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 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-278- 21.77% |
$68.8K - $75.8K
|
999
$179K
|
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
SELL
|
- |
-284- 1.52% |
$70.3K - $77.5K
|
18.4K
$3.28M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-288- 24.64% |
$71.3K - $78.6K
|
881
$158K
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-289- 10.98% |
$71.5K - $78.8K
|
2.34K
$419K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-290- 9.74% |
$71.8K - $79.1K
|
2.69K
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-290- 2.91% |
$71.8K - $79.1K
|
9.66K
$1.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-292- 0.44% |
$72.3K - $79.7K
|
66K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-300- 12.5% |
$74.2K - $81.8K
|
2.1K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-300- 49.75% |
$74.2K - $81.8K
|
303
$54.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-300- 21.43% |
$74.2K - $81.8K
|
1.1K
$197K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-305- 18.59% |
$75.5K - $83.2K
|
1.34K
$239K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-310- 8.83% |
$76.7K - $84.6K
|
3.2K
$572K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-320- 18.5% |
$79.2K - $87.3K
|
1.41K
$252K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-324- 2.84% |
$80.2K - $88.4K
|
11.1K
$1.99M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-326- 2.88% |
$80.7K - $88.9K
|
11K
$1.97M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-327- 1.79% |
$80.9K - $89.2K
|
17.9K
$3.2M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-330- 2.78% |
$81.7K - $90K
|
11.5K
$2.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-330- 25.48% |
$81.7K - $90K
|
965
$173K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-330- 4.16% |
$81.7K - $90K
|
7.61K
$1.36M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-332- 0.27% |
$82.2K - $90.6K
|
124K
$22.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-333- 28.17% |
$82.4K - $90.8K
|
849
$152K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-333- 1.73% |
$82.4K - $90.8K
|
18.9K
$3.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-335- 51.86% |
$82.9K - $91.4K
|
311
$55.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-350- 14.82% |
$86.6K - $95.5K
|
2.01K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-350- 9.15% |
$86.6K - $95.5K
|
3.48K
$622K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-352- 5.01% |
$87.1K - $96K
|
6.68K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-356- 32.54% |
$88.1K - $97.1K
|
738
$132K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-362- 7.35% |
$89.6K - $98.8K
|
4.57K
$817K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-383- 17.01% |
$94.8K - $104K
|
1.87K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-387- 6.73% |
$95.8K - $106K
|
5.37K
$960K
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-400- 4.58% |
$99K - $109K
|
8.34K
$1.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-412- 18.7% |
$102K - $112K
|
1.79K
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-417- 1.59% |
$103K - $114K
|
25.9K
$4.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-420- 27.36% |
$104K - $115K
|
1.12K
$199K
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-428- 1.48% |
$106K - $117K
|
28.6K
$5.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-431- 7.46% |
$107K - $118K
|
5.34K
$956K
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-431- 1.33% |
$107K - $118K
|
32K
$5.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-437- 16.54% |
$108K - $119K
|
2.21K
$394K
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-476- 11.85% |
$118K - $130K
|
3.54K
$634K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-478- 9.38% |
$118K - $130K
|
4.62K
$826K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-481- 69.61% |
$119K - $131K
|
210
$37.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-482- 3.85% |
$119K - $131K
|
12K
$2.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-482- 1.43% |
$119K - $131K
|
33.3K
$5.96M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-491- 0.41% |
$122K - $134K
|
118K
$21.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-491- 17.88% |
$122K - $134K
|
2.26K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-495- 17.48% |
$122K - $135K
|
2.34K
$418K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-497- 1.93% |
$123K - $136K
|
25.2K
$4.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-497- 2.33% |
$123K - $136K
|
20.8K
$3.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-500- 9.03% |
$124K - $136K
|
5.04K
$901K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-500- 83.33% |
$124K - $136K
|
100
$17.9K
|