Institutional Ownership Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ). We have compiled data on the 1,477 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $32.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
158
shares
|
$35,613
0.04% of portfolio
|
Q1 2024
Reduced 50.31%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
152
shares
|
$34,260
0.01% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
150
shares
|
$33,810
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
150
shares
|
$33,810
0.01% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
150
shares
|
$33,810
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
150
shares
|
$33,810
0.01% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
150
shares
|
$33,810
0.01% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
150
shares
|
$33,810
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
147
shares
|
$33,133
0.01% of portfolio
|
Q4 2023
Added 267.5%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
145
shares
|
$32,683
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
145
shares
|
$32,683
0.01% of portfolio
|
Q4 2023
Added 7.41%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
143
shares
|
$32,232
0.0% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
140
shares
|
$31,556
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
135
shares
|
$30,429
0.0% of portfolio
|
Q3 2024
Added 1250.0%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
135
shares
|
$30,429
0.02% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
130
shares
|
$29,302
0.01% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
128
shares
|
$28,851
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
128
shares
|
$28,851
0.0% of portfolio
|
Q2 2024
Reduced 73.77%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
125
shares
|
$28,175
0.0% of portfolio
|
Q2 2024
Reduced 6.72%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
125
shares
|
$28,175
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
125
shares
|
$28,175
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
124
shares
|
$27,949
0.01% of portfolio
|
Q4 2022
Added 67.57%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
119
shares
|
$26,822
0.0% of portfolio
|
Q2 2023
Reduced 1.65%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
116
shares
|
$26,146
0.02% of portfolio
|
Q4 2023
Reduced 42.29%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
115
shares
|
$25,921
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|