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 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
365+ 3.27% |
$76.2K - $85.3K
|
11.5K
$2.6M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
363+ 3.97% |
$75.8K - $84.8K
|
9.5K
$2.14M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
361+ 2.14% |
$75.3K - $84.3K
|
17.2K
$3.89M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
347+ 24.56% |
$72.4K - $81.1K
|
1.76K
$397K
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
346+ 10.01% |
$72.2K - $80.8K
|
3.8K
$857K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
339+ 26.4% |
$70.7K - $79.2K
|
1.62K
$366K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
338+ 0.94% |
$70.5K - $79K
|
36.4K
$8.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
332+ 3.27% |
$69.3K - $77.6K
|
10.5K
$2.36M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
323+ 3.22% |
$67.4K - $75.4K
|
10.4K
$2.33M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
322+ 3.13% |
$67.2K - $75.2K
|
10.6K
$2.39M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
317+ 0.47% |
$66.2K - $74K
|
67.8K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
316+ 2.81% |
$65.9K - $73.8K
|
11.6K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
307+ 1.02% |
$64.1K - $71.7K
|
30.3K
$6.83M
|
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
BUY
|
- |
305+ 1.26% |
$63.6K - $71.2K
|
24.5K
$5.52M
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
300+ 12.5% |
$62.6K - $70.1K
|
2.7K
$609K
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
294+ 6.8% |
$61.4K - $68.7K
|
4.62K
$1.04M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
291+ 15.58% |
$60.7K - $68K
|
2.16K
$487K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
289+ 11.7% |
$60.3K - $67.5K
|
2.76K
$622K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
289+ 15.26% |
$60.3K - $67.5K
|
2.18K
$492K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
278+ 16.32% |
$58K - $64.9K
|
1.98K
$447K
|
|
|
May 11, 2023
Q1 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
275+ 5.56% |
$57.4K - $64.2K
|
5.23K
$1.18M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
271+ 2.62% |
$56.6K - $63.3K
|
10.6K
$2.39M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
269+ 5.1% |
$56.1K - $62.8K
|
5.54K
$1.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
262+ 1.32% |
$54.7K - $61.2K
|
20.2K
$4.55M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
259+ 28.68% |
$54K - $60.5K
|
1.16K
$262K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
250+ 3125.0% |
$52.2K - $58.4K
|
258
$58.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
247+ 0.94% |
$51.5K - $57.7K
|
26.4K
$5.96M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
242+ 1.72% |
$50.5K - $56.5K
|
14.3K
$3.23M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
240+ 145.45% |
$50.1K - $56.1K
|
405
$91.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Wd Rutherford LLC
|
BUY
|
- |
235+ 2.53% |
$49K - $54.9K
|
9.52K
$2.15M
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
230+ 1.72% |
$48K - $53.7K
|
13.6K
$3.06M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
230+ 1.23% |
$48K - $53.7K
|
19K
$4.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
223New |
$46.5K - $52.1K
|
223
$50.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
219+ 1.86% |
$45.7K - $51.2K
|
12K
$2.7M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
218+ 0.05% |
$45.5K - $50.9K
|
413K
$93.2M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
215+ 1.76% |
$44.9K - $50.2K
|
12.4K
$2.8M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
214+ 4.83% |
$44.7K - $50K
|
4.65K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
212+ 1.18% |
$44.2K - $49.5K
|
18.2K
$4.11M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
208+ 1.65% |
$43.4K - $48.6K
|
12.8K
$2.89M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
207+ 4.65% |
$43.2K - $48.4K
|
4.66K
$1.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
206+ 13.33% |
$43K - $48.1K
|
1.75K
$395K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
205+ 4.98% |
$42.8K - $47.9K
|
4.32K
$974K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
203+ 10.97% |
$42.4K - $47.4K
|
2.05K
$463K
|
|
|
Apr 28, 2023
Q1 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
200+ 0.93% |
$41.7K - $46.7K
|
21.7K
$4.88M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
199+ 12.04% |
$41.5K - $46.5K
|
1.85K
$417K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
197+ 0.46% |
$41.1K - $46K
|
42.6K
$9.61M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
189+ 1.65% |
$39.4K - $44.1K
|
11.7K
$2.63M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
189+ 0.29% |
$39.4K - $44.1K
|
65.3K
$14.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
187+ 16.98% |
$39K - $43.7K
|
1.29K
$290K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
185+ 13.44% |
$38.6K - $43.2K
|
1.56K
$352K
|