Purchases and Sales Made in Q4 2023 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
160+ 3.46% |
$36.5K - $39.9K
|
4.79K
$804K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
159+ 18.01% |
$36.3K - $39.6K
|
1.04K
$175K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
155+ 0.33% |
$35.4K - $38.7K
|
47.4K
$7.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
154+ 19.49% |
$35.2K - $38.4K
|
944
$159K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
152New |
$34.7K - $37.9K
|
152
$25.5K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
145New |
$33.1K - $36.2K
|
145
$24.4K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
144+ 0.8% |
$32.9K - $35.9K
|
18.1K
$3.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
143+ 8.18% |
$32.7K - $35.7K
|
1.89K
$318K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
141+ 15.24% |
$32.2K - $35.2K
|
1.07K
$179K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
140+ 6.16% |
$32K - $34.9K
|
2.41K
$405K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
140+ 25.93% |
$32K - $34.9K
|
680
$114K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
136+ 3.65% |
$31.1K - $33.9K
|
3.86K
$648K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
135+ 8.05% |
$30.8K - $33.7K
|
1.81K
$304K
|
|
|
Feb 08, 2024
Q4 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
135+ 1.94% |
$30.8K - $33.7K
|
7.11K
$1.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
133+ 3.72% |
$30.4K - $33.2K
|
3.71K
$623K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
132+ 53.01% |
$30.1K - $32.9K
|
381
$64K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
131+ 111.02% |
$29.9K - $32.7K
|
249
$41.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
128+ 0.87% |
$29.2K - $31.9K
|
14.9K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
128+ 35.36% |
$29.2K - $31.9K
|
490
$82.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
127+ 1.02% |
$29K - $31.7K
|
12.6K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
125+ 4.75% |
$28.5K - $31.2K
|
2.76K
$463K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
122+ 9.92% |
$27.9K - $30.4K
|
1.35K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
121+ 2.36% |
$27.6K - $30.2K
|
5.26K
$883K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
118+ 0.14% |
$27K - $29.4K
|
82K
$13.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
117New |
$26.7K - $29.2K
|
117
$19.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
116+ 5.7% |
$26.5K - $28.9K
|
2.15K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
113+ 5.34% |
$25.8K - $28.2K
|
2.23K
$375K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
112+ 16.72% |
$25.6K - $27.9K
|
782
$131K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
111+ 2.39% |
$25.4K - $27.7K
|
4.75K
$798K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
110+ 22.09% |
$25.1K - $27.4K
|
608
$102K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
108+ 13.06% |
$24.7K - $26.9K
|
935
$157K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
108+ 3.88% |
$24.7K - $26.9K
|
2.89K
$485K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
107+ 2.0% |
$24.4K - $26.7K
|
5.45K
$915K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
107+ 267.5% |
$24.4K - $26.7K
|
147
$24.7K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
106+ 11.55% |
$24.2K - $26.4K
|
1.02K
$172K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
105+ 0.37% |
$24K - $26.2K
|
28.3K
$4.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
105+ 9.05% |
$24K - $26.2K
|
1.27K
$212K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
101+ 7.09% |
$23.1K - $25.2K
|
1.53K
$256K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
101+ 16.45% |
$23.1K - $25.2K
|
715
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
100+ 0.81% |
$22.8K - $24.9K
|
12.5K
$2.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
99+ 10.15% |
$22.6K - $24.7K
|
1.07K
$180K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
96+ 0.52% |
$21.9K - $23.9K
|
18.6K
$3.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
96+ 0.34% |
$21.9K - $23.9K
|
28.1K
$4.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
95New |
$21.7K - $23.7K
|
95
$16K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
95+ 0.6% |
$21.7K - $23.7K
|
15.8K
$2.66M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
94+ 10.38% |
$21.5K - $23.4K
|
1K
$168K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
94+ 1566.67% |
$21.5K - $23.4K
|
100
$16.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
93+ 5.92% |
$21.2K - $23.2K
|
1.66K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
92New |
$21K - $22.9K
|
92
$15.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
91+ 1.59% |
$20.8K - $22.7K
|
5.8K
$975K
|