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 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
637+ 21.33% |
$133K - $148K
|
3.62K
$817K
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
603+ 3.02% |
$126K - $140K
|
20.6K
$4.64M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
583+ 1.44% |
$122K - $135K
|
41.2K
$9.28M
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
580+ 20.39% |
$121K - $135K
|
3.43K
$772K
|
|
Nov 12, 2021
Q3 2021
|
Univest Financial Corp
|
BUY
|
- |
580+ 3.94% |
$121K - $135K
|
15.3K
$3.45M
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
578+ 6.3% |
$121K - $134K
|
9.75K
$2.2M
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
575+ 33.01% |
$120K - $133K
|
2.32K
$522K
|
|
Nov 15, 2021
Q3 2021
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
564+ 19.56% |
$118K - $131K
|
3.45K
$777K
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
560+ 3.54% |
$117K - $130K
|
16.4K
$3.69M
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
554+ 3.75% |
$116K - $129K
|
15.3K
$3.46M
|
|
Oct 15, 2021
Q3 2021
|
Spirit Of America Management Corp
|
BUY
|
- |
550+ 84.62% |
$115K - $128K
|
1.2K
$270K
|
|
Nov 09, 2021
Q3 2021
|
Candriam S.C.A.
|
BUY
|
- |
549+ 4.19% |
$115K - $127K
|
13.6K
$3.08M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
542+ 0.09% |
$113K - $126K
|
635K
$143M
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
541+ 32.05% |
$113K - $126K
|
2.23K
$502K
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
540+ 30.51% |
$113K - $125K
|
2.31K
$521K
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
524+ 18.07% |
$110K - $122K
|
3.42K
$772K
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
518+ 44.81% |
$108K - $120K
|
1.67K
$377K
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
513+ 6.66% |
$107K - $119K
|
8.22K
$1.85M
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
480+ 28.17% |
$100K - $111K
|
2.18K
$492K
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
480+ 28.17% |
$100K - $111K
|
2.18K
$492K
|
|
Oct 04, 2021
Q3 2021
|
Canandaigua National Corp
|
BUY
|
- |
471+ 1.75% |
$98.5K - $109K
|
27.5K
$6.19M
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
468+ 9.6% |
$97.8K - $109K
|
5.34K
$1.2M
|
|
Oct 28, 2021
Q3 2021
|
Dillon & Associates Inc
|
BUY
|
- |
464+ 1.52% |
$97K - $108K
|
31K
$6.99M
|
|
Oct 28, 2021
Q3 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
464+ 1.61% |
$97K - $108K
|
29.3K
$6.61M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
463+ 2.16% |
$96.8K - $107K
|
21.9K
$4.93M
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
460+ 0.98% |
$96.2K - $107K
|
47.2K
$10.6M
|
|
Nov 10, 2021
Q3 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
459+ 1.67% |
$96K - $107K
|
27.9K
$6.29M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
452+ 4.35% |
$94.5K - $105K
|
10.8K
$2.44M
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
447+ 3.63% |
$93.5K - $104K
|
12.8K
$2.88M
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
440+ 4.06% |
$92K - $102K
|
11.3K
$2.54M
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
422+ 121.26% |
$88.2K - $97.9K
|
770
$174K
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
419+ 3.67% |
$87.6K - $97.2K
|
11.8K
$2.66M
|
|
Oct 26, 2021
Q3 2021
|
Cambria Investment Management, L.P.
|
BUY
|
- |
402+ 4.87% |
$84.1K - $93.3K
|
8.66K
$1.95M
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
401+ 21.62% |
$83.8K - $93K
|
2.26K
$509K
|
|
Nov 15, 2021
Q3 2021
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
400+ 20.33% |
$83.6K - $92.8K
|
2.37K
$534K
|
|
Nov 15, 2021
Q3 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
386+ 4.45% |
$80.7K - $89.6K
|
9.05K
$2.04M
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
384+ 3.24% |
$80.3K - $89.1K
|
12.2K
$2.76M
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
380+ 2.49% |
$79.5K - $88.2K
|
15.6K
$3.52M
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
369New |
$77.2K - $85.6K
|
369
$83.2K
|
|
Nov 10, 2021
Q3 2021
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
366+ 2.21% |
$76.5K - $84.9K
|
16.9K
$3.81M
|
|
Nov 15, 2021
Q3 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
354+ 1.07% |
$74K - $82.1K
|
33.3K
$7.52M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
353+ 4.93% |
$73.8K - $81.9K
|
7.51K
$1.69M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
348+ 5.36% |
$72.8K - $80.7K
|
6.84K
$1.54M
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
347+ 5.53% |
$72.6K - $80.5K
|
6.62K
$1.49M
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
336+ 6.42% |
$70.3K - $78K
|
5.57K
$1.25M
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
327+ 5.37% |
$68.4K - $75.9K
|
6.42K
$1.45M
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
325+ 5.85% |
$68K - $75.4K
|
5.88K
$1.33M
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
315+ 1.64% |
$65.9K - $73.1K
|
19.5K
$4.4M
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
313+ 3.81% |
$65.4K - $72.6K
|
8.52K
$1.92M
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
BUY
|
- |
310+ 19.68% |
$64.8K - $71.9K
|
1.89K
$425K
|