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 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
994+ 29.16% |
$210K - $249K
|
4.4K
$992K
|
|
|
Feb 04, 2022
Q4 2021
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
993+ 2.17% |
$210K - $249K
|
46.8K
$10.5M
|
|
|
Aug 02, 2023
Q4 2021
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
987+ 15.0% |
$209K - $248K
|
7.57K
$1.71M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
977New |
$207K - $245K
|
977
$220K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
961New |
$203K - $241K
|
961
$217K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
959New |
$203K - $241K
|
959
$216K
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
957+ 6.09% |
$203K - $240K
|
16.7K
$3.76M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
957New |
$203K - $240K
|
957
$216K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
955New |
$202K - $240K
|
955
$215K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
953New |
$202K - $239K
|
953
$215K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
941New |
$199K - $236K
|
941
$212K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
934+ 22.21% |
$198K - $234K
|
5.14K
$1.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
BUY
|
- |
933New |
$197K - $234K
|
933
$210K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
932New |
$197K - $234K
|
932
$210K
|
|
|
Feb 08, 2022
Q4 2021
|
Granite Shares Advisors LLC
|
BUY
|
- |
931New |
$197K - $234K
|
931
$210K
|
|
|
Jan 21, 2022
Q4 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
931New |
$197K - $234K
|
931
$210K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
928+ 6.51% |
$196K - $233K
|
15.2K
$3.42M
|
|
|
Jan 14, 2022
Q4 2021
|
Baxter Bros Inc
|
BUY
|
- |
925New |
$196K - $232K
|
925
$208K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
925New |
$196K - $232K
|
925
$208K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
925New |
$196K - $232K
|
925
$208K
|
|
|
Jan 31, 2022
Q4 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
913New |
$193K - $229K
|
913
$206K
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
907New |
$192K - $228K
|
907
$204K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
907+ 4.47% |
$192K - $228K
|
21.2K
$4.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
903New |
$191K - $227K
|
903
$204K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
890New |
$188K - $223K
|
890
$201K
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
885New |
$187K - $222K
|
885
$199K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
882+ 20.82% |
$187K - $221K
|
5.12K
$1.15M
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
880+ 6.89% |
$186K - $221K
|
13.6K
$3.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
880New |
$186K - $221K
|
880
$198K
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
868New |
$184K - $218K
|
868
$196K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
865+ 2.06% |
$183K - $217K
|
42.9K
$9.66M
|
|
|
Jan 19, 2022
Q4 2021
|
Benin Management Corp
|
BUY
|
- |
860New |
$182K - $216K
|
860
$194K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
860New |
$182K - $216K
|
860
$194K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
857+ 7.01% |
$181K - $215K
|
13.1K
$2.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
847New |
$179K - $213K
|
847
$191K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
845+ 12.1% |
$179K - $212K
|
7.83K
$1.76M
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
838New |
$177K - $210K
|
838
$189K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
834New |
$176K - $209K
|
834
$188K
|
|
|
Feb 11, 2022
Q4 2021
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
831+ 4.29% |
$176K - $209K
|
20.2K
$4.56M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
827New |
$175K - $208K
|
827
$186K
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
BUY
|
- |
825New |
$175K - $207K
|
825
$186K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
824New |
$174K - $207K
|
824
$186K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
823New |
$174K - $207K
|
823
$186K
|
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
818New |
$173K - $205K
|
818
$184K
|
|
|
Feb 14, 2022
Q4 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
818New |
$173K - $205K
|
818
$184K
|
|
|
Feb 09, 2022
Q4 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
813+ 3.59% |
$172K - $204K
|
23.4K
$5.29M
|
|
|
Jan 26, 2022
Q4 2021
|
Franklin Street Advisors Inc
|
BUY
|
- |
812New |
$172K - $204K
|
812
$183K
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
812+ 1.24% |
$172K - $204K
|
66.4K
$15M
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
808+ 54.45% |
$171K - $203K
|
2.29K
$517K
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
806New |
$171K - $202K
|
806
$182K
|