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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7+ 0.41% |
$1.61K - $2.16K
|
1.73K
$388K
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
7+ 0.23% |
$1.61K - $2.16K
|
3.07K
$688K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
7New |
$1.61K - $2.16K
|
7
$1.57K
|
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
6+ 0.6% |
$1.38K - $1.85K
|
1.01K
$226K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
6New |
$1.38K - $1.85K
|
6
$1.35K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 5.77% |
$1.38K - $1.85K
|
110
$24.7K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
5+ 0.21% |
$1.15K - $1.54K
|
2.39K
$535K
|
|
|
Oct 21, 2022
Q3 2022
|
Tufton Capital Management
|
BUY
|
- |
5+ 0.2% |
$1.15K - $1.54K
|
2.47K
$553K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
5+ 0.22% |
$1.15K - $1.54K
|
2.31K
$517K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 0.28% |
$1.15K - $1.54K
|
1.81K
$405K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 2.33% |
$1.15K - $1.54K
|
220
$49.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.4% |
$1.15K - $1.54K
|
1.25K
$279K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
5+ 0.03% |
$1.15K - $1.54K
|
15.6K
$3.5M
|
|
|
Nov 04, 2022
Q3 2022
|
X Square Capital, LLC
|
BUY
|
- |
4+ 0.22% |
$919 - $1.23K
|
1.84K
$412K
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
4+ 0.12% |
$919 - $1.23K
|
3.3K
$741K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4New |
$919 - $1.23K
|
4
$897
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3+ 0.24% |
$689 - $924
|
1.25K
$281K
|
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.33% |
$689 - $924
|
903
$203K
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.14% |
$689 - $924
|
2.11K
$473K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 30.0% |
$689 - $924
|
13
$2.92K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 3.75% |
$689 - $924
|
83
$18.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3+ 0.15% |
$689 - $924
|
2K
$448K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
3+ 1.99% |
$689 - $924
|
154
$34.5K
|
|
|
Mar 17, 2023
Q3 2022
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
3+ 0.27% |
$689 - $924
|
1.1K
$247K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.12% |
$459 - $616
|
1.64K
$367K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
2+ 0.06% |
$459 - $616
|
3.57K
$800K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$459 - $616
|
2
$449
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
2+ 0.05% |
$459 - $616
|
3.89K
$872K
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2+ 0.02% |
$459 - $616
|
9.49K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$459 - $616
|
1.58K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.11% |
$459 - $616
|
1.86K
$416K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1+ 0.09% |
$230 - $308
|
1.08K
$241K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1+ 0.25% |
$230 - $308
|
401
$89.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1New |
$230 - $308
|
1
$224
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.95% |
$230 - $308
|
106
$23.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.09% |
$230 - $308
|
1.16K
$261K
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$230 - $308
|
1.9K
$426K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.96% |
$230 - $308
|
52
$11.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$230 - $308
|
7.1K
$1.59M
|
|
|
Oct 25, 2022
Q3 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
1+ 0.07% |
$230 - $308
|
1.53K
$343K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.85% |
$230 - $308
|
118
$26.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$230 - $308
|
1.06K
$238K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.21% |
$230 - $308
|
472
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1+ 0.08% |
$230 - $308
|
1.25K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1+ 0.11% |
$230 - $308
|
892
$200K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1- 0.01% |
$230 - $308
|
7.06K
$1.58M
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 2.27% |
$230 - $308
|
43
$9.64K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.68% |
$230 - $308
|
146
$32.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 1.41% |
$230 - $308
|
70
$15.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-1- 0.03% |
$230 - $308
|
2.91K
$652K
|