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 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
785New |
$192K - $211K
|
785
$177K
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
784+ 2.43% |
$191K - $210K
|
33.1K
$7.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
780+ 2.98% |
$190K - $209K
|
27K
$6.08M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
765+ 2.76% |
$187K - $205K
|
28.5K
$6.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
755+ 19.67% |
$184K - $203K
|
4.59K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
754+ 54.17% |
$184K - $202K
|
2.15K
$484K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
734+ 10.14% |
$179K - $197K
|
7.98K
$1.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
714New |
$174K - $192K
|
714
$161K
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
714+ 5.85% |
$174K - $192K
|
12.9K
$2.91M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
689+ 18.63% |
$168K - $185K
|
4.39K
$989K
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
666+ 55.83% |
$162K - $179K
|
1.86K
$419K
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
660+ 5.36% |
$161K - $177K
|
13K
$2.92M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
647+ 4.61% |
$158K - $174K
|
14.7K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
643+ 1.82% |
$157K - $173K
|
36K
$8.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
637+ 13.6% |
$155K - $171K
|
5.32K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
636+ 15.28% |
$155K - $171K
|
4.8K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
635+ 2.8% |
$155K - $170K
|
23.3K
$5.25M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
634+ 1.29% |
$155K - $170K
|
50K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
634+ 23.31% |
$155K - $170K
|
3.35K
$756K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
634+ 33.06% |
$155K - $170K
|
2.55K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
625+ 5.03% |
$152K - $168K
|
13K
$2.94M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
616+ 449.64% |
$150K - $165K
|
753
$170K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
612+ 5.44% |
$149K - $164K
|
11.9K
$2.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
608+ 14.74% |
$148K - $163K
|
4.73K
$1.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
607+ 1.72% |
$148K - $163K
|
35.8K
$8.07M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
600New |
$146K - $161K
|
600
$135K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
595+ 13.34% |
$145K - $160K
|
5.06K
$1.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
593+ 40.23% |
$145K - $159K
|
2.07K
$466K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
589+ 13.0% |
$144K - $158K
|
5.12K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
586+ 1.8% |
$143K - $157K
|
33.2K
$7.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
573+ 69.71% |
$140K - $154K
|
1.4K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
570+ 47.19% |
$139K - $153K
|
1.78K
$401K
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
564+ 4.13% |
$138K - $151K
|
14.2K
$3.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Coerente Capital Management
|
BUY
|
- |
561+ 0.64% |
$137K - $151K
|
88.6K
$20M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
553+ 0.47% |
$135K - $148K
|
117K
$26.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
539+ 8.43% |
$131K - $145K
|
6.93K
$1.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
538+ 3.77% |
$131K - $144K
|
14.8K
$3.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
536+ 2.67% |
$131K - $144K
|
20.6K
$4.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
534+ 31.17% |
$130K - $143K
|
2.25K
$506K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
523+ 24.46% |
$128K - $140K
|
2.66K
$600K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
521+ 23.36% |
$127K - $140K
|
2.75K
$620K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
505+ 26.11% |
$123K - $136K
|
2.44K
$550K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
501+ 2.55% |
$122K - $134K
|
20.1K
$4.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
496+ 1.02% |
$121K - $133K
|
49.3K
$11.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
495+ 2.11% |
$121K - $133K
|
23.9K
$5.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
490+ 8.34% |
$120K - $131K
|
6.36K
$1.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
489+ 15.51% |
$119K - $131K
|
3.64K
$821K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
483+ 1.02% |
$118K - $130K
|
47.7K
$10.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
475+ 0.61% |
$116K - $127K
|
78.6K
$17.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
464+ 9.28% |
$113K - $125K
|
5.47K
$1.23M
|