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 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
4.55K+ 21.53% |
$1.04M - $1.14M
|
25.7K
$5.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
4.5K+ 13.75% |
$1.03M - $1.12M
|
37.2K
$8.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
4.45KNew |
$1.02M - $1.11M
|
4.45K
$1.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.44KNew |
$1.01M - $1.11M
|
4.44K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
4.4KNew |
$1M - $1.1M
|
4.4K
$1.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.37KNew |
$998K - $1.09M
|
4.37K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
4.33K+ 0.05% |
$988K - $1.08M
|
8.32M
$1.94B
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.2K+ 3.23% |
$959K - $1.05M
|
134K
$31.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
4.19KNew |
$956K - $1.04M
|
4.19K
$977K
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.19K+ 34.15% |
$956K - $1.04M
|
16.4K
$3.84M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.19K+ 34.15% |
$956K - $1.04M
|
16.4K
$3.84M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.16KNew |
$951K - $1.04M
|
4.16K
$971K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.16K+ 312.15% |
$950K - $1.04M
|
5.49K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
4.06K+ 27.1% |
$927K - $1.01M
|
19K
$4.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
4.01K+ 2.74% |
$916K - $1M
|
150K
$35M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
4K+ 65.51% |
$914K - $997K
|
10.1K
$2.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.98KNew |
$909K - $992K
|
3.98K
$928K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.96KNew |
$905K - $988K
|
3.96K
$925K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.94KNew |
$901K - $983K
|
3.94K
$920K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.91KNew |
$893K - $975K
|
3.91K
$912K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.89K+ 0.53% |
$888K - $970K
|
743K
$173M
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
3.86KNew |
$880K - $961K
|
3.86K
$899K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.85K+ 5.78% |
$880K - $961K
|
70.6K
$16.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.85K+ 245.79% |
$879K - $960K
|
5.42K
$1.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.83K+ 8.14% |
$874K - $954K
|
50.8K
$11.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.74K+ 23.16% |
$854K - $933K
|
19.9K
$4.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
3.72K+ 93.2% |
$849K - $927K
|
7.71K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3.7KNew |
$844K - $922K
|
3.7K
$862K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.68K+ 12.72% |
$840K - $917K
|
32.6K
$7.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
3.61K+ 129.45% |
$825K - $901K
|
6.4K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.59KNew |
$819K - $894K
|
3.59K
$837K
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
3.41K+ 5.51% |
$779K - $850K
|
65.3K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
3.25K+ 173.4% |
$743K - $811K
|
5.13K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.25K+ 24.41% |
$742K - $810K
|
16.6K
$3.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
3.25KNew |
$742K - $810K
|
3.25K
$757K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.24K+ 0.97% |
$740K - $808K
|
339K
$79M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.21K+ 222.18% |
$732K - $799K
|
4.65K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.16KNew |
$721K - $787K
|
3.16K
$736K
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.1K+ 39.99% |
$708K - $773K
|
10.9K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.08K+ 65.45% |
$704K - $769K
|
7.8K
$1.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.08KNew |
$703K - $768K
|
3.08K
$719K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.03K+ 101.1% |
$692K - $755K
|
6.03K
$1.41M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.99K+ 9.93% |
$682K - $745K
|
33.1K
$7.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.96K+ 9.13% |
$676K - $738K
|
35.4K
$8.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.93K+ 16.06% |
$669K - $731K
|
21.2K
$4.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.91KNew |
$664K - $725K
|
2.91K
$679K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
2.9KNew |
$662K - $723K
|
2.9K
$677K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.81KNew |
$642K - $701K
|
2.81K
$656K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.78K+ 169.24% |
$636K - $694K
|
4.43K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.68K+ 43.69% |
$613K - $669K
|
8.82K
$2.06M
|