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 |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
31
shares
|
$6,987
0.0% of portfolio
|
Q3 2024
Reduced 24.39%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
30
shares
|
$6,762
0.0% of portfolio
|
Q3 2024
Reduced 41.18%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
30
shares
|
$6,762
0.0% of portfolio
|
Q3 2024
Reduced 82.14%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
29
shares
|
$6,536
0.01% of portfolio
|
Q3 2024
Reduced 77.69%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
27
shares
|
$6,085
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
26
shares
|
$5,860
0.0% of portfolio
|
Q3 2024
Reduced 67.9%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
25
shares
|
$5,635
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
25
shares
|
$5,635
0.0% of portfolio
|
Q3 2024
Added 108.33%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
25
shares
|
$5,635
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
24
shares
|
$5,409
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
21
shares
|
$4,733
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
20
shares
|
$4,508
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18
shares
|
$4,057
0.0% of portfolio
|
Q2 2023
Reduced 98.58%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
16
shares
|
$3,606
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
16
shares
|
$3,606
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
16
shares
|
$3,606
0.0% of portfolio
|
Q3 2023
Reduced 9.64%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
15
shares
|
$3,381
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
15
shares
|
$3,381
0.0% of portfolio
|
Q1 2024
Reduced 98.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
15
shares
|
$3,381
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
15
shares
|
$3,381
0.0% of portfolio
|
Q2 2024
Added 36.36%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
14
shares
|
$3,155
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
14
shares
|
$3,155
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
13
shares
|
$2,930
0.0% of portfolio
|
Q1 2024
Added 8.33%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
13
shares
|
$2,930
0.0% of portfolio
|
Q2 2024
Added 225.0%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
12
shares
|
$2,704
0.0% of portfolio
|
Q4 2023
New holding
|