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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
258+ 4.29% |
$61K - $67K
|
6.27K
$1.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
258+ 3.91% |
$61K - $67K
|
6.85K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
256+ 31.6% |
$60.5K - $66.5K
|
1.07K
$193K
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
255+ 1.62% |
$60.3K - $66.3K
|
16K
$2.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
251+ 7.54% |
$59.3K - $65.2K
|
3.58K
$647K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
250+ 12.39% |
$59.1K - $65K
|
2.27K
$410K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
245+ 9.21% |
$57.9K - $63.7K
|
2.91K
$525K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
241+ 0.31% |
$57K - $62.6K
|
77.2K
$14M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
240+ 52.86% |
$56.7K - $62.4K
|
694
$125K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
240+ 3.59% |
$56.7K - $62.4K
|
6.92K
$1.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
239New |
$56.5K - $62.1K
|
239
$43.2K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
238+ 3.29% |
$56.3K - $61.8K
|
7.47K
$1.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
237+ 2.43% |
$56K - $61.6K
|
10K
$1.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
235+ 5.96% |
$55.6K - $61.1K
|
4.18K
$756K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
234+ 12.44% |
$55.3K - $60.8K
|
2.12K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
234New |
$55.3K - $60.8K
|
234
$42.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
233+ 0.97% |
$55.1K - $60.5K
|
24.3K
$4.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
232+ 8.2% |
$54.8K - $60.3K
|
3.06K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
231+ 5.86% |
$54.6K - $60K
|
4.17K
$754K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
231+ 25.25% |
$54.6K - $60K
|
1.15K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
226+ 4.42% |
$53.4K - $58.7K
|
5.34K
$965K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
222+ 7.29% |
$52.5K - $57.7K
|
3.27K
$591K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
221+ 1.33% |
$52.2K - $57.4K
|
16.8K
$3.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
217+ 1.83% |
$51.3K - $56.4K
|
12.1K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
217+ 1.92% |
$51.3K - $56.4K
|
11.5K
$2.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
216+ 7.94% |
$51.1K - $56.1K
|
2.94K
$531K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
215New |
$50.8K - $55.9K
|
215
$38.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
209+ 19.07% |
$49.4K - $54.3K
|
1.31K
$236K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$47.3K - $52K
|
200
$36.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
200+ 3.51% |
$47.3K - $52K
|
5.9K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
197+ 1.08% |
$46.6K - $51.2K
|
18.5K
$3.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
196+ 1.01% |
$46.3K - $50.9K
|
19.7K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
195+ 9.66% |
$46.1K - $50.7K
|
2.21K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
191+ 22.63% |
$45.2K - $49.6K
|
1.04K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
183+ 7.38% |
$43.3K - $47.5K
|
2.66K
$481K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
175+ 6.39% |
$41.4K - $45.5K
|
2.91K
$527K
|
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
BUY
|
- |
172+ 1.63% |
$40.7K - $44.7K
|
10.7K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
171+ 3.59% |
$40.4K - $44.4K
|
4.93K
$892K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
169+ 2.34% |
$40K - $43.9K
|
7.38K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
166+ 0.86% |
$39.2K - $43.1K
|
19.4K
$3.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
162+ 6.81% |
$38.3K - $42.1K
|
2.54K
$459K
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
160+ 2.75% |
$37.8K - $41.6K
|
5.98K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
156+ 2.91% |
$36.9K - $40.5K
|
5.51K
$996K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
156+ 10.55% |
$36.9K - $40.5K
|
1.64K
$296K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
156+ 12.43% |
$36.9K - $40.5K
|
1.41K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
154+ 0.64% |
$36.4K - $40K
|
24.3K
$4.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
153+ 7.67% |
$36.2K - $39.8K
|
2.15K
$389K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
150New |
$35.5K - $39K
|
150
$27.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
150+ 22.66% |
$35.5K - $39K
|
812
$147K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
150New |
$35.5K - $39K
|
150
$27.1K
|