Purchases and Sales Made in Q2 2025 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q2 2025. 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 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
114New |
$18.2K - $22.3K
|
114
$19.1K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
97+ 5.62% |
$15.5K - $19K
|
1.82K
$306K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
71+ 1.23% |
$11.4K - $13.9K
|
5.84K
$981K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
70+ 0.38% |
$11.2K - $13.7K
|
18.3K
$3.07M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
62+ 3.83% |
$9.92K - $12.1K
|
1.68K
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
50+ 263.16% |
$8K - $9.78K
|
69
$11.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
50+ 2.75% |
$8K - $9.78K
|
1.87K
$314K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
43New |
$6.88K - $8.41K
|
43
$7.22K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
34+ 1.79% |
$5.44K - $6.65K
|
1.94K
$325K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
31+ 1.44% |
$4.96K - $6.06K
|
2.19K
$368K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
25+ 0.47% |
$4K - $4.89K
|
5.34K
$897K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
22+ 78.57% |
$3.52K - $4.3K
|
50
$8.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
22+ 1.23% |
$3.52K - $4.3K
|
1.81K
$303K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
19+ 0.3% |
$3.04K - $3.72K
|
6.4K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
18New |
$2.88K - $3.52K
|
18
$3.02K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12+ 400.0% |
$1.92K - $2.35K
|
15
$2.52K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
12+ 0.32% |
$1.92K - $2.35K
|
3.73K
$627K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
12New |
$1.92K - $2.35K
|
12
$2.02K
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
11+ 0.56% |
$1.76K - $2.15K
|
1.97K
$331K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
11+ 0.64% |
$1.76K - $2.15K
|
1.72K
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 17.74% |
$1.76K - $2.15K
|
73
$12.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
10+ 0.35% |
$1.6K - $1.96K
|
2.91K
$488K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
9+ 0.22% |
$1.44K - $1.76K
|
4.01K
$673K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8New |
$1.28K - $1.56K
|
8
$1.34K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
5+ 0.13% |
$800 - $978
|
3.9K
$655K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 10.42% |
$800 - $978
|
53
$8.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
5New |
$800 - $978
|
5
$840
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 44.44% |
$640 - $782
|
13
$2.18K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3New |
$480 - $587
|
3
$504
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 100.0% |
$320 - $391
|
4
$672
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$320 - $391
|
2
$336
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.11% |
$160 - $196
|
920
$155K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 0.49% |
$160 - $196
|
205
$34.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1- 0.05% |
$160 - $196
|
1.91K
$320K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2- 0.15% |
$320 - $391
|
1.3K
$218K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-4- 0.13% |
$640 - $782
|
3.06K
$514K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5- 5.05% |
$800 - $978
|
94
$15.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-9- 0.57% |
$1.44K - $1.76K
|
1.56K
$263K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-10- 0.94% |
$1.6K - $1.96K
|
1.05K
$177K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-13- 12.38% |
$2.08K - $2.54K
|
92
$15.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-15- 0.43% |
$2.4K - $2.93K
|
3.47K
$582K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-16- 0.43% |
$2.56K - $3.13K
|
3.73K
$627K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-17- 0.56% |
$2.72K - $3.33K
|
3.03K
$510K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-20- 74.07% |
$3.2K - $3.91K
|
7
$1.18K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-32- 94.12% |
$5.12K - $6.26K
|
2
$336
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-33- 2.18% |
$5.28K - $6.46K
|
1.48K
$249K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-42- 24.0% |
$6.72K - $8.22K
|
133
$22.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-50- 5.49% |
$8K - $9.78K
|
861
$145K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-59- 4.09% |
$9.44K - $11.5K
|
1.38K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-65- 0.86% |
$10.4K - $12.7K
|
7.49K
$1.26M
|