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 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-60- 0.94% |
$13.7K - $15K
|
6.35K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-63- 4.04% |
$14.4K - $15.7K
|
1.5K
$251K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-64- 1.22% |
$14.6K - $16K
|
5.19K
$871K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-64- 3.66% |
$14.6K - $16K
|
1.69K
$283K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-66- 3.63% |
$15.1K - $16.5K
|
1.75K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-66- 3.54% |
$15.1K - $16.5K
|
1.8K
$302K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-67- 0.16% |
$15.3K - $16.7K
|
42.8K
$7.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-70- 2.68% |
$16K - $17.5K
|
2.55K
$427K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-70- 0.85% |
$16K - $17.5K
|
8.19K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-70- 17.95% |
$16K - $17.5K
|
320
$53.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-71- 1.53% |
$16.2K - $17.7K
|
4.56K
$765K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-73- 3.61% |
$16.7K - $18.2K
|
1.95K
$328K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-74- 0.48% |
$16.9K - $18.5K
|
15.2K
$2.56M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-74- 1.49% |
$16.9K - $18.5K
|
4.9K
$822K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-75- 24.83% |
$17.1K - $18.7K
|
227
$38.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-75- 4.64% |
$17.1K - $18.7K
|
1.54K
$259K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-78- 4.42% |
$17.8K - $19.5K
|
1.69K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-80- 70.8% |
$18.3K - $19.9K
|
33
$5.54K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-83- 0.36% |
$19K - $20.7K
|
22.9K
$3.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-83- 5.89% |
$19K - $20.7K
|
1.33K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-84- 82.35% |
$19.2K - $20.9K
|
18
$3.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-85- 42.29% |
$19.4K - $21.2K
|
116
$19.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-86- 11.65% |
$19.6K - $21.4K
|
652
$110K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-91- 4.94% |
$20.8K - $22.7K
|
1.75K
$294K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-91- 9.71% |
$20.8K - $22.7K
|
846
$142K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-91- 8.73% |
$20.8K - $22.7K
|
951
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-91- 3.99% |
$20.8K - $22.7K
|
2.19K
$368K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-94- 5.99% |
$21.5K - $23.4K
|
1.48K
$248K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-95- 7.37% |
$21.7K - $23.7K
|
1.19K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-96- 1.44% |
$21.9K - $23.9K
|
6.58K
$1.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-98- 27.92% |
$22.4K - $24.4K
|
253
$42.5K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-98- 24.02% |
$22.4K - $24.4K
|
310
$52.1K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-100- 7.3% |
$22.8K - $24.9K
|
1.27K
$213K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-100- 0.21% |
$22.8K - $24.9K
|
47.1K
$7.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-100- 0.47% |
$22.8K - $24.9K
|
21.4K
$3.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
SELL
|
- |
-100- 8.7% |
$22.8K - $24.9K
|
1.05K
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 5.93% |
$22.8K - $24.9K
|
1.59K
$266K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-102- 2.94% |
$23.3K - $25.4K
|
3.37K
$565K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-103- 2.45% |
$23.5K - $25.7K
|
4.1K
$688K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-103- 3.95% |
$23.5K - $25.7K
|
2.51K
$421K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-107- 4.85% |
$24.4K - $26.7K
|
2.1K
$352K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-109- 3.62% |
$24.9K - $27.2K
|
2.91K
$488K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-110- 8.94% |
$25.1K - $27.4K
|
1.12K
$188K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-112- 3.11% |
$25.6K - $27.9K
|
3.48K
$585K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-113- 2.63% |
$25.8K - $28.2K
|
4.18K
$702K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-113- 1.03% |
$25.8K - $28.2K
|
10.9K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-117- 6.6% |
$26.7K - $29.2K
|
1.66K
$278K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-117- 9.87% |
$26.7K - $29.2K
|
1.07K
$180K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-118- 0.43% |
$27K - $29.4K
|
27.2K
$4.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-121- 1.49% |
$27.6K - $30.2K
|
7.99K
$1.34M
|