Purchases and Sales Made in Q3 2021 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
19+ 7.98% |
$3.97K - $4.41K
|
257
$57.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
18+ 0.19% |
$3.76K - $4.18K
|
9.48K
$2.13M
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
17+ 0.37% |
$3.55K - $3.94K
|
4.57K
$1.02M
|
|
|
Oct 25, 2021
Q3 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
17+ 0.77% |
$3.55K - $3.94K
|
2.22K
$497K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16+ 29.09% |
$3.35K - $3.71K
|
71
$15.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
15+ 0.48% |
$3.14K - $3.48K
|
3.16K
$709K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
15+ 25.0% |
$3.14K - $3.48K
|
75
$16.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
15New |
$3.14K - $3.48K
|
15
$3.36K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
14+ 46.67% |
$2.93K - $3.25K
|
44
$9.87K
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
14+ 0.3% |
$2.93K - $3.25K
|
4.66K
$1.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
13+ 0.07% |
$2.72K - $3.02K
|
17.5K
$3.92M
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
13New |
$2.72K - $3.02K
|
13
$2.92K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
12New |
$2.51K - $2.78K
|
12
$2.69K
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
10+ 0.16% |
$2.09K - $2.32K
|
6.39K
$1.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.1% |
$2.09K - $2.32K
|
10.3K
$2.31M
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
10New |
$2.09K - $2.32K
|
10
$2.24K
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10New |
$2.09K - $2.32K
|
10
$2.24K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 1.37% |
$1.88K - $2.09K
|
664
$149K
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
9+ 31.03% |
$1.88K - $2.09K
|
38
$8.52K
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
8+ 0.26% |
$1.67K - $1.86K
|
3.11K
$698K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6New |
$1.25K - $1.39K
|
6
$1.35K
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.6% |
$1.25K - $1.39K
|
1K
$224K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5+ 0.14% |
$1.05K - $1.16K
|
3.67K
$822K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 12.5% |
$1.05K - $1.16K
|
45
$10.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4New |
$836 - $928
|
4
$897
|
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
BUY
|
- |
3+ 0.04% |
$627 - $696
|
7.71K
$1.73M
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
3+ 0.27% |
$627 - $696
|
1.12K
$250K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3+ 0.22% |
$627 - $696
|
1.36K
$305K
|
|
|
Oct 12, 2021
Q3 2021
|
Grassi Investment Management
|
BUY
|
- |
2+ 0.0% |
$418 - $464
|
48.3K
$10.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
2New |
$418 - $464
|
2
$449
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2+ 0.32% |
$418 - $464
|
632
$142K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2+ 0.13% |
$418 - $464
|
1.55K
$349K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
2+ 0.54% |
$418 - $464
|
369
$82.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 6.67% |
$209 - $232
|
16
$3.59K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
1+ 0.55% |
$209 - $232
|
182
$40.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.32% |
$209 - $232
|
316
$70.9K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 1.45% |
$209 - $232
|
70
$15.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 1.89% |
$209 - $232
|
54
$12.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.63% |
$209 - $232
|
161
$36.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1+ 0.1% |
$209 - $232
|
1.04K
$233K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1+ 0.08% |
$209 - $232
|
1.27K
$286K
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1Closed |
$209 - $232
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
SELL
|
- |
-1- 0.09% |
$209 - $232
|
1.17K
$263K
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 3.57% |
$209 - $232
|
27
$6.06K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1- 0.03% |
$209 - $232
|
3.68K
$825K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1- 0.6% |
$209 - $232
|
167
$37.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$209 - $232
|
4.1K
$920K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 3.23% |
$418 - $464
|
60
$13.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3- 0.07% |
$627 - $696
|
4.51K
$1.01M
|