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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-57- 6.42% |
$12.4K - $14.2K
|
831
$186K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-57- 9.55% |
$12.4K - $14.2K
|
540
$121K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-62- 2.68% |
$13.5K - $15.4K
|
2.25K
$505K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-65- 2.01% |
$14.2K - $16.2K
|
3.17K
$711K
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-65- 2.46% |
$14.2K - $16.2K
|
2.57K
$577K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-66- 5.02% |
$14.4K - $16.4K
|
1.25K
$280K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-66- 14.25% |
$14.4K - $16.4K
|
397
$89K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-69- 10.87% |
$15.1K - $17.2K
|
566
$127K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-69- 0.36% |
$15.1K - $17.2K
|
19.3K
$4.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-70- 0.1% |
$15.3K - $17.4K
|
72.3K
$16.2M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-71- 84.52% |
$15.5K - $17.7K
|
13
$2.92K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-75- 0.85% |
$16.4K - $18.7K
|
8.74K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-75- 2.58% |
$16.4K - $18.7K
|
2.83K
$635K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-75- 0.43% |
$16.4K - $18.7K
|
17.3K
$3.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-77- 3.41% |
$16.8K - $19.2K
|
2.18K
$488K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-78- 4.04% |
$17K - $19.4K
|
1.85K
$416K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-80- 1.2% |
$17.5K - $19.9K
|
6.59K
$1.48M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-83- 6.4% |
$18.1K - $20.7K
|
1.21K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-84- 0.81% |
$18.3K - $20.9K
|
10.3K
$2.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-85- 0.29% |
$18.5K - $21.2K
|
29K
$6.5M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-86- 1.72% |
$18.8K - $21.4K
|
4.93K
$1.1M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-89- 8.84% |
$19.4K - $22.2K
|
918
$206K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-89- 1.51% |
$19.4K - $22.2K
|
5.82K
$1.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-90- 0.54% |
$19.6K - $22.4K
|
16.7K
$3.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-91- 9.03% |
$19.9K - $22.7K
|
917
$206K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-91- 8.02% |
$19.9K - $22.7K
|
1.04K
$234K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-92- 6.05% |
$20.1K - $22.9K
|
1.43K
$320K
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-95- 4.38% |
$20.7K - $23.7K
|
2.08K
$465K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-95- 0.98% |
$20.7K - $23.7K
|
9.56K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-96- 32.0% |
$21K - $23.9K
|
204
$45.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-96- 0.86% |
$21K - $23.9K
|
11.1K
$2.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-98- 3.92% |
$21.4K - $24.4K
|
2.4K
$538K
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-100- 0.21% |
$21.8K - $24.9K
|
47.2K
$10.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-100- 0.77% |
$21.8K - $24.9K
|
12.9K
$2.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100- 0.98% |
$21.8K - $24.9K
|
10.1K
$2.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-104- 2.83% |
$22.7K - $25.9K
|
3.57K
$800K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-105- 0.24% |
$22.9K - $26.2K
|
44.4K
$9.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-109- 0.84% |
$23.8K - $27.2K
|
12.9K
$2.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-114- 9.78% |
$24.9K - $28.4K
|
1.05K
$236K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-118- 23.98% |
$25.8K - $29.4K
|
374
$83.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-124- 6.6% |
$27.1K - $30.9K
|
1.76K
$394K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-124- 1.55% |
$27.1K - $30.9K
|
7.88K
$1.77M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-125- 0.35% |
$27.3K - $31.1K
|
35.2K
$7.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-129- 4.15% |
$28.2K - $32.1K
|
2.98K
$668K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-130- 6.76% |
$28.4K - $32.4K
|
1.79K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-130- 2.49% |
$28.4K - $32.4K
|
5.1K
$1.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-131- 11.73% |
$28.6K - $32.6K
|
986
$221K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-136- 1.9% |
$29.7K - $33.9K
|
7.01K
$1.57M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-137- 0.59% |
$29.9K - $34.1K
|
22.9K
$5.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-138- 10.71% |
$30.1K - $34.4K
|
1.15K
$258K
|