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
|
Columbia Trust CO 01012016
|
BUY
|
- |
883New |
$193K - $220K
|
883
$199K
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
881New |
$192K - $220K
|
881
$199K
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
880New |
$192K - $219K
|
880
$198K
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
880+ 182.57% |
$192K - $219K
|
1.36K
$307K
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
877New |
$191K - $219K
|
877
$198K
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
870New |
$190K - $217K
|
870
$196K
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
850New |
$185K - $212K
|
850
$192K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
850New |
$185K - $212K
|
850
$192K
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
850New |
$185K - $212K
|
850
$192K
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
850New |
$185K - $212K
|
850
$192K
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
846New |
$185K - $211K
|
846
$191K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
845New |
$184K - $211K
|
845
$190K
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
BUY
|
- |
840New |
$183K - $209K
|
840
$189K
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
839+ 2.74% |
$183K - $209K
|
31.5K
$7.09M
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
833New |
$182K - $208K
|
833
$188K
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
BUY
|
- |
827+ 551.33% |
$180K - $206K
|
977
$220K
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
818New |
$179K - $204K
|
818
$184K
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
815New |
$178K - $203K
|
815
$184K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
798+ 2.64% |
$174K - $199K
|
31.1K
$7.01M
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
BUY
|
- |
759+ 13.12% |
$166K - $189K
|
6.54K
$1.48M
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
756+ 5.18% |
$165K - $188K
|
15.4K
$3.46M
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
753+ 1.41% |
$164K - $188K
|
54K
$12.2M
|
|
Aug 09, 2023
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
737+ 6.39% |
$161K - $184K
|
12.3K
$2.76M
|
|
Oct 18, 2024
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
737+ 6.39% |
$161K - $184K
|
12.3K
$2.76M
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
717+ 3.02% |
$156K - $179K
|
24.5K
$5.52M
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
710+ 3.7% |
$155K - $177K
|
19.9K
$4.49M
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
703+ 1.05% |
$153K - $175K
|
67.6K
$15.2M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
698New |
$152K - $174K
|
698
$157K
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
697+ 73.06% |
$152K - $174K
|
1.65K
$372K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
686+ 6.68% |
$150K - $171K
|
11K
$2.47M
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
677+ 0.94% |
$148K - $169K
|
72.8K
$16.4M
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
659+ 70.56% |
$144K - $164K
|
1.59K
$359K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
649+ 16.87% |
$142K - $162K
|
4.5K
$1.01M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
640+ 8.31% |
$140K - $159K
|
8.34K
$1.88M
|
|
Aug 10, 2023
Q2 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
626New |
$137K - $156K
|
626
$141K
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
625+ 55.95% |
$136K - $156K
|
1.74K
$393K
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
614+ 2.2% |
$134K - $153K
|
28.5K
$6.43M
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
598+ 2.17% |
$131K - $149K
|
28.1K
$6.34M
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
588+ 2.16% |
$128K - $147K
|
27.9K
$6.28M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
575+ 35.06% |
$125K - $143K
|
2.22K
$499K
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
571+ 8.64% |
$125K - $142K
|
7.18K
$1.62M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
563+ 10.09% |
$123K - $140K
|
6.14K
$1.38M
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
561+ 5.9% |
$122K - $140K
|
10.1K
$2.27M
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
554+ 1.08% |
$121K - $138K
|
51.8K
$11.7M
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
548+ 2.15% |
$120K - $137K
|
26K
$5.87M
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
539+ 0.8% |
$118K - $134K
|
68.3K
$15.4M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
538+ 41.97% |
$117K - $134K
|
1.82K
$410K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
533+ 19.32% |
$116K - $133K
|
3.29K
$742K
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
533+ 2.59% |
$116K - $133K
|
21.1K
$4.75M
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
525+ 5.42% |
$115K - $131K
|
10.2K
$2.3M
|