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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3+ 0.2% |
$664 - $783
|
1.48K
$333K
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
BUY
|
- |
3+ 0.05% |
$664 - $783
|
6.32K
$1.42M
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
2+ 0.06% |
$442 - $522
|
3.57K
$801K
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.13% |
$442 - $522
|
1.53K
$343K
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2+ 0.02% |
$442 - $522
|
9.49K
$2.13M
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.25% |
$442 - $522
|
799
$179K
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.09% |
$221 - $261
|
1.17K
$261K
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$221 - $261
|
3.89K
$872K
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.43% |
$221 - $261
|
71
$15.9K
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1+ 0.05% |
$221 - $261
|
2.09K
$468K
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.1% |
$221 - $261
|
1.04K
$233K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1+ 0.08% |
$221 - $261
|
1.25K
$280K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.61% |
$221 - $261
|
164
$36.8K
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.05% |
$221 - $261
|
2.11K
$473K
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.47% |
$221 - $261
|
216
$48.4K
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1- 0.09% |
$221 - $261
|
1.07K
$241K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1- 0.01% |
$221 - $261
|
9.4K
$2.11M
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1- 1.1% |
$221 - $261
|
90
$20.2K
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-2- 0.17% |
$442 - $522
|
1.2K
$268K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 23.08% |
$664 - $783
|
10
$2.24K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3- 0.06% |
$664 - $783
|
4.69K
$1.05M
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-4- 13.79% |
$885 - $1.04K
|
25
$5.61K
|
|
Jan 12, 2023
Q4 2022
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-5- 0.06% |
$1.11K - $1.31K
|
8.34K
$1.87M
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-5- 0.2% |
$1.11K - $1.31K
|
2.55K
$571K
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5- 0.07% |
$1.11K - $1.31K
|
7.17K
$1.61M
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-5- 0.07% |
$1.11K - $1.31K
|
6.75K
$1.51M
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-6- 0.26% |
$1.33K - $1.57K
|
2.33K
$522K
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6- 0.47% |
$1.33K - $1.57K
|
1.28K
$288K
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6- 0.16% |
$1.33K - $1.57K
|
3.74K
$838K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 0.92% |
$1.55K - $1.83K
|
758
$170K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 6.36% |
$1.55K - $1.83K
|
103
$23.1K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7- 0.18% |
$1.55K - $1.83K
|
3.97K
$890K
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7- 0.44% |
$1.55K - $1.83K
|
1.57K
$353K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-8- 33.33% |
$1.77K - $2.09K
|
16
$3.59K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-10- 0.81% |
$2.21K - $2.61K
|
1.22K
$273K
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-10- 0.14% |
$2.21K - $2.61K
|
7.02K
$1.57M
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-10- 2.06% |
$2.21K - $2.61K
|
475
$107K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-10- 20.0% |
$2.21K - $2.61K
|
40
$8.97K
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-11- 0.28% |
$2.43K - $2.87K
|
3.85K
$863K
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-11- 0.3% |
$2.43K - $2.87K
|
3.69K
$827K
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-11- 1.13% |
$2.43K - $2.87K
|
962
$216K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-12- 0.23% |
$2.65K - $3.13K
|
5.23K
$1.17M
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-12- 10.17% |
$2.65K - $3.13K
|
106
$23.8K
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-12- 1.19% |
$2.65K - $3.13K
|
999
$224K
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-12- 1.28% |
$2.65K - $3.13K
|
927
$208K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-13- 0.29% |
$2.88K - $3.39K
|
4.43K
$993K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 8.02% |
$2.88K - $3.39K
|
149
$33.4K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-13- 0.16% |
$2.88K - $3.39K
|
8.12K
$1.82M
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-14- 27.45% |
$3.1K - $3.65K
|
37
$8.3K
|