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 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.16KNew |
$257K - $303K
|
1.16K
$195K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.13KNew |
$250K - $295K
|
1.13K
$190K
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.13KNew |
$250K - $295K
|
1.13K
$190K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.12K+ 90.16% |
$247K - $292K
|
2.36K
$396K
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.12KNew |
$247K - $291K
|
1.12K
$187K
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
1.11KNew |
$246K - $290K
|
1.11K
$187K
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.08KNew |
$239K - $282K
|
1.08K
$182K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.06K+ 221.64% |
$233K - $275K
|
1.53K
$257K
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.05KNew |
$233K - $275K
|
1.05K
$177K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.04K+ 4.76% |
$229K - $270K
|
22.8K
$3.83M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.03K+ 41.85% |
$228K - $269K
|
3.5K
$587K
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.03KNew |
$227K - $268K
|
1.03K
$172K
|
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.02K+ 100.59% |
$225K - $265K
|
2.02K
$340K
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.02KNew |
$225K - $265K
|
1.02K
$170K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.01K+ 3.85% |
$224K - $264K
|
27.2K
$4.58M
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
1K+ 2.32% |
$221K - $261K
|
44.2K
$7.42M
|
|
Feb 08, 2023
Q4 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1KNew |
$221K - $261K
|
1K
$168K
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
973+ 0.91% |
$215K - $254K
|
107K
$18M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
958New |
$212K - $250K
|
958
$161K
|
|
Feb 02, 2023
Q4 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
950+ 3.76% |
$210K - $248K
|
26.2K
$4.41M
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
937+ 26.74% |
$207K - $245K
|
4.44K
$746K
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
934+ 1.55% |
$207K - $244K
|
61K
$10.2M
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
930New |
$206K - $243K
|
930
$156K
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
916+ 12.71% |
$203K - $239K
|
8.12K
$1.36M
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
913New |
$202K - $238K
|
913
$153K
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
903New |
$200K - $236K
|
903
$152K
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
903+ 29.8% |
$200K - $236K
|
3.93K
$661K
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
900New |
$199K - $235K
|
900
$151K
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
900New |
$199K - $235K
|
900
$151K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
866+ 81.16% |
$192K - $226K
|
1.93K
$325K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
866New |
$192K - $226K
|
866
$145K
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
863New |
$191K - $225K
|
863
$145K
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
863New |
$191K - $225K
|
863
$145K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
821+ 1.49% |
$182K - $214K
|
55.9K
$9.39M
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
810+ 6.14% |
$179K - $211K
|
14K
$2.35M
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
787+ 0.86% |
$174K - $205K
|
92.6K
$15.6M
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
784+ 85.31% |
$173K - $205K
|
1.7K
$286K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
779+ 1.82% |
$172K - $203K
|
43.7K
$7.34M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
764New |
$169K - $199K
|
764
$128K
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
761+ 55.55% |
$168K - $199K
|
2.13K
$358K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
751New |
$166K - $196K
|
751
$126K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
751New |
$166K - $196K
|
751
$126K
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
745+ 18.88% |
$165K - $194K
|
4.69K
$788K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
741New |
$164K - $193K
|
741
$124K
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
714+ 1.71% |
$158K - $186K
|
42.4K
$7.13M
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
712+ 3.11% |
$158K - $186K
|
23.6K
$3.97M
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
704+ 17.43% |
$156K - $184K
|
4.74K
$796K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
700+ 6.59% |
$155K - $183K
|
11.3K
$1.9M
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
688+ 39.68% |
$152K - $180K
|
2.42K
$407K
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
679+ 13.26% |
$150K - $177K
|
5.8K
$974K
|