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
|
Regions Financial Corp
|
SELL
|
- |
-8- 0.56% |
$1.67K - $1.87K
|
1.42K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-8- 0.12% |
$1.67K - $1.87K
|
6.74K
$1.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-10- 0.82% |
$2.09K - $2.34K
|
1.21K
$272K
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- -0.0% |
$2.09K - $2.34K
|
268K
$60M
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-10Closed |
$2.09K - $2.34K
|
0
$0
|
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- -0.0% |
$2.09K - $2.34K
|
268K
$60M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-11- 0.52% |
$2.3K - $2.57K
|
2.11K
$473K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
SELL
|
- |
-11- 0.04% |
$2.3K - $2.57K
|
27.6K
$6.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-12- 1.2% |
$2.5K - $2.8K
|
987
$221K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-14- 35.0% |
$2.92K - $3.27K
|
26
$5.83K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-14- 56.0% |
$2.92K - $3.27K
|
11
$2.47K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-14- 0.58% |
$2.92K - $3.27K
|
2.41K
$540K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-15- 0.44% |
$3.13K - $3.5K
|
3.36K
$754K
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-16- 1.06% |
$3.34K - $3.74K
|
1.49K
$334K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-17- 17.17% |
$3.55K - $3.97K
|
82
$18.4K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-18- 64.29% |
$3.76K - $4.2K
|
10
$2.24K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-19- 2.82% |
$3.96K - $4.44K
|
655
$147K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-20- 0.86% |
$4.17K - $4.67K
|
2.32K
$519K
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
SELL
|
- |
-20- 0.04% |
$4.17K - $4.67K
|
47.3K
$10.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-20- 0.82% |
$4.17K - $4.67K
|
2.43K
$546K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-20- 7.22% |
$4.17K - $4.67K
|
257
$57.6K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-20- 8.06% |
$4.17K - $4.67K
|
228
$51.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-21- 1.26% |
$4.38K - $4.91K
|
1.64K
$368K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 20.39% |
$4.38K - $4.91K
|
82
$18.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-21- 0.26% |
$4.38K - $4.91K
|
8K
$1.79M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-21- 0.16% |
$4.38K - $4.91K
|
13.3K
$2.99M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-22- 2.05% |
$4.59K - $5.14K
|
1.05K
$236K
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-24- 0.75% |
$5.01K - $5.61K
|
3.16K
$710K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-25- 1.29% |
$5.22K - $5.84K
|
1.91K
$429K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-25- 0.36% |
$5.22K - $5.84K
|
7K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-25- 17.99% |
$5.22K - $5.84K
|
114
$25.6K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-25- 0.19% |
$5.22K - $5.84K
|
13K
$2.91M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-26- 1.49% |
$5.43K - $6.07K
|
1.72K
$386K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-27- 1.28% |
$5.63K - $6.31K
|
2.08K
$467K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-27- 0.92% |
$5.63K - $6.31K
|
2.91K
$652K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-27- 1.02% |
$5.63K - $6.31K
|
2.62K
$587K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-28- 2.05% |
$5.84K - $6.54K
|
1.34K
$301K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-29- 85.29% |
$6.05K - $6.77K
|
5
$1.12K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-29- 2.33% |
$6.05K - $6.77K
|
1.21K
$272K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-29- 30.53% |
$6.05K - $6.77K
|
66
$14.8K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-32- 3.13% |
$6.68K - $7.47K
|
990
$222K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-35- 0.13% |
$7.3K - $8.18K
|
26.4K
$5.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-35- 4.62% |
$7.3K - $8.18K
|
723
$162K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-35- 35.0% |
$7.3K - $8.18K
|
65
$14.6K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-35- 40.7% |
$7.3K - $8.18K
|
51
$11.4K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-35- 3.32% |
$7.3K - $8.18K
|
1.02K
$229K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-37- 1.08% |
$7.72K - $8.64K
|
3.4K
$762K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-37- 17.45% |
$7.72K - $8.64K
|
175
$39.2K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-37- 13.75% |
$7.72K - $8.64K
|
232
$52K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-38- 0.86% |
$7.93K - $8.88K
|
4.4K
$987K
|