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 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.1% |
$212 - $251
|
1.02K
$174K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.32% |
$212 - $251
|
317
$53.9K
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$212 - $251
|
3.28K
$557K
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1+ 0.07% |
$212 - $251
|
1.46K
$247K
|
|
Feb 11, 2022
Q4 2021
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
1+ 0.02% |
$212 - $251
|
5.16K
$877K
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.05% |
$212 - $251
|
1.89K
$321K
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.62% |
$212 - $251
|
162
$27.5K
|
|
Jan 19, 2022
Q4 2021
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1- 2.56% |
$212 - $251
|
38
$6.46K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.81% |
$212 - $251
|
122
$20.7K
|
|
Feb 03, 2022
Q4 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.09% |
$212 - $251
|
1.17K
$199K
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2Closed |
$423 - $502
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2Closed |
$423 - $502
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2- 0.76% |
$423 - $502
|
262
$44.5K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4Closed |
$846 - $1K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4- 0.29% |
$846 - $1K
|
1.35K
$230K
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-5- 0.45% |
$1.06K - $1.25K
|
1.1K
$187K
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-5- 0.05% |
$1.06K - $1.25K
|
9.22K
$1.57M
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6- 0.06% |
$1.27K - $1.51K
|
9.41K
$1.6M
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6Closed |
$1.27K - $1.51K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-7- 0.54% |
$1.48K - $1.76K
|
1.29K
$219K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 0.78% |
$1.48K - $1.76K
|
894
$152K
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-8Closed |
$1.69K - $2.01K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-10- 0.09% |
$2.12K - $2.51K
|
10.6K
$1.8M
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-10- 37.04% |
$2.12K - $2.51K
|
17
$2.89K
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-10- 0.29% |
$2.12K - $2.51K
|
3.42K
$580K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-10- 2.49% |
$2.12K - $2.51K
|
392
$66.6K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-10- 0.02% |
$2.12K - $2.51K
|
55.5K
$9.44M
|
|
Feb 11, 2022
Q4 2021
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-10- 4.39% |
$2.12K - $2.51K
|
218
$37.1K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-12- 1.15% |
$2.54K - $3.01K
|
1.03K
$176K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-12Closed |
$2.54K - $3.01K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-15Closed |
$3.17K - $3.76K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-15- 0.02% |
$3.17K - $3.76K
|
68.3K
$11.6M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-15Closed |
$3.17K - $3.76K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-17- 0.94% |
$3.6K - $4.27K
|
1.8K
$305K
|
|
Feb 14, 2022
Q4 2021
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-18- 0.76% |
$3.81K - $4.52K
|
2.35K
$399K
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-18- 0.89% |
$3.81K - $4.52K
|
2K
$340K
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-18- 0.79% |
$3.81K - $4.52K
|
2.26K
$383K
|
|
Feb 08, 2022
Q4 2021
|
Callahan Advisors, LLC
|
SELL
|
- |
-19- 1.78% |
$4.02K - $4.77K
|
1.05K
$178K
|
|
Jan 26, 2022
Q4 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-19Closed |
$4.02K - $4.77K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-19- 0.7% |
$4.02K - $4.77K
|
2.7K
$460K
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-20- 0.21% |
$4.23K - $5.02K
|
9.46K
$1.61M
|
|
Feb 10, 2022
Q4 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-20- 0.17% |
$4.23K - $5.02K
|
11.5K
$1.95M
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-22- 1.15% |
$4.66K - $5.52K
|
1.89K
$322K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 14.19% |
$4.66K - $5.52K
|
133
$22.6K
|
|
Feb 08, 2022
Q4 2021
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-25- 0.28% |
$5.29K - $6.27K
|
9.07K
$1.54M
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-26- 40.63% |
$5.5K - $6.53K
|
38
$6.46K
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-26- 0.32% |
$5.5K - $6.53K
|
8.2K
$1.39M
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-27Closed |
$5.71K - $6.78K
|
0
$0
|