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 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
123+ 0.29% |
$26.8K - $30.7K
|
42.8K
$7.18M
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
123+ 11.09% |
$26.8K - $30.7K
|
1.23K
$207K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
122+ 4.07% |
$26.6K - $30.4K
|
3.12K
$524K
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
121+ 6.11% |
$26.4K - $30.2K
|
2.1K
$353K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
120+ 2.87% |
$26.2K - $29.9K
|
4.3K
$722K
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
119+ 4.23% |
$26K - $29.7K
|
2.93K
$493K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
116+ 2.41% |
$25.3K - $28.9K
|
4.94K
$829K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
113+ 9.52% |
$24.7K - $28.2K
|
1.3K
$218K
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
110+ 25.11% |
$24K - $27.4K
|
548
$92K
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
107+ 0.77% |
$23.4K - $26.7K
|
14K
$2.35M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 71.94% |
$21.8K - $24.9K
|
239
$40.1K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
99+ 0.62% |
$21.6K - $24.7K
|
16.2K
$2.72M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
95New |
$20.7K - $23.7K
|
95
$16K
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
94+ 4.3% |
$20.5K - $23.4K
|
2.28K
$383K
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
91+ 2.13% |
$19.9K - $22.7K
|
4.37K
$733K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
90New |
$19.6K - $22.4K
|
90
$15.1K
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
89+ 2.34% |
$19.4K - $22.2K
|
3.89K
$654K
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
87+ 0.83% |
$19K - $21.7K
|
10.5K
$1.77M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
87+ 1.7% |
$19K - $21.7K
|
5.22K
$876K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
84+ 323.08% |
$18.3K - $20.9K
|
110
$18.5K
|
|
Feb 20, 2025
Q2 2023
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
84+ 9.09% |
$18.3K - $20.9K
|
1.01K
$169K
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
83+ 4.72% |
$18.1K - $20.7K
|
1.84K
$309K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
80+ 3.9% |
$17.5K - $19.9K
|
2.13K
$358K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
77+ 1.12% |
$16.8K - $19.2K
|
6.98K
$1.17M
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
70+ 5.34% |
$15.3K - $17.4K
|
1.38K
$232K
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
67+ 3.83% |
$14.6K - $16.7K
|
1.82K
$305K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
66+ 4.12% |
$14.4K - $16.4K
|
1.67K
$280K
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
64+ 0.58% |
$14K - $15.9K
|
11.1K
$1.87M
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
63+ 161.54% |
$13.7K - $15.7K
|
102
$17.1K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
62+ 1240.0% |
$13.5K - $15.4K
|
67
$11.3K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
61+ 10.29% |
$13.3K - $15.2K
|
654
$110K
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
58+ 0.18% |
$12.7K - $14.5K
|
31.9K
$5.35M
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
51+ 2.45% |
$11.1K - $12.7K
|
2.14K
$359K
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
50New |
$10.9K - $12.5K
|
50
$8.4K
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
50+ 4.15% |
$10.9K - $12.5K
|
1.25K
$211K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 5.35% |
$10.9K - $12.5K
|
985
$165K
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
50+ 0.33% |
$10.9K - $12.5K
|
15.3K
$2.56M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
50+ 1.53% |
$10.9K - $12.5K
|
3.32K
$557K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
49New |
$10.7K - $12.2K
|
49
$8.23K
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
49+ 1.01% |
$10.7K - $12.2K
|
4.89K
$821K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
45+ 3.08% |
$9.82K - $11.2K
|
1.51K
$253K
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
45+ 0.46% |
$9.82K - $11.2K
|
9.73K
$1.63M
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
44+ 1.0% |
$9.6K - $11K
|
4.43K
$744K
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
44+ 22.34% |
$9.6K - $11K
|
241
$40.5K
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
43+ 0.04% |
$9.38K - $10.7K
|
110K
$18.5M
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
42+ 24.0% |
$9.17K - $10.5K
|
217
$36.4K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
41+ 0.48% |
$8.95K - $10.2K
|
8.64K
$1.45M
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
39+ 2.22% |
$8.51K - $9.72K
|
1.79K
$301K
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
38+ 1.35% |
$8.29K - $9.47K
|
2.86K
$479K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
38+ 1.84% |
$8.29K - $9.47K
|
2.1K
$353K
|