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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
36+ 14.29% |
$7.91K - $9.27K
|
288
$48.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
35+ 8.54% |
$7.69K - $9.02K
|
445
$74.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34+ 15.96% |
$7.47K - $8.76K
|
247
$41.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
31+ 30.39% |
$6.81K - $7.99K
|
133
$22.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
29+ 2.35% |
$6.37K - $7.47K
|
1.26K
$212K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
29+ 1.02% |
$6.37K - $7.47K
|
2.88K
$483K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
28+ 0.55% |
$6.15K - $7.21K
|
5.1K
$857K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
26New |
$5.71K - $6.7K
|
26
$4.37K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26New |
$5.71K - $6.7K
|
26
$4.37K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
25New |
$5.49K - $6.44K
|
25
$4.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
25+ 0.49% |
$5.49K - $6.44K
|
5.14K
$863K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
25+ 1.67% |
$5.49K - $6.44K
|
1.53K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
25New |
$5.49K - $6.44K
|
25
$4.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
23New |
$5.05K - $5.93K
|
23
$3.86K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
22New |
$4.83K - $5.67K
|
22
$3.69K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
21+ 2.34% |
$4.61K - $5.41K
|
920
$155K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20+ 1.74% |
$4.39K - $5.15K
|
1.17K
$197K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
20+ 1.59% |
$4.39K - $5.15K
|
1.28K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20+ 10.2% |
$4.39K - $5.15K
|
216
$36.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
20New |
$4.39K - $5.15K
|
20
$3.36K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
18New |
$3.95K - $4.64K
|
18
$3.02K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
17+ 0.74% |
$3.73K - $4.38K
|
2.32K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
16+ 0.26% |
$3.51K - $4.12K
|
6.28K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
16+ 0.92% |
$3.51K - $4.12K
|
1.75K
$293K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
15New |
$3.29K - $3.86K
|
15
$2.52K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
15+ 0.36% |
$3.29K - $3.86K
|
4.15K
$696K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
15New |
$3.29K - $3.86K
|
15
$2.52K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
14+ 15.73% |
$3.08K - $3.61K
|
103
$17.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
14+ 0.24% |
$3.08K - $3.61K
|
5.88K
$988K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
14New |
$3.08K - $3.61K
|
14
$2.35K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 36.11% |
$2.86K - $3.35K
|
49
$8.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
13+ 0.5% |
$2.86K - $3.35K
|
2.63K
$441K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
13+ 1.19% |
$2.86K - $3.35K
|
1.11K
$186K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
13+ 0.89% |
$2.86K - $3.35K
|
1.48K
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12+ 57.14% |
$2.64K - $3.09K
|
33
$5.54K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
12+ 100.0% |
$2.64K - $3.09K
|
24
$4.03K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
12New |
$2.64K - $3.09K
|
12
$2.02K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
11+ 0.96% |
$2.42K - $2.83K
|
1.15K
$193K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11+ 1.18% |
$2.42K - $2.83K
|
941
$158K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
11New |
$2.42K - $2.83K
|
11
$1.85K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
11New |
$2.42K - $2.83K
|
11
$1.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
11New |
$2.42K - $2.83K
|
11
$1.85K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10+ 0.45% |
$2.2K - $2.58K
|
2.25K
$378K
|
|
|
Feb 10, 2025
Q4 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
10+ 0.02% |
$2.2K - $2.58K
|
46.7K
$7.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
10New |
$2.2K - $2.58K
|
10
$1.68K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9+ 0.46% |
$1.98K - $2.32K
|
1.97K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
9+ 0.48% |
$1.98K - $2.32K
|
1.9K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.8% |
$1.98K - $2.32K
|
1.14K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
9+ 3.7% |
$1.98K - $2.32K
|
252
$42.3K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
9New |
$1.98K - $2.32K
|
9
$1.51K
|