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 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-127- 0.09% |
$31.4K - $34.6K
|
146K
$26.6M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-130- 1.77% |
$32.2K - $35.5K
|
7.2K
$1.31M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-130- 0.78% |
$32.2K - $35.5K
|
16.6K
$3.02M
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-130- 1.68% |
$32.2K - $35.5K
|
7.63K
$1.39M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-131- 20.03% |
$32.4K - $35.7K
|
523
$95.3K
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-132- 10.95% |
$32.7K - $36K
|
1.07K
$196K
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-133- 7.16% |
$32.9K - $36.3K
|
1.72K
$314K
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-133- 2.85% |
$32.9K - $36.3K
|
4.54K
$827K
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-137- 0.18% |
$33.9K - $37.4K
|
75.1K
$13.7M
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-142- 2.5% |
$35.1K - $38.7K
|
5.54K
$1.01M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-143- 13.62% |
$35.4K - $39K
|
907
$165K
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-146- 9.3% |
$36.1K - $39.8K
|
1.42K
$259K
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-150- 9.42% |
$37.1K - $40.9K
|
1.44K
$263K
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-150- 4.56% |
$37.1K - $40.9K
|
3.14K
$572K
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-166- 9.36% |
$41.1K - $45.3K
|
1.61K
$293K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-175- 0.1% |
$43.3K - $47.7K
|
179K
$32.7M
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-175- 2.81% |
$43.3K - $47.7K
|
6.05K
$1.1M
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-180- 1.71% |
$44.5K - $49.1K
|
10.3K
$1.89M
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-180- 6.45% |
$44.5K - $49.1K
|
2.61K
$475K
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-186- 3.2% |
$46K - $50.7K
|
5.63K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-194- 6.85% |
$48K - $52.9K
|
2.64K
$481K
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-195- 12.43% |
$48.3K - $53.2K
|
1.37K
$250K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-197- 2.16% |
$48.8K - $53.7K
|
8.93K
$1.63M
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-200- 10.96% |
$49.5K - $54.6K
|
1.63K
$296K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 4.14% |
$49.5K - $54.6K
|
4.63K
$844K
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-207- 6.61% |
$51.2K - $56.5K
|
2.93K
$533K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-210- 76.09% |
$52K - $57.3K
|
66
$12K
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-215- 2.21% |
$53.2K - $58.7K
|
9.52K
$1.73M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-218- 2.24% |
$53.9K - $59.5K
|
9.5K
$1.73M
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
SELL
|
- |
-222- 1.85% |
$54.9K - $60.6K
|
11.8K
$2.15M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-227- 11.68% |
$56.2K - $61.9K
|
1.72K
$313K
|
|
Nov 01, 2023
Q3 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-230- 3.19% |
$56.9K - $62.7K
|
6.97K
$1.27M
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-232- 0.56% |
$57.4K - $63.3K
|
41.5K
$7.55M
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-238- 1.59% |
$58.9K - $64.9K
|
14.8K
$2.69M
|
|
Nov 13, 2023
Q3 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-239- 4.69% |
$59.1K - $65.2K
|
4.86K
$885K
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-243- 1.8% |
$60.1K - $66.3K
|
13.3K
$2.42M
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-249- 23.67% |
$61.6K - $67.9K
|
803
$146K
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-251- 2.25% |
$62.1K - $68.5K
|
10.9K
$1.98M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-252- 2.06% |
$62.4K - $68.7K
|
12K
$2.18M
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-255- 9.33% |
$63.1K - $69.6K
|
2.48K
$452K
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-256- 11.92% |
$63.4K - $69.8K
|
1.89K
$345K
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-257- 3.17% |
$63.6K - $70.1K
|
7.86K
$1.43M
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-262- 1.66% |
$64.8K - $71.5K
|
15.5K
$2.82M
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-265- 4.43% |
$65.6K - $72.3K
|
5.72K
$1.04M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-265- 5.94% |
$65.6K - $72.3K
|
4.2K
$765K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-270- 56.02% |
$66.8K - $73.7K
|
212
$38.6K
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-272- 9.27% |
$67.3K - $74.2K
|
2.66K
$485K
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-273- 14.53% |
$67.6K - $74.5K
|
1.61K
$293K
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-277- 6.45% |
$68.5K - $75.6K
|
4.02K
$732K
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-278- 21.77% |
$68.8K - $75.8K
|
999
$182K
|