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 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-153- 1.05% |
$31.9K - $35.7K
|
14.4K
$3.24M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-153- 2.17% |
$31.9K - $35.7K
|
6.91K
$1.55M
|
|
|
Apr 17, 2023
Q1 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-155- 1.86% |
$32.3K - $36.2K
|
8.19K
$1.84M
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-155- 12.3% |
$32.3K - $36.2K
|
1.11K
$248K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-158- 10.86% |
$33K - $36.9K
|
1.3K
$291K
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-161- 4.18% |
$33.6K - $37.6K
|
3.69K
$827K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-164- 2.77% |
$34.2K - $38.3K
|
5.76K
$1.29M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-165- 11.29% |
$34.4K - $38.5K
|
1.3K
$291K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-168- 2.07% |
$35.1K - $39.2K
|
7.94K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-170- 2.11% |
$35.5K - $39.7K
|
7.9K
$1.77M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-171- 5.41% |
$35.7K - $39.9K
|
2.99K
$670K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-171- 15.11% |
$35.7K - $39.9K
|
961
$216K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-176- 3.86% |
$36.7K - $41.1K
|
4.38K
$983K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-185- 3.98% |
$38.6K - $43.2K
|
4.46K
$1M
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-189- 9.13% |
$39.4K - $44.1K
|
1.88K
$422K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-191- 0.88% |
$39.9K - $44.6K
|
21.6K
$4.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-200- 96.62% |
$41.7K - $46.7K
|
7
$1.57K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-200- 0.42% |
$41.7K - $46.7K
|
47.6K
$10.7M
|
|
|
May 02, 2023
Q1 2023
|
Lipe & Dalton
|
SELL
|
- |
-200- 3.51% |
$41.7K - $46.7K
|
5.51K
$1.23M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-200- 5.42% |
$41.7K - $46.7K
|
3.49K
$783K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 2.59% |
$41.7K - $46.7K
|
7.52K
$1.69M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-200- 37.59% |
$41.7K - $46.7K
|
332
$74.5K
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-200- 12.5% |
$41.7K - $46.7K
|
1.4K
$314K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-200- 5.5% |
$41.7K - $46.7K
|
3.43K
$770K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-208- 17.85% |
$43.4K - $48.6K
|
957
$215K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-209- 8.9% |
$43.6K - $48.8K
|
2.14K
$480K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-209- 13.95% |
$43.6K - $48.8K
|
1.29K
$289K
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-212- 0.65% |
$44.2K - $49.5K
|
32.3K
$7.24M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-214- 3.91% |
$44.7K - $50K
|
5.26K
$1.18M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-215- 7.48% |
$44.9K - $50.2K
|
2.66K
$596K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-215- 17.65% |
$44.9K - $50.2K
|
1K
$225K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-218- 0.48% |
$45.5K - $50.9K
|
45.1K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-220- 29.69% |
$45.9K - $51.4K
|
521
$117K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-223- 99.11% |
$46.5K - $52.1K
|
2
$449
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-224- 12.87% |
$46.7K - $52.3K
|
1.52K
$340K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-224- 1.38% |
$46.7K - $52.3K
|
16K
$3.59M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-225- 1.29% |
$47K - $52.6K
|
17.3K
$3.87M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-230- 16.58% |
$48K - $53.7K
|
1.16K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-231- 6.6% |
$48.2K - $54K
|
3.27K
$733K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-232- 18.91% |
$48.4K - $54.2K
|
995
$223K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-237- 1.36% |
$49.5K - $55.4K
|
17.2K
$3.87M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-238- 0.86% |
$49.7K - $55.6K
|
27.6K
$6.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-248- 19.33% |
$51.8K - $57.9K
|
1.04K
$232K
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-248- 0.55% |
$51.8K - $57.9K
|
45.1K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-250- 0.6% |
$52.2K - $58.4K
|
41.7K
$9.35M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-262- 2.21% |
$54.7K - $61.2K
|
11.6K
$2.6M
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-268- 0.8% |
$55.9K - $62.6K
|
33.3K
$7.47M
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-270- 22.58% |
$56.3K - $63.1K
|
926
$208K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-276- 8.72% |
$57.6K - $64.5K
|
2.89K
$648K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-280- 42.3% |
$58.4K - $65.4K
|
382
$85.7K
|