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 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5+ 0.57% |
$1.04K - $1.17K
|
888
$149K
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
5+ 0.13% |
$1.04K - $1.17K
|
3.85K
$647K
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
5+ 0.32% |
$1.04K - $1.17K
|
1.57K
$264K
|
|
|
Apr 26, 2023
Q1 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
4+ 0.36% |
$835 - $934
|
1.11K
$186K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4New |
$835 - $934
|
4
$672
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4+ 0.21% |
$835 - $934
|
1.88K
$316K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
4+ 3.6% |
$835 - $934
|
115
$19.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 30.0% |
$626 - $701
|
13
$2.18K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3+ 3.33% |
$626 - $701
|
93
$15.6K
|
|
|
May 15, 2023
Q1 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.01% |
$626 - $701
|
51.5K
$8.65M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 0.27% |
$626 - $701
|
1.13K
$190K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2+ 0.16% |
$417 - $467
|
1.25K
$210K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2+ 0.15% |
$417 - $467
|
1.34K
$225K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.21% |
$417 - $467
|
958
$161K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$417 - $467
|
1.57K
$264K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.13% |
$417 - $467
|
1.54K
$258K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2+ 0.02% |
$417 - $467
|
9.49K
$1.59M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$417 - $467
|
2
$336
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.09% |
$417 - $467
|
2.11K
$354K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.74% |
$209 - $234
|
136
$22.8K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.08% |
$209 - $234
|
1.27K
$214K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1+ 0.11% |
$209 - $234
|
931
$156K
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$209 - $234
|
968
$163K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$209 - $234
|
3.68K
$619K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.06% |
$209 - $234
|
1.8K
$302K
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1+ 0.1% |
$209 - $234
|
1K
$168K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.09% |
$209 - $234
|
1.17K
$196K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 10.0% |
$209 - $234
|
9
$1.51K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 2.63% |
$209 - $234
|
37
$6.21K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2- 1.63% |
$417 - $467
|
121
$20.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2- 0.19% |
$417 - $467
|
1.04K
$175K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 1.34% |
$417 - $467
|
147
$24.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3- 0.25% |
$626 - $701
|
1.2K
$202K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3- 0.24% |
$626 - $701
|
1.24K
$208K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 40.0% |
$835 - $934
|
6
$1.01K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4- 5.71% |
$835 - $934
|
66
$11.1K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-4- 1.81% |
$835 - $934
|
217
$36.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5- 0.31% |
$1.04K - $1.17K
|
1.6K
$269K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 62.5% |
$1.04K - $1.17K
|
3
$504
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-5- 0.39% |
$1.04K - $1.17K
|
1.26K
$212K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5- 1.07% |
$1.04K - $1.17K
|
463
$77.8K
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-5- 0.2% |
$1.04K - $1.17K
|
2.55K
$429K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6- 0.3% |
$1.25K - $1.4K
|
1.98K
$332K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-6- 0.1% |
$1.25K - $1.4K
|
5.91K
$992K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-7- 0.18% |
$1.46K - $1.64K
|
3.91K
$656K
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-7- 0.31% |
$1.46K - $1.64K
|
2.27K
$381K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-7- 0.05% |
$1.46K - $1.64K
|
15.2K
$2.56M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-8- 0.04% |
$1.67K - $1.87K
|
21.6K
$3.62M
|