Purchases and Sales Made in Q2 2023 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
34+ 2.54% |
$7.42K - $8.47K
|
1.38K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
34+ 1.84% |
$7.42K - $8.47K
|
1.88K
$422K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
33+ 1.08% |
$7.2K - $8.22K
|
3.09K
$693K
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
33+ 0.35% |
$7.2K - $8.22K
|
9.47K
$2.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
33+ 3.7% |
$7.2K - $8.22K
|
924
$207K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
32+ 0.38% |
$6.98K - $7.97K
|
8.41K
$1.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
32+ 0.42% |
$6.98K - $7.97K
|
7.64K
$1.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
31+ 1.5% |
$6.77K - $7.72K
|
2.09K
$469K
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
31+ 0.23% |
$6.77K - $7.72K
|
13.6K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
31+ 33.33% |
$6.77K - $7.72K
|
124
$27.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
30+ 0.3% |
$6.55K - $7.48K
|
9.87K
$2.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
30+ 2.15% |
$6.55K - $7.48K
|
1.43K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
29+ 1.28% |
$6.33K - $7.23K
|
2.3K
$516K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
27+ 1.28% |
$5.89K - $6.73K
|
2.14K
$479K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
27+ 0.41% |
$5.89K - $6.73K
|
6.56K
$1.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
26+ 1.36% |
$5.67K - $6.48K
|
1.94K
$436K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
26New |
$5.67K - $6.48K
|
26
$5.83K
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
25+ 2.58% |
$5.46K - $6.23K
|
993
$223K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 7.14% |
$5.46K - $6.23K
|
375
$84.1K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 7.14% |
$5.46K - $6.23K
|
375
$84.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
24+ 0.54% |
$5.24K - $5.98K
|
4.49K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
24+ 0.94% |
$5.24K - $5.98K
|
2.57K
$577K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
22+ 0.36% |
$4.8K - $5.48K
|
6.13K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
22New |
$4.8K - $5.48K
|
22
$4.93K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
21+ 4.69% |
$4.58K - $5.23K
|
469
$105K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
20+ 1.31% |
$4.36K - $4.98K
|
1.55K
$348K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
18New |
$3.93K - $4.49K
|
18
$4.04K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
18+ 11.11% |
$3.93K - $4.49K
|
180
$40.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
17+ 0.3% |
$3.71K - $4.24K
|
5.77K
$1.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
17+ 1.31% |
$3.71K - $4.24K
|
1.32K
$296K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
17New |
$3.71K - $4.24K
|
17
$3.81K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
16+ 10.67% |
$3.49K - $3.99K
|
166
$37.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
16+ 0.27% |
$3.49K - $3.99K
|
5.91K
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15+ 0.2% |
$3.27K - $3.74K
|
7.45K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
15New |
$3.27K - $3.74K
|
15
$3.36K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14New |
$3.06K - $3.49K
|
14
$3.14K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 8.84% |
$2.84K - $3.24K
|
160
$35.9K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
13+ 0.93% |
$2.84K - $3.24K
|
1.41K
$317K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
13+ 0.82% |
$2.84K - $3.24K
|
1.59K
$357K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
12+ 0.03% |
$2.62K - $2.99K
|
42.9K
$9.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
12+ 0.03% |
$2.62K - $2.99K
|
47.6K
$10.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
12+ 0.73% |
$2.62K - $2.99K
|
1.66K
$373K
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
11+ 0.35% |
$2.4K - $2.74K
|
3.18K
$712K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11+ 0.56% |
$2.4K - $2.74K
|
1.99K
$446K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
11+ 0.87% |
$2.4K - $2.74K
|
1.27K
$285K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
11+ 0.19% |
$2.4K - $2.74K
|
5.79K
$1.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
11+ 0.71% |
$2.4K - $2.74K
|
1.57K
$352K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11+ 0.04% |
$2.4K - $2.74K
|
28.5K
$6.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10New |
$2.18K - $2.49K
|
10
$2.24K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
9New |
$1.96K - $2.24K
|
9
$2.02K
|