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 |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
35+ 0.63% |
$8.54K - $9.39K
|
5.59K
$1.25M
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
34+ 3.5% |
$8.29K - $9.12K
|
1.01K
$226K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
33+ 3.1% |
$8.05K - $8.86K
|
1.1K
$246K
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
31+ 2.56% |
$7.56K - $8.32K
|
1.24K
$278K
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
31+ 0.22% |
$7.56K - $8.32K
|
13.8K
$3.1M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
31+ 0.19% |
$7.56K - $8.32K
|
16.2K
$3.64M
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
30+ 2.78% |
$7.32K - $8.05K
|
1.11K
$249K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
29New |
$7.08K - $7.78K
|
29
$6.5K
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
27+ 1.73% |
$6.59K - $7.25K
|
1.59K
$356K
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
26+ 0.11% |
$6.34K - $6.98K
|
24K
$5.39M
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 67.57% |
$6.1K - $6.71K
|
62
$13.9K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
25+ 44.64% |
$6.1K - $6.71K
|
81
$18.2K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
25+ 2.05% |
$6.1K - $6.71K
|
1.25K
$279K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24+ 0.47% |
$5.86K - $6.44K
|
5.15K
$1.16M
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
24New |
$5.86K - $6.44K
|
24
$5.38K
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
22+ 0.79% |
$5.37K - $5.9K
|
2.82K
$633K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 4.87% |
$5.12K - $5.64K
|
452
$101K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20+ 5.83% |
$4.88K - $5.37K
|
363
$81.4K
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.31% |
$4.88K - $5.37K
|
6.47K
$1.45M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 33.9% |
$4.88K - $5.37K
|
79
$17.7K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
20+ 16.95% |
$4.88K - $5.37K
|
138
$30.9K
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
20+ 9.95% |
$4.88K - $5.37K
|
221
$49.6K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
20+ 0.39% |
$4.88K - $5.37K
|
5.12K
$1.15M
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
19+ 2.36% |
$4.64K - $5.1K
|
823
$185K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
19+ 26.76% |
$4.64K - $5.1K
|
90
$20.2K
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
19+ 0.7% |
$4.64K - $5.1K
|
2.73K
$611K
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
18+ 0.78% |
$4.39K - $4.83K
|
2.33K
$522K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18+ 8.78% |
$4.39K - $4.83K
|
223
$50K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
17New |
$4.15K - $4.56K
|
17
$3.81K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 2.8% |
$3.9K - $4.29K
|
588
$132K
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
16+ 1.71% |
$3.9K - $4.29K
|
952
$214K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
16+ 8.74% |
$3.9K - $4.29K
|
199
$44.6K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16+ 11.76% |
$3.9K - $4.29K
|
152
$34.1K
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
15+ 1.1% |
$3.66K - $4.03K
|
1.38K
$310K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
15New |
$3.66K - $4.03K
|
15
$3.36K
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
15+ 0.47% |
$3.66K - $4.03K
|
3.17K
$712K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14+ 1.64% |
$3.42K - $3.76K
|
867
$194K
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
14+ 0.29% |
$3.42K - $3.76K
|
4.92K
$1.1M
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
13+ 13.0% |
$3.17K - $3.49K
|
113
$25.3K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
13+ 34.21% |
$3.17K - $3.49K
|
51
$11.4K
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
13+ 1.23% |
$3.17K - $3.49K
|
1.07K
$240K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
12+ 1.38% |
$2.93K - $3.22K
|
882
$198K
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11+ 1.12% |
$2.68K - $2.95K
|
992
$222K
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
11+ 0.59% |
$2.68K - $2.95K
|
1.88K
$421K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
11New |
$2.68K - $2.95K
|
11
$2.47K
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
10+ 0.46% |
$2.44K - $2.68K
|
2.18K
$488K
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
10+ 2.5% |
$2.44K - $2.68K
|
410
$92K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 1.51% |
$2.44K - $2.68K
|
672
$151K
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
10+ 1.17% |
$2.44K - $2.68K
|
865
$194K
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
10+ 0.32% |
$2.44K - $2.68K
|
3.11K
$697K
|