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 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.78K+ 20.05% |
$435K - $478K
|
10.7K
$2.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.77KNew |
$432K - $475K
|
1.77K
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.75K+ 5.01% |
$426K - $469K
|
36.6K
$8.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.73KNew |
$421K - $463K
|
1.73K
$403K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.71KNew |
$416K - $458K
|
1.71K
$398K
|
|
|
Aug 14, 2024
Q2 2024
|
Infusive Asset Management Inc.
New York, NY |
BUY
|
- |
1.7K+ 12.57% |
$416K - $457K
|
15.3K
$3.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.68K+ 10.39% |
$409K - $450K
|
17.8K
$4.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
1.67K+ 2.02% |
$407K - $448K
|
84.4K
$19.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.65KNew |
$402K - $442K
|
1.65K
$384K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.64K+ 2.22% |
$399K - $439K
|
75.2K
$17.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.61K+ 63.39% |
$394K - $433K
|
4.16K
$970K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.61K+ 81.04% |
$392K - $431K
|
3.59K
$837K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.61K+ 4.9% |
$392K - $431K
|
34.4K
$8.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.6K+ 14.31% |
$389K - $428K
|
12.8K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
1.6K+ 8.43% |
$389K - $428K
|
20.5K
$4.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.58KNew |
$386K - $424K
|
1.58K
$369K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.58K+ 6.88% |
$385K - $423K
|
24.5K
$5.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.58K+ 42.9% |
$385K - $423K
|
5.25K
$1.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.56K+ 7.38% |
$381K - $419K
|
22.7K
$5.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.55K+ 1.55% |
$379K - $417K
|
102K
$23.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.53K+ 13.85% |
$373K - $411K
|
12.6K
$2.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
1.52K+ 2.67% |
$372K - $409K
|
58.6K
$13.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.51K+ 3785.0% |
$369K - $406K
|
1.55K
$363K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
1.51K+ 3.06% |
$367K - $404K
|
50.7K
$11.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.5K+ 2.55% |
$366K - $403K
|
60.3K
$14.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.46K+ 1.26% |
$355K - $390K
|
117K
$27.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.45K+ 9.47% |
$354K - $390K
|
16.8K
$3.92M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.44KNew |
$352K - $387K
|
1.44K
$337K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.41K+ 140.32% |
$345K - $379K
|
2.42K
$565K
|
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.41K+ 56.4% |
$344K - $378K
|
3.91K
$912K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.41K+ 39.59% |
$343K - $377K
|
4.96K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.39KNew |
$339K - $372K
|
1.39K
$324K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.38KNew |
$338K - $371K
|
1.38K
$323K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.36KNew |
$333K - $366K
|
1.36K
$318K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.35K+ 66.67% |
$330K - $363K
|
3.38K
$788K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.35K+ 4.06% |
$329K - $362K
|
34.6K
$8.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.32KNew |
$323K - $355K
|
1.32K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.3K+ 5.94% |
$318K - $350K
|
23.3K
$5.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Dillon & Associates Inc
|
BUY
|
- |
1.3K+ 3.19% |
$318K - $349K
|
42.1K
$9.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.29K+ 1.14% |
$315K - $347K
|
114K
$26.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.27K+ 8.02% |
$311K - $342K
|
17.2K
$4M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.27KNew |
$311K - $342K
|
1.27K
$297K
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 21.41% |
$304K - $334K
|
7.06K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
1.24KNew |
$302K - $332K
|
1.24K
$289K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.24K+ 30.09% |
$301K - $331K
|
5.34K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.21K+ 3.82% |
$295K - $325K
|
32.9K
$7.68M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.2K+ 17.11% |
$293K - $322K
|
8.21K
$1.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1.2KNew |
$292K - $321K
|
1.2K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.17K+ 3.45% |
$285K - $313K
|
35K
$8.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.16K+ 2.22% |
$283K - $312K
|
53.5K
$12.5M
|