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
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-457- 0.43% |
$104K - $114K
|
107K
$17.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
SELL
|
- |
-458- 0.51% |
$105K - $114K
|
88.9K
$14.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-458- 14.45% |
$105K - $114K
|
2.71K
$455K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-463- 19.77% |
$106K - $115K
|
1.88K
$316K
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-475- 5.69% |
$108K - $118K
|
7.87K
$1.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-480- 12.42% |
$110K - $120K
|
3.39K
$569K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-480- 2.54% |
$110K - $120K
|
18.4K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-480- 34.16% |
$110K - $120K
|
925
$155K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-488- 5.22% |
$111K - $122K
|
8.87K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-489- 0.79% |
$112K - $122K
|
61.3K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-500- 8.14% |
$114K - $125K
|
5.64K
$947K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-503- 2.23% |
$115K - $125K
|
22K
$3.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-514- 2.38% |
$117K - $128K
|
21.1K
$3.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-515- 2.33% |
$118K - $128K
|
21.6K
$3.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-524- 0.99% |
$120K - $131K
|
52.6K
$8.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-529- 25.23% |
$121K - $132K
|
1.57K
$263K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-553- 3.05% |
$126K - $138K
|
17.6K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-560- 12.88% |
$128K - $140K
|
3.79K
$636K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-561- 15.32% |
$128K - $140K
|
3.1K
$521K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-575- 10.58% |
$131K - $143K
|
4.86K
$817K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-576- 2.4% |
$132K - $144K
|
23.4K
$3.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-586- 3.29% |
$134K - $146K
|
17.2K
$2.89M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-607- 12.91% |
$139K - $151K
|
4.09K
$687K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-614- 39.23% |
$140K - $153K
|
951
$160K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-615- 3.77% |
$140K - $153K
|
15.7K
$2.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-650- 8.79% |
$148K - $162K
|
6.75K
$1.13M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-662- 14.33% |
$151K - $165K
|
3.96K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-678- 1.67% |
$155K - $169K
|
39.9K
$6.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-684- 11.6% |
$156K - $171K
|
5.21K
$875K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-687- 33.24% |
$157K - $171K
|
1.38K
$232K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-689- 9.72% |
$157K - $172K
|
6.4K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-693- 35.23% |
$158K - $173K
|
1.27K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-728- 7.0% |
$166K - $182K
|
9.68K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-730- 1.03% |
$167K - $182K
|
70.3K
$11.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-732- 5.11% |
$167K - $183K
|
13.6K
$2.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-736- 3.46% |
$168K - $184K
|
20.6K
$3.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-736- 4.61% |
$168K - $184K
|
15.2K
$2.56M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-740- 1.32% |
$169K - $185K
|
55.2K
$9.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-768- 9.54% |
$175K - $192K
|
7.28K
$1.22M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-780- 3.38% |
$178K - $195K
|
22.3K
$3.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-799- 20.42% |
$182K - $199K
|
3.11K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-800- 1.06% |
$183K - $199K
|
74.9K
$12.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-819- 15.39% |
$187K - $204K
|
4.5K
$756K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-835- 7.67% |
$191K - $208K
|
10K
$1.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-844- 40.27% |
$193K - $210K
|
1.25K
$210K
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-844- 3.48% |
$193K - $210K
|
23.4K
$3.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-852- 0.48% |
$195K - $212K
|
178K
$29.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-863- 14.08% |
$197K - $215K
|
5.27K
$884K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-864- 3.42% |
$197K - $215K
|
24.4K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-868- 84.19% |
$198K - $216K
|
163
$27.4K
|