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 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
331+ 3.94% |
$76K - $102K
|
8.73K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
326+ 12.25% |
$74.9K - $100K
|
2.99K
$673K
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
318+ 2.33% |
$73K - $97.9K
|
14K
$3.15M
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
308+ 3.62% |
$70.7K - $94.9K
|
8.82K
$1.99M
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
306+ 12.96% |
$70.3K - $94.2K
|
2.67K
$601K
|
|
Nov 07, 2022
Q3 2022
|
Lipe & Dalton
|
BUY
|
- |
301+ 5.57% |
$69.1K - $92.7K
|
5.71K
$1.29M
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
300+ 400.0% |
$68.9K - $92.4K
|
375
$84.5K
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
300+ 20.53% |
$68.9K - $92.4K
|
1.76K
$397K
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
300+ 12.92% |
$68.9K - $92.4K
|
2.62K
$591K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
298+ 10.15% |
$68.4K - $91.8K
|
3.23K
$729K
|
|
Nov 02, 2022
Q3 2022
|
Tobam
|
BUY
|
- |
298+ 55.7% |
$68.4K - $91.8K
|
833
$188K
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
282+ 8.44% |
$64.8K - $86.9K
|
3.62K
$817K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
282+ 3.9% |
$64.8K - $86.9K
|
7.51K
$1.69M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
281+ 25.25% |
$64.5K - $86.5K
|
1.39K
$314K
|
|
Oct 13, 2022
Q3 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
280+ 1.12% |
$64.3K - $86.2K
|
25.3K
$5.7M
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
269+ 19.45% |
$61.8K - $82.9K
|
1.65K
$372K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
266+ 6.53% |
$61.1K - $81.9K
|
4.34K
$978K
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
266+ 2.16% |
$61.1K - $81.9K
|
12.6K
$2.84M
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
262+ 12.62% |
$60.2K - $80.7K
|
2.34K
$527K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
260+ 1.31% |
$59.7K - $80.1K
|
20.1K
$4.52M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
258+ 8.41% |
$59.3K - $79.5K
|
3.33K
$749K
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
252+ 4.8% |
$57.9K - $77.6K
|
5.5K
$1.24M
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
250+ 61.73% |
$57.4K - $77K
|
655
$148K
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
250New |
$57.4K - $77K
|
250
$56.4K
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
250New |
$57.4K - $77K
|
250
$56.4K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
247+ 3.13% |
$56.7K - $76.1K
|
8.13K
$1.83M
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
244+ 5.02% |
$56K - $75.2K
|
5.1K
$1.15M
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
241+ 23.65% |
$55.4K - $74.2K
|
1.26K
$284K
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
231+ 10.92% |
$53.1K - $71.1K
|
2.35K
$529K
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
230+ 10.02% |
$52.8K - $70.8K
|
2.53K
$569K
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
227+ 15.42% |
$52.1K - $69.9K
|
1.7K
$383K
|
|
Oct 13, 2022
Q3 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
226+ 1.24% |
$51.9K - $69.6K
|
18.5K
$4.17M
|
|
Nov 14, 2022
Q3 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
224+ 2.46% |
$51.4K - $69K
|
9.32K
$2.1M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
220+ 7.96% |
$50.5K - $67.8K
|
2.99K
$673K
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
219+ 10.2% |
$50.3K - $67.5K
|
2.37K
$533K
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
209+ 2.87% |
$48K - $64.4K
|
7.48K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
202+ 0.22% |
$46.4K - $62.2K
|
91.8K
$20.7M
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
200+ 19.51% |
$45.9K - $61.6K
|
1.23K
$276K
|
|
Nov 15, 2022
Q3 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
200+ 19.4% |
$45.9K - $61.6K
|
1.23K
$277K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
199+ 1.2% |
$45.7K - $61.3K
|
16.7K
$3.77M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
198+ 1.9% |
$45.5K - $61K
|
10.6K
$2.39M
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
197New |
$45.2K - $60.7K
|
197
$44.4K
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
195+ 12.51% |
$44.8K - $60.1K
|
1.75K
$395K
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
192+ 7.01% |
$44.1K - $59.1K
|
2.93K
$661K
|
|
Nov 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
189+ 16.7% |
$43.4K - $58.2K
|
1.32K
$298K
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
184+ 3.65% |
$42.3K - $56.7K
|
5.23K
$1.18M
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
180+ 13.84% |
$41.3K - $55.4K
|
1.48K
$334K
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
173+ 19.91% |
$39.7K - $53.3K
|
1.04K
$235K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
172+ 0.11% |
$39.5K - $53K
|
154K
$34.7M
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
171+ 6.68% |
$39.3K - $52.7K
|
2.73K
$615K
|