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 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-26- 0.09% |
$6.43K - $7.09K
|
28.4K
$5.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26- 2.16% |
$6.43K - $7.09K
|
1.18K
$215K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-27- 0.06% |
$6.68K - $7.37K
|
42.8K
$7.81M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-27- 31.4% |
$6.68K - $7.37K
|
59
$10.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-27- 1.29% |
$6.68K - $7.37K
|
2.07K
$377K
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-28- 2.66% |
$6.93K - $7.64K
|
1.03K
$187K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-28- 0.25% |
$6.93K - $7.64K
|
11.1K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-28- 0.56% |
$6.93K - $7.64K
|
4.97K
$905K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-29- 0.8% |
$7.18K - $7.91K
|
3.59K
$655K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-29- 1.69% |
$7.18K - $7.91K
|
1.69K
$307K
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-30- 3.05% |
$7.42K - $8.18K
|
952
$173K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-30- 3.04% |
$7.42K - $8.18K
|
957
$174K
|
|
|
Nov 08, 2023
Q3 2023
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-30- 0.81% |
$7.42K - $8.18K
|
3.7K
$673K
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-30- 0.32% |
$7.42K - $8.18K
|
9.4K
$1.71M
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-32- 11.68% |
$7.92K - $8.73K
|
242
$44.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-32- 1.2% |
$7.92K - $8.73K
|
2.63K
$478K
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-34- 0.48% |
$8.41K - $9.28K
|
7.11K
$1.3M
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-34- 0.23% |
$8.41K - $9.28K
|
14.5K
$2.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-35- 2.8% |
$8.66K - $9.55K
|
1.22K
$221K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-35- 3.58% |
$8.66K - $9.55K
|
943
$172K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-36- 1.9% |
$8.91K - $9.82K
|
1.86K
$339K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-36- 3.93% |
$8.91K - $9.82K
|
880
$160K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-37- 2.08% |
$9.16K - $10.1K
|
1.74K
$317K
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-38- 0.52% |
$9.4K - $10.4K
|
7.33K
$1.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-38- 3.9% |
$9.4K - $10.4K
|
936
$171K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-38- 0.93% |
$9.4K - $10.4K
|
4.05K
$738K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-38- 0.79% |
$9.4K - $10.4K
|
4.74K
$864K
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
SELL
|
- |
-40- 4.76% |
$9.9K - $10.9K
|
800
$146K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-40- 2.59% |
$9.9K - $10.9K
|
1.51K
$274K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-42- 2.34% |
$10.4K - $11.5K
|
1.75K
$319K
|
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-44- 2.01% |
$10.9K - $12K
|
2.15K
$391K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-45- 2.51% |
$11.1K - $12.3K
|
1.75K
$319K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-45- 0.63% |
$11.1K - $12.3K
|
7.09K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-46- 0.03% |
$11.4K - $12.5K
|
139K
$25.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-50- 8.4% |
$12.4K - $13.6K
|
545
$99.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-50- 3.25% |
$12.4K - $13.6K
|
1.49K
$272K
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 20.0% |
$12.4K - $13.6K
|
200
$36.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Ar Asset Management Inc
|
SELL
|
- |
-50- 0.46% |
$12.4K - $13.6K
|
10.8K
$1.97M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 20.0% |
$12.4K - $13.6K
|
200
$36.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-51- 0.41% |
$12.6K - $13.9K
|
12.5K
$2.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-52- 0.95% |
$12.9K - $14.2K
|
5.44K
$992K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-52- 3.23% |
$12.9K - $14.2K
|
1.56K
$284K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-53- 0.68% |
$13.1K - $14.5K
|
7.77K
$1.42M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-54- 0.93% |
$13.4K - $14.7K
|
5.73K
$1.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-57- 3.99% |
$14.1K - $15.5K
|
1.37K
$250K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-57- 1.97% |
$14.1K - $15.5K
|
2.84K
$517K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-57- 2.41% |
$14.1K - $15.5K
|
2.31K
$421K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-58- 5.73% |
$14.4K - $15.8K
|
954
$174K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-58- 5.73% |
$14.4K - $15.8K
|
954
$174K
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-60- 0.13% |
$14.8K - $16.4K
|
45.4K
$8.27M
|