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 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1- 0.04% |
$228 - $249
|
2.67K
$448K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 9.09% |
$228 - $249
|
10
$1.68K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-2- 5.71% |
$457 - $499
|
33
$5.54K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 20.0% |
$457 - $499
|
8
$1.34K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2- 4.26% |
$457 - $499
|
45
$7.56K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-2- 2.99% |
$457 - $499
|
65
$10.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 0.1% |
$457 - $499
|
1.95K
$328K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2- 0.97% |
$457 - $499
|
205
$34.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 5.08% |
$685 - $748
|
56
$9.41K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 3.33% |
$685 - $748
|
87
$14.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3- 30.0% |
$685 - $748
|
7
$1.18K
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-4- 0.29% |
$914 - $997
|
1.37K
$230K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4- 9.52% |
$914 - $997
|
38
$6.38K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.11% |
$914 - $997
|
3.56K
$597K
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-5- 0.01% |
$1.14K - $1.25K
|
45.4K
$7.63M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-5- 0.25% |
$1.14K - $1.25K
|
2.01K
$338K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-5- 0.22% |
$1.14K - $1.25K
|
2.31K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-5- 0.14% |
$1.14K - $1.25K
|
3.45K
$579K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 7.04% |
$1.14K - $1.25K
|
66
$11.1K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-6- 0.53% |
$1.37K - $1.5K
|
1.13K
$189K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-6- 0.91% |
$1.37K - $1.5K
|
652
$110K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-8- 0.73% |
$1.83K - $1.99K
|
1.09K
$183K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 1.53% |
$1.83K - $1.99K
|
515
$86.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 0.51% |
$1.83K - $1.99K
|
1.57K
$263K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 0.51% |
$1.83K - $1.99K
|
1.57K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-9- 0.9% |
$2.06K - $2.24K
|
990
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-9- 0.89% |
$2.06K - $2.24K
|
1.01K
$169K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-10- 0.82% |
$2.28K - $2.49K
|
1.21K
$202K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-10- 10.2% |
$2.28K - $2.49K
|
88
$14.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-10- 0.52% |
$2.28K - $2.49K
|
1.92K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- -0.0% |
$2.28K - $2.49K
|
267K
$44.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-10- 0.65% |
$2.28K - $2.49K
|
1.54K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11- 0.74% |
$2.51K - $2.74K
|
1.47K
$247K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-12- 1.11% |
$2.74K - $2.99K
|
1.07K
$180K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13- 0.01% |
$2.97K - $3.24K
|
124K
$20.9M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-14- 1.08% |
$3.2K - $3.49K
|
1.28K
$216K
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-15- 1.58% |
$3.43K - $3.74K
|
937
$157K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-15- 1.45% |
$3.43K - $3.74K
|
1.02K
$171K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-15- 5.64% |
$3.43K - $3.74K
|
251
$42.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-15- 1.16% |
$3.43K - $3.74K
|
1.27K
$214K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-16- 94.12% |
$3.65K - $3.99K
|
1
$168
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-16- 1.82% |
$3.65K - $3.99K
|
862
$145K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-17- 0.73% |
$3.88K - $4.24K
|
2.32K
$390K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-17- 0.11% |
$3.88K - $4.24K
|
15.7K
$2.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-18- 0.84% |
$4.11K - $4.49K
|
2.12K
$355K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-20- 33.33% |
$4.57K - $4.99K
|
40
$6.72K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-20- 0.56% |
$4.57K - $4.99K
|
3.57K
$600K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-20- 0.88% |
$4.57K - $4.99K
|
2.25K
$378K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-21- 1.53% |
$4.8K - $5.24K
|
1.36K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-21- 1.57% |
$4.8K - $5.24K
|
1.32K
$221K
|