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 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-280- 12.44% |
$58.4K - $65.4K
|
1.97K
$442K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-282- 5.35% |
$58.8K - $65.9K
|
4.99K
$1.12M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-282- 0.55% |
$58.8K - $65.9K
|
51.3K
$11.5M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-284- 93.73% |
$59.3K - $66.3K
|
19
$4.26K
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-288- 0.5% |
$60.1K - $67.3K
|
57K
$12.8M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-291- 7.33% |
$60.7K - $68K
|
3.68K
$825K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-296- 6.48% |
$61.8K - $69.1K
|
4.28K
$959K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-304- 5.32% |
$63.4K - $71K
|
5.41K
$1.21M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-305- 6.33% |
$63.6K - $71.2K
|
4.52K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-321- 8.04% |
$67K - $75K
|
3.67K
$824K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-328- 27.0% |
$68.4K - $76.6K
|
887
$199K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-329- 16.25% |
$68.7K - $76.9K
|
1.7K
$380K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-330- 3.61% |
$68.9K - $77.1K
|
8.82K
$1.98M
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-337- 11.17% |
$70.3K - $78.7K
|
2.68K
$601K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-360- 8.34% |
$75.1K - $84.1K
|
3.96K
$888K
|
|
|
May 02, 2023
Q1 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-375- 2.59% |
$78.3K - $87.6K
|
14.1K
$3.16M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-376- 4.0% |
$78.5K - $87.8K
|
9.02K
$2.02M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-383- 1.69% |
$79.9K - $89.5K
|
22.3K
$5.01M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-385- 6.64% |
$80.3K - $89.9K
|
5.42K
$1.21M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-391- 15.56% |
$81.6K - $91.3K
|
2.12K
$476K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-400- 99.75% |
$83.5K - $93.4K
|
1
$224
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-401- 8.75% |
$83.7K - $93.7K
|
4.18K
$937K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-405Closed |
$84.5K - $94.6K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-408- 1.34% |
$85.1K - $95.3K
|
30K
$6.73M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-412- 82.9% |
$86K - $96.2K
|
85
$19.1K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-416- 5.16% |
$86.8K - $97.2K
|
7.64K
$1.71M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-456- 9.98% |
$95.2K - $107K
|
4.11K
$922K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-462- 5.1% |
$96.4K - $108K
|
8.6K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-467- 8.58% |
$97.5K - $109K
|
4.98K
$1.12M
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-480- 19.35% |
$100K - $112K
|
2K
$449K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-485- 9.22% |
$101K - $113K
|
4.78K
$1.07M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-492- 43.46% |
$103K - $115K
|
640
$144K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-496- 1.18% |
$104K - $116K
|
41.7K
$9.35M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-501- 30.18% |
$105K - $117K
|
1.16K
$260K
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-505- 34.08% |
$105K - $118K
|
977
$219K
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-508- 19.36% |
$106K - $119K
|
2.12K
$475K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-515- 1.81% |
$107K - $120K
|
27.9K
$6.26M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-528- 0.68% |
$110K - $123K
|
76.7K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-541- 17.0% |
$113K - $126K
|
2.64K
$593K
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-545- 7.82% |
$114K - $127K
|
6.43K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-551- 1.22% |
$115K - $129K
|
44.5K
$9.97M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-554- 13.55% |
$116K - $129K
|
3.53K
$793K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-558- 82.3% |
$116K - $130K
|
120
$26.9K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-560- 2.3% |
$117K - $131K
|
23.8K
$5.34M
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-564- 10.0% |
$118K - $132K
|
5.08K
$1.14M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-584- 7.39% |
$122K - $136K
|
7.32K
$1.64M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-593- 8.64% |
$124K - $139K
|
6.27K
$1.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-603- 1.52% |
$126K - $141K
|
38.9K
$8.73M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-603- 1.52% |
$126K - $141K
|
38.9K
$8.73M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-611- 2.86% |
$128K - $143K
|
20.7K
$4.65M
|