Purchases and Sales Made in Q3 2024 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
79+ 3.57% |
$18.7K - $20.5K
|
2.29K
$412K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
78+ 7.65% |
$18.4K - $20.3K
|
1.1K
$197K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
75+ 9.15% |
$17.7K - $19.5K
|
895
$161K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
75New |
$17.7K - $19.5K
|
75
$13.5K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
74+ 2.62% |
$17.5K - $19.2K
|
2.9K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
74New |
$17.5K - $19.2K
|
74
$13.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
73+ 0.32% |
$17.3K - $19K
|
22.8K
$4.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
72New |
$17K - $18.7K
|
72
$12.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
72+ 4.17% |
$17K - $18.7K
|
1.8K
$323K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
64+ 1.87% |
$15.1K - $16.6K
|
3.48K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
64New |
$15.1K - $16.6K
|
64
$11.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
62New |
$14.7K - $16.1K
|
62
$11.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
62+ 1.23% |
$14.7K - $16.1K
|
5.11K
$918K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
62+ 0.42% |
$14.7K - $16.1K
|
14.9K
$2.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
61New |
$14.4K - $15.8K
|
61
$10.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
61+ 9.1% |
$14.4K - $15.8K
|
731
$131K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
59+ 7.07% |
$13.9K - $15.3K
|
894
$160K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
59+ 4.75% |
$13.9K - $15.3K
|
1.3K
$234K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
56+ 1.68% |
$13.2K - $14.5K
|
3.38K
$607K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
55+ 22.92% |
$13K - $14.3K
|
295
$53K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
54+ 6.17% |
$12.8K - $14K
|
929
$167K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
52+ 1.25% |
$12.3K - $13.5K
|
4.21K
$755K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
51+ 4.61% |
$12.1K - $13.3K
|
1.16K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
51New |
$12.1K - $13.3K
|
51
$9.15K
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
50+ 4.5% |
$11.8K - $13K
|
1.16K
$208K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
50+ 6.19% |
$11.8K - $13K
|
858
$154K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
46+ 0.83% |
$10.9K - $12K
|
5.57K
$1M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
42+ 4.44% |
$9.93K - $10.9K
|
989
$178K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
42+ 3.79% |
$9.93K - $10.9K
|
1.15K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
39+ 4.33% |
$9.22K - $10.1K
|
939
$169K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
37+ 59.68% |
$8.75K - $9.61K
|
99
$17.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
37+ 3.25% |
$8.75K - $9.61K
|
1.18K
$211K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
37+ 0.7% |
$8.75K - $9.61K
|
5.29K
$950K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
35+ 0.79% |
$8.27K - $9.09K
|
4.49K
$806K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
35+ 1.28% |
$8.27K - $9.09K
|
2.76K
$496K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.92% |
$7.8K - $8.57K
|
3.62K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
33+ 1.28% |
$7.8K - $8.57K
|
2.61K
$469K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
32+ 2.51% |
$7.57K - $8.31K
|
1.31K
$235K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
31New |
$7.33K - $8.05K
|
31
$5.56K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
30+ 187.5% |
$7.09K - $7.79K
|
46
$8.26K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
29+ 3.16% |
$6.86K - $7.53K
|
947
$170K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
28+ 1.13% |
$6.62K - $7.27K
|
2.5K
$449K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
28+ 2.71% |
$6.62K - $7.27K
|
1.06K
$190K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
28+ 0.77% |
$6.62K - $7.27K
|
3.67K
$659K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
27+ 450.0% |
$6.38K - $7.02K
|
33
$5.92K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
27New |
$6.38K - $7.02K
|
27
$4.85K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
26+ 2.31% |
$6.15K - $6.76K
|
1.15K
$206K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26+ 2.13% |
$6.15K - $6.76K
|
1.25K
$224K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
26+ 9.19% |
$6.15K - $6.76K
|
309
$55.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 4.25% |
$5.91K - $6.5K
|
613
$110K
|