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 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-39- 25.66% |
$8.14K - $9.11K
|
113
$25.3K
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-39- 2.49% |
$8.14K - $9.11K
|
1.53K
$343K
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-40- 53.33% |
$8.35K - $9.34K
|
35
$7.85K
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-41- 2.16% |
$8.56K - $9.58K
|
1.86K
$416K
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-43- 2.56% |
$8.97K - $10K
|
1.64K
$367K
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-45- 9.13% |
$9.39K - $10.5K
|
448
$100K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-45- 58.44% |
$9.39K - $10.5K
|
32
$7.18K
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-45- 0.19% |
$9.39K - $10.5K
|
24K
$5.39M
|
|
May 10, 2023
Q1 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-47- 1.08% |
$9.81K - $11K
|
4.29K
$963K
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-49- 3.8% |
$10.2K - $11.4K
|
1.24K
$278K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-49- 17.82% |
$10.2K - $11.4K
|
226
$50.7K
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-50- 0.67% |
$10.4K - $11.7K
|
7.38K
$1.66M
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-50- 3.11% |
$10.4K - $11.7K
|
1.56K
$349K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-50- 0.3% |
$10.4K - $11.7K
|
16.8K
$3.77M
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-55- 4.95% |
$11.5K - $12.8K
|
1.06K
$237K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-56- 2.47% |
$11.7K - $13.1K
|
2.21K
$496K
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-56- 1.44% |
$11.7K - $13.1K
|
3.84K
$862K
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-57- 4.83% |
$11.9K - $13.3K
|
1.12K
$252K
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-60- 1.31% |
$12.5K - $14K
|
4.53K
$1.02M
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-61- 1.93% |
$12.7K - $14.2K
|
3.11K
$697K
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-64- 7.53% |
$13.4K - $14.9K
|
786
$176K
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-65- 0.39% |
$13.6K - $15.2K
|
16.6K
$3.71M
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-65- 1.23% |
$13.6K - $15.2K
|
5.24K
$1.17M
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-65- 1.82% |
$13.6K - $15.2K
|
3.51K
$787K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-68- 2.62% |
$14.2K - $15.9K
|
2.53K
$566K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-68- 2.81% |
$14.2K - $15.9K
|
2.35K
$527K
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-70- 2.93% |
$14.6K - $16.4K
|
2.32K
$519K
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-70- 30.17% |
$14.6K - $16.4K
|
162
$36.3K
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-71- 3.94% |
$14.8K - $16.6K
|
1.73K
$388K
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-71- 84.52% |
$14.8K - $16.6K
|
13
$2.92K
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-73- 1.27% |
$15.2K - $17.1K
|
5.68K
$1.27M
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-73- 0.38% |
$15.2K - $17.1K
|
19.2K
$4.3M
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-74- 0.4% |
$15.4K - $17.3K
|
18.4K
$4.14M
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-76- 4.01% |
$15.9K - $17.8K
|
1.82K
$407K
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-79- 1.32% |
$16.5K - $18.5K
|
5.89K
$1.32M
|
|
Apr 26, 2023
Q1 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-80- 3.56% |
$16.7K - $18.7K
|
2.17K
$487K
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-80- 1.15% |
$16.7K - $18.7K
|
6.9K
$1.55M
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-82- 1.42% |
$17.1K - $19.2K
|
5.68K
$1.27M
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-84- 29.89% |
$17.5K - $19.6K
|
197
$44.2K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-84- 25.53% |
$17.5K - $19.6K
|
245
$54.9K
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-86- 0.5% |
$17.9K - $20.1K
|
17K
$3.81M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-88- 0.26% |
$18.4K - $20.6K
|
33.8K
$7.58M
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-88- 4.8% |
$18.4K - $20.6K
|
1.75K
$391K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-91- 2.06% |
$19K - $21.3K
|
4.34K
$972K
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-96- 0.73% |
$20K - $22.4K
|
13K
$2.91M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-96- 1.18% |
$20K - $22.4K
|
8.01K
$1.8M
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-97- 2.49% |
$20.2K - $22.7K
|
3.79K
$850K
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-97- 2.74% |
$20.2K - $22.7K
|
3.45K
$773K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-98- 22.74% |
$20.5K - $22.9K
|
333
$74.7K
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-99- 4.5% |
$20.7K - $23.1K
|
2.1K
$471K
|