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 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-25- 1.35% |
$5.46K - $6.23K
|
1.83K
$409K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-25- 0.36% |
$5.46K - $6.23K
|
6.97K
$1.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-25- 0.79% |
$5.46K - $6.23K
|
3.13K
$702K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-25- 1.52% |
$5.46K - $6.23K
|
1.62K
$362K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-25- 1.41% |
$5.46K - $6.23K
|
1.75K
$392K
|
|
|
Aug 08, 2023
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-25- 0.01% |
$5.46K - $6.23K
|
267K
$60M
|
|
|
Feb 13, 2024
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-25- 0.01% |
$5.46K - $6.23K
|
267K
$60M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-26- 29.55% |
$5.67K - $6.48K
|
62
$13.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-26- 1.59% |
$5.67K - $6.48K
|
1.61K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-26- 0.69% |
$5.67K - $6.48K
|
3.75K
$841K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-27- 2.61% |
$5.89K - $6.73K
|
1.01K
$226K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-28- 0.54% |
$6.11K - $6.98K
|
5.14K
$1.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-29- 1.01% |
$6.33K - $7.23K
|
2.83K
$635K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-30- 48.39% |
$6.55K - $7.48K
|
32
$7.18K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-30- 1.3% |
$6.55K - $7.48K
|
2.29K
$512K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-30- 1.34% |
$6.55K - $7.48K
|
2.2K
$494K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-30- 1.17% |
$6.55K - $7.48K
|
2.52K
$566K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-30- 26.09% |
$6.55K - $7.48K
|
85
$19.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-30- 2.71% |
$6.55K - $7.48K
|
1.08K
$241K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-30- 2.71% |
$6.55K - $7.48K
|
1.08K
$241K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-32- 13.79% |
$6.98K - $7.97K
|
200
$44.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-32- 0.23% |
$6.98K - $7.97K
|
13.9K
$3.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-34- 0.93% |
$7.42K - $8.47K
|
3.62K
$813K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-34- 1.9% |
$7.42K - $8.47K
|
1.76K
$394K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-37- 2.28% |
$8.07K - $9.22K
|
1.59K
$356K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-38- 0.2% |
$8.29K - $9.47K
|
19.1K
$4.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-38- 0.11% |
$8.29K - $9.47K
|
33.8K
$7.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-39- 2.87% |
$8.51K - $9.72K
|
1.32K
$296K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-39- 1.62% |
$8.51K - $9.72K
|
2.37K
$531K
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-40- 0.56% |
$8.73K - $9.97K
|
7.05K
$1.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-40- 2.44% |
$8.73K - $9.97K
|
1.6K
$359K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-42- 0.78% |
$9.17K - $10.5K
|
5.32K
$1.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-44- 1.13% |
$9.6K - $11K
|
3.86K
$866K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-44- 1.26% |
$9.6K - $11K
|
3.45K
$773K
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-44- 3.22% |
$9.6K - $11K
|
1.32K
$297K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-44- 1.22% |
$9.6K - $11K
|
3.55K
$797K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-45- 2.03% |
$9.82K - $11.2K
|
2.17K
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-45- 0.27% |
$9.82K - $11.2K
|
16.7K
$3.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-47- 0.25% |
$10.3K - $11.7K
|
19.1K
$4.28M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-47- 1.66% |
$10.3K - $11.7K
|
2.79K
$625K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-48- 5.09% |
$10.5K - $12K
|
895
$201K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-49- 0.68% |
$10.7K - $12.2K
|
7.13K
$1.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-50- 2.07% |
$10.9K - $12.5K
|
2.36K
$530K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-51- 6.34% |
$11.1K - $12.7K
|
753
$169K
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-51- 1.46% |
$11.1K - $12.7K
|
3.43K
$769K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-53- 2.11% |
$11.6K - $13.2K
|
2.46K
$551K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-55- 4.59% |
$12K - $13.7K
|
1.14K
$256K
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-56- 0.73% |
$12.2K - $14K
|
7.59K
$1.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-57- 2.13% |
$12.4K - $14.2K
|
2.62K
$588K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-57- 6.18% |
$12.4K - $14.2K
|
866
$194K
|