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
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-273- 1.84% |
$62.4K - $68.1K
|
14.6K
$3.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-276- 4.66% |
$63K - $68.8K
|
5.65K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-277- 3.63% |
$63.3K - $69.1K
|
7.35K
$1.71M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-280- 97.22% |
$63.9K - $69.8K
|
8
$1.87K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-281- 1.66% |
$64.2K - $70.1K
|
16.7K
$3.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-287- 0.44% |
$65.5K - $71.6K
|
64.5K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-291- 9.69% |
$66.5K - $72.6K
|
2.71K
$632K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-292- 1.62% |
$66.7K - $72.8K
|
17.7K
$4.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-294- 25.15% |
$67.1K - $73.3K
|
875
$204K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-298- 11.76% |
$68.1K - $74.3K
|
2.24K
$522K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-299- 1.81% |
$68.3K - $74.6K
|
16.2K
$3.79M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-300- 21.43% |
$68.5K - $74.8K
|
1.1K
$257K
|
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-303- 3.77% |
$69.2K - $75.6K
|
7.74K
$1.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-305- 8.87% |
$69.7K - $76.1K
|
3.13K
$731K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-332- 10.57% |
$75.8K - $82.8K
|
2.81K
$655K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-337- 0.36% |
$77K - $84K
|
92.2K
$21.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-339- 26.36% |
$77.4K - $84.5K
|
947
$221K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-340- 6.25% |
$77.7K - $84.8K
|
5.1K
$1.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-341- 11.39% |
$77.9K - $85K
|
2.65K
$619K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-343- 1.39% |
$78.3K - $85.5K
|
24.3K
$5.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-351- 88.19% |
$80.2K - $87.5K
|
47
$11K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-361- 17.31% |
$82.4K - $90K
|
1.73K
$402K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-362- 0.46% |
$82.7K - $90.3K
|
77.8K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-365- 7.06% |
$83.4K - $91K
|
4.8K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-368- 14.53% |
$84K - $91.8K
|
2.16K
$505K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-373- 4.57% |
$85.2K - $93K
|
7.79K
$1.82M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-380- 23.38% |
$86.8K - $94.8K
|
1.25K
$290K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-383- 1.16% |
$87.5K - $95.5K
|
32.8K
$7.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-389- 3.76% |
$88.8K - $97K
|
9.96K
$2.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-411- 7.01% |
$93.9K - $102K
|
5.45K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-411- 39.83% |
$93.9K - $102K
|
621
$145K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-413- 10.2% |
$94.3K - $103K
|
3.64K
$848K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-418- 30.03% |
$95.5K - $104K
|
974
$227K
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-440- 0.92% |
$100K - $110K
|
47.4K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-443- 8.92% |
$101K - $110K
|
4.53K
$1.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-447- 10.18% |
$102K - $111K
|
3.95K
$920K
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-452- 20.49% |
$103K - $113K
|
1.75K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-457- 0.43% |
$104K - $114K
|
107K
$24.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
SELL
|
- |
-458- 0.51% |
$105K - $114K
|
88.9K
$20.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-458- 14.45% |
$105K - $114K
|
2.71K
$632K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-463- 19.77% |
$106K - $115K
|
1.88K
$438K
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-475- 5.69% |
$108K - $118K
|
7.87K
$1.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-480- 12.42% |
$110K - $120K
|
3.39K
$790K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-480- 2.54% |
$110K - $120K
|
18.4K
$4.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-480- 34.16% |
$110K - $120K
|
925
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-488- 5.22% |
$111K - $122K
|
8.87K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-489- 0.79% |
$112K - $122K
|
61.3K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-500- 8.14% |
$114K - $125K
|
5.64K
$1.32M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-503- 2.23% |
$115K - $125K
|
22K
$5.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-514- 2.38% |
$117K - $128K
|
21.1K
$4.92M
|