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 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
85New |
$20.7K - $22.8K
|
85
$19.1K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
85+ 1.82% |
$20.7K - $22.8K
|
4.77K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
83+ 10.92% |
$20.2K - $22.3K
|
843
$189K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
82New |
$20K - $22K
|
82
$18.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
82+ 3.71% |
$20K - $22K
|
2.29K
$514K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
81+ 1.63% |
$19.8K - $21.7K
|
5.05K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
77+ 1.49% |
$18.8K - $20.7K
|
5.26K
$1.18M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
76+ 3.07% |
$18.5K - $20.4K
|
2.55K
$571K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
BUY
|
- |
72+ 2.93% |
$17.6K - $19.3K
|
2.53K
$567K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
71+ 101.43% |
$17.3K - $19.1K
|
141
$31.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
70+ 5.36% |
$17.1K - $18.8K
|
1.38K
$309K
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
70+ 1.25% |
$17.1K - $18.8K
|
5.67K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
67+ 2.19% |
$16.3K - $18K
|
3.13K
$702K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
67New |
$16.3K - $18K
|
67
$15K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
66+ 3.36% |
$16.1K - $17.7K
|
2.03K
$456K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
62New |
$15.1K - $16.6K
|
62
$13.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
61+ 1.53% |
$14.9K - $16.4K
|
4.04K
$905K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
60+ 0.84% |
$14.6K - $16.1K
|
7.24K
$1.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
60+ 3.6% |
$14.6K - $16.1K
|
1.73K
$387K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
59+ 8.63% |
$14.4K - $15.8K
|
743
$167K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
57+ 19.32% |
$13.9K - $15.3K
|
352
$78.9K
|
|
|
Aug 07, 2024
Q2 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
57+ 0.11% |
$13.9K - $15.3K
|
49.7K
$11.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
56+ 2.1% |
$13.7K - $15K
|
2.72K
$610K
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
56+ 0.94% |
$13.7K - $15K
|
6.01K
$1.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
53New |
$12.9K - $14.2K
|
53
$11.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
53+ 4.5% |
$12.9K - $14.2K
|
1.23K
$276K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
51+ 1.46% |
$12.4K - $13.7K
|
3.54K
$793K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
51+ 4.36% |
$12.4K - $13.7K
|
1.22K
$274K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
50+ 0.99% |
$12.2K - $13.4K
|
5.13K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
50+ 1.57% |
$12.2K - $13.4K
|
3.24K
$727K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
50+ 1.63% |
$12.2K - $13.4K
|
3.11K
$697K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
50+ 0.29% |
$12.2K - $13.4K
|
17.5K
$3.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
50+ 50.0% |
$12.2K - $13.4K
|
150
$33.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
50+ 0.14% |
$12.2K - $13.4K
|
35.4K
$7.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
49+ 4.56% |
$12K - $13.1K
|
1.12K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
48+ 0.73% |
$11.7K - $12.9K
|
6.63K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
48+ 0.06% |
$11.7K - $12.9K
|
75.2K
$16.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
45+ 2.78% |
$11K - $12.1K
|
1.67K
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
45+ 7.2% |
$11K - $12.1K
|
670
$150K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
45+ 1.28% |
$11K - $12.1K
|
3.56K
$798K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
44+ 1.54% |
$10.7K - $11.8K
|
2.91K
$653K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
44+ 0.29% |
$10.7K - $11.8K
|
15K
$3.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
43+ 4.74% |
$10.5K - $11.5K
|
950
$213K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
40+ 80.0% |
$9.76K - $10.7K
|
90
$20.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
40+ 0.53% |
$9.76K - $10.7K
|
7.52K
$1.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
39New |
$9.51K - $10.5K
|
39
$8.75K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
39+ 1.99% |
$9.51K - $10.5K
|
2K
$448K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
38+ 33.93% |
$9.27K - $10.2K
|
150
$33.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
35+ 2.77% |
$8.54K - $9.39K
|
1.3K
$291K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
35+ 1.48% |
$8.54K - $9.39K
|
2.4K
$538K
|