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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
923+ 6.61% |
$211K - $230K
|
14.9K
$2.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
911+ 3.2% |
$208K - $227K
|
29.3K
$5.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
900+ 1.42% |
$206K - $224K
|
64.2K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
900New |
$206K - $224K
|
900
$161K
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
894+ 6.56% |
$204K - $223K
|
14.5K
$2.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
885New |
$202K - $221K
|
885
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
871+ 2.83% |
$199K - $217K
|
31.6K
$5.66M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
860+ 9.38% |
$196K - $214K
|
10K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
860+ 3.7% |
$196K - $214K
|
24.1K
$4.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
852New |
$195K - $212K
|
852
$152K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
852New |
$195K - $212K
|
852
$152K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
846+ 12.67% |
$193K - $211K
|
7.52K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
846New |
$193K - $211K
|
846
$151K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
843+ 3.88% |
$193K - $210K
|
22.6K
$4.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
840New |
$192K - $209K
|
840
$150K
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
834+ 2.92% |
$190K - $208K
|
29.4K
$5.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
833New |
$190K - $208K
|
833
$149K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
826+ 17.3% |
$189K - $206K
|
5.6K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
825+ 15.25% |
$188K - $206K
|
6.24K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
822+ 16.73% |
$188K - $205K
|
5.73K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
820+ 18.41% |
$187K - $204K
|
5.27K
$944K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
792+ 6.87% |
$181K - $197K
|
12.3K
$2.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
775+ 5.99% |
$177K - $193K
|
13.7K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
775+ 4.04% |
$177K - $193K
|
20K
$3.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
770+ 155.87% |
$176K - $192K
|
1.26K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
763+ 2.35% |
$174K - $190K
|
33.2K
$5.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
753+ 23.77% |
$172K - $188K
|
3.92K
$702K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
747+ 10.01% |
$171K - $186K
|
8.21K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
743+ 24766.67% |
$170K - $185K
|
746
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
743+ 16.5% |
$170K - $185K
|
5.25K
$939K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
742+ 5.59% |
$169K - $185K
|
14K
$2.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
740+ 6.64% |
$169K - $185K
|
11.9K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
719+ 16.62% |
$164K - $179K
|
5.05K
$903K
|
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
713New |
$163K - $178K
|
713
$128K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
708+ 15.71% |
$162K - $177K
|
5.22K
$933K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
706+ 3.65% |
$161K - $176K
|
20K
$3.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
700+ 0.96% |
$160K - $175K
|
73.5K
$13.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
694+ 56.51% |
$159K - $173K
|
1.92K
$344K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
694+ 69.26% |
$159K - $173K
|
1.7K
$304K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
660+ 0.76% |
$151K - $165K
|
86.9K
$15.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
657+ 15.48% |
$150K - $164K
|
4.9K
$877K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
640+ 156.1% |
$146K - $160K
|
1.05K
$188K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
632+ 19.8% |
$144K - $158K
|
3.82K
$684K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
625+ 41.61% |
$143K - $156K
|
2.13K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
625+ 4.53% |
$143K - $156K
|
14.4K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
614New |
$140K - $153K
|
614
$110K
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
603+ 3.17% |
$138K - $150K
|
19.6K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
600New |
$137K - $150K
|
600
$107K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
596+ 16.7% |
$136K - $149K
|
4.16K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
582+ 28.81% |
$133K - $145K
|
2.6K
$466K
|