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 |
|---|---|---|---|---|---|---|---|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
2.73K+ 5.45% |
$624K - $681K
|
52.9K
$9.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.68K+ 43.69% |
$613K - $669K
|
8.82K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.66K+ 45.39% |
$608K - $664K
|
8.53K
$1.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
2.58K+ 3.39% |
$588K - $642K
|
78.5K
$14.2M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.51K+ 8.8% |
$574K - $627K
|
31.1K
$5.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.41KNew |
$551K - $601K
|
2.41K
$436K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
2.39KNew |
$547K - $597K
|
2.39K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.35K+ 3.98% |
$536K - $585K
|
61.4K
$11.1M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.32KNew |
$530K - $579K
|
2.32K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.3K+ 23.61% |
$525K - $573K
|
12K
$2.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.29K+ 13.25% |
$523K - $571K
|
19.6K
$3.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.27K+ 3.79% |
$519K - $566K
|
62.2K
$11.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
2.22K+ 4.77% |
$506K - $553K
|
48.7K
$8.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.18K+ 134.26% |
$497K - $542K
|
3.8K
$686K
|
|
|
Feb 13, 2024
Q4 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.16KNew |
$493K - $538K
|
2.16K
$390K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.12K+ 49.11% |
$484K - $528K
|
6.43K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2.1KNew |
$480K - $524K
|
2.1K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.08K+ 0.59% |
$475K - $519K
|
353K
$63.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.08KNew |
$475K - $519K
|
2.08K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.07K+ 23.0% |
$473K - $517K
|
11.1K
$2M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.07K+ 4.44% |
$473K - $516K
|
48.7K
$8.8M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.07K+ 4.48% |
$473K - $516K
|
48.3K
$8.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.05K+ 41.02% |
$468K - $511K
|
7.05K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
2.04K+ 11.13% |
$466K - $509K
|
20.4K
$3.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
2K+ 95.24% |
$457K - $499K
|
4.1K
$741K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.95K+ 2.74% |
$445K - $486K
|
73.1K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.93K+ 2.4% |
$441K - $482K
|
82.5K
$14.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
1.89KNew |
$432K - $472K
|
1.89K
$342K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.89K+ 45.96% |
$432K - $472K
|
6.01K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.89K+ 27.14% |
$431K - $470K
|
8.84K
$1.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.88KNew |
$429K - $469K
|
1.88K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.85K+ 2.75% |
$422K - $461K
|
69K
$12.5M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.84K+ 6.32% |
$421K - $459K
|
31K
$5.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.82K+ 6.25% |
$415K - $453K
|
30.8K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.8K+ 8.25% |
$411K - $449K
|
23.6K
$4.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.79KNew |
$409K - $446K
|
1.79K
$323K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.72KNew |
$392K - $428K
|
1.72K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
1.71K+ 2.18% |
$391K - $427K
|
80.4K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.71K+ 1.37% |
$391K - $427K
|
127K
$22.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.71KNew |
$391K - $427K
|
1.71K
$309K
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.7KNew |
$388K - $424K
|
1.7K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
1.69K+ 19.35% |
$387K - $422K
|
10.4K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.69KNew |
$386K - $422K
|
1.69K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.67KNew |
$381K - $416K
|
1.67K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.66K+ 94.59% |
$379K - $414K
|
3.42K
$617K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.65KNew |
$376K - $410K
|
1.65K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.61KNew |
$368K - $402K
|
1.61K
$292K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.6KNew |
$365K - $399K
|
1.6K
$289K
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
1.6K+ 5.78% |
$365K - $399K
|
29.3K
$5.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.6K+ 32.65% |
$365K - $399K
|
6.5K
$1.18M
|