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 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.41K+ 58.45% |
$745K - $851K
|
9.26K
$2.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
3.38K+ 608.47% |
$737K - $842K
|
3.93K
$886K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.37K+ 17.74% |
$736K - $840K
|
22.4K
$5.04M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.22K+ 11.21% |
$703K - $803K
|
32K
$7.21M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
3.08K+ 20.99% |
$673K - $768K
|
17.8K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.91K+ 0.61% |
$635K - $725K
|
477K
$108M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.89K+ 30.46% |
$631K - $721K
|
12.4K
$2.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
2.87KNew |
$625K - $714K
|
2.87K
$646K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.7K+ 11.34% |
$588K - $672K
|
26.5K
$5.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
2.66K+ 16.75% |
$581K - $663K
|
18.6K
$4.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.65KNew |
$578K - $660K
|
2.65K
$597K
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.65K+ 103.28% |
$577K - $659K
|
5.21K
$1.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.62K+ 52.37% |
$571K - $652K
|
7.62K
$1.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.58K+ 2.32% |
$563K - $643K
|
114K
$25.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.57KNew |
$562K - $641K
|
2.57K
$580K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.53K+ 20.81% |
$552K - $631K
|
14.7K
$3.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.52KNew |
$550K - $627K
|
2.52K
$568K
|
|
|
Aug 08, 2023
Q2 2023
|
Zenyatta Capital Management LP
|
BUY
|
- |
2.5KNew |
$546K - $623K
|
2.5K
$564K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
2.5K+ 166.67% |
$546K - $623K
|
4K
$902K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
2.47K+ 17.26% |
$539K - $616K
|
16.8K
$3.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.39KNew |
$521K - $595K
|
2.39K
$538K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.35K+ 0.61% |
$512K - $585K
|
385K
$86.9M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.32KNew |
$506K - $577K
|
2.32K
$522K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.29K+ 1.8% |
$499K - $570K
|
129K
$29.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.26K+ 55.06% |
$494K - $564K
|
6.38K
$1.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
BUY
|
- |
2.2KNew |
$480K - $548K
|
2.2K
$496K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
2.14K+ 4.73% |
$467K - $534K
|
47.5K
$10.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
2.02KNew |
$442K - $504K
|
2.02K
$456K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.99K+ 10.21% |
$433K - $495K
|
21.4K
$4.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1.99K+ 7.72% |
$433K - $495K
|
27.7K
$6.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.94KNew |
$424K - $484K
|
1.94K
$438K
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.87K+ 84.56% |
$409K - $467K
|
4.09K
$921K
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.86K+ 2.62% |
$406K - $463K
|
72.8K
$16.4M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.79KNew |
$390K - $446K
|
1.79K
$403K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.77KNew |
$386K - $441K
|
1.77K
$399K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.74KNew |
$379K - $432K
|
1.74K
$391K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.72KNew |
$376K - $429K
|
1.72K
$388K
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
BUY
|
- |
1.68KNew |
$367K - $419K
|
1.68K
$379K
|
|
|
Jul 28, 2023
Q2 2023
|
Australian Super Pty LTD
|
BUY
|
- |
1.61KNew |
$352K - $402K
|
1.61K
$363K
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.59K+ 5.28% |
$346K - $395K
|
31.6K
$7.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.57K+ 81.05% |
$342K - $390K
|
3.5K
$788K
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.54KNew |
$336K - $384K
|
1.54K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.53K+ 18.15% |
$333K - $381K
|
9.95K
$2.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.51K+ 132.28% |
$330K - $377K
|
2.66K
$598K
|
|
|
Aug 14, 2023
Q2 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$327K - $374K
|
1.5K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$327K - $373K
|
1.5K
$337K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.49KNew |
$326K - $372K
|
1.49K
$337K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.48KNew |
$322K - $368K
|
1.48K
$333K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.45K+ 21.65% |
$317K - $362K
|
8.15K
$1.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.42K+ 0.43% |
$309K - $353K
|
334K
$75.2M
|