Purchases and Sales Made in Q2 2022 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q2 2022. 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, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
9+ 0.14% |
$2.03K - $2.33K
|
6.46K
$1.45M
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
8New |
$1.81K - $2.07K
|
8
$1.79K
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
8+ 0.53% |
$1.81K - $2.07K
|
1.52K
$341K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
8+ 133.33% |
$1.81K - $2.07K
|
14
$3.14K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 2.87% |
$1.35K - $1.55K
|
215
$48.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.48% |
$1.35K - $1.55K
|
1.26K
$283K
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
6+ 1.0% |
$1.35K - $1.55K
|
606
$136K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 6.12% |
$1.35K - $1.55K
|
104
$23.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
5+ 0.33% |
$1.13K - $1.29K
|
1.53K
$342K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 12.82% |
$1.13K - $1.29K
|
44
$9.87K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 71.43% |
$1.13K - $1.29K
|
12
$2.69K
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
BUY
|
- |
4+ 0.17% |
$903 - $1.04K
|
2.32K
$519K
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4+ 0.37% |
$903 - $1.04K
|
1.07K
$241K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
4New |
$903 - $1.04K
|
4
$897
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4+ 5.0% |
$903 - $1.04K
|
84
$18.8K
|
|
|
Mar 17, 2023
Q2 2022
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
4+ 0.37% |
$903 - $1.04K
|
1.1K
$246K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
3New |
$677 - $776
|
3
$673
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.26% |
$677 - $776
|
1.16K
$259K
|
|
|
Aug 05, 2022
Q2 2022
|
X Square Capital, LLC
|
BUY
|
- |
3+ 0.16% |
$677 - $776
|
1.83K
$411K
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
3+ 0.08% |
$677 - $776
|
3.57K
$800K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.07% |
$677 - $776
|
4.51K
$1.01M
|
|
|
Aug 11, 2022
Q2 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.24% |
$677 - $776
|
1.24K
$278K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3New |
$677 - $776
|
3
$673
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 4.35% |
$677 - $776
|
72
$16.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2+ 0.1% |
$452 - $518
|
2K
$449K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
2+ 2.63% |
$452 - $518
|
78
$17.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.17% |
$452 - $518
|
1.16K
$261K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.12% |
$452 - $518
|
1.63K
$366K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 0.13% |
$452 - $518
|
1.6K
$359K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.08% |
$226 - $259
|
1.27K
$284K
|
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
1+ 0.01% |
$226 - $259
|
8.13K
$1.82M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$226 - $259
|
1.25K
$280K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1New |
$226 - $259
|
1
$224
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1+ 0.01% |
$226 - $259
|
7.06K
$1.58M
|
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$226 - $259
|
1.11K
$248K
|
|
|
Jul 27, 2022
Q2 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1+ 0.08% |
$226 - $259
|
1.25K
$279K
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$226 - $259
|
1.06K
$238K
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$226 - $259
|
3.89K
$872K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.31% |
$226 - $259
|
319
$71.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1+ 0.01% |
$226 - $259
|
9.49K
$2.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.09% |
$226 - $259
|
93
$20.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.05% |
$226 - $259
|
2.16K
$485K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.98% |
$226 - $259
|
103
$23.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$226 - $259
|
1
$224
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1+ 0.05% |
$226 - $259
|
2.12K
$475K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 6.25% |
$226 - $259
|
15
$3.36K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1- 0.11% |
$226 - $259
|
920
$206K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 1.04% |
$226 - $259
|
95
$21.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1Closed |
$226 - $259
|
0
$0
|