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 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$218 - $249
|
2.21K
$496K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-1- 0.04% |
$218 - $249
|
2.66K
$596K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-1- 0.02% |
$218 - $249
|
5.24K
$1.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1- 0.08% |
$218 - $249
|
1.3K
$290K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.27% |
$218 - $249
|
78
$17.5K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1- 0.1% |
$218 - $249
|
1K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 0.98% |
$218 - $249
|
101
$22.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-2- 0.1% |
$436 - $498
|
2.08K
$467K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2- 1.65% |
$436 - $498
|
119
$26.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 3.66% |
$655 - $748
|
79
$17.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-3- 0.3% |
$655 - $748
|
1K
$224K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-4- 1.81% |
$873 - $997
|
217
$48.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5- 0.27% |
$1.09K - $1.25K
|
1.83K
$411K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-5- 4.46% |
$1.09K - $1.25K
|
107
$24K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-6- 0.26% |
$1.31K - $1.5K
|
2.31K
$518K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 0.97% |
$1.53K - $1.74K
|
716
$161K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-9- 21.95% |
$1.96K - $2.24K
|
32
$7.18K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9- 7.89% |
$1.96K - $2.24K
|
105
$23.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-9- 0.17% |
$1.96K - $2.24K
|
5.28K
$1.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-10- 0.55% |
$2.18K - $2.49K
|
1.81K
$405K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-10- 0.91% |
$2.18K - $2.49K
|
1.09K
$245K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-10- 0.4% |
$2.18K - $2.49K
|
2.52K
$564K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-10- 0.46% |
$2.18K - $2.49K
|
2.15K
$482K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-11- 0.04% |
$2.4K - $2.74K
|
26.6K
$5.96M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-11- 0.06% |
$2.4K - $2.74K
|
19.8K
$4.44M
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-12- 0.32% |
$2.62K - $2.99K
|
3.7K
$829K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-13- 0.69% |
$2.84K - $3.24K
|
1.87K
$420K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-13- 11.5% |
$2.84K - $3.24K
|
100
$22.4K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-14- 0.76% |
$3.06K - $3.49K
|
1.83K
$410K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14- 0.01% |
$3.06K - $3.49K
|
116K
$25.9M
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-15- 0.2% |
$3.27K - $3.74K
|
7.37K
$1.65M
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-16- 1.6% |
$3.49K - $3.99K
|
982
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-17- 0.33% |
$3.71K - $4.24K
|
5.09K
$1.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-18- 1.55% |
$3.93K - $4.49K
|
1.14K
$257K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-18- 64.29% |
$3.93K - $4.49K
|
10
$2.24K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18- 2.46% |
$3.93K - $4.49K
|
714
$160K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-19- 0.34% |
$4.15K - $4.73K
|
5.52K
$1.24M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-20- 10.31% |
$4.36K - $4.98K
|
174
$39K
|
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.73% |
$4.36K - $4.98K
|
2.73K
$613K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-20- 35.09% |
$4.36K - $4.98K
|
37
$8.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-20- 1.32% |
$4.36K - $4.98K
|
1.5K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-20- 0.64% |
$4.36K - $4.98K
|
3.12K
$700K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-20- 10.31% |
$4.36K - $4.98K
|
174
$39K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-21- 3.38% |
$4.58K - $5.23K
|
600
$135K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-22- 1.22% |
$4.8K - $5.48K
|
1.78K
$399K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-24- 0.26% |
$5.24K - $5.98K
|
9.13K
$2.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-24- 1.18% |
$5.24K - $5.98K
|
2.01K
$451K
|
|
|
Jul 26, 2023
Q2 2023
|
Lipe & Dalton
|
SELL
|
- |
-24- 0.44% |
$5.24K - $5.98K
|
5.48K
$1.23M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-25- 6.54% |
$5.46K - $6.23K
|
357
$80.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-25- 3.66% |
$5.46K - $6.23K
|
658
$148K
|