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 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
222+ 6.04% |
$49.1K - $57.9K
|
3.9K
$879K
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
221+ 5.08% |
$48.9K - $57.7K
|
4.57K
$1.03M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
210+ 176.47% |
$46.5K - $54.8K
|
329
$74.2K
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
207+ 8.75% |
$45.8K - $54K
|
2.57K
$580K
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
205+ 8.89% |
$45.4K - $53.5K
|
2.51K
$566K
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
203New |
$44.9K - $53K
|
203
$45.8K
|
|
Jan 18, 2023
Q4 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 16.67% |
$44.2K - $52.2K
|
1.4K
$316K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
198New |
$43.8K - $51.7K
|
198
$44.6K
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
195+ 11.48% |
$43.1K - $50.9K
|
1.89K
$427K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
193+ 1378.57% |
$42.7K - $50.4K
|
207
$46.7K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
193+ 5.72% |
$42.7K - $50.4K
|
3.57K
$804K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
192New |
$42.5K - $50.1K
|
192
$43.3K
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
190+ 3.75% |
$42K - $49.6K
|
5.26K
$1.19M
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
189+ 11.86% |
$41.8K - $49.3K
|
1.78K
$402K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
188+ 0.56% |
$41.6K - $49.1K
|
33.9K
$7.64M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
185+ 0.35% |
$40.9K - $48.3K
|
52.3K
$11.8M
|
|
Jan 24, 2023
Q4 2022
|
Oak Ridge Investments LLC
|
BUY
|
- |
174+ 0.81% |
$38.5K - $45.4K
|
21.6K
$4.87M
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
174+ 0.94% |
$38.5K - $45.4K
|
18.6K
$4.2M
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
172+ 9.07% |
$38.1K - $44.9K
|
2.07K
$466K
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
170New |
$37.6K - $44.4K
|
170
$38.3K
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
166+ 7.07% |
$36.7K - $43.3K
|
2.51K
$566K
|
|
Feb 10, 2023
Q4 2022
|
Ns Partners LTD
|
BUY
|
- |
166+ 0.69% |
$36.7K - $43.3K
|
24.2K
$5.46M
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
162+ 0.74% |
$35.8K - $42.3K
|
22K
$4.96M
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
158+ 0.61% |
$35K - $41.2K
|
26.2K
$5.9M
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
157+ 2.28% |
$34.7K - $41K
|
7.06K
$1.59M
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
157+ 0.23% |
$34.7K - $41K
|
69.2K
$15.6M
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
157+ 1.26% |
$34.7K - $41K
|
12.6K
$2.85M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
155+ 2.97% |
$34.3K - $40.5K
|
5.38K
$1.21M
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
152+ 1.14% |
$33.6K - $39.7K
|
13.4K
$3.03M
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
151+ 8.35% |
$33.4K - $39.4K
|
1.96K
$442K
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
149+ 2.82% |
$33K - $38.9K
|
5.44K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
146New |
$32.3K - $38.1K
|
146
$32.9K
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
145+ 13.44% |
$32.1K - $37.8K
|
1.22K
$276K
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
142+ 9.9% |
$31.4K - $37.1K
|
1.58K
$355K
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
141+ 56.4% |
$31.2K - $36.8K
|
391
$88.1K
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
138+ 0.15% |
$30.5K - $36K
|
89.4K
$20.2M
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
137+ 6.01% |
$30.3K - $35.8K
|
2.42K
$545K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
136+ 9.24% |
$30.1K - $35.5K
|
1.61K
$362K
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
136+ 3.07% |
$30.1K - $35.5K
|
4.56K
$1.03M
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
134+ 12.82% |
$29.6K - $35K
|
1.18K
$266K
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
133+ 0.77% |
$29.4K - $34.7K
|
17.5K
$3.94M
|
|
Feb 07, 2023
Q4 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
133+ 0.81% |
$29.4K - $34.7K
|
16.6K
$3.75M
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
133+ 4.03% |
$29.4K - $34.7K
|
3.44K
$774K
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
131+ 0.94% |
$29K - $34.2K
|
14.1K
$3.17M
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
127New |
$28.1K - $33.1K
|
127
$28.6K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
125New |
$27.7K - $32.6K
|
125
$28.2K
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
122+ 5.45% |
$27K - $31.8K
|
2.36K
$532K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
120+ 11.04% |
$26.5K - $31.3K
|
1.21K
$272K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
120+ 1.56% |
$26.5K - $31.3K
|
7.83K
$1.77M
|
|
Jan 13, 2023
Q4 2022
|
Jacobs & CO
|
BUY
|
- |
118+ 0.34% |
$26.1K - $30.8K
|
34.9K
$7.86M
|