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
|
Marco Investment Management LLC
|
BUY
|
- |
225+ 3.5% |
$49.1K - $56.1K
|
6.65K
$1.5M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
224+ 10.38% |
$48.9K - $55.8K
|
2.38K
$537K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
222+ 15.64% |
$48.4K - $55.3K
|
1.64K
$370K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
220+ 0.62% |
$48K - $54.8K
|
35.6K
$8.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
BUY
|
- |
215+ 3.93% |
$46.9K - $53.6K
|
5.69K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
213+ 3.31% |
$46.5K - $53.1K
|
6.65K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
212+ 3.84% |
$46.3K - $52.8K
|
5.73K
$1.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
210+ 0.97% |
$45.8K - $52.3K
|
21.8K
$4.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
210+ 318.18% |
$45.8K - $52.3K
|
276
$62.2K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
200+ 1333.33% |
$43.6K - $49.8K
|
215
$48.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
200+ 12.4% |
$43.6K - $49.8K
|
1.81K
$409K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
198+ 3.56% |
$43.2K - $49.3K
|
5.75K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
195New |
$42.6K - $48.6K
|
195
$44K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
194+ 1.04% |
$42.3K - $48.3K
|
18.8K
$4.25M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
193+ 1.31% |
$42.1K - $48.1K
|
15K
$3.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
193+ 9.87% |
$42.1K - $48.1K
|
2.15K
$484K
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
188+ 4.19% |
$41K - $46.8K
|
4.67K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
188+ 1.03% |
$41K - $46.8K
|
18.4K
$4.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
188+ 2.27% |
$41K - $46.8K
|
8.48K
$1.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
184+ 3.7% |
$40.2K - $45.9K
|
5.16K
$1.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
183+ 4.68% |
$39.9K - $45.6K
|
4.09K
$922K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
180+ 4.15% |
$39.3K - $44.9K
|
4.52K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
176+ 11.39% |
$38.4K - $43.9K
|
1.72K
$388K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
175+ 137.8% |
$38.2K - $43.6K
|
302
$68.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
173+ 11.13% |
$37.8K - $43.1K
|
1.73K
$389K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
164+ 5.4% |
$35.8K - $40.9K
|
3.2K
$722K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
163+ 0.68% |
$35.6K - $40.6K
|
24K
$5.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
160+ 70.18% |
$34.9K - $39.9K
|
388
$87.5K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
154+ 3.5% |
$33.6K - $38.4K
|
4.56K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
154+ 1.5% |
$33.6K - $38.4K
|
10.4K
$2.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
154+ 7.26% |
$33.6K - $38.4K
|
2.28K
$513K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
151+ 3.5% |
$33K - $37.6K
|
4.47K
$1.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
150+ 7.84% |
$32.7K - $37.4K
|
2.06K
$465K
|
|
|
Jul 26, 2023
Q2 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
150+ 0.59% |
$32.7K - $37.4K
|
25.6K
$5.78M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
150+ 937.5% |
$32.7K - $37.4K
|
166
$37.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
144+ 12.64% |
$31.4K - $35.9K
|
1.28K
$289K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
143+ 7.69% |
$31.2K - $35.6K
|
2K
$451K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
142+ 1.34% |
$31K - $35.4K
|
10.8K
$2.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
140New |
$30.6K - $34.9K
|
140
$31.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
BUY
|
- |
139+ 14.4% |
$30.3K - $34.6K
|
1.1K
$249K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
137+ 10.15% |
$29.9K - $34.1K
|
1.49K
$335K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
133+ 6.28% |
$29K - $33.1K
|
2.25K
$508K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
133+ 5.63% |
$29K - $33.1K
|
2.5K
$562K
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
130+ 6.09% |
$28.4K - $32.4K
|
2.26K
$510K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
130+ 3.82% |
$28.4K - $32.4K
|
3.53K
$795K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
129+ 6.55% |
$28.2K - $32.1K
|
2.1K
$473K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
127+ 0.99% |
$27.7K - $31.6K
|
13K
$2.92M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
125+ 1.62% |
$27.3K - $31.1K
|
7.82K
$1.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
125+ 3.38% |
$27.3K - $31.1K
|
3.83K
$862K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
125+ 23.99% |
$27.3K - $31.1K
|
646
$146K
|