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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
185+ 13.44% |
$38.6K - $43.2K
|
1.56K
$262K
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
183+ 10.25% |
$38.2K - $42.7K
|
1.97K
$331K
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
181+ 0.67% |
$37.8K - $42.3K
|
27.3K
$4.58M
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
180New |
$37.6K - $42K
|
180
$30.2K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
178+ 17.47% |
$37.1K - $41.6K
|
1.2K
$201K
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
176+ 3.65% |
$36.7K - $41.1K
|
5K
$840K
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
174+ 36.4% |
$36.3K - $40.6K
|
652
$110K
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
173+ 3.21% |
$36.1K - $40.4K
|
5.56K
$933K
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
172+ 0.65% |
$35.9K - $40.2K
|
26.6K
$4.46M
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
171+ 7.35% |
$35.7K - $39.9K
|
2.5K
$420K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
169+ 9.46% |
$35.3K - $39.5K
|
1.96K
$328K
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
167+ 17.82% |
$34.8K - $39K
|
1.1K
$185K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
164New |
$34.2K - $38.3K
|
164
$27.5K
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
163+ 0.54% |
$34K - $38.1K
|
30.3K
$5.08M
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
160+ 307.69% |
$33.4K - $37.4K
|
212
$35.6K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
160+ 0.93% |
$33.4K - $37.4K
|
17.3K
$2.91M
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
153+ 10.21% |
$31.9K - $35.7K
|
1.65K
$277K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
152+ 76.77% |
$31.7K - $35.5K
|
350
$58.8K
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
150+ 18.05% |
$31.3K - $35K
|
981
$165K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
147+ 12.02% |
$30.7K - $34.3K
|
1.37K
$230K
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
137+ 12.89% |
$28.6K - $32K
|
1.2K
$202K
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
137+ 12.89% |
$28.6K - $32K
|
1.2K
$202K
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
136+ 11.11% |
$28.4K - $31.8K
|
1.36K
$228K
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
136+ 0.72% |
$28.4K - $31.8K
|
19.2K
$3.22M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
136+ 4.46% |
$28.4K - $31.8K
|
3.19K
$535K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
135+ 2.11% |
$28.2K - $31.5K
|
6.54K
$1.1M
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
132+ 1.26% |
$27.5K - $30.8K
|
10.6K
$1.78M
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
131+ 6.38% |
$27.3K - $30.6K
|
2.18K
$367K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
129+ 2.38% |
$26.9K - $30.1K
|
5.56K
$933K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
127+ 27.02% |
$26.5K - $29.7K
|
597
$100K
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
126+ 0.66% |
$26.3K - $29.4K
|
19.1K
$3.21M
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
120New |
$25K - $28K
|
120
$20.2K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
117+ 13.98% |
$24.4K - $27.3K
|
954
$160K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
117+ 9.54% |
$24.4K - $27.3K
|
1.34K
$226K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
111+ 8.52% |
$23.2K - $25.9K
|
1.41K
$237K
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
106+ 4.98% |
$22.1K - $24.8K
|
2.23K
$375K
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
103+ 5.68% |
$21.5K - $24.1K
|
1.92K
$322K
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.95% |
$20.9K - $23.4K
|
10.6K
$1.78M
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
100New |
$20.9K - $23.4K
|
100
$16.8K
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 0.74% |
$20.9K - $23.4K
|
13.7K
$2.29M
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
100+ 2.78% |
$20.9K - $23.4K
|
3.7K
$622K
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.37% |
$20.9K - $23.4K
|
26.9K
$4.52M
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
100+ 200.0% |
$20.9K - $23.4K
|
150
$25.2K
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
97+ 47.78% |
$20.2K - $22.7K
|
300
$50.4K
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
97+ 5.29% |
$20.2K - $22.7K
|
1.93K
$324K
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
94+ 9.26% |
$19.6K - $22K
|
1.11K
$186K
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
94+ 1.25% |
$19.6K - $22K
|
7.6K
$1.28M
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
93+ 5.53% |
$19.4K - $21.7K
|
1.77K
$298K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
91+ 16.73% |
$19K - $21.3K
|
635
$107K
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
91+ 0.63% |
$19K - $21.3K
|
14.6K
$2.45M
|