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 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.36K+ 4.45% |
$283K - $317K
|
31.8K
$7.17M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.33K+ 15.63% |
$277K - $310K
|
9.83K
$2.22M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.32K+ 9.37% |
$276K - $309K
|
15.4K
$3.48M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.32K+ 27.86% |
$276K - $309K
|
6.06K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1.3K+ 11.22% |
$271K - $304K
|
12.9K
$2.91M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.3K+ 1.05% |
$271K - $303K
|
125K
$28.2M
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.3KNew |
$271K - $303K
|
1.3K
$292K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 1.97% |
$269K - $301K
|
66.8K
$15.1M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
1.29KNew |
$269K - $301K
|
1.29K
$290K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.28K+ 0.42% |
$267K - $299K
|
305K
$68.7M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.28K+ 59.5% |
$267K - $299K
|
3.43K
$772K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.26K+ 10.69% |
$262K - $293K
|
13K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.21KNew |
$252K - $282K
|
1.21K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.21K+ 45.79% |
$252K - $282K
|
3.85K
$867K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.2K+ 4.4% |
$250K - $280K
|
28.4K
$6.41M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.18K+ 28.67% |
$246K - $276K
|
5.3K
$1.19M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.14KNew |
$239K - $267K
|
1.14K
$258K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.14KNew |
$238K - $266K
|
1.14K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.11KNew |
$232K - $260K
|
1.11K
$251K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.1KNew |
$230K - $257K
|
1.1K
$248K
|
|
|
Sep 18, 2023
Q1 2023
|
Washington Capital Management Inc
|
BUY
|
- |
1.1KNew |
$230K - $257K
|
1.1K
$248K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.1K+ 27425.0% |
$229K - $256K
|
1.1K
$248K
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.09K+ 135.75% |
$227K - $254K
|
1.89K
$425K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.08K+ 32.78% |
$226K - $253K
|
4.38K
$988K
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.08K+ 67.44% |
$226K - $253K
|
2.68K
$605K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.05K+ 4.29% |
$219K - $245K
|
25.5K
$5.74M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.01K+ 23.61% |
$211K - $236K
|
5.29K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
1.01K+ 10.13% |
$211K - $236K
|
11K
$2.48M
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1KNew |
$209K - $234K
|
1K
$226K
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1KNew |
$209K - $234K
|
1K
$225K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
998+ 84.22% |
$208K - $233K
|
2.18K
$492K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
995+ 6.59% |
$208K - $232K
|
16.1K
$3.63M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
993+ 12.23% |
$207K - $232K
|
9.12K
$2.05M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
990New |
$207K - $231K
|
990
$223K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
980+ 64.86% |
$205K - $229K
|
2.49K
$561K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
978New |
$204K - $228K
|
978
$220K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
975New |
$203K - $228K
|
975
$220K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
974+ 2.83% |
$203K - $228K
|
35.4K
$7.98M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
973New |
$203K - $227K
|
973
$219K
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
972+ 98.48% |
$203K - $227K
|
1.96K
$442K
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
963+ 7.84% |
$201K - $225K
|
13.2K
$2.99M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
959+ 0.29% |
$200K - $224K
|
332K
$74.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
934New |
$195K - $218K
|
934
$211K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
923New |
$193K - $216K
|
923
$208K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
919+ 7.45% |
$192K - $215K
|
13.3K
$2.99M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
907New |
$189K - $212K
|
907
$204K
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
899New |
$188K - $210K
|
899
$203K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
896+ 56.18% |
$187K - $209K
|
2.49K
$561K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
891New |
$186K - $208K
|
891
$201K
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
857+ 3.39% |
$179K - $200K
|
26.1K
$5.88M
|