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 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
BUY
|
- |
295+ 2.88% |
$72K - $79.2K
|
10.5K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
291+ 2.82% |
$71K - $78.1K
|
10.6K
$2.47M
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
287+ 1.72% |
$70K - $77K
|
17K
$3.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
286+ 9.14% |
$69.8K - $76.7K
|
3.42K
$797K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
281+ 5.02% |
$68.6K - $75.4K
|
5.88K
$1.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
280+ 1.33% |
$68.3K - $75.1K
|
21.4K
$4.99M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
279+ 10.04% |
$68.1K - $74.9K
|
3.06K
$713K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
275+ 6.11% |
$67.1K - $73.8K
|
4.78K
$1.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
270+ 1.65% |
$65.9K - $72.5K
|
16.6K
$3.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
266+ 1.19% |
$64.9K - $71.4K
|
22.5K
$5.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
259+ 21.95% |
$63.2K - $69.5K
|
1.44K
$336K
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
252+ 31.94% |
$61.5K - $67.6K
|
1.04K
$243K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
246+ 2.3% |
$60K - $66K
|
10.9K
$2.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
244+ 0.77% |
$59.5K - $65.5K
|
32K
$7.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
240+ 1.5% |
$58.6K - $64.4K
|
16.3K
$3.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
BUY
|
- |
236+ 2.47% |
$57.6K - $63.3K
|
9.78K
$2.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
231+ 5.05% |
$56.4K - $62K
|
4.81K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
224+ 28.87% |
$54.6K - $60.1K
|
1K
$233K
|
|
|
Jul 12, 2024
Q2 2024
|
Jacobs & CO
|
BUY
|
- |
223+ 0.62% |
$54.4K - $59.8K
|
36.1K
$8.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
221+ 15.45% |
$53.9K - $59.3K
|
1.65K
$385K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
221New |
$53.9K - $59.3K
|
221
$51.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
215+ 7.51% |
$52.5K - $57.7K
|
3.08K
$718K
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
214+ 18.45% |
$52.2K - $57.4K
|
1.37K
$321K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
214+ 3.27% |
$52.2K - $57.4K
|
6.75K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
212+ 4.6% |
$51.7K - $56.9K
|
4.82K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
211New |
$51.5K - $56.6K
|
211
$49.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
209+ 7.28% |
$51K - $56.1K
|
3.08K
$718K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
203+ 5.14% |
$49.5K - $54.5K
|
4.15K
$969K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
200+ 1.19% |
$48.8K - $53.7K
|
17K
$3.98M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
200+ 3.89% |
$48.8K - $53.7K
|
5.35K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200+ 11.43% |
$48.8K - $53.7K
|
1.95K
$455K
|
|
|
Aug 14, 2024
Q2 2024
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
200+ 4.55% |
$48.8K - $53.7K
|
4.6K
$1.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
199+ 0.1% |
$48.6K - $53.4K
|
195K
$45.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
196+ 15.32% |
$47.8K - $52.6K
|
1.48K
$344K
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
196+ 19.43% |
$47.8K - $52.6K
|
1.21K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
188+ 3.96% |
$45.9K - $50.4K
|
4.94K
$1.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
184+ 13.54% |
$44.9K - $49.4K
|
1.54K
$360K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
169+ 177.89% |
$41.2K - $45.3K
|
264
$61.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
168+ 12.97% |
$41K - $45.1K
|
1.46K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
168New |
$41K - $45.1K
|
168
$39.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
165New |
$40.3K - $44.3K
|
165
$38.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
164+ 5.37% |
$40K - $44K
|
3.22K
$751K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
159+ 318.0% |
$38.8K - $42.7K
|
209
$48.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
158+ 3.39% |
$38.5K - $42.4K
|
4.81K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
158+ 20.87% |
$38.5K - $42.4K
|
915
$213K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
157+ 17.72% |
$38.3K - $42.1K
|
1.04K
$243K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
157+ 3.56% |
$38.3K - $42.1K
|
4.56K
$1.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
156+ 11.23% |
$38.1K - $41.9K
|
1.55K
$360K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
155+ 0.82% |
$37.8K - $41.6K
|
19.1K
$4.45M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
155+ 14.09% |
$37.8K - $41.6K
|
1.26K
$293K
|