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 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 10.91% |
$1.37K - $1.5K
|
61
$14.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
6+ 0.11% |
$1.37K - $1.5K
|
5.24K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
6+ 0.65% |
$1.37K - $1.5K
|
931
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
6+ 0.51% |
$1.37K - $1.5K
|
1.19K
$278K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
6+ 0.65% |
$1.37K - $1.5K
|
931
$217K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
5+ 0.59% |
$1.14K - $1.25K
|
849
$198K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5+ 2.36% |
$1.14K - $1.25K
|
217
$50.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
5+ 0.12% |
$1.14K - $1.25K
|
4.02K
$938K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 44.44% |
$914 - $997
|
13
$3.03K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
4+ 0.36% |
$914 - $997
|
1.11K
$259K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4+ 0.16% |
$914 - $997
|
2.44K
$570K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 7.27% |
$914 - $997
|
59
$13.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
4+ 0.36% |
$914 - $997
|
1.12K
$262K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4+ 0.22% |
$914 - $997
|
1.79K
$417K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 2.08% |
$914 - $997
|
196
$45.7K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4+ 0.22% |
$914 - $997
|
1.79K
$418K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.14% |
$685 - $748
|
2.14K
$500K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 1.56% |
$685 - $748
|
195
$45.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
3+ 0.07% |
$685 - $748
|
4.19K
$977K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3New |
$685 - $748
|
3
$700
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3+ 1.54% |
$685 - $748
|
198
$46.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2+ 0.17% |
$457 - $499
|
1.16K
$269K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 20.0% |
$457 - $499
|
12
$2.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.92% |
$228 - $249
|
53
$12.4K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$228 - $249
|
3
$700
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1+ 0.08% |
$228 - $249
|
1.22K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.08% |
$228 - $249
|
1.2K
$280K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1+ 0.08% |
$228 - $249
|
1.22K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$228 - $249
|
1.04K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1+ 0.24% |
$228 - $249
|
415
$96.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1+ 25.0% |
$228 - $249
|
5
$1.17K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$228 - $249
|
2.1K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.53% |
$228 - $249
|
191
$44.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.49% |
$228 - $249
|
206
$48.1K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1New |
$228 - $249
|
1
$233
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$228 - $249
|
1
$233
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.46% |
$228 - $249
|
219
$51.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-1- 0.11% |
$228 - $249
|
917
$214K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1- 0.04% |
$228 - $249
|
2.67K
$623K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 9.09% |
$228 - $249
|
10
$2.33K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-2- 5.71% |
$457 - $499
|
33
$7.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 20.0% |
$457 - $499
|
8
$1.87K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2- 4.26% |
$457 - $499
|
45
$10.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-2- 2.99% |
$457 - $499
|
65
$15.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 0.1% |
$457 - $499
|
1.95K
$456K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2- 0.97% |
$457 - $499
|
205
$47.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 5.08% |
$685 - $748
|
56
$13.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 3.33% |
$685 - $748
|
87
$20.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3- 30.0% |
$685 - $748
|
7
$1.63K
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-4- 0.29% |
$914 - $997
|
1.37K
$319K
|