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 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-32- 1.06% |
$7.31K - $7.98K
|
2.98K
$696K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-32- 3.32% |
$7.31K - $7.98K
|
933
$218K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-32- 65.31% |
$7.31K - $7.98K
|
17
$3.97K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-33- 1.6% |
$7.54K - $8.23K
|
2.03K
$473K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-33- 10.25% |
$7.54K - $8.23K
|
289
$67.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-33- 4.93% |
$7.54K - $8.23K
|
637
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-34- 0.07% |
$7.77K - $8.48K
|
48.2K
$11.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-35- 0.37% |
$7.99K - $8.73K
|
9.48K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-35- 6.39% |
$7.99K - $8.73K
|
513
$120K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-38- 2.35% |
$8.68K - $9.48K
|
1.58K
$369K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-40- 1.25% |
$9.14K - $9.97K
|
3.16K
$737K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-40- 11.8% |
$9.14K - $9.97K
|
299
$69.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-42- 2.65% |
$9.59K - $10.5K
|
1.55K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-44- 3.76% |
$10K - $11K
|
1.13K
$263K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-45- 0.46% |
$10.3K - $11.2K
|
9.64K
$2.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-48- 1.49% |
$11K - $12K
|
3.17K
$738K
|
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
SELL
|
- |
-49- 0.89% |
$11.2K - $12.2K
|
5.43K
$1.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-50- 2.41% |
$11.4K - $12.5K
|
2.03K
$472K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-50- 5.48% |
$11.4K - $12.5K
|
863
$201K
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-50- 2.67% |
$11.4K - $12.5K
|
1.82K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-50- 1.04% |
$11.4K - $12.5K
|
4.78K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-51- 1.0% |
$11.6K - $12.7K
|
5.04K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-51- 2.81% |
$11.6K - $12.7K
|
1.76K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-51- 1.47% |
$11.6K - $12.7K
|
3.41K
$795K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-52- 2.99% |
$11.9K - $13K
|
1.69K
$394K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-53- 3.16% |
$12.1K - $13.2K
|
1.62K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-53- 5.35% |
$12.1K - $13.2K
|
938
$219K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-54- 2.38% |
$12.3K - $13.5K
|
2.22K
$517K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-54- 9.89% |
$12.3K - $13.5K
|
492
$115K
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
SELL
|
- |
-55- 0.99% |
$12.6K - $13.7K
|
5.49K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-56- 53.33% |
$12.8K - $14K
|
49
$11.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-56- 2.42% |
$12.8K - $14K
|
2.26K
$526K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-56- 1.86% |
$12.8K - $14K
|
2.96K
$691K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-60- 2.42% |
$13.7K - $15K
|
2.42K
$565K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-60- 5.45% |
$13.7K - $15K
|
1.04K
$243K
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-60- 2.79% |
$13.7K - $15K
|
2.09K
$487K
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-60- 4.59% |
$13.7K - $15K
|
1.25K
$291K
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-60- 3.1% |
$13.7K - $15K
|
1.87K
$437K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-60- 0.94% |
$13.7K - $15K
|
6.35K
$1.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-63- 4.04% |
$14.4K - $15.7K
|
1.5K
$349K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-64- 1.22% |
$14.6K - $16K
|
5.19K
$1.21M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-64- 3.66% |
$14.6K - $16K
|
1.69K
$393K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-66- 3.63% |
$15.1K - $16.5K
|
1.75K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-66- 3.54% |
$15.1K - $16.5K
|
1.8K
$419K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-67- 0.16% |
$15.3K - $16.7K
|
42.8K
$9.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-70- 2.68% |
$16K - $17.5K
|
2.55K
$594K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-70- 0.85% |
$16K - $17.5K
|
8.19K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-70- 17.95% |
$16K - $17.5K
|
320
$74.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-71- 1.53% |
$16.2K - $17.7K
|
4.56K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-73- 3.61% |
$16.7K - $18.2K
|
1.95K
$455K
|