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 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
72+ 11.84% |
$11.6K - $16.1K
|
680
$114K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
67New |
$10.8K - $14.9K
|
67
$11.3K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
65+ 2.99% |
$10.5K - $14.5K
|
2.24K
$377K
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
64+ 0.92% |
$10.3K - $14.3K
|
6.99K
$1.17M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
63+ 3150.0% |
$10.1K - $14K
|
65
$10.9K
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
62+ 1.69% |
$9.99K - $13.8K
|
3.72K
$625K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
62+ 5.82% |
$9.99K - $13.8K
|
1.13K
$189K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
62+ 1.66% |
$9.99K - $13.8K
|
3.8K
$638K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
60+ 19.35% |
$9.66K - $13.4K
|
370
$62.1K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
60+ 2.27% |
$9.66K - $13.4K
|
2.7K
$453K
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
56+ 3.17% |
$9.02K - $12.5K
|
1.82K
$306K
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
52+ 1.1% |
$8.37K - $11.6K
|
4.76K
$799K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
51+ 463.64% |
$8.21K - $11.4K
|
62
$10.4K
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50+ 25.0% |
$8.05K - $11.1K
|
250
$42K
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
50+ 27.78% |
$8.05K - $11.1K
|
230
$38.6K
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
50New |
$8.05K - $11.1K
|
50
$8.4K
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
45+ 3.99% |
$7.25K - $10K
|
1.17K
$197K
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
44+ 3.98% |
$7.09K - $9.81K
|
1.15K
$193K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
43+ 1.91% |
$6.93K - $9.59K
|
2.29K
$385K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
40+ 36.36% |
$6.44K - $8.92K
|
150
$25.2K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
38+ 2.82% |
$6.12K - $8.47K
|
1.39K
$233K
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
37+ 2.41% |
$5.96K - $8.25K
|
1.57K
$264K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
35+ 47.3% |
$5.64K - $7.8K
|
109
$18.3K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
32+ 40.0% |
$5.15K - $7.13K
|
112
$18.8K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
32+ 0.74% |
$5.15K - $7.13K
|
4.33K
$727K
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
32+ 0.96% |
$5.15K - $7.13K
|
3.35K
$563K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
31+ 22.96% |
$4.99K - $6.91K
|
166
$27.9K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
30+ 16.22% |
$4.83K - $6.69K
|
215
$36.1K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
30+ 120.0% |
$4.83K - $6.69K
|
55
$9.24K
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
29+ 0.45% |
$4.67K - $6.46K
|
6.43K
$1.08M
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
28+ 90.32% |
$4.51K - $6.24K
|
59
$9.91K
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
27New |
$4.35K - $6.02K
|
27
$4.53K
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
26+ 0.5% |
$4.19K - $5.8K
|
5.18K
$870K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
25+ 1.69% |
$4.03K - $5.57K
|
1.51K
$253K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24+ 6.92% |
$3.87K - $5.35K
|
371
$62.3K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23+ 1.72% |
$3.7K - $5.13K
|
1.36K
$229K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
22New |
$3.54K - $4.9K
|
22
$3.69K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
21New |
$3.38K - $4.68K
|
21
$3.53K
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
21+ 0.54% |
$3.38K - $4.68K
|
3.92K
$659K
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
19+ 0.33% |
$3.06K - $4.24K
|
5.82K
$978K
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
19+ 24.36% |
$3.06K - $4.24K
|
97
$16.3K
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
18+ 0.48% |
$2.9K - $4.01K
|
3.75K
$630K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
18+ 1.14% |
$2.9K - $4.01K
|
1.6K
$269K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$2.42K - $3.34K
|
15
$2.52K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
15New |
$2.42K - $3.34K
|
15
$2.52K
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
15+ 0.2% |
$2.42K - $3.34K
|
7.49K
$1.26M
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14+ 107.69% |
$2.25K - $3.12K
|
27
$4.53K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14+ 1400.0% |
$2.25K - $3.12K
|
15
$2.52K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
14+ 30.43% |
$2.25K - $3.12K
|
60
$10.1K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
14+ 58.33% |
$2.25K - $3.12K
|
38
$6.38K
|