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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-105- 6.3% |
$23.2K - $27.4K
|
1.56K
$350K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-106- 1.11% |
$23.5K - $27.7K
|
9.42K
$2.11M
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-107- 0.15% |
$23.7K - $27.9K
|
70.8K
$15.9M
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-108- 53.2% |
$23.9K - $28.2K
|
95
$21.3K
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-108- 10.36% |
$23.9K - $28.2K
|
934
$209K
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-113- 1.38% |
$25K - $29.5K
|
8.06K
$1.81M
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-115- 0.69% |
$25.4K - $30K
|
16.6K
$3.71M
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-116- 0.79% |
$25.7K - $30.3K
|
14.6K
$3.28M
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-119- 0.81% |
$26.3K - $31.1K
|
14.6K
$3.28M
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-120- 0.18% |
$26.5K - $31.3K
|
67K
$15M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-121- 0.4% |
$26.8K - $31.6K
|
30K
$6.72M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-122- 0.73% |
$27K - $31.8K
|
16.6K
$3.73M
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-123- 0.67% |
$27.2K - $32.1K
|
18.1K
$4.06M
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-125- 1.59% |
$27.7K - $32.6K
|
7.72K
$1.73M
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-126- 20.36% |
$27.9K - $32.9K
|
493
$111K
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-129- 6.46% |
$28.5K - $33.7K
|
1.87K
$419K
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-131- 0.69% |
$29K - $34.2K
|
18.7K
$4.2M
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-132- 13.08% |
$29.2K - $34.5K
|
877
$197K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-133- 1.9% |
$29.4K - $34.7K
|
6.87K
$1.54M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-136- 5.94% |
$30.1K - $35.5K
|
2.16K
$483K
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-138- 0.57% |
$30.5K - $36K
|
24K
$5.37M
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-140- 2.96% |
$31K - $36.5K
|
4.59K
$1.03M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-142- 4.27% |
$31.4K - $37.1K
|
3.18K
$714K
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-142- 2.48% |
$31.4K - $37.1K
|
5.58K
$1.25M
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-146- 6.24% |
$32.3K - $38.1K
|
2.19K
$492K
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-148- 4.8% |
$32.7K - $38.6K
|
2.94K
$659K
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-148- 4.82% |
$32.7K - $38.6K
|
2.92K
$655K
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-148- 2.01% |
$32.7K - $38.6K
|
7.21K
$1.62M
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-150- 1.53% |
$33.2K - $39.2K
|
9.66K
$2.17M
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-155- 1.62% |
$34.3K - $40.5K
|
9.42K
$2.11M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-156- 7.78% |
$34.5K - $40.7K
|
1.85K
$415K
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-160- 0.15% |
$35.4K - $41.8K
|
109K
$24.5M
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-161- 0.06% |
$35.6K - $42K
|
273K
$61.3M
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
SELL
|
- |
-162- 1.25% |
$35.8K - $42.3K
|
12.8K
$2.87M
|
|
Feb 14, 2023
Q4 2022
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-163- 15.29% |
$36.1K - $42.5K
|
903
$203K
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-164- 4.94% |
$36.3K - $42.8K
|
3.16K
$708K
|
|
Aug 02, 2023
Q4 2022
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-166- 2.16% |
$36.7K - $43.3K
|
7.51K
$1.68M
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-170- 0.7% |
$37.6K - $44.4K
|
24.1K
$5.4M
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-176- 0.42% |
$38.9K - $45.9K
|
41.3K
$9.26M
|
|
Feb 06, 2023
Q4 2022
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-179- 1.22% |
$39.6K - $46.7K
|
14.5K
$3.24M
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-180- 9.33% |
$39.8K - $47K
|
1.75K
$392K
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-184- 5.56% |
$40.7K - $48K
|
3.12K
$700K
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-184- 1.14% |
$40.7K - $48K
|
16K
$3.59M
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-184- 2.45% |
$40.7K - $48K
|
7.32K
$1.64M
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-187- 60.71% |
$41.4K - $48.8K
|
121
$27.1K
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-196- 0.74% |
$43.4K - $51.2K
|
26.4K
$5.92M
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-200- 3.28% |
$44.2K - $52.2K
|
5.9K
$1.32M
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-200- 3.6% |
$44.2K - $52.2K
|
5.35K
$1.2M
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-205- 15.65% |
$45.4K - $53.5K
|
1.11K
$248K
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-205- 15.65% |
$45.4K - $53.5K
|
1.11K
$248K
|