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 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
37New |
$8.45K - $9.23K
|
37
$6.21K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
36+ 0.46% |
$8.22K - $8.98K
|
7.79K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
36+ 1.05% |
$8.22K - $8.98K
|
3.46K
$581K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35+ 0.55% |
$7.99K - $8.73K
|
6.41K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
34+ 0.66% |
$7.77K - $8.48K
|
5.17K
$868K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
33+ 1.92% |
$7.54K - $8.23K
|
1.75K
$294K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
33+ 1.63% |
$7.54K - $8.23K
|
2.06K
$345K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
33+ 1.81% |
$7.54K - $8.23K
|
1.85K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
33+ 0.42% |
$7.54K - $8.23K
|
7.8K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
31+ 0.63% |
$7.08K - $7.73K
|
4.98K
$836K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
31+ 0.73% |
$7.08K - $7.73K
|
4.27K
$717K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
30+ 1.64% |
$6.85K - $7.48K
|
1.86K
$313K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
30New |
$6.85K - $7.48K
|
30
$5.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
30+ 2.22% |
$6.85K - $7.48K
|
1.38K
$232K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
25+ 6.96% |
$5.71K - $6.23K
|
384
$64.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
25+ 0.49% |
$5.71K - $6.23K
|
5.12K
$859K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
24New |
$5.48K - $5.98K
|
24
$4.03K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
24+ 0.42% |
$5.48K - $5.98K
|
5.76K
$967K
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
22+ 0.68% |
$5.02K - $5.49K
|
3.28K
$550K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
22New |
$5.02K - $5.49K
|
22
$3.69K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
21+ 17.8% |
$4.8K - $5.24K
|
139
$23.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
20+ 1.34% |
$4.57K - $4.99K
|
1.51K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
19+ 0.79% |
$4.34K - $4.74K
|
2.43K
$408K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19New |
$4.34K - $4.74K
|
19
$3.19K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
18+ 2.54% |
$4.11K - $4.49K
|
728
$122K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
18+ 10.98% |
$4.11K - $4.49K
|
182
$30.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
18+ 0.74% |
$4.11K - $4.49K
|
2.47K
$414K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
17New |
$3.88K - $4.24K
|
17
$2.86K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
16+ 1.16% |
$3.65K - $3.99K
|
1.4K
$235K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
16+ 0.27% |
$3.65K - $3.99K
|
5.92K
$994K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
15+ 1.68% |
$3.43K - $3.74K
|
910
$153K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
15+ 0.41% |
$3.43K - $3.74K
|
3.71K
$624K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
15+ 8.52% |
$3.43K - $3.74K
|
191
$32.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
15+ 1.57% |
$3.43K - $3.74K
|
972
$163K
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
15+ 0.42% |
$3.43K - $3.74K
|
3.62K
$608K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
14+ 9.33% |
$3.2K - $3.49K
|
164
$27.5K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13New |
$2.97K - $3.24K
|
13
$2.18K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
12New |
$2.74K - $2.99K
|
12
$2.02K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 16.9% |
$2.74K - $2.99K
|
83
$13.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 22.64% |
$2.74K - $2.99K
|
65
$10.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 7.75% |
$2.51K - $2.74K
|
153
$25.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
10+ 7.41% |
$2.28K - $2.49K
|
145
$24.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
10New |
$2.28K - $2.49K
|
10
$1.68K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10New |
$2.28K - $2.49K
|
10
$1.68K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10New |
$2.28K - $2.49K
|
10
$1.68K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10New |
$2.28K - $2.49K
|
10
$1.68K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
10New |
$2.28K - $2.49K
|
10
$1.68K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9+ 0.86% |
$2.06K - $2.24K
|
1.06K
$178K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9+ 1.89% |
$2.06K - $2.24K
|
484
$81.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
9+ 0.04% |
$2.06K - $2.24K
|
22.6K
$3.79M
|