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 $32.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
12
shares
|
$2,716
0.0% of portfolio
|
Q1 2024
Reduced 90.4%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
12
shares
|
$2,716
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
12
shares
|
$2,716
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
12
shares
|
$2,716
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
11
shares
|
$2,489
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
10
shares
|
$2,263
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10
shares
|
$2,263
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
10
shares
|
$2,263
0.0% of portfolio
|
Q1 2023
Reduced 64.29%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
10
shares
|
$2,263
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
10
shares
|
$2,263
0.0% of portfolio
|
Q1 2023
Reduced 99.87%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
10
shares
|
$2,263
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
10
shares
|
$2,263
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
8
shares
|
$1,810
0.0% of portfolio
|
Q4 2023
Reduced 97.22%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
8
shares
|
$1,810
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
8
shares
|
$1,810
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
7
shares
|
$1,584
0.0% of portfolio
|
Q4 2023
Reduced 30.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
7
shares
|
$1,584
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
6
shares
|
$1,358
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
5
shares
|
$1,131
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
5
shares
|
$1,131
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
5
shares
|
$1,131
0.0% of portfolio
|
Q1 2023
Reduced 85.29%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
5
shares
|
$1,131
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
4
shares
|
$905
0.0% of portfolio
|
Q1 2024
Reduced 55.56%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
4
shares
|
$905
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4
shares
|
$905
0.0% of portfolio
|
Q3 2024
New holding
|