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 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.54K+ 18.33% |
$352K - $385K
|
9.95K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.53K+ 5.53% |
$349K - $381K
|
29.2K
$6.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.5K+ 70.39% |
$343K - $374K
|
3.63K
$847K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.47K+ 4.86% |
$335K - $366K
|
31.6K
$7.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.46KNew |
$333K - $364K
|
1.46K
$340K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.36KNew |
$312K - $340K
|
1.36K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.35K+ 58.21% |
$309K - $338K
|
3.68K
$858K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.35K+ 6.56% |
$308K - $336K
|
21.9K
$5.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.35KNew |
$307K - $336K
|
1.35K
$314K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.34K+ 148.67% |
$306K - $334K
|
2.24K
$522K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.34K+ 30.19% |
$306K - $334K
|
5.77K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.31K+ 7.55% |
$299K - $326K
|
18.6K
$4.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.31KNew |
$299K - $326K
|
1.31K
$305K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.29KNew |
$294K - $321K
|
1.29K
$301K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.28K+ 68.54% |
$293K - $319K
|
3.15K
$735K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.26KNew |
$287K - $313K
|
1.26K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
1.24KNew |
$284K - $310K
|
1.24K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.24K+ 124.87% |
$283K - $309K
|
2.23K
$521K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.23K+ 1.3% |
$281K - $307K
|
96.1K
$22.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.22K+ 7.06% |
$278K - $303K
|
18.4K
$4.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.2K+ 4.64% |
$274K - $299K
|
27.1K
$6.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.19KNew |
$272K - $297K
|
1.19K
$278K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.18K+ 0.54% |
$268K - $293K
|
217K
$50.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
1.17K+ 1.0% |
$267K - $291K
|
118K
$27.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.17KNew |
$266K - $291K
|
1.17K
$272K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.16K+ 43.35% |
$265K - $290K
|
3.84K
$896K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
1.15K+ 29.4% |
$263K - $287K
|
5.07K
$1.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
1.15KNew |
$262K - $287K
|
1.15K
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.12K+ 2.02% |
$256K - $280K
|
56.8K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.11K+ 0.48% |
$254K - $278K
|
234K
$54.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.11K+ 0.97% |
$254K - $278K
|
116K
$27M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.11KNew |
$254K - $277K
|
1.11K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.11K+ 5.17% |
$254K - $277K
|
22.6K
$5.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.05KNew |
$240K - $262K
|
1.05K
$245K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.05K+ 0.81% |
$240K - $262K
|
131K
$30.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.05KNew |
$240K - $262K
|
1.05K
$245K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.04K+ 3.41% |
$237K - $259K
|
31.5K
$7.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.04K+ 240.93% |
$237K - $258K
|
1.47K
$342K
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
BUY
|
- |
1.03K+ 2.7% |
$236K - $258K
|
39.4K
$9.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.03KNew |
$236K - $258K
|
1.03K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
1K+ 40.0% |
$228K - $249K
|
3.5K
$816K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
987New |
$225K - $246K
|
987
$230K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
960New |
$219K - $239K
|
960
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
943+ 4.06% |
$215K - $235K
|
24.2K
$5.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
943+ 20.98% |
$215K - $235K
|
5.44K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
933+ 20.51% |
$213K - $233K
|
5.48K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
924+ 97.99% |
$211K - $230K
|
1.87K
$436K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
923+ 6.61% |
$211K - $230K
|
14.9K
$3.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
911+ 3.2% |
$208K - $227K
|
29.3K
$6.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
900+ 1.42% |
$206K - $224K
|
64.2K
$15M
|