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 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
586+ 0.88% |
$145K - $160K
|
67.2K
$12.3M
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
566+ 39.66% |
$140K - $154K
|
1.99K
$365K
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
555+ 0.79% |
$137K - $151K
|
71.1K
$13M
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
550+ 8.27% |
$136K - $150K
|
7.2K
$1.32M
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
530+ 0.86% |
$131K - $145K
|
61.8K
$11.3M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
526+ 20.84% |
$130K - $143K
|
3.05K
$558K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
521+ 18.65% |
$129K - $142K
|
3.31K
$607K
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
516+ 2.76% |
$128K - $141K
|
19.2K
$3.51M
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
509+ 5.5% |
$126K - $139K
|
9.76K
$1.79M
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
506+ 27.8% |
$125K - $138K
|
2.33K
$426K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
503New |
$124K - $137K
|
503
$92.1K
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
500+ 1.53% |
$124K - $136K
|
33.2K
$6.07M
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
500+ 6.31% |
$124K - $136K
|
8.42K
$1.54M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
500+ 37.34% |
$124K - $136K
|
1.84K
$337K
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
500New |
$124K - $136K
|
500
$91.6K
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
480+ 51.89% |
$119K - $131K
|
1.41K
$257K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
469+ 5.43% |
$116K - $128K
|
9.11K
$1.67M
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
462+ 2566.67% |
$114K - $126K
|
480
$87.9K
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
443+ 2.66% |
$110K - $121K
|
17.1K
$3.13M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
439+ 11.11% |
$109K - $120K
|
4.39K
$804K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
434+ 0.38% |
$107K - $118K
|
116K
$21.2M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
431+ 43.76% |
$107K - $118K
|
1.42K
$259K
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
430+ 0.64% |
$106K - $117K
|
67.3K
$12.3M
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
429+ 43.82% |
$106K - $117K
|
1.41K
$258K
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
427+ 2.16% |
$106K - $116K
|
20.2K
$3.7M
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
424+ 16.49% |
$105K - $116K
|
3K
$549K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
420+ 0.71% |
$104K - $115K
|
59.9K
$11M
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
411+ 1.44% |
$102K - $112K
|
28.9K
$5.3M
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
409+ 2.66% |
$101K - $112K
|
15.8K
$2.89M
|
|
Oct 17, 2023
Q3 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
400+ 1.56% |
$99K - $109K
|
26K
$4.77M
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
400+ 37.21% |
$99K - $109K
|
1.48K
$270K
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
390+ 2.55% |
$96.5K - $106K
|
15.7K
$2.87M
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
384+ 20.36% |
$95K - $105K
|
2.27K
$416K
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
BUY
|
- |
382+ 6.67% |
$94.5K - $104K
|
6.11K
$1.12M
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
375+ 11.72% |
$92.8K - $102K
|
3.58K
$655K
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
372+ 19.79% |
$92.1K - $101K
|
2.25K
$412K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
363+ 36.45% |
$89.8K - $99K
|
1.36K
$249K
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
362+ 36.86% |
$89.6K - $98.8K
|
1.34K
$246K
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
360+ 10.14% |
$89.1K - $98.2K
|
3.91K
$716K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
356+ 1.92% |
$88.1K - $97.1K
|
18.9K
$3.46M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
356+ 1.92% |
$88.1K - $97.1K
|
18.9K
$3.46M
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
351+ 0.65% |
$86.9K - $95.8K
|
54.4K
$9.96M
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
348+ 1.17% |
$86.1K - $94.9K
|
30.2K
$5.52M
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
347+ 36.95% |
$85.9K - $94.7K
|
1.29K
$235K
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
338+ 25.59% |
$83.6K - $92.2K
|
1.66K
$304K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
334+ 3.11% |
$82.7K - $91.1K
|
11.1K
$2.03M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
333+ 12.48% |
$82.4K - $90.8K
|
3K
$550K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
330+ 25.6% |
$81.7K - $90K
|
1.62K
$296K
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
328+ 16.36% |
$81.2K - $89.5K
|
2.33K
$427K
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
322+ 1.83% |
$79.7K - $87.8K
|
18K
$3.29M
|