Purchases and Sales Made in Q1 2023 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 0.16% |
$6.05K - $6.77K
|
18.2K
$4.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
28+ 0.31% |
$5.84K - $6.54K
|
9.15K
$2.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
27+ 90.0% |
$5.63K - $6.31K
|
57
$12.8K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
26+ 30.23% |
$5.43K - $6.07K
|
112
$25.1K
|
|
|
May 11, 2023
Q1 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
25+ 0.35% |
$5.22K - $5.84K
|
7.2K
$1.61M
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
25+ 0.04% |
$5.22K - $5.84K
|
71K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
24+ 1.08% |
$5.01K - $5.61K
|
2.26K
$506K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
24+ 1.49% |
$5.01K - $5.61K
|
1.64K
$367K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
22New |
$4.59K - $5.14K
|
22
$4.93K
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
22+ 1.75% |
$4.59K - $5.14K
|
1.28K
$287K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
21+ 0.31% |
$4.38K - $4.91K
|
6.7K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21+ 1.0% |
$4.38K - $4.91K
|
2.12K
$475K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
20+ 0.35% |
$4.17K - $4.67K
|
5.78K
$1.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
19+ 0.25% |
$3.96K - $4.44K
|
7.75K
$1.74M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
18+ 0.58% |
$3.76K - $4.2K
|
3.14K
$704K
|
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
18+ 1.17% |
$3.76K - $4.2K
|
1.56K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Trust Investment Advisors
|
BUY
|
- |
18+ 0.33% |
$3.76K - $4.2K
|
5.47K
$1.23M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
17+ 0.47% |
$3.55K - $3.97K
|
3.6K
$806K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.31% |
$3.34K - $3.74K
|
5.1K
$1.14M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16New |
$3.34K - $3.74K
|
16
$3.59K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
15+ 9.87% |
$3.13K - $3.5K
|
167
$37.5K
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
15+ 0.15% |
$3.13K - $3.5K
|
9.8K
$2.2M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
14+ 1.37% |
$2.92K - $3.27K
|
1.04K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
13+ 0.07% |
$2.71K - $3.04K
|
18.9K
$4.24M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13+ 6.7% |
$2.71K - $3.04K
|
207
$46.4K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
12New |
$2.5K - $2.8K
|
12
$2.69K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12New |
$2.5K - $2.8K
|
12
$2.69K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
12+ 6.59% |
$2.5K - $2.8K
|
194
$43.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 1.89% |
$2.3K - $2.57K
|
593
$133K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
11+ 0.39% |
$2.3K - $2.57K
|
2.84K
$636K
|
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
10+ 0.08% |
$2.09K - $2.34K
|
12.3K
$2.75M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
10+ 0.35% |
$2.09K - $2.34K
|
2.9K
$650K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
10New |
$2.09K - $2.34K
|
10
$2.24K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
9+ 7.2% |
$1.88K - $2.1K
|
134
$30.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
9+ 28.13% |
$1.88K - $2.1K
|
41
$9.2K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
9New |
$1.88K - $2.1K
|
9
$2.02K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9New |
$1.88K - $2.1K
|
9
$2.02K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9+ 1.18% |
$1.88K - $2.1K
|
773
$173K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8New |
$1.67K - $1.87K
|
8
$1.79K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
7+ 15.22% |
$1.46K - $1.64K
|
53
$11.9K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 9.72% |
$1.46K - $1.64K
|
79
$17.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6+ 0.32% |
$1.25K - $1.4K
|
1.87K
$420K
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
6+ 0.31% |
$1.25K - $1.4K
|
1.95K
$438K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
5New |
$1.04K - $1.17K
|
5
$1.12K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 10.2% |
$1.04K - $1.17K
|
54
$12.1K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5New |
$1.04K - $1.17K
|
5
$1.12K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.63% |
$1.04K - $1.17K
|
804
$180K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5+ 0.06% |
$1.04K - $1.17K
|
8.3K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5+ 0.57% |
$1.04K - $1.17K
|
888
$199K
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
5+ 0.13% |
$1.04K - $1.17K
|
3.85K
$864K
|