Purchases and Sales Made in Q1 2022 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
6New |
$1.27K - $1.53K
|
6
$1.35K
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
5+ 0.43% |
$1.06K - $1.27K
|
1.18K
$265K
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
5+ 0.13% |
$1.06K - $1.27K
|
3.89K
$872K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
5New |
$1.06K - $1.27K
|
5
$1.12K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
5+ 4.67% |
$1.06K - $1.27K
|
112
$25.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
5+ 0.23% |
$1.06K - $1.27K
|
2.14K
$479K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5+ 8.33% |
$1.06K - $1.27K
|
65
$14.6K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4New |
$850 - $1.02K
|
4
$897
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.57% |
$850 - $1.02K
|
702
$157K
|
|
|
May 09, 2022
Q1 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
4+ 0.04% |
$850 - $1.02K
|
9.81K
$2.2M
|
|
|
Mar 17, 2023
Q1 2022
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
4+ 0.37% |
$850 - $1.02K
|
1.09K
$245K
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3+ 0.27% |
$637 - $764
|
1.11K
$248K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
3+ 0.27% |
$637 - $764
|
1.12K
$252K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 2.21% |
$637 - $764
|
139
$31.2K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3+ 0.22% |
$637 - $764
|
1.36K
$304K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 2.6% |
$425 - $509
|
79
$17.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
2New |
$425 - $509
|
2
$449
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
2+ 0.49% |
$425 - $509
|
407
$91.3K
|
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$425 - $509
|
1.06K
$237K
|
|
|
May 06, 2022
Q1 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
2+ 0.05% |
$425 - $509
|
3.89K
$871K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
2New |
$425 - $509
|
2
$449
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
2+ 5.26% |
$425 - $509
|
40
$8.97K
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$212 - $255
|
2.18K
$489K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.68% |
$212 - $255
|
147
$33K
|
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1+ 0.08% |
$212 - $255
|
1.25K
$279K
|
|
|
Apr 19, 2022
Q1 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$212 - $255
|
7.1K
$1.59M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.32% |
$212 - $255
|
318
$71.3K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$212 - $255
|
3.64K
$816K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 3.33% |
$212 - $255
|
31
$6.95K
|
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1+ 0.04% |
$212 - $255
|
2.63K
$590K
|
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.04% |
$212 - $255
|
2.33K
$522K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1+ 0.08% |
$212 - $255
|
1.28K
$286K
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-1- 0.1% |
$212 - $255
|
1.02K
$230K
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1- 0.04% |
$212 - $255
|
2.26K
$506K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2- 0.11% |
$425 - $509
|
1.89K
$424K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-2Closed |
$425 - $509
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3- 0.29% |
$637 - $764
|
1.03K
$230K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3- 1.61% |
$637 - $764
|
183
$41K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 20.0% |
$637 - $764
|
12
$2.69K
|
|
|
May 10, 2022
Q1 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-3- 0.02% |
$637 - $764
|
12.9K
$2.9M
|
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-3- 0.13% |
$637 - $764
|
2.23K
$499K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5- 0.31% |
$1.06K - $1.27K
|
1.6K
$358K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 16.67% |
$1.27K - $1.53K
|
30
$6.73K
|
|
|
Apr 27, 2022
Q1 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-6- 0.6% |
$1.27K - $1.53K
|
1K
$224K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-6- 0.66% |
$1.27K - $1.53K
|
906
$203K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-6- 0.34% |
$1.27K - $1.53K
|
1.76K
$394K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6Closed |
$1.27K - $1.53K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-7Closed |
$1.49K - $1.78K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7- 9.09% |
$1.49K - $1.78K
|
70
$15.7K
|