Purchases and Sales Made in Q3 2023 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
79+ 2.49% |
$19.6K - $21.6K
|
3.25K
$596K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
79+ 3.3% |
$19.6K - $21.6K
|
2.48K
$453K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
78+ 8.73% |
$19.3K - $21.3K
|
971
$178K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
78+ 8.73% |
$19.3K - $21.3K
|
971
$178K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
76+ 10.64% |
$18.8K - $20.7K
|
790
$145K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
74+ 0.97% |
$18.3K - $20.2K
|
7.71K
$1.41M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
74+ 3.11% |
$18.3K - $20.2K
|
2.46K
$450K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
71+ 4.06% |
$17.6K - $19.4K
|
1.82K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
71+ 57.26% |
$17.6K - $19.4K
|
195
$35.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
68+ 0.37% |
$16.8K - $18.6K
|
18.5K
$3.38M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
68+ 2.71% |
$16.8K - $18.6K
|
2.58K
$472K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
64New |
$15.8K - $17.5K
|
64
$11.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
62+ 0.83% |
$15.3K - $16.9K
|
7.51K
$1.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
61New |
$15.1K - $16.6K
|
61
$11.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60+ 1.48% |
$14.8K - $16.4K
|
4.12K
$754K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
60+ 1.34% |
$14.8K - $16.4K
|
4.55K
$832K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
57+ 3.03% |
$14.1K - $15.5K
|
1.94K
$355K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
55+ 5500.0% |
$13.6K - $15K
|
56
$10.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
55+ 2.54% |
$13.6K - $15K
|
2.22K
$407K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
55+ 0.65% |
$13.6K - $15K
|
8.47K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
53+ 2.86% |
$13.1K - $14.5K
|
1.91K
$349K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
53+ 7.59% |
$13.1K - $14.5K
|
751
$138K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
52New |
$12.9K - $14.2K
|
52
$9.52K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
52+ 0.32% |
$12.9K - $14.2K
|
16.1K
$2.96M
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
52+ 0.5% |
$12.9K - $14.2K
|
10.4K
$1.91M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
50+ 2.42% |
$12.4K - $13.6K
|
2.11K
$387K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
50+ 1.99% |
$12.4K - $13.6K
|
2.57K
$470K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
44+ 0.27% |
$10.9K - $12K
|
16.2K
$2.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
44+ 1466.67% |
$10.9K - $12K
|
47
$8.61K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
42+ 4.17% |
$10.4K - $11.5K
|
1.05K
$192K
|
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
BUY
|
- |
39+ 0.53% |
$9.65K - $10.6K
|
7.43K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
39+ 1.56% |
$9.65K - $10.6K
|
2.53K
$464K
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
BUY
|
- |
37+ 2.2% |
$9.16K - $10.1K
|
1.72K
$315K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
37+ 4.09% |
$9.16K - $10.1K
|
941
$172K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
34+ 0.06% |
$8.41K - $9.28K
|
55.6K
$10.2M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
34+ 3.93% |
$8.41K - $9.28K
|
900
$165K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
34+ 1.98% |
$8.41K - $9.28K
|
1.76K
$321K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
33+ 0.67% |
$8.17K - $9K
|
4.97K
$910K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
32+ 14.75% |
$7.92K - $8.73K
|
249
$45.6K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
31+ 1.77% |
$7.67K - $8.46K
|
1.79K
$327K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
30+ 11.63% |
$7.42K - $8.18K
|
288
$52.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
30+ 1.71% |
$7.42K - $8.18K
|
1.79K
$327K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
30+ 2.06% |
$7.42K - $8.18K
|
1.49K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
30+ 1.94% |
$7.42K - $8.18K
|
1.57K
$288K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
30+ 3.07% |
$7.42K - $8.18K
|
1.01K
$184K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
30+ 1.94% |
$7.42K - $8.18K
|
1.57K
$288K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
29+ 14.5% |
$7.18K - $7.91K
|
229
$41.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
28+ 0.06% |
$6.93K - $7.64K
|
47.6K
$8.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
28+ 15.56% |
$6.93K - $7.64K
|
208
$38.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
26+ 0.46% |
$6.43K - $7.09K
|
5.73K
$1.05M
|