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 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-123- 6.85% |
$28.1K - $30.7K
|
1.67K
$281K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-124- 1.49% |
$28.3K - $30.9K
|
8.18K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-124- 0.54% |
$28.3K - $30.9K
|
23K
$3.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-124- 5.68% |
$28.3K - $30.9K
|
2.06K
$346K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-125- 6.21% |
$28.5K - $31.2K
|
1.89K
$317K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-125- 26.04% |
$28.5K - $31.2K
|
355
$59.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-126- 2.89% |
$28.8K - $31.4K
|
4.24K
$712K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-126- 0.37% |
$28.8K - $31.4K
|
34.3K
$5.77M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-127- 0.78% |
$29K - $31.7K
|
16.1K
$2.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-131- 6.13% |
$29.9K - $32.7K
|
2.01K
$337K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-132- 13.08% |
$30.1K - $32.9K
|
877
$147K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-133- 7.82% |
$30.4K - $33.2K
|
1.57K
$263K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-135- 9.79% |
$30.8K - $33.7K
|
1.24K
$209K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-140- 5.99% |
$32K - $34.9K
|
2.2K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-142- 1.85% |
$32.4K - $35.4K
|
7.55K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-146- 76.04% |
$33.3K - $36.4K
|
46
$7.73K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-151- 11.34% |
$34.5K - $37.7K
|
1.18K
$198K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-152- 1.52% |
$34.7K - $37.9K
|
9.88K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-154- 0.93% |
$35.2K - $38.4K
|
16.4K
$2.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-155- 1.4% |
$35.4K - $38.7K
|
10.9K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-156- 17.2% |
$35.6K - $38.9K
|
751
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-156- 1.6% |
$35.6K - $38.9K
|
9.61K
$1.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-160- 2.98% |
$36.5K - $39.9K
|
5.21K
$874K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-163- 1.35% |
$37.2K - $40.6K
|
11.9K
$2M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-168- 5.74% |
$38.4K - $41.9K
|
2.76K
$463K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-171- 4.74% |
$39.1K - $42.6K
|
3.43K
$577K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-171- 13.66% |
$39.1K - $42.6K
|
1.08K
$182K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-171- 2.43% |
$39.1K - $42.6K
|
6.88K
$1.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-183- 10.27% |
$41.8K - $45.6K
|
1.6K
$269K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-185- 3.28% |
$42.3K - $46.1K
|
5.45K
$915K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-185- 4.07% |
$42.3K - $46.1K
|
4.36K
$733K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-185- 1.18% |
$42.3K - $46.1K
|
15.5K
$2.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-187- 16.94% |
$42.7K - $46.6K
|
917
$154K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-189- 6.59% |
$43.2K - $47.1K
|
2.68K
$450K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-189- 0.4% |
$43.2K - $47.1K
|
46.5K
$7.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-193- 1.83% |
$44.1K - $48.1K
|
10.4K
$1.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-194- 2.59% |
$44.3K - $48.4K
|
7.31K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-195- 0.8% |
$44.5K - $48.6K
|
24.1K
$4.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-196- 1.43% |
$44.8K - $48.9K
|
13.6K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-196- 0.73% |
$44.8K - $48.9K
|
26.8K
$4.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-200- 33.0% |
$45.7K - $49.9K
|
406
$68.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 2.0% |
$45.7K - $49.9K
|
9.8K
$1.65M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-204- 1.95% |
$46.6K - $50.9K
|
10.2K
$1.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-205- 0.93% |
$46.8K - $51.1K
|
21.8K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-206- 5.47% |
$47K - $51.4K
|
3.56K
$597K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-210- 2.79% |
$48K - $52.4K
|
7.3K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-213- 1.78% |
$48.6K - $53.1K
|
11.8K
$1.98M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-217- 2.29% |
$49.6K - $54.1K
|
9.25K
$1.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-222- 11.94% |
$50.7K - $55.4K
|
1.64K
$275K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-222- 7.0% |
$50.7K - $55.4K
|
2.95K
$496K
|