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
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 1.02% |
$220 - $258
|
97
$16.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2- 0.15% |
$439 - $515
|
1.29K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 16.67% |
$439 - $515
|
10
$1.68K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2- 0.19% |
$439 - $515
|
1.07K
$180K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2- 5.13% |
$439 - $515
|
37
$6.21K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3- 0.01% |
$659 - $773
|
30.2K
$5.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-3- 0.87% |
$659 - $773
|
343
$57.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-4- 57.14% |
$879 - $1.03K
|
3
$504
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-4- 8.7% |
$879 - $1.03K
|
42
$7.05K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5- 0.1% |
$1.1K - $1.29K
|
5.14K
$864K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-5- 1.95% |
$1.1K - $1.29K
|
252
$42.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6- 0.36% |
$1.32K - $1.55K
|
1.68K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-6- 5.66% |
$1.32K - $1.55K
|
100
$16.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6- 0.16% |
$1.32K - $1.55K
|
3.86K
$648K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-6- 14.29% |
$1.32K - $1.55K
|
36
$6.05K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 1.49% |
$1.54K - $1.8K
|
463
$77.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-8- 0.86% |
$1.76K - $2.06K
|
921
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-8- 0.75% |
$1.76K - $2.06K
|
1.06K
$178K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-9- 27.27% |
$1.98K - $2.32K
|
24
$4.03K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-9- 0.77% |
$1.98K - $2.32K
|
1.16K
$195K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-9- 0.91% |
$1.98K - $2.32K
|
975
$164K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-9- 0.18% |
$1.98K - $2.32K
|
4.96K
$833K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.49% |
$2.2K - $2.58K
|
2.02K
$339K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-10- 1.06% |
$2.2K - $2.58K
|
929
$156K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-11- 0.24% |
$2.42K - $2.83K
|
4.55K
$764K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 17.14% |
$2.64K - $3.09K
|
58
$9.74K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-12- 1.27% |
$2.64K - $3.09K
|
932
$157K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-13- 38.24% |
$2.86K - $3.35K
|
21
$3.53K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-13- 1.22% |
$2.86K - $3.35K
|
1.05K
$177K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-14- 0.2% |
$3.08K - $3.61K
|
7.01K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-15- 1.69% |
$3.29K - $3.86K
|
870
$146K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-15- 0.82% |
$3.29K - $3.86K
|
1.82K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-16- 0.85% |
$3.51K - $4.12K
|
1.88K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-16- 1.55% |
$3.51K - $4.12K
|
1.02K
$170K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-17- 1.55% |
$3.73K - $4.38K
|
1.08K
$181K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-17- 85.0% |
$3.73K - $4.38K
|
3
$504
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-17- 2.51% |
$3.73K - $4.38K
|
660
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-17- 0.8% |
$3.73K - $4.38K
|
2.12K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-18- 1.1% |
$3.95K - $4.64K
|
1.62K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-19- 1.25% |
$4.17K - $4.89K
|
1.5K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-19- 21.11% |
$4.17K - $4.89K
|
71
$11.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-20- 50.0% |
$4.39K - $5.15K
|
20
$3.36K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-20- 33.9% |
$4.39K - $5.15K
|
39
$6.55K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-20- 0.53% |
$4.39K - $5.15K
|
3.77K
$633K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-20- 0.81% |
$4.39K - $5.15K
|
2.45K
$412K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-21- 0.14% |
$4.61K - $5.41K
|
15.4K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-21- 0.57% |
$4.61K - $5.41K
|
3.66K
$614K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-23- 0.83% |
$5.05K - $5.93K
|
2.76K
$463K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-23- 2.09% |
$5.05K - $5.93K
|
1.08K
$181K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24- 0.07% |
$5.27K - $6.18K
|
34.5K
$5.8M
|