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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
1.39K+ 5.29% |
$294K - $348K
|
27.6K
$6.23M
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.36KNew |
$288K - $342K
|
1.36K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.35KNew |
$286K - $340K
|
1.35K
$305K
|
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.35KNew |
$286K - $339K
|
1.35K
$304K
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.34KNew |
$283K - $335K
|
1.34K
$301K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.33K+ 55.11% |
$281K - $333K
|
3.74K
$842K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$280K - $333K
|
1.33K
$299K
|
|
|
Feb 11, 2022
Q4 2021
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
1.31K+ 27.23% |
$277K - $329K
|
6.12K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
1.29K+ 86.02% |
$273K - $324K
|
2.79K
$630K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
1.27KNew |
$269K - $319K
|
1.27K
$286K
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.27KNew |
$269K - $319K
|
1.27K
$286K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.26K+ 15.96% |
$267K - $317K
|
9.18K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.25KNew |
$264K - $313K
|
1.25K
$281K
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.24KNew |
$263K - $312K
|
1.24K
$280K
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.23K+ 14.08% |
$261K - $309K
|
9.98K
$2.25M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.2KNew |
$254K - $301K
|
1.2K
$271K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.2KNew |
$254K - $301K
|
1.2K
$270K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
1.2K+ 5.03% |
$254K - $301K
|
25K
$5.64M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
1.18K+ 4.78% |
$251K - $297K
|
26K
$5.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
1.17KNew |
$248K - $294K
|
1.17K
$264K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
1.17K+ 40.92% |
$248K - $294K
|
4.03K
$908K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.16KNew |
$245K - $290K
|
1.16K
$261K
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.13K+ 6.49% |
$239K - $284K
|
18.5K
$4.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
1.13KNew |
$239K - $283K
|
1.13K
$254K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
1.13K+ 11.91% |
$239K - $283K
|
10.6K
$2.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.13KNew |
$238K - $282K
|
1.13K
$254K
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1.13KNew |
$238K - $282K
|
1.13K
$254K
|
|
|
Mar 17, 2023
Q4 2021
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
1.09KNew |
$231K - $274K
|
1.09K
$246K
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.09KNew |
$230K - $273K
|
1.09K
$245K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.08K+ 70.63% |
$227K - $270K
|
2.6K
$585K
|
|
|
Jan 31, 2022
Q4 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.07K+ 34.44% |
$226K - $268K
|
4.16K
$938K
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.07KNew |
$225K - $267K
|
1.07K
$240K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.07KNew |
$225K - $267K
|
1.07K
$240K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.06KNew |
$224K - $266K
|
1.06K
$239K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.06KNew |
$224K - $266K
|
1.06K
$238K
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$223K - $265K
|
1.06K
$238K
|
|
|
Feb 10, 2022
Q4 2021
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1.03KNew |
$218K - $258K
|
1.03K
$232K
|
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
1.03KNew |
$217K - $258K
|
1.03K
$231K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.02K+ 214.26% |
$216K - $256K
|
1.5K
$338K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.02KNew |
$216K - $256K
|
1.02K
$230K
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.02K+ 8.52% |
$215K - $255K
|
12.9K
$2.91M
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.01K+ 24.24% |
$214K - $254K
|
5.18K
$1.17M
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.01K+ 1.52% |
$213K - $253K
|
67.4K
$15.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.01KNew |
$213K - $253K
|
1.01K
$227K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.01K+ 1.31% |
$213K - $252K
|
77.7K
$17.5M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.01K+ 1.31% |
$213K - $252K
|
77.7K
$17.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
1K+ 2.13% |
$212K - $252K
|
48.2K
$10.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
1KNew |
$212K - $251K
|
1K
$225K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
1K+ 47.98% |
$212K - $251K
|
3.08K
$695K
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
998New |
$211K - $250K
|
998
$225K
|