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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
77+ 3.62% |
$17.6K - $19.2K
|
2.21K
$514K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
75+ 8.45% |
$17.1K - $18.7K
|
963
$225K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
75+ 2.65% |
$17.1K - $18.7K
|
2.91K
$679K
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
75+ 7.0% |
$17.1K - $18.7K
|
1.15K
$267K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
74+ 2.81% |
$16.9K - $18.5K
|
2.71K
$632K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
72+ 0.65% |
$16.4K - $18K
|
11.2K
$2.61M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
71New |
$16.2K - $17.7K
|
71
$16.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
70+ 8.27% |
$16K - $17.5K
|
916
$214K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
70+ 0.95% |
$16K - $17.5K
|
7.44K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
69+ 7.84% |
$15.8K - $17.2K
|
949
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
69+ 0.42% |
$15.8K - $17.2K
|
16.4K
$3.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
66+ 8.26% |
$15.1K - $16.5K
|
865
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
65+ 2.53% |
$14.8K - $16.2K
|
2.64K
$616K
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
63+ 3.66% |
$14.4K - $15.7K
|
1.78K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
61+ 29.33% |
$13.9K - $15.2K
|
269
$62.8K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
61+ 2.76% |
$13.9K - $15.2K
|
2.27K
$530K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
60+ 2.81% |
$13.7K - $15K
|
2.2K
$512K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
55+ 4.23% |
$12.6K - $13.7K
|
1.36K
$316K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
55+ 4.83% |
$12.6K - $13.7K
|
1.19K
$279K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
52+ 2.64% |
$11.9K - $13K
|
2.02K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
52New |
$11.9K - $13K
|
52
$12.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
50+ 0.19% |
$11.4K - $12.5K
|
26.1K
$6.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
49New |
$11.2K - $12.2K
|
49
$11.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
48+ 2.41% |
$11K - $12K
|
2.04K
$476K
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
46+ 0.14% |
$10.5K - $11.5K
|
32K
$7.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
46New |
$10.5K - $11.5K
|
46
$10.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
46+ 0.41% |
$10.5K - $11.5K
|
11.1K
$2.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
44+ 1.78% |
$10K - $11K
|
2.52K
$588K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
43+ 3.48% |
$9.82K - $10.7K
|
1.28K
$298K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
43+ 5.3% |
$9.82K - $10.7K
|
854
$199K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
43+ 1.3% |
$9.82K - $10.7K
|
3.36K
$783K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
43+ 1.57% |
$9.82K - $10.7K
|
2.78K
$648K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
43New |
$9.82K - $10.7K
|
43
$10K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
42+ 1.71% |
$9.59K - $10.5K
|
2.5K
$583K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
42+ 1.82% |
$9.59K - $10.5K
|
2.35K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
42+ 4.4% |
$9.59K - $10.5K
|
996
$232K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
41+ 0.12% |
$9.36K - $10.2K
|
33.4K
$7.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
40+ 2.71% |
$9.14K - $9.97K
|
1.52K
$353K
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
40+ 2.71% |
$9.14K - $9.97K
|
1.52K
$353K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
39+ 25.49% |
$8.91K - $9.73K
|
192
$44.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
39+ 0.09% |
$8.91K - $9.73K
|
44.9K
$10.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
38+ 0.84% |
$8.68K - $9.48K
|
4.58K
$1.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
37New |
$8.45K - $9.23K
|
37
$8.63K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
36+ 0.46% |
$8.22K - $8.98K
|
7.79K
$1.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
36+ 1.05% |
$8.22K - $8.98K
|
3.46K
$807K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35+ 0.55% |
$7.99K - $8.73K
|
6.41K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
34+ 0.66% |
$7.77K - $8.48K
|
5.17K
$1.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
33+ 1.92% |
$7.54K - $8.23K
|
1.75K
$408K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
33+ 1.63% |
$7.54K - $8.23K
|
2.06K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
33+ 1.81% |
$7.54K - $8.23K
|
1.85K
$432K
|