Purchases and Sales Made in Q3 2022 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
36+ 0.63% |
$8.27K - $11.1K
|
5.73K
$1.29M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
35+ 0.26% |
$8.04K - $10.8K
|
13.2K
$2.97M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
34+ 3.29% |
$7.81K - $10.5K
|
1.07K
$239K
|
|
|
Nov 14, 2022
Q3 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
34+ 3.18% |
$7.81K - $10.5K
|
1.1K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
34+ 3.18% |
$7.81K - $10.5K
|
1.1K
$248K
|
|
|
Nov 04, 2022
Q3 2022
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
33+ 3.23% |
$7.58K - $10.2K
|
1.06K
$237K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
33+ 84.62% |
$7.58K - $10.2K
|
72
$16.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
32+ 4.98% |
$7.35K - $9.86K
|
674
$151K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
32+ 1.94% |
$7.35K - $9.86K
|
1.68K
$377K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
32+ 0.87% |
$7.35K - $9.86K
|
3.72K
$835K
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
31+ 0.52% |
$7.12K - $9.55K
|
5.98K
$1.34M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31+ 23.66% |
$7.12K - $9.55K
|
162
$36.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
30+ 2.01% |
$6.89K - $9.24K
|
1.52K
$341K
|
|
|
Nov 07, 2022
Q3 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
28New |
$6.43K - $8.62K
|
28
$6.28K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28+ 0.18% |
$6.43K - $8.62K
|
16K
$3.59M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
26+ 1.27% |
$5.97K - $8.01K
|
2.07K
$465K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
24+ 1.99% |
$5.51K - $7.39K
|
1.23K
$275K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
24+ 0.58% |
$5.51K - $7.39K
|
4.13K
$926K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
23+ 0.53% |
$5.28K - $7.08K
|
4.35K
$976K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.92% |
$5.05K - $6.78K
|
2.4K
$539K
|
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
21+ 2.34% |
$4.82K - $6.47K
|
917
$206K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20+ 200.0% |
$4.59K - $6.16K
|
30
$6.73K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
20+ 5.78% |
$4.59K - $6.16K
|
366
$82.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
20New |
$4.59K - $6.16K
|
20
$4.49K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
19+ 0.82% |
$4.36K - $5.85K
|
2.33K
$523K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
19New |
$4.36K - $5.85K
|
19
$4.26K
|
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
19+ 0.46% |
$4.36K - $5.85K
|
4.13K
$926K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18+ 17.82% |
$4.13K - $5.54K
|
119
$26.7K
|
|
|
Nov 14, 2022
Q3 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
18+ 0.83% |
$4.13K - $5.54K
|
2.19K
$492K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
17+ 0.37% |
$3.9K - $5.24K
|
4.58K
$1.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
15New |
$3.45K - $4.62K
|
15
$3.36K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
15+ 6.58% |
$3.45K - $4.62K
|
243
$54.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
14+ 0.23% |
$3.22K - $4.31K
|
6.02K
$1.35M
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 0.07% |
$3.22K - $4.31K
|
21.5K
$4.82M
|
|
|
Nov 10, 2022
Q3 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
12+ 0.0% |
$2.76K - $3.7K
|
755K
$169M
|
|
|
Oct 13, 2022
Q3 2022
|
Nvest Financial, LLC
|
BUY
|
- |
11+ 0.57% |
$2.53K - $3.39K
|
1.94K
$436K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
11+ 61.11% |
$2.53K - $3.39K
|
29
$6.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11New |
$2.53K - $3.39K
|
11
$2.47K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
11New |
$2.53K - $3.39K
|
11
$2.47K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
10+ 71.43% |
$2.3K - $3.08K
|
24
$5.38K
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
10+ 0.6% |
$2.3K - $3.08K
|
1.67K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
10+ 0.59% |
$2.3K - $3.08K
|
1.7K
$381K
|
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
9+ 0.14% |
$2.07K - $2.77K
|
6.47K
$1.45M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 9.47% |
$2.07K - $2.77K
|
104
$23.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
8+ 0.8% |
$1.84K - $2.46K
|
1.01K
$227K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
8+ 72.73% |
$1.84K - $2.46K
|
19
$4.26K
|
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
8New |
$1.84K - $2.46K
|
8
$1.79K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
7+ 41.18% |
$1.61K - $2.16K
|
24
$5.38K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 100.0% |
$1.61K - $2.16K
|
14
$3.14K
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
BUY
|
- |
7+ 0.52% |
$1.61K - $2.16K
|
1.35K
$302K
|