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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-6- 5.94% |
$1.48K - $1.64K
|
95
$17.3K
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-7- 0.27% |
$1.73K - $1.91K
|
2.62K
$477K
|
|
Oct 31, 2023
Q3 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-7- 0.09% |
$1.73K - $1.91K
|
8.04K
$1.47M
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7- 0.33% |
$1.73K - $1.91K
|
2.13K
$389K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-7- 0.1% |
$1.73K - $1.91K
|
7.05K
$1.28M
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-7- 0.06% |
$1.73K - $1.91K
|
12.3K
$2.23M
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 8.97% |
$1.73K - $1.91K
|
71
$12.9K
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-7- 0.06% |
$1.73K - $1.91K
|
12.3K
$2.23M
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-8- 0.87% |
$1.98K - $2.18K
|
911
$166K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8- 0.54% |
$1.98K - $2.18K
|
1.48K
$270K
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-9- 0.73% |
$2.23K - $2.46K
|
1.23K
$224K
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-10- 0.91% |
$2.47K - $2.73K
|
1.08K
$198K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-10- 0.15% |
$2.47K - $2.73K
|
6.58K
$1.2M
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-10- 2.44% |
$2.47K - $2.73K
|
400
$72.9K
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10- 0.19% |
$2.47K - $2.73K
|
5.14K
$936K
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-10- 1.01% |
$2.47K - $2.73K
|
980
$179K
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-10- 0.09% |
$2.47K - $2.73K
|
11.5K
$2.09M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-11- 1.05% |
$2.72K - $3K
|
1.03K
$188K
|
|
Oct 26, 2023
Q3 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-12- 1.92% |
$2.97K - $3.27K
|
614
$112K
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-12- 1.46% |
$2.97K - $3.27K
|
811
$148K
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-13- 0.92% |
$3.22K - $3.55K
|
1.4K
$255K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 3.47% |
$3.22K - $3.55K
|
362
$66K
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-14- 1.06% |
$3.46K - $3.82K
|
1.31K
$238K
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-14- 0.88% |
$3.46K - $3.82K
|
1.57K
$286K
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-15- 0.19% |
$3.71K - $4.09K
|
7.76K
$1.41M
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-15- 1.55% |
$3.71K - $4.09K
|
950
$173K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-16- 4.03% |
$3.96K - $4.36K
|
381
$69.4K
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-16- 0.6% |
$3.96K - $4.36K
|
2.64K
$481K
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-16- 9.64% |
$3.96K - $4.36K
|
150
$27.3K
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-16- 9.64% |
$3.96K - $4.36K
|
150
$27.3K
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-17- 1.94% |
$4.21K - $4.64K
|
860
$157K
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-17- 0.08% |
$4.21K - $4.64K
|
21.5K
$3.92M
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-17- 3.42% |
$4.21K - $4.64K
|
480
$87.5K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-17- 3.02% |
$4.21K - $4.64K
|
546
$99.5K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-18- 11.25% |
$4.45K - $4.91K
|
142
$25.9K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19- 0.3% |
$4.7K - $5.18K
|
6.38K
$1.16M
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-20- 18.69% |
$4.95K - $5.46K
|
87
$15.9K
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-20- 0.27% |
$4.95K - $5.46K
|
7.37K
$1.34M
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-20- 1.61% |
$4.95K - $5.46K
|
1.22K
$222K
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-21- 0.48% |
$5.2K - $5.73K
|
4.31K
$786K
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
SELL
|
- |
-22- 1.06% |
$5.44K - $6K
|
2.06K
$375K
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-22- 2.01% |
$5.44K - $6K
|
1.07K
$195K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-23- 1.16% |
$5.69K - $6.27K
|
1.97K
$358K
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-23- 2.71% |
$5.69K - $6.27K
|
827
$151K
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-23- 1.27% |
$5.69K - $6.27K
|
1.8K
$327K
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-23- 1.67% |
$5.69K - $6.27K
|
1.35K
$246K
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-25- 0.33% |
$6.19K - $6.82K
|
7.5K
$1.37M
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-25- 0.59% |
$6.19K - $6.82K
|
4.24K
$773K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-25- 0.69% |
$6.19K - $6.82K
|
3.61K
$658K
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-25- 0.48% |
$6.19K - $6.82K
|
5.14K
$936K
|