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 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-225- 3.34% |
$51.4K - $56.1K
|
6.52K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-227- 75.67% |
$51.8K - $56.6K
|
73
$12.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-235- 11.12% |
$53.7K - $58.6K
|
1.88K
$316K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-238- 9.57% |
$54.4K - $59.3K
|
2.25K
$378K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-238- 17.51% |
$54.4K - $59.3K
|
1.12K
$188K
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-239- 0.36% |
$54.6K - $59.6K
|
66.2K
$11.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-240- 19.2% |
$54.8K - $59.8K
|
1.01K
$170K
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-245- 1.46% |
$56K - $61.1K
|
16.6K
$2.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-246- 0.74% |
$56.2K - $61.3K
|
32.8K
$5.51M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-250- 3.41% |
$57.1K - $62.3K
|
7.08K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-250- 7.19% |
$57.1K - $62.3K
|
3.23K
$542K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-260- 8.41% |
$59.4K - $64.8K
|
2.83K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-273- 1.84% |
$62.4K - $68.1K
|
14.6K
$2.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-276- 4.66% |
$63K - $68.8K
|
5.65K
$948K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-277- 3.63% |
$63.3K - $69.1K
|
7.35K
$1.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-280- 97.22% |
$63.9K - $69.8K
|
8
$1.34K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-281- 1.66% |
$64.2K - $70.1K
|
16.7K
$2.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-287- 0.44% |
$65.5K - $71.6K
|
64.5K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-291- 9.69% |
$66.5K - $72.6K
|
2.71K
$455K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-292- 1.62% |
$66.7K - $72.8K
|
17.7K
$2.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-294- 25.15% |
$67.1K - $73.3K
|
875
$147K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-298- 11.76% |
$68.1K - $74.3K
|
2.24K
$376K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-299- 1.81% |
$68.3K - $74.6K
|
16.2K
$2.73M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-300- 21.43% |
$68.5K - $74.8K
|
1.1K
$185K
|
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-303- 3.77% |
$69.2K - $75.6K
|
7.74K
$1.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-305- 8.87% |
$69.7K - $76.1K
|
3.13K
$526K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-332- 10.57% |
$75.8K - $82.8K
|
2.81K
$472K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-337- 0.36% |
$77K - $84K
|
92.2K
$15.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-339- 26.36% |
$77.4K - $84.5K
|
947
$159K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-340- 6.25% |
$77.7K - $84.8K
|
5.1K
$857K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-341- 11.39% |
$77.9K - $85K
|
2.65K
$446K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-343- 1.39% |
$78.3K - $85.5K
|
24.3K
$4.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-351- 88.19% |
$80.2K - $87.5K
|
47
$7.89K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-358- 7.84% |
$81.8K - $89.3K
|
4.21K
$707K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-361- 17.31% |
$82.4K - $90K
|
1.73K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-362- 0.46% |
$82.7K - $90.3K
|
77.8K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-365- 7.06% |
$83.4K - $91K
|
4.8K
$807K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-368- 14.53% |
$84K - $91.8K
|
2.16K
$363K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-373- 4.57% |
$85.2K - $93K
|
7.79K
$1.31M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-380- 23.38% |
$86.8K - $94.8K
|
1.25K
$209K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-383- 1.16% |
$87.5K - $95.5K
|
32.8K
$5.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-389- 3.76% |
$88.8K - $97K
|
9.96K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-411- 7.01% |
$93.9K - $102K
|
5.45K
$916K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-411- 39.83% |
$93.9K - $102K
|
621
$104K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-413- 10.2% |
$94.3K - $103K
|
3.64K
$611K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-418- 30.03% |
$95.5K - $104K
|
974
$164K
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-440- 0.92% |
$100K - $110K
|
47.4K
$7.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-443- 8.92% |
$101K - $110K
|
4.53K
$760K
|
|
|
Jan 16, 2024
Q4 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-447- 10.18% |
$102K - $111K
|
3.95K
$663K
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-452- 20.49% |
$103K - $113K
|
1.75K
$295K
|