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 |
---|---|---|---|---|---|---|---|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
98+ 5.63% |
$22.1K - $25.4K
|
1.84K
$309K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
97+ 5.52% |
$21.9K - $25.1K
|
1.85K
$311K
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
97+ 7.61% |
$21.9K - $25.1K
|
1.37K
$230K
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
95+ 1.7% |
$21.4K - $24.6K
|
5.68K
$953K
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
94+ 4.95% |
$21.2K - $24.3K
|
1.99K
$335K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
93+ 2.08% |
$21K - $24.1K
|
4.56K
$766K
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
92+ 9.02% |
$20.8K - $23.8K
|
1.11K
$187K
|
|
Aug 03, 2022
Q2 2022
|
Chicago Trust CO Na
|
BUY
|
- |
88+ 3.93% |
$19.9K - $22.8K
|
2.33K
$391K
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
87+ 4.64% |
$19.6K - $22.5K
|
1.96K
$330K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
87+ 0.47% |
$19.6K - $22.5K
|
18.5K
$3.11M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
87New |
$19.6K - $22.5K
|
87
$14.6K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
86+ 30.82% |
$19.4K - $22.3K
|
365
$61.3K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
84+ 0.68% |
$19K - $21.7K
|
12.4K
$2.09M
|
|
Jul 20, 2022
Q2 2022
|
Tufton Capital Management
|
BUY
|
- |
83+ 3.49% |
$18.7K - $21.5K
|
2.46K
$414K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
82+ 8.62% |
$18.5K - $21.2K
|
1.03K
$173K
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
82+ 7.11% |
$18.5K - $21.2K
|
1.24K
$207K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
80+ 53.33% |
$18.1K - $20.7K
|
230
$38.6K
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
77+ 12.36% |
$17.4K - $19.9K
|
700
$118K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
76+ 1.79% |
$17.2K - $19.7K
|
4.33K
$727K
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
76+ 0.43% |
$17.2K - $19.7K
|
17.8K
$2.99M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
75+ 5.1% |
$16.9K - $19.4K
|
1.55K
$260K
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
72+ 0.39% |
$16.3K - $18.6K
|
18.3K
$3.08M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
71New |
$16K - $18.4K
|
71
$11.9K
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
70+ 3.02% |
$15.8K - $18.1K
|
2.39K
$401K
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
70+ 1.5% |
$15.8K - $18.1K
|
4.73K
$795K
|
|
Aug 09, 2022
Q2 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
67+ 3.18% |
$15.1K - $17.3K
|
2.18K
$365K
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
BUY
|
- |
66+ 0.42% |
$14.9K - $17.1K
|
15.6K
$2.62M
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
66+ 1.38% |
$14.9K - $17.1K
|
4.86K
$816K
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
65+ 4.56% |
$14.7K - $16.8K
|
1.49K
$250K
|
|
Jul 18, 2022
Q2 2022
|
Farmers Trust CO
|
BUY
|
- |
64+ 0.56% |
$14.4K - $16.6K
|
11.5K
$1.92M
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
64+ 0.9% |
$14.4K - $16.6K
|
7.17K
$1.2M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
63+ 8.19% |
$14.2K - $16.3K
|
832
$140K
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
60+ 3.2% |
$13.5K - $15.5K
|
1.93K
$325K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
60New |
$13.5K - $15.5K
|
60
$10.1K
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
59+ 0.7% |
$13.3K - $15.3K
|
8.51K
$1.43M
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
56+ 1.6% |
$12.6K - $14.5K
|
3.55K
$596K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
55+ 3.36% |
$12.4K - $14.2K
|
1.69K
$284K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54+ 1.02% |
$12.2K - $14K
|
5.37K
$902K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
54+ 0.91% |
$12.2K - $14K
|
6K
$1.01M
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
52New |
$11.7K - $13.5K
|
52
$8.73K
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
52+ 0.37% |
$11.7K - $13.5K
|
14K
$2.34M
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
52+ 4.7% |
$11.7K - $13.5K
|
1.16K
$194K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
51New |
$11.5K - $13.2K
|
51
$8.57K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
50+ 8.45% |
$11.3K - $12.9K
|
642
$108K
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
50+ 4.52% |
$11.3K - $12.9K
|
1.16K
$194K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
50+ 1.37% |
$11.3K - $12.9K
|
3.69K
$620K
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
49+ 1.29% |
$11.1K - $12.7K
|
3.85K
$647K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
48+ 1.29% |
$10.8K - $12.4K
|
3.78K
$635K
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
45+ 0.86% |
$10.2K - $11.6K
|
5.3K
$890K
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
43+ 1.23% |
$9.71K - $11.1K
|
3.53K
$592K
|