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 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-139- 3.77% |
$30.3K - $34.6K
|
3.55K
$796K
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-139- 0.39% |
$30.3K - $34.6K
|
35.1K
$7.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-139- 1.76% |
$30.3K - $34.6K
|
7.76K
$1.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-140- 1.71% |
$30.6K - $34.9K
|
8.05K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-143- 10.65% |
$31.2K - $35.6K
|
1.2K
$269K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-144- 2.3% |
$31.4K - $35.9K
|
6.13K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-146- 0.19% |
$31.9K - $36.4K
|
75.3K
$16.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-150- 5.39% |
$32.7K - $37.4K
|
2.63K
$590K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-150- 3.75% |
$32.7K - $37.4K
|
3.86K
$865K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-150- 1.23% |
$32.7K - $37.4K
|
12K
$2.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-151- 2.06% |
$33K - $37.6K
|
7.16K
$1.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-152- 6.47% |
$33.2K - $37.9K
|
2.2K
$492K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-152- 1.72% |
$33.2K - $37.9K
|
8.69K
$1.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-155- 6.27% |
$33.8K - $38.6K
|
2.32K
$520K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-157- 3.97% |
$34.3K - $39.1K
|
3.8K
$853K
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-160- 9.25% |
$34.9K - $39.9K
|
1.57K
$352K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-160- 8.12% |
$34.9K - $39.9K
|
1.81K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-160- 0.38% |
$34.9K - $39.9K
|
41.7K
$9.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-162- 3.5% |
$35.4K - $40.4K
|
4.46K
$1M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-167- 7.74% |
$36.4K - $41.6K
|
1.99K
$446K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-169- 0.78% |
$36.9K - $42.1K
|
21.4K
$4.8M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-170- 6.5% |
$37.1K - $42.4K
|
2.45K
$549K
|
|
|
Aug 02, 2023
Q2 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-174- 0.73% |
$38K - $43.4K
|
23.6K
$5.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Freshford Capital Management, LLC
Rye Brook, NY |
SELL
|
- |
-174- 0.1% |
$38K - $43.4K
|
180K
$40.3M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-174- 0.58% |
$38K - $43.4K
|
29.8K
$6.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-175- 12.4% |
$38.2K - $43.6K
|
1.24K
$277K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-182- 1.33% |
$39.7K - $45.4K
|
13.5K
$3.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-182- 54.65% |
$39.7K - $45.4K
|
151
$33.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-188- 5.1% |
$41K - $46.8K
|
3.5K
$784K
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-188- 15.67% |
$41K - $46.8K
|
1.01K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-188- 15.67% |
$41K - $46.8K
|
1.01K
$227K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-188- 16.76% |
$41K - $46.8K
|
934
$209K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-189- 4.81% |
$41.2K - $47.1K
|
3.74K
$839K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-191- 1.33% |
$41.7K - $47.6K
|
14.1K
$3.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-193- 29.6% |
$42.1K - $48.1K
|
459
$103K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-194- 5.65% |
$42.3K - $48.3K
|
3.24K
$727K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-195- 48.15% |
$42.6K - $48.6K
|
210
$47.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-196- 37.4% |
$42.8K - $48.8K
|
328
$73.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-199- 5.81% |
$43.4K - $49.6K
|
3.23K
$724K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-200- 0.42% |
$43.6K - $49.8K
|
47.8K
$10.7M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.45% |
$43.6K - $49.8K
|
44.4K
$9.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-200- 0.39% |
$43.6K - $49.8K
|
51.4K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-200- 3.39% |
$43.6K - $49.8K
|
5.7K
$1.28M
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-201- 19.02% |
$43.9K - $50.1K
|
856
$192K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-202- 0.88% |
$44.1K - $50.3K
|
22.9K
$5.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-204- 4.09% |
$44.5K - $50.8K
|
4.78K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-205- 1.12% |
$44.7K - $51.1K
|
18.1K
$4.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-206- 10.39% |
$45K - $51.3K
|
1.78K
$399K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-211- 17.42% |
$46K - $52.6K
|
1K
$224K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-214- 2.64% |
$46.7K - $53.3K
|
7.9K
$1.77M
|