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
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
322+ 1.83% |
$79.7K - $87.8K
|
18K
$3.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
308+ 0.4% |
$76.2K - $84K
|
78.1K
$13.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
306+ 7.38% |
$75.7K - $83.5K
|
4.45K
$748K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
304+ 6.9% |
$75.2K - $82.9K
|
4.71K
$791K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
300+ 99.01% |
$74.2K - $81.8K
|
603
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
300+ 21.74% |
$74.2K - $81.8K
|
1.68K
$282K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
294+ 5.72% |
$72.8K - $80.2K
|
5.44K
$913K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
272+ 32.0% |
$67.3K - $74.2K
|
1.12K
$188K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
265+ 2.79% |
$65.6K - $72.3K
|
9.76K
$1.64M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
264+ 8.46% |
$65.3K - $72K
|
3.39K
$569K
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
254+ 0.22% |
$62.9K - $69.3K
|
114K
$19.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
254+ 298.82% |
$62.9K - $69.3K
|
339
$56.9K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
245+ 16.28% |
$60.6K - $66.8K
|
1.75K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
237+ 0.38% |
$58.7K - $64.7K
|
62.1K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
235+ 7.89% |
$58.2K - $64.1K
|
3.21K
$540K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
230+ 1.83% |
$56.9K - $62.7K
|
12.8K
$2.15M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
230+ 0.5% |
$56.9K - $62.7K
|
46.4K
$7.8M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
229New |
$56.7K - $62.5K
|
229
$38.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
227+ 1.02% |
$56.2K - $61.9K
|
22.6K
$3.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
226+ 7.89% |
$55.9K - $61.7K
|
3.09K
$519K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
218+ 4.78% |
$53.9K - $59.5K
|
4.78K
$802K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
217+ 16.1% |
$53.7K - $59.2K
|
1.57K
$263K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
215+ 100.0% |
$53.2K - $58.7K
|
430
$72.2K
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
215+ 17.06% |
$53.2K - $58.7K
|
1.48K
$248K
|
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
209+ 0.92% |
$51.7K - $57K
|
23K
$3.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
209+ 9.96% |
$51.7K - $57K
|
2.31K
$387K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
208+ 3.22% |
$51.5K - $56.7K
|
6.68K
$1.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
207+ 2.62% |
$51.2K - $56.5K
|
8.11K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
207+ 1.21% |
$51.2K - $56.5K
|
17.3K
$2.91M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
202+ 1.76% |
$50K - $55.1K
|
11.7K
$1.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
200+ 1.98% |
$49.5K - $54.6K
|
10.3K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$49.5K - $54.6K
|
200
$33.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
199+ 8.71% |
$49.2K - $54.3K
|
2.48K
$417K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
199+ 9.52% |
$49.2K - $54.3K
|
2.29K
$385K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
194+ 0.89% |
$48K - $52.9K
|
22K
$3.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
194+ 1.37% |
$48K - $52.9K
|
14.3K
$2.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
192New |
$47.5K - $52.4K
|
192
$32.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
186+ 1.85% |
$46K - $50.7K
|
10.2K
$1.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
184+ 3.75% |
$45.5K - $50.2K
|
5.09K
$855K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
183+ 17.15% |
$45.3K - $49.9K
|
1.25K
$210K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
178+ 0.73% |
$44K - $48.6K
|
24.7K
$4.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
177+ 21.25% |
$43.8K - $48.3K
|
1.01K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
176+ 1.09% |
$43.6K - $48K
|
16.3K
$2.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
174+ 1.94% |
$43.1K - $47.5K
|
9.15K
$1.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
172+ 3.85% |
$42.6K - $46.9K
|
4.64K
$780K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
171+ 0.37% |
$42.3K - $46.6K
|
47K
$7.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ns Partners LTD
|
BUY
|
- |
167+ 0.51% |
$41.3K - $45.6K
|
33K
$5.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
166New |
$41.1K - $45.3K
|
166
$27.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
166+ 0.99% |
$41.1K - $45.3K
|
17K
$2.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
164New |
$40.6K - $44.7K
|
164
$27.5K
|