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 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1+ 0.08% |
$244 - $268
|
1.22K
$205K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.12% |
$244 - $268
|
810
$136K
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.08% |
$244 - $268
|
1.28K
$214K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1New |
$244 - $268
|
1
$168
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$244 - $268
|
982
$165K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.49% |
$244 - $268
|
207
$34.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1- 0.07% |
$244 - $268
|
1.34K
$224K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1- 1.52% |
$244 - $268
|
65
$10.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- 0.03% |
$244 - $268
|
3.37K
$565K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 2.56% |
$244 - $268
|
38
$6.38K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2- 0.83% |
$488 - $537
|
240
$40.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-2- 0.11% |
$488 - $537
|
1.87K
$314K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2- 0.07% |
$488 - $537
|
2.75K
$461K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-2- 0.16% |
$488 - $537
|
1.22K
$205K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 4.17% |
$488 - $537
|
46
$7.73K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-2- 0.19% |
$488 - $537
|
1.07K
$180K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-2- 66.67% |
$488 - $537
|
1
$168
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-2- 0.22% |
$488 - $537
|
918
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-2- 0.06% |
$488 - $537
|
3.34K
$561K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2- 0.74% |
$488 - $537
|
269
$45.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-3- 0.27% |
$732 - $805
|
1.12K
$187K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-3- 0.11% |
$732 - $805
|
2.79K
$468K
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-3- 0.35% |
$732 - $805
|
852
$143K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 0.4% |
$732 - $805
|
744
$125K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3- 0.05% |
$732 - $805
|
6.04K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-4- 0.17% |
$976 - $1.07K
|
2.36K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-4- 0.03% |
$976 - $1.07K
|
15.7K
$2.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-5- 0.07% |
$1.22K - $1.34K
|
7.57K
$1.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-6- 0.7% |
$1.46K - $1.61K
|
846
$142K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-6- 0.47% |
$1.46K - $1.61K
|
1.27K
$213K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-6- 20.0% |
$1.46K - $1.61K
|
24
$4.03K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6- 0.47% |
$1.46K - $1.61K
|
1.28K
$215K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7- 1.32% |
$1.71K - $1.88K
|
522
$87.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-8- 44.44% |
$1.95K - $2.15K
|
10
$1.68K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 0.31% |
$2.2K - $2.42K
|
2.85K
$478K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-9- 0.08% |
$2.2K - $2.42K
|
11.2K
$1.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-9- 0.73% |
$2.2K - $2.42K
|
1.22K
$205K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-9- 6.72% |
$2.2K - $2.42K
|
125
$21K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10- 0.11% |
$2.44K - $2.68K
|
9.09K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-10- 0.94% |
$2.44K - $2.68K
|
1.06K
$177K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-10- 28.57% |
$2.44K - $2.68K
|
25
$4.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-11- 21.15% |
$2.68K - $2.95K
|
41
$6.89K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-13- 0.74% |
$3.17K - $3.49K
|
1.74K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-13- 0.72% |
$3.17K - $3.49K
|
1.8K
$302K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-15- 0.41% |
$3.66K - $4.03K
|
3.68K
$618K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-15- 1.73% |
$3.66K - $4.03K
|
850
$143K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-15- 29.41% |
$3.66K - $4.03K
|
36
$6.05K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-15- 2.55% |
$3.66K - $4.03K
|
573
$96.2K
|