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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25+ 1.71% |
$5.91K - $6.5K
|
1.49K
$267K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
24+ 0.85% |
$5.67K - $6.24K
|
2.84K
$509K
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
23+ 0.06% |
$5.44K - $5.98K
|
36.3K
$6.52M
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
22+ 9.95% |
$5.2K - $5.72K
|
243
$43.6K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21+ 1.31% |
$4.96K - $5.46K
|
1.62K
$291K
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
21New |
$4.96K - $5.46K
|
21
$3.77K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
20+ 6.78% |
$4.73K - $5.2K
|
315
$56.5K
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
20+ 2.28% |
$4.73K - $5.2K
|
899
$161K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
20+ 0.27% |
$4.73K - $5.2K
|
7.3K
$1.31M
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
20+ 51.28% |
$4.73K - $5.2K
|
59
$10.6K
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
20+ 0.53% |
$4.73K - $5.2K
|
3.79K
$680K
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20+ 1.09% |
$4.73K - $5.2K
|
1.86K
$334K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
19+ 26.76% |
$4.49K - $4.94K
|
90
$16.2K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
18+ 900.0% |
$4.26K - $4.68K
|
20
$3.59K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
18+ 16.07% |
$4.26K - $4.68K
|
130
$23.3K
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18+ 1.12% |
$4.26K - $4.68K
|
1.62K
$292K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
16New |
$3.78K - $4.16K
|
16
$2.87K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
15+ 0.8% |
$3.55K - $3.9K
|
1.89K
$339K
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
15New |
$3.55K - $3.9K
|
15
$2.69K
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
15New |
$3.55K - $3.9K
|
15
$2.69K
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
14+ 1.32% |
$3.31K - $3.64K
|
1.07K
$192K
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
14+ 0.7% |
$3.31K - $3.64K
|
2.01K
$361K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
13+ 108.33% |
$3.07K - $3.38K
|
25
$4.49K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 1.61% |
$2.84K - $3.12K
|
756
$136K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
12New |
$2.84K - $3.12K
|
12
$2.15K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
12New |
$2.84K - $3.12K
|
12
$2.15K
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
11+ 0.05% |
$2.6K - $2.86K
|
22.2K
$3.98M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 13.92% |
$2.6K - $2.86K
|
90
$16.2K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
10+ 1.09% |
$2.36K - $2.6K
|
931
$167K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 4.93% |
$2.36K - $2.6K
|
213
$38.2K
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
9+ 37.5% |
$2.13K - $2.34K
|
33
$5.92K
|
|
Nov 14, 2024
Q3 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
9+ 0.84% |
$2.13K - $2.34K
|
1.08K
$194K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
8New |
$1.89K - $2.08K
|
8
$1.44K
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8+ 0.2% |
$1.89K - $2.08K
|
4.06K
$729K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
7+ 0.63% |
$1.65K - $1.82K
|
1.13K
$202K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
7+ 0.32% |
$1.65K - $1.82K
|
2.18K
$392K
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6+ 0.04% |
$1.42K - $1.56K
|
16.4K
$2.95M
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 9.38% |
$1.42K - $1.56K
|
70
$12.6K
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
6New |
$1.42K - $1.56K
|
6
$1.08K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.09% |
$1.42K - $1.56K
|
6.64K
$1.19M
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
6+ 1.37% |
$1.42K - $1.56K
|
445
$79.9K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5+ 0.33% |
$1.18K - $1.3K
|
1.53K
$275K
|
|
Oct 30, 2024
Q3 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
5+ 0.44% |
$1.18K - $1.3K
|
1.13K
$204K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.74% |
$1.18K - $1.3K
|
677
$122K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5+ 0.34% |
$1.18K - $1.3K
|
1.48K
$265K
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4+ 0.4% |
$946 - $1.04K
|
996
$179K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4+ 0.46% |
$946 - $1.04K
|
871
$156K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4New |
$946 - $1.04K
|
4
$718
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4+ 0.17% |
$946 - $1.04K
|
2.4K
$431K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$946 - $1.04K
|
4
$718
|