Purchases and Sales Made in Q3 2024 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4+ 0.14% |
$946 - $1.04K
|
2.94K
$527K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.25% |
$946 - $1.04K
|
1.64K
$294K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
4+ 10.53% |
$946 - $1.04K
|
42
$7.54K
|
|
Nov 07, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
4+ 0.03% |
$946 - $1.04K
|
14.7K
$2.64M
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 5.17% |
$709 - $779
|
61
$10.9K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 3.03% |
$709 - $779
|
102
$18.3K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
3+ 0.36% |
$709 - $779
|
843
$151K
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3+ 0.35% |
$709 - $779
|
855
$153K
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
3+ 0.01% |
$709 - $779
|
24K
$4.3M
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
3+ 1.63% |
$709 - $779
|
187
$33.6K
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
3+ 0.09% |
$709 - $779
|
3.35K
$601K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$473 - $520
|
1.39K
$249K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2+ 0.21% |
$473 - $520
|
955
$171K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2+ 0.12% |
$473 - $520
|
1.68K
$302K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.24% |
$473 - $520
|
837
$150K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 6.45% |
$473 - $520
|
33
$5.92K
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2+ 0.18% |
$473 - $520
|
1.09K
$195K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$473 - $520
|
2
$359
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$236 - $260
|
6.8K
$1.22M
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$236 - $260
|
2
$359
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1New |
$236 - $260
|
1
$180
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.48% |
$236 - $260
|
208
$37.3K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.08% |
$236 - $260
|
1.25K
$224K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1+ 1.85% |
$236 - $260
|
55
$9.87K
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 1.32% |
$236 - $260
|
77
$13.8K
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1New |
$236 - $260
|
1
$180
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$236 - $260
|
1.07K
$192K
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1+ 0.11% |
$236 - $260
|
912
$164K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-1- 0.09% |
$236 - $260
|
1.11K
$200K
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-1- 0.03% |
$236 - $260
|
3.31K
$594K
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 2.33% |
$236 - $260
|
42
$7.54K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1- 0.05% |
$236 - $260
|
2.05K
$367K
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-1- 0.1% |
$236 - $260
|
1.01K
$180K
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1- 0.06% |
$236 - $260
|
1.6K
$287K
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1- 0.02% |
$236 - $260
|
5.7K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1- 0.05% |
$236 - $260
|
1.83K
$329K
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.03% |
$473 - $520
|
6.47K
$1.16M
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2- 0.13% |
$473 - $520
|
1.53K
$275K
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 5.56% |
$473 - $520
|
34
$6.1K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 12.5% |
$473 - $520
|
14
$2.51K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2- 0.05% |
$473 - $520
|
4K
$717K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 1.3% |
$473 - $520
|
152
$27.3K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2- 0.12% |
$473 - $520
|
1.71K
$306K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 1.32% |
$473 - $520
|
150
$26.9K
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-3- 1.6% |
$709 - $779
|
184
$33K
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3- 0.16% |
$709 - $779
|
1.82K
$327K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4- 0.21% |
$946 - $1.04K
|
1.89K
$339K
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4- 1.92% |
$946 - $1.04K
|
204
$36.6K
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-4- 0.2% |
$946 - $1.04K
|
2.03K
$365K
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-4- 0.44% |
$946 - $1.04K
|
900
$162K
|