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
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
515+ 0.75% |
$112K - $128K
|
69K
$15.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
509+ 620.73% |
$111K - $127K
|
591
$133K
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
508+ 32.67% |
$111K - $127K
|
2.06K
$465K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
490+ 3.0% |
$107K - $122K
|
16.8K
$3.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
480+ 6.48% |
$105K - $120K
|
7.89K
$1.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
467+ 47.17% |
$102K - $116K
|
1.46K
$328K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
465+ 205.75% |
$101K - $116K
|
691
$156K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
455+ 0.25% |
$99.3K - $113K
|
183K
$41.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
448+ 8.52% |
$97.8K - $112K
|
5.7K
$1.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
441+ 48.62% |
$96.2K - $110K
|
1.35K
$304K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
433New |
$94.5K - $108K
|
433
$97.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
428+ 1.39% |
$93.4K - $107K
|
31.2K
$7.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
420New |
$91.7K - $105K
|
420
$94.7K
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
420+ 37.67% |
$91.7K - $105K
|
1.54K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
411+ 3.1% |
$89.7K - $102K
|
13.7K
$3.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
410+ 0.9% |
$89.5K - $102K
|
45.8K
$10.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
405+ 2.23% |
$88.4K - $101K
|
18.6K
$4.18M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
405+ 2.23% |
$88.4K - $101K
|
18.6K
$4.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
401+ 19.01% |
$87.5K - $99.9K
|
2.51K
$566K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
400+ 5.32% |
$87.3K - $99.7K
|
7.92K
$1.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
400New |
$87.3K - $99.7K
|
400
$90.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
390+ 43.97% |
$85.1K - $97.2K
|
1.28K
$288K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
388+ 10.23% |
$84.7K - $96.7K
|
4.18K
$942K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
383+ 2.22% |
$83.6K - $95.4K
|
17.6K
$3.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
371+ 1.05% |
$81K - $92.4K
|
35.8K
$8.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
367+ 0.99% |
$80.1K - $91.5K
|
37.5K
$8.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
350+ 1.56% |
$76.4K - $87.2K
|
22.8K
$5.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
343+ 19.59% |
$74.9K - $85.5K
|
2.09K
$472K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
340+ 2.05% |
$74.2K - $84.7K
|
16.9K
$3.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
337+ 8.85% |
$73.5K - $84K
|
4.15K
$935K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
321+ 20.39% |
$70.1K - $80K
|
1.9K
$427K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
303New |
$66.1K - $75.5K
|
303
$68.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
294+ 10.95% |
$64.2K - $73.3K
|
2.98K
$671K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
293+ 6.35% |
$63.9K - $73K
|
4.91K
$1.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
291+ 7.81% |
$63.5K - $72.5K
|
4.02K
$906K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
291+ 6.42% |
$63.5K - $72.5K
|
4.83K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
279+ 24.84% |
$60.9K - $69.5K
|
1.4K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
270+ 127.36% |
$58.9K - $67.3K
|
482
$109K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
267+ 19.49% |
$58.3K - $66.5K
|
1.64K
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
263+ 10.93% |
$57.4K - $65.5K
|
2.67K
$602K
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
262+ 2.03% |
$57.2K - $65.3K
|
13.2K
$2.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
260+ 1.18% |
$56.7K - $64.8K
|
22.4K
$5.04M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
260+ 5.59% |
$56.7K - $64.8K
|
4.91K
$1.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
241+ 23.38% |
$52.6K - $60.1K
|
1.27K
$287K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
240+ 1.06% |
$52.4K - $59.8K
|
22.9K
$5.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
237+ 12.13% |
$51.7K - $59.1K
|
2.19K
$494K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
234+ 1.21% |
$51.1K - $58.3K
|
19.5K
$4.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
234+ 6.12% |
$51.1K - $58.3K
|
4.06K
$915K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
234+ 7.35% |
$51.1K - $58.3K
|
3.42K
$771K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
232+ 3.53% |
$50.6K - $57.8K
|
6.8K
$1.53M
|