Purchases and Sales Made in Q2 2024 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
156+ 11.23% |
$38.1K - $41.9K
|
1.55K
$346K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
155+ 0.82% |
$37.8K - $41.6K
|
19.1K
$4.28M
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
155+ 14.09% |
$37.8K - $41.6K
|
1.26K
$281K
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
153+ 2.26% |
$37.3K - $41.1K
|
6.91K
$1.55M
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
147+ 0.49% |
$35.9K - $39.4K
|
30.4K
$6.83M
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
145+ 5.06% |
$35.4K - $38.9K
|
3.01K
$675K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
145+ 250.0% |
$35.4K - $38.9K
|
203
$45.5K
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
144+ 2.81% |
$35.1K - $38.6K
|
5.27K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
144+ 6.16% |
$35.1K - $38.6K
|
2.48K
$556K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
142+ 2.11% |
$34.6K - $38.1K
|
6.88K
$1.54M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
142+ 0.4% |
$34.6K - $38.1K
|
36.1K
$8.09M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
142+ 10.23% |
$34.6K - $38.1K
|
1.53K
$343K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
141New |
$34.4K - $37.8K
|
141
$31.6K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
139New |
$33.9K - $37.3K
|
139
$31.2K
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
134+ 0.61% |
$32.7K - $36K
|
22.2K
$4.97M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
130New |
$31.7K - $34.9K
|
130
$29.2K
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
127+ 7.42% |
$31K - $34.1K
|
1.84K
$412K
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
125New |
$30.5K - $33.5K
|
125
$28K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
125New |
$30.5K - $33.5K
|
125
$28K
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
123+ 2.47% |
$30K - $33K
|
5.11K
$1.15M
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
122+ 12.18% |
$29.8K - $32.7K
|
1.12K
$252K
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
121+ 2.43% |
$29.5K - $32.5K
|
5.1K
$1.14M
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
120+ 3.33% |
$29.3K - $32.2K
|
3.72K
$834K
|
|
Aug 06, 2024
Q2 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
119+ 2.36% |
$29K - $31.9K
|
5.17K
$1.16M
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
115+ 5.48% |
$28.1K - $30.9K
|
2.22K
$497K
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
114+ 6.76% |
$27.8K - $30.6K
|
1.8K
$404K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
112New |
$27.3K - $30.1K
|
112
$25.1K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
112+ 2.3% |
$27.3K - $30.1K
|
4.99K
$1.12M
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
111+ 2.16% |
$27.1K - $29.8K
|
5.25K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
110+ 1.98% |
$26.8K - $29.5K
|
5.67K
$1.27M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
109+ 19.71% |
$26.6K - $29.2K
|
662
$148K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
108+ 0.08% |
$26.3K - $29K
|
136K
$30.6M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
108+ 2.97% |
$26.3K - $29K
|
3.74K
$839K
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
108+ 4.21% |
$26.3K - $29K
|
2.67K
$599K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
108+ 6.2% |
$26.3K - $29K
|
1.85K
$415K
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
107+ 6.61% |
$26.1K - $28.7K
|
1.73K
$387K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
103+ 35.52% |
$25.1K - $27.6K
|
393
$88.1K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
103+ 11.59% |
$25.1K - $27.6K
|
992
$222K
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
103+ 1.86% |
$25.1K - $27.6K
|
5.65K
$1.27M
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
100+ 1.52% |
$24.4K - $26.8K
|
6.68K
$1.5M
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
100+ 0.16% |
$24.4K - $26.8K
|
61.5K
$13.8M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
98+ 1.21% |
$23.9K - $26.3K
|
8.19K
$1.84M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
97New |
$23.7K - $26K
|
97
$21.8K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
95+ 11.82% |
$23.2K - $25.5K
|
899
$202K
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
93New |
$22.7K - $25K
|
93
$20.9K
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
91+ 3.05% |
$22.2K - $24.4K
|
3.07K
$689K
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
87New |
$21.2K - $23.3K
|
87
$19.5K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
87+ 5.46% |
$21.2K - $23.3K
|
1.68K
$377K
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
86+ 2.63% |
$21K - $23.1K
|
3.35K
$752K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
86+ 1.49% |
$21K - $23.1K
|
5.85K
$1.31M
|