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
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
163+ 0.71% |
$40.3K - $44.5K
|
23.1K
$3.88M
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
162+ 7.12% |
$40.1K - $44.2K
|
2.44K
$409K
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
161New |
$39.8K - $43.9K
|
161
$27K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
158+ 0.51% |
$39.1K - $43.1K
|
31.3K
$5.26M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
154+ 8.49% |
$38.1K - $42K
|
1.97K
$330K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
152+ 6.04% |
$37.6K - $41.5K
|
2.67K
$448K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
152+ 0.86% |
$37.6K - $41.5K
|
17.7K
$2.98M
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
148+ 4.19% |
$36.6K - $40.4K
|
3.68K
$618K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
148+ 12.49% |
$36.6K - $40.4K
|
1.33K
$224K
|
|
Nov 14, 2023
Q3 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
147+ 0.61% |
$36.4K - $40.1K
|
24.3K
$4.07M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
143+ 12.04% |
$35.4K - $39K
|
1.33K
$224K
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
143+ 6.93% |
$35.4K - $39K
|
2.21K
$370K
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
142+ 1.04% |
$35.1K - $38.7K
|
13.8K
$2.32M
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
140+ 4.04% |
$34.6K - $38.2K
|
3.6K
$605K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
133+ 35.56% |
$32.9K - $36.3K
|
507
$85.2K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
133+ 6.19% |
$32.9K - $36.3K
|
2.28K
$383K
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
130+ 209.68% |
$32.2K - $35.5K
|
192
$32.2K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
130+ 5.71% |
$32.2K - $35.5K
|
2.41K
$404K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
127+ 2.07% |
$31.4K - $34.6K
|
6.26K
$1.05M
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
126+ 2.38% |
$31.2K - $34.4K
|
5.41K
$909K
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
125+ 9.97% |
$30.9K - $34.1K
|
1.38K
$232K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
125+ 16.6% |
$30.9K - $34.1K
|
878
$147K
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
125+ 6.19% |
$30.9K - $34.1K
|
2.15K
$360K
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
124+ 2.57% |
$30.7K - $33.8K
|
4.95K
$831K
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
121+ 7.33% |
$29.9K - $33K
|
1.77K
$298K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
115+ 3833.33% |
$28.5K - $31.4K
|
118
$19.8K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
112+ 8.22% |
$27.7K - $30.6K
|
1.47K
$248K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
110+ 28.35% |
$27.2K - $30K
|
498
$83.6K
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
110+ 2.89% |
$27.2K - $30K
|
3.91K
$657K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
110+ 1.9% |
$27.2K - $30K
|
5.9K
$990K
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
108+ 5.43% |
$26.7K - $29.5K
|
2.1K
$352K
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
108+ 8.72% |
$26.7K - $29.5K
|
1.35K
$226K
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
106+ 2.93% |
$26.2K - $28.9K
|
3.72K
$625K
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
106+ 6.65% |
$26.2K - $28.9K
|
1.7K
$286K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
101+ 2.89% |
$25K - $27.6K
|
3.6K
$604K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
100New |
$24.7K - $27.3K
|
100
$16.8K
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
100+ 5.36% |
$24.7K - $27.3K
|
1.97K
$330K
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
100New |
$24.7K - $27.3K
|
100
$16.8K
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
98+ 0.51% |
$24.3K - $26.7K
|
19.2K
$3.22M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
98New |
$24.3K - $26.7K
|
98
$16.5K
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
97+ 5.61% |
$24K - $26.5K
|
1.83K
$307K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
95New |
$23.5K - $25.9K
|
95
$16K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
94+ 1175.0% |
$23.3K - $25.6K
|
102
$17.1K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
94+ 4.84% |
$23.3K - $25.6K
|
2.04K
$342K
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
94+ 0.25% |
$23.3K - $25.6K
|
37.7K
$6.34M
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
92+ 5.02% |
$22.8K - $25.1K
|
1.93K
$323K
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
88+ 880.0% |
$21.8K - $24K
|
98
$16.5K
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
86+ 4.09% |
$21.3K - $23.5K
|
2.19K
$367K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
85+ 4.05% |
$21K - $23.2K
|
2.18K
$367K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
84+ 5.65% |
$20.8K - $22.9K
|
1.57K
$264K
|