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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 18.55% |
$20.9K - $23.4K
|
439
$98.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-100- 5.6% |
$20.9K - $23.4K
|
1.69K
$378K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 19.61% |
$20.9K - $23.4K
|
410
$92K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 41.84% |
$20.9K - $23.4K
|
139
$31.2K
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-100- 1.98% |
$20.9K - $23.4K
|
4.96K
$1.11M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-100- 5.13% |
$20.9K - $23.4K
|
1.85K
$415K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-100- 18.59% |
$20.9K - $23.4K
|
438
$98.2K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-101- 3.1% |
$21.1K - $23.6K
|
3.16K
$708K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-101- 5.89% |
$21.1K - $23.6K
|
1.61K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-101- 2.7% |
$21.1K - $23.6K
|
3.64K
$815K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-102- 1.95% |
$21.3K - $23.8K
|
5.13K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-103- 4.78% |
$21.5K - $24.1K
|
2.05K
$460K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-104- 6.65% |
$21.7K - $24.3K
|
1.46K
$327K
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-105- 8.85% |
$21.9K - $24.5K
|
1.08K
$242K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-108- 2.75% |
$22.5K - $25.2K
|
3.83K
$858K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-108- 0.69% |
$22.5K - $25.2K
|
15.5K
$3.48M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-109- 6.42% |
$22.7K - $25.5K
|
1.59K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-109- 1.92% |
$22.7K - $25.5K
|
5.58K
$1.25M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-110- 1.42% |
$23K - $25.7K
|
7.61K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-110- 6.75% |
$23K - $25.7K
|
1.52K
$341K
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-110- 10.28% |
$23K - $25.7K
|
960
$215K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-113- 6.05% |
$23.6K - $26.4K
|
1.76K
$394K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-117- 2.21% |
$24.4K - $27.3K
|
5.18K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-117- 29.92% |
$24.4K - $27.3K
|
274
$61.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-118- 0.49% |
$24.6K - $27.6K
|
23.8K
$5.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-118- 0.5% |
$24.6K - $27.6K
|
23.5K
$5.27M
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-118- 2.16% |
$24.6K - $27.6K
|
5.35K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-119- 10.55% |
$24.8K - $27.8K
|
1.01K
$226K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-120- 2.27% |
$25K - $28K
|
5.17K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-120- 2.33% |
$25K - $28K
|
5.04K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-120- 6.82% |
$25K - $28K
|
1.64K
$368K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-124- 1.38% |
$25.9K - $29K
|
8.84K
$1.98M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-125- 6.37% |
$26.1K - $29.2K
|
1.84K
$412K
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-125- 1.21% |
$26.1K - $29.2K
|
10.2K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
SELL
|
- |
-125- 11.9% |
$26.1K - $29.2K
|
925
$207K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-125- 2.28% |
$26.1K - $29.2K
|
5.36K
$1.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-126- 3.13% |
$26.3K - $29.4K
|
3.91K
$876K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-131- 5.98% |
$27.3K - $30.6K
|
2.06K
$462K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-132- 4.49% |
$27.5K - $30.8K
|
2.81K
$629K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-132- 0.51% |
$27.5K - $30.8K
|
25.7K
$5.77M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-133- 5.33% |
$27.8K - $31.1K
|
2.36K
$530K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-138- 5.87% |
$28.8K - $32.2K
|
2.21K
$496K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-139- 4.76% |
$29K - $32.5K
|
2.78K
$624K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-140- 11.14% |
$29.2K - $32.7K
|
1.12K
$251K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-140- 19.05% |
$29.2K - $32.7K
|
595
$133K
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-140- 0.58% |
$29.2K - $32.7K
|
23.8K
$5.34M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-140- 28.57% |
$29.2K - $32.7K
|
350
$78.5K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-144- 7.43% |
$30K - $33.6K
|
1.79K
$402K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-145- 8.23% |
$30.3K - $33.9K
|
1.62K
$362K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-153- 0.41% |
$31.9K - $35.7K
|
37.1K
$8.33M
|