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 |
---|---|---|---|---|---|---|---|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
309+ 14.03% |
$64.6K - $71.7K
|
2.51K
$566K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
306+ 18.72% |
$64K - $71K
|
1.94K
$438K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
304+ 375.31% |
$63.6K - $70.5K
|
385
$86.8K
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
298+ 6.26% |
$62.3K - $69.1K
|
5.06K
$1.14M
|
|
Nov 12, 2021
Q3 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
291+ 0.03% |
$60.8K - $67.5K
|
965K
$217M
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
289+ 28.42% |
$60.4K - $67.1K
|
1.31K
$294K
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
286+ 4.7% |
$59.8K - $66.4K
|
6.37K
$1.44M
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
275+ 23.5% |
$57.5K - $63.8K
|
1.45K
$326K
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
272+ 3.55% |
$56.9K - $63.1K
|
7.94K
$1.79M
|
|
Nov 08, 2021
Q3 2021
|
Armstrong Shaw Associates Inc
|
BUY
|
- |
269+ 1.75% |
$56.2K - $62.4K
|
15.7K
$3.53M
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
265+ 0.46% |
$55.4K - $61.5K
|
58.5K
$13.2M
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
261+ 18.55% |
$54.6K - $60.6K
|
1.67K
$376K
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
258+ 5.55% |
$53.9K - $59.9K
|
4.91K
$1.11M
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
BUY
|
- |
254+ 2.3% |
$53.1K - $58.9K
|
11.3K
$2.54M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
252+ 0.42% |
$52.7K - $58.5K
|
59.9K
$13.5M
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
250+ 17.43% |
$52.3K - $58K
|
1.68K
$380K
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
250+ 3.72% |
$52.3K - $58K
|
6.97K
$1.57M
|
|
Nov 02, 2021
Q3 2021
|
Ing Groep Nv
|
BUY
|
- |
245+ 1.77% |
$51.2K - $56.8K
|
14.1K
$3.18M
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
240New |
$50.2K - $55.7K
|
240
$54.1K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
238+ 6.0% |
$49.8K - $55.2K
|
4.21K
$948K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
235+ 7.4% |
$49.1K - $54.5K
|
3.41K
$768K
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
230+ 12.04% |
$48.1K - $53.4K
|
2.14K
$482K
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
226+ 17.97% |
$47.3K - $52.4K
|
1.48K
$334K
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
219+ 9.46% |
$45.8K - $50.8K
|
2.54K
$571K
|
|
Nov 09, 2021
Q3 2021
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
219+ 2.05% |
$45.8K - $50.8K
|
10.9K
$2.46M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
219+ 4.35% |
$45.8K - $50.8K
|
5.25K
$1.18M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
218+ 10.31% |
$45.6K - $50.6K
|
2.33K
$526K
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
BUY
|
- |
215+ 0.98% |
$45K - $49.9K
|
22.2K
$5.01M
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
215+ 2.52% |
$45K - $49.9K
|
8.76K
$1.97M
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
215New |
$45K - $49.9K
|
215
$48.5K
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
213+ 24.54% |
$44.5K - $49.4K
|
1.08K
$244K
|
|
Nov 15, 2021
Q3 2021
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
213+ 0.02% |
$44.5K - $49.4K
|
994K
$224M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
211+ 9.53% |
$44.1K - $49K
|
2.43K
$547K
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
198+ 8.45% |
$41.4K - $45.9K
|
2.54K
$573K
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
196+ 16.61% |
$41K - $45.5K
|
1.38K
$310K
|
|
Nov 12, 2021
Q3 2021
|
X Square Capital, LLC
|
BUY
|
- |
196+ 12.38% |
$41K - $45.5K
|
1.78K
$401K
|
|
Nov 02, 2021
Q3 2021
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
190+ 1.95% |
$39.7K - $44.1K
|
9.95K
$2.24M
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
189+ 21.36% |
$39.5K - $43.9K
|
1.07K
$242K
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
184+ 1.68% |
$38.5K - $42.7K
|
11.1K
$2.5M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
173+ 19.82% |
$36.2K - $40.1K
|
1.05K
$236K
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
169+ 7.51% |
$35.3K - $39.2K
|
2.42K
$545K
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
168+ 1.24% |
$35.1K - $39K
|
13.7K
$3.1M
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
163+ 8.52% |
$34.1K - $37.8K
|
2.08K
$468K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
163+ 52.92% |
$34.1K - $37.8K
|
471
$106K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
156+ 0.28% |
$32.6K - $36.2K
|
55.3K
$12.5M
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
155+ 1.76% |
$32.4K - $36K
|
8.97K
$2.02M
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
155New |
$32.4K - $36K
|
155
$34.9K
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
153New |
$32K - $35.5K
|
153
$34.5K
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
149+ 0.13% |
$31.2K - $34.6K
|
117K
$26.4M
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
148+ 29.78% |
$30.9K - $34.3K
|
645
$145K
|