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 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
805New |
$190K - $209K
|
805
$146K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
804New |
$190K - $209K
|
804
$145K
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
800New |
$189K - $208K
|
800
$145K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
798+ 1.76% |
$189K - $207K
|
46.1K
$8.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
797New |
$188K - $207K
|
797
$144K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
795+ 60.69% |
$188K - $207K
|
2.11K
$381K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
789New |
$187K - $205K
|
789
$143K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
785+ 15.31% |
$186K - $204K
|
5.91K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
785New |
$186K - $204K
|
785
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
781New |
$185K - $203K
|
781
$141K
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
738+ 13.02% |
$174K - $192K
|
6.41K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
727+ 6.96% |
$172K - $189K
|
11.2K
$2.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
719+ 14.93% |
$170K - $187K
|
5.54K
$1M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
701+ 0.2% |
$166K - $182K
|
346K
$62.6M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
695+ 3.97% |
$164K - $181K
|
18.2K
$3.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
661+ 5.92% |
$156K - $172K
|
11.8K
$2.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
658+ 181.27% |
$156K - $171K
|
1.02K
$185K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
646+ 40.86% |
$153K - $168K
|
2.23K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
644+ 9.05% |
$152K - $167K
|
7.76K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
614+ 5.58% |
$145K - $160K
|
11.6K
$2.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ns Partners LTD
|
BUY
|
- |
611+ 2.18% |
$144K - $159K
|
28.6K
$5.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
598+ 32.2% |
$141K - $155K
|
2.46K
$444K
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
598+ 19.14% |
$141K - $155K
|
3.72K
$673K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
583+ 11.85% |
$138K - $151K
|
5.5K
$995K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
581+ 1.68% |
$137K - $151K
|
35.1K
$6.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
573+ 13.06% |
$135K - $149K
|
4.96K
$897K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
561+ 3.03% |
$133K - $146K
|
19.1K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
554+ 16.52% |
$131K - $144K
|
3.91K
$707K
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
551+ 1.31% |
$130K - $143K
|
42.7K
$7.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
547+ 1.68% |
$129K - $142K
|
33.1K
$5.99M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
541New |
$128K - $141K
|
541
$97.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
537+ 0.98% |
$127K - $140K
|
55.1K
$9.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
523+ 2.24% |
$124K - $136K
|
23.9K
$4.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
510+ 6.78% |
$121K - $133K
|
8.03K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
500+ 15.51% |
$118K - $130K
|
3.72K
$673K
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
500+ 36.34% |
$118K - $130K
|
1.88K
$339K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
499+ 20.83% |
$118K - $130K
|
2.9K
$523K
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
498+ 2.92% |
$118K - $129K
|
17.5K
$3.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
494+ 198.39% |
$117K - $128K
|
743
$134K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
493+ 0.9% |
$117K - $128K
|
55.3K
$10M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
492+ 0.37% |
$116K - $128K
|
135K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
476+ 2.6% |
$113K - $124K
|
18.8K
$3.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
473+ 7.55% |
$112K - $123K
|
6.73K
$1.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
472+ 1.66% |
$112K - $123K
|
29K
$5.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
470+ 156.67% |
$111K - $122K
|
770
$139K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
468+ 30.33% |
$111K - $122K
|
2.01K
$364K
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
444+ 12.01% |
$105K - $115K
|
4.14K
$749K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
431+ 122.44% |
$102K - $112K
|
783
$142K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
423+ 1.27% |
$100K - $110K
|
33.6K
$6.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
418+ 0.37% |
$98.8K - $109K
|
115K
$20.7M
|