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 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
25+ 10.37% |
$6.19K - $6.82K
|
266
$48.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25+ 15.15% |
$6.19K - $6.82K
|
190
$34.8K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
25+ 10.78% |
$6.19K - $6.82K
|
257
$47.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
24+ 3.72% |
$5.94K - $6.55K
|
670
$123K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23+ 7.01% |
$5.69K - $6.27K
|
351
$64.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
23+ 0.59% |
$5.69K - $6.27K
|
3.92K
$717K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
23+ 0.42% |
$5.69K - $6.27K
|
5.55K
$1.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
22+ 2.04% |
$5.44K - $6K
|
1.1K
$201K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
22+ 0.67% |
$5.44K - $6K
|
3.33K
$609K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
22+ 2.52% |
$5.44K - $6K
|
895
$164K
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
22+ 0.45% |
$5.44K - $6K
|
4.91K
$899K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
21+ 0.07% |
$5.2K - $5.73K
|
28.6K
$5.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.31% |
$4.95K - $5.46K
|
6.4K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20+ 0.7% |
$4.95K - $5.46K
|
2.88K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
20+ 1.74% |
$4.95K - $5.46K
|
1.17K
$214K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
19New |
$4.7K - $5.18K
|
19
$3.48K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19+ 0.1% |
$4.7K - $5.18K
|
19.3K
$3.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
18+ 1.58% |
$4.45K - $4.91K
|
1.16K
$212K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18+ 0.21% |
$4.45K - $4.91K
|
8.71K
$1.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
17+ 1.34% |
$4.21K - $4.64K
|
1.29K
$236K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
17New |
$4.21K - $4.64K
|
17
$3.11K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
15+ 2.29% |
$3.71K - $4.09K
|
670
$123K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
15+ 1.42% |
$3.71K - $4.09K
|
1.07K
$196K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 1.17% |
$3.71K - $4.09K
|
1.3K
$238K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13+ 0.58% |
$3.22K - $3.55K
|
2.27K
$415K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
13+ 0.72% |
$3.22K - $3.55K
|
1.82K
$333K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
13New |
$3.22K - $3.55K
|
13
$2.38K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
13+ 0.78% |
$3.22K - $3.55K
|
1.68K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
13+ 0.36% |
$3.22K - $3.55K
|
3.61K
$661K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 13.92% |
$2.72K - $3K
|
90
$16.5K
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11+ 0.48% |
$2.72K - $3K
|
2.31K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
11+ 0.45% |
$2.72K - $3K
|
2.45K
$448K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10+ 1.14% |
$2.47K - $2.73K
|
890
$163K
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
10+ 0.26% |
$2.47K - $2.73K
|
3.87K
$708K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10+ 2.48% |
$2.47K - $2.73K
|
414
$75.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
9New |
$2.23K - $2.46K
|
9
$1.65K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
9New |
$2.23K - $2.46K
|
9
$1.65K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
9+ 13.64% |
$2.23K - $2.46K
|
75
$13.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 4.6% |
$1.98K - $2.18K
|
182
$33.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
8+ 0.02% |
$1.98K - $2.18K
|
35.2K
$6.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 4.76% |
$1.98K - $2.18K
|
176
$32.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8+ 0.48% |
$1.98K - $2.18K
|
1.68K
$307K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
8+ 0.14% |
$1.98K - $2.18K
|
5.71K
$1.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8+ 0.27% |
$1.98K - $2.18K
|
3.02K
$552K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 4.6% |
$1.98K - $2.18K
|
182
$33.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6+ 0.44% |
$1.48K - $1.64K
|
1.38K
$253K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
6+ 0.45% |
$1.48K - $1.64K
|
1.35K
$247K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
5+ 0.61% |
$1.24K - $1.36K
|
823
$151K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
5+ 0.25% |
$1.24K - $1.36K
|
2.02K
$369K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5+ 0.22% |
$1.24K - $1.36K
|
2.27K
$415K
|