Purchases and Sales Made in Q4 2021 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Trust Investment Advisors
|
BUY
|
- |
71+ 1.29% |
$15K - $17.8K
|
5.56K
$1.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
70+ 0.46% |
$14.8K - $17.6K
|
15.4K
$3.59M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
68+ 0.98% |
$14.4K - $17.1K
|
7.04K
$1.64M
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
67+ 0.17% |
$14.2K - $16.8K
|
38.5K
$8.98M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
67+ 27.57% |
$14.2K - $16.8K
|
310
$72.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
67+ 4.38% |
$14.2K - $16.8K
|
1.6K
$373K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
67+ 152.27% |
$14.2K - $16.8K
|
111
$25.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
67New |
$14.2K - $16.8K
|
67
$15.6K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
67+ 4.65% |
$14.2K - $16.8K
|
1.51K
$352K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
66+ 3.24% |
$14K - $16.6K
|
2.1K
$490K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
65+ 5.97% |
$13.8K - $16.3K
|
1.15K
$269K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
65New |
$13.8K - $16.3K
|
65
$15.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
64+ 5.33% |
$13.5K - $16.1K
|
1.27K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
64+ 1.69% |
$13.5K - $16.1K
|
3.86K
$900K
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
63+ 2.48% |
$13.3K - $15.8K
|
2.61K
$608K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
60New |
$12.7K - $15.1K
|
60
$14K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
59New |
$12.5K - $14.8K
|
59
$13.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
59New |
$12.5K - $14.8K
|
59
$13.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
58+ 3.76% |
$12.3K - $14.6K
|
1.6K
$373K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58+ 2.21% |
$12.3K - $14.6K
|
2.68K
$625K
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
58+ 1.86% |
$12.3K - $14.6K
|
3.17K
$740K
|
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
55+ 1.63% |
$11.6K - $13.8K
|
3.42K
$798K
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
53+ 0.8% |
$11.2K - $13.3K
|
6.66K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53+ 2.73% |
$11.2K - $13.3K
|
2K
$466K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
52+ 1.57% |
$11K - $13.1K
|
3.36K
$783K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
51+ 1.95% |
$10.8K - $12.8K
|
2.67K
$622K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
50New |
$10.6K - $12.5K
|
50
$11.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
50+ 0.63% |
$10.6K - $12.5K
|
8.04K
$1.88M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
50+ 2.75% |
$10.6K - $12.5K
|
1.87K
$436K
|
|
|
Jan 19, 2022
Q4 2021
|
Weybosset Research & Management LLC
|
BUY
|
- |
50+ 3.17% |
$10.6K - $12.5K
|
1.63K
$379K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
49+ 2.89% |
$10.4K - $12.3K
|
1.75K
$407K
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
46+ 0.47% |
$9.73K - $11.5K
|
9.8K
$2.28M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
45New |
$9.52K - $11.3K
|
45
$10.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
44+ 100.0% |
$9.31K - $11K
|
88
$20.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
44+ 1.34% |
$9.31K - $11K
|
3.32K
$775K
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
43+ 38.74% |
$9.1K - $10.8K
|
154
$35.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
40+ 0.65% |
$8.46K - $10K
|
6.2K
$1.45M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39+ 0.13% |
$8.25K - $9.79K
|
30K
$7M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
39New |
$8.25K - $9.79K
|
39
$9.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
36+ 1.07% |
$7.62K - $9.03K
|
3.41K
$795K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
36+ 1200.0% |
$7.62K - $9.03K
|
39
$9.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
36+ 5.44% |
$7.62K - $9.03K
|
698
$163K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
36+ 1.76% |
$7.62K - $9.03K
|
2.08K
$485K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
36+ 1.25% |
$7.62K - $9.03K
|
2.92K
$682K
|
|
|
Feb 14, 2022
Q4 2021
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
33+ 2.16% |
$6.98K - $8.28K
|
1.56K
$364K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
33+ 0.56% |
$6.98K - $8.28K
|
5.9K
$1.38M
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
31+ 1.16% |
$6.56K - $7.78K
|
2.69K
$628K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
30New |
$6.35K - $7.53K
|
30
$7K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
28+ 1.48% |
$5.93K - $7.03K
|
1.92K
$447K
|
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
28+ 0.08% |
$5.93K - $7.03K
|
33.5K
$7.81M
|