Purchases and Sales Made in Q4 2024 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
100+ 2.16% |
$22K - $25.8K
|
4.74K
$796K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
100+ 0.62% |
$22K - $25.8K
|
16.1K
$2.71M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
100+ 7.09% |
$22K - $25.8K
|
1.51K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
98New |
$21.5K - $25.2K
|
98
$16.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
96New |
$21.1K - $24.7K
|
96
$16.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
95+ 5.15% |
$20.9K - $24.5K
|
1.94K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
93+ 2.2% |
$20.4K - $24K
|
4.32K
$725K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
88+ 0.42% |
$19.3K - $22.7K
|
21K
$3.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
88+ 0.8% |
$19.3K - $22.7K
|
11K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
86+ 4.52% |
$18.9K - $22.2K
|
1.99K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
84+ 0.74% |
$18.5K - $21.6K
|
11.5K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
80New |
$17.6K - $20.6K
|
80
$13.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
76New |
$16.7K - $19.6K
|
76
$12.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
72+ 1.31% |
$15.8K - $18.5K
|
5.57K
$936K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
71+ 0.4% |
$15.6K - $18.3K
|
17.6K
$2.96M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
71New |
$15.6K - $18.3K
|
71
$11.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
70New |
$15.4K - $18K
|
70
$11.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
68+ 7.95% |
$14.9K - $17.5K
|
923
$155K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
67+ 0.35% |
$14.7K - $17.3K
|
19.4K
$3.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
66New |
$14.5K - $17K
|
66
$11.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
63+ 4.2% |
$13.8K - $16.2K
|
1.56K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
59+ 0.81% |
$13K - $15.2K
|
7.36K
$1.24M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
59New |
$13K - $15.2K
|
59
$9.91K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
56New |
$12.3K - $14.4K
|
56
$9.41K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
55+ 7.28% |
$12.1K - $14.2K
|
811
$136K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
54+ 5.33% |
$11.9K - $13.9K
|
1.07K
$179K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
54+ 2.1% |
$11.9K - $13.9K
|
2.62K
$440K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
52+ 2.38% |
$11.4K - $13.4K
|
2.24K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
52+ 5.96% |
$11.4K - $13.4K
|
924
$155K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
51New |
$11.2K - $13.1K
|
51
$8.57K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
50New |
$11K - $12.9K
|
50
$8.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
50New |
$11K - $12.9K
|
50
$8.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
50+ 4.44% |
$11K - $12.9K
|
1.18K
$198K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
49+ 2.14% |
$10.8K - $12.6K
|
2.34K
$394K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
45+ 1.87% |
$9.88K - $11.6K
|
2.45K
$411K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
44+ 3.83% |
$9.67K - $11.3K
|
1.19K
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
43New |
$9.45K - $11.1K
|
43
$7.22K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
42+ 54.55% |
$9.23K - $10.8K
|
119
$20K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
42+ 135.48% |
$9.23K - $10.8K
|
73
$12.3K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
42New |
$9.23K - $10.8K
|
42
$7.05K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
41New |
$9.01K - $10.6K
|
41
$6.89K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
40New |
$8.79K - $10.3K
|
40
$6.72K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
38+ 4.19% |
$8.35K - $9.79K
|
944
$159K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
37+ 0.37% |
$8.13K - $9.53K
|
9.96K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
37New |
$8.13K - $9.53K
|
37
$6.21K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
36+ 3.79% |
$7.91K - $9.27K
|
987
$166K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
36+ 1.5% |
$7.91K - $9.27K
|
2.43K
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
36+ 56.25% |
$7.91K - $9.27K
|
100
$16.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
36+ 0.06% |
$7.91K - $9.27K
|
65.4K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
36+ 2.44% |
$7.91K - $9.27K
|
1.51K
$254K
|