
$25.8K - $35.7K
|
20.1K
$3.37M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
155+ 10.85% |
$25K - $34.6K
|
1.58K
$266K
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
153+ 5.74% |
$24.6K - $34.1K
|
2.82K
$473K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
149+ 11.52% |
$24K - $33.2K
|
1.44K
$242K
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
142+ 12.04% |
$22.9K - $31.7K
|
1.32K
$222K
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
138+ 13.98% |
$22.2K - $30.8K
|
1.13K
$189K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
137+ 6.62% |
$22.1K - $30.5K
|
2.21K
$371K
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
135+ 11.31% |
$21.7K - $30.1K
|
1.33K
$223K
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
135+ 2.93% |
$21.7K - $30.1K
|
4.74K
$795K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
134+ 20.3% |
$21.6K - $29.9K
|
794
$133K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
132+ 12.37% |
$21.3K - $29.4K
|
1.2K
$201K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
132New |
$21.3K - $29.4K
|
132
$22.2K
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
119+ 1.73% |
$19.2K - $26.5K
|
7.02K
$1.18M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
103+ 3.93% |
$16.6K - $23K
|
2.72K
$457K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
100New |
$16.1K - $22.3K
|
100
$16.8K
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
99+ 5.43% |
$15.9K - $22.1K
|
1.92K
$323K
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
98+ 0.14% |
$15.8K - $21.8K
|
72K
$12.1M
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
89+ 8.33% |
$14.3K - $19.8K
|
1.16K
$194K
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
89New |
$14.3K - $19.8K
|
89
$14.9K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
87+ 45.55% |
$14K - $19.4K
|
278
$46.7K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
83+ 7.2% |
$13.4K - $18.5K
|
1.24K
$208K
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
82+ 17.63% |
$13.2K - $18.3K
|
547
$91.9K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
79+ 9.74% |
$12.7K - $17.6K
|
890
$149K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
75+ 5.88% |
$12.1K - $16.7K
|
1.35K
$227K
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
75+ 0.97% |
$12.1K - $16.7K
|
7.8K
$1.31M
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
74New |
$11.9K - $16.5K
|
74
$12.4K
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
73+ 0.24% |
$11.8K - $16.3K
|
30.2K
$5.08M
|