Purchases and Sales Made in Q4 2022 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.47% |
$4.42K - $5.22K
|
4.32K
$969K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
20New |
$4.42K - $5.22K
|
20
$4.49K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
20+ 1.0% |
$4.42K - $5.22K
|
2.02K
$454K
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
20+ 2.18% |
$4.42K - $5.22K
|
937
$210K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
18+ 0.26% |
$3.98K - $4.7K
|
6.98K
$1.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
17+ 20.48% |
$3.76K - $4.44K
|
100
$22.4K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
17+ 1.88% |
$3.76K - $4.44K
|
919
$206K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
15+ 88.24% |
$3.32K - $3.92K
|
32
$7.18K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
15New |
$3.32K - $3.92K
|
15
$3.36K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14+ 1.1% |
$3.1K - $3.65K
|
1.28K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
14New |
$3.1K - $3.65K
|
14
$3.14K
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
14+ 0.39% |
$3.1K - $3.65K
|
3.63K
$815K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
14+ 17.28% |
$3.1K - $3.65K
|
95
$21.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13+ 1.49% |
$2.88K - $3.39K
|
883
$198K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
13+ 5.37% |
$2.88K - $3.39K
|
255
$57.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
13+ 0.49% |
$2.88K - $3.39K
|
2.67K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
13+ 0.45% |
$2.88K - $3.39K
|
2.93K
$658K
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.96% |
$2.65K - $3.13K
|
1.26K
$282K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
12New |
$2.65K - $3.13K
|
12
$2.69K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
11+ 1.09% |
$2.43K - $2.87K
|
1.02K
$229K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
11+ 0.6% |
$2.43K - $2.87K
|
1.83K
$411K
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
10+ 0.95% |
$2.21K - $2.61K
|
1.06K
$237K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10+ 0.34% |
$2.21K - $2.61K
|
2.95K
$660K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
10+ 1.19% |
$2.21K - $2.61K
|
850
$191K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
10New |
$2.21K - $2.61K
|
10
$2.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.6% |
$2.21K - $2.61K
|
1.66K
$373K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10New |
$2.21K - $2.61K
|
10
$2.24K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
8New |
$1.77K - $2.09K
|
8
$1.79K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
8+ 0.12% |
$1.77K - $2.09K
|
6.48K
$1.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8New |
$1.77K - $2.09K
|
8
$1.79K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 0.55% |
$1.55K - $1.83K
|
1.27K
$285K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7New |
$1.55K - $1.83K
|
7
$1.57K
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
7+ 0.42% |
$1.55K - $1.83K
|
1.68K
$377K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6+ 0.17% |
$1.33K - $1.57K
|
3.58K
$803K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 150.0% |
$1.33K - $1.57K
|
10
$2.24K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 13.95% |
$1.33K - $1.57K
|
49
$11K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
6New |
$1.33K - $1.57K
|
6
$1.35K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 3.19% |
$1.33K - $1.57K
|
194
$43.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 166.67% |
$1.11K - $1.31K
|
8
$1.79K
|
|
|
Feb 09, 2023
Q4 2022
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
5+ 0.47% |
$1.11K - $1.31K
|
1.06K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5New |
$1.11K - $1.31K
|
5
$1.12K
|
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
4+ 0.21% |
$885 - $1.04K
|
1.95K
$437K
|
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
BUY
|
- |
4+ 0.22% |
$885 - $1.04K
|
1.84K
$413K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
4New |
$885 - $1.04K
|
4
$897
|
|
|
Mar 17, 2023
Q4 2022
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
4+ 0.36% |
$885 - $1.04K
|
1.11K
$248K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.31% |
$664 - $783
|
956
$214K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3New |
$664 - $783
|
3
$673
|
|
|
Feb 07, 2023
Q4 2022
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
3+ 0.15% |
$664 - $783
|
1.95K
$438K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3New |
$664 - $783
|
3
$673
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3+ 0.06% |
$664 - $783
|
5.02K
$1.13M
|