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 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
9+ 0.32% |
$1.96K - $2.24K
|
2.87K
$643K
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
9+ 0.0% |
$1.96K - $2.24K
|
2.01M
$451M
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8+ 0.43% |
$1.75K - $1.99K
|
1.88K
$421K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8New |
$1.75K - $1.99K
|
8
$1.79K
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
BUY
|
- |
8+ 0.04% |
$1.75K - $1.99K
|
18.6K
$4.18M
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 13.11% |
$1.75K - $1.99K
|
69
$15.5K
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7+ 0.41% |
$1.53K - $1.74K
|
1.73K
$388K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 300.0% |
$1.31K - $1.5K
|
8
$1.79K
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.47% |
$1.31K - $1.5K
|
1.29K
$288K
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
6+ 0.08% |
$1.31K - $1.5K
|
7.82K
$1.75M
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5+ 0.56% |
$1.09K - $1.25K
|
904
$203K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
5+ 1.23% |
$1.09K - $1.25K
|
410
$92K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 1.96% |
$1.09K - $1.25K
|
260
$58.3K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$1.09K - $1.25K
|
5
$1.12K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$1.09K - $1.25K
|
5
$1.12K
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
5+ 0.51% |
$1.09K - $1.25K
|
978
$219K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 1.63% |
$873 - $997
|
249
$55.8K
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 7.41% |
$873 - $997
|
58
$13K
|
|
Jul 28, 2023
Q2 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
4+ 0.36% |
$873 - $997
|
1.11K
$250K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 7.84% |
$873 - $997
|
55
$12.3K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
4+ 5.13% |
$873 - $997
|
82
$18.4K
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4+ 0.02% |
$873 - $997
|
17.2K
$3.87M
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.41% |
$873 - $997
|
979
$220K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4+ 0.27% |
$873 - $997
|
1.49K
$334K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.72% |
$873 - $997
|
563
$126K
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4+ 0.35% |
$873 - $997
|
1.14K
$255K
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3+ 0.29% |
$655 - $748
|
1.06K
$237K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.2% |
$655 - $748
|
1.54K
$345K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3New |
$655 - $748
|
3
$673
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 5.77% |
$655 - $748
|
55
$12.3K
|
|
Aug 09, 2023
Q2 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
3+ 0.01% |
$655 - $748
|
21.7K
$4.86M
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.06% |
$655 - $748
|
4.83K
$1.08M
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.2% |
$436 - $498
|
1.01K
$225K
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2+ 0.08% |
$436 - $498
|
2.44K
$546K
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2+ 0.02% |
$436 - $498
|
9.49K
$2.13M
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2+ 0.16% |
$436 - $498
|
1.25K
$281K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 1.18% |
$218 - $249
|
86
$19.3K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 11.11% |
$218 - $249
|
10
$2.24K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1+ 0.33% |
$218 - $249
|
302
$67.7K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 16.67% |
$218 - $249
|
7
$1.57K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$218 - $249
|
1.29K
$289K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.1% |
$218 - $249
|
996
$223K
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.6% |
$218 - $249
|
168
$37.7K
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1+ 0.11% |
$218 - $249
|
932
$209K
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1+ 0.08% |
$218 - $249
|
1.24K
$278K
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1+ 0.09% |
$218 - $249
|
1.09K
$245K
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.61% |
$218 - $249
|
165
$37K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.75% |
$218 - $249
|
58
$13K
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 0.05% |
$218 - $249
|
2.04K
$458K
|