Purchases and Sales Made in Q1 2022 in Constellation Brands, Inc. (STZ)
This table provides information about the institutional ownership of Constellation Brands, Inc. (STZ) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
BUY
|
- |
344+ 15.01% |
$73.1K - $87.6K
|
2.64K
$477K
|
|
Apr 11, 2022
Q1 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
343+ 1.39% |
$72.8K - $87.3K
|
25.1K
$4.53M
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
341+ 33.14% |
$72.4K - $86.8K
|
1.37K
$248K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
336+ 32.91% |
$71.4K - $85.5K
|
1.36K
$245K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
325+ 19.11% |
$69K - $82.7K
|
2.03K
$366K
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
313+ 37.35% |
$66.5K - $79.7K
|
1.15K
$208K
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
306+ 2.99% |
$65K - $77.9K
|
10.5K
$1.91M
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
303+ 14.49% |
$64.4K - $77.1K
|
2.39K
$433K
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
303+ 1.17% |
$64.4K - $77.1K
|
26.1K
$4.73M
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
301+ 1.8% |
$63.9K - $76.6K
|
17.1K
$3.08M
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
300+ 11.76% |
$63.7K - $76.4K
|
2.85K
$516K
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
297+ 9.11% |
$63.1K - $75.6K
|
3.56K
$643K
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
295+ 9.57% |
$62.7K - $75.1K
|
3.38K
$611K
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
293+ 0.29% |
$62.2K - $74.6K
|
101K
$18.3M
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
292+ 2.98% |
$62K - $74.3K
|
10.1K
$1.82M
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
291+ 24.27% |
$61.8K - $74.1K
|
1.49K
$269K
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
290+ 2.21% |
$61.6K - $73.8K
|
13.4K
$2.43M
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
286+ 17.73% |
$60.7K - $72.8K
|
1.9K
$343K
|
|
Apr 22, 2022
Q1 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
285+ 1.76% |
$60.5K - $72.6K
|
16.5K
$2.99M
|
|
May 16, 2022
Q1 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
282+ 12.27% |
$59.9K - $71.8K
|
2.58K
$466K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
280+ 8.23% |
$59.5K - $71.3K
|
3.68K
$666K
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
276+ 6.79% |
$58.6K - $70.3K
|
4.34K
$785K
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
275New |
$58.4K - $70K
|
275
$49.7K
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
265+ 61.63% |
$56.3K - $67.5K
|
695
$126K
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
247+ 0.78% |
$52.5K - $62.9K
|
31.7K
$5.74M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
244+ 2.25% |
$51.8K - $62.1K
|
11.1K
$2.01M
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
237+ 19.33% |
$50.3K - $60.3K
|
1.46K
$265K
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
230+ 2.8% |
$48.8K - $58.6K
|
8.45K
$1.53M
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
225+ 8.66% |
$47.8K - $57.3K
|
2.82K
$510K
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
223New |
$47.4K - $56.8K
|
223
$40.3K
|
|
May 02, 2022
Q1 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
221+ 6.17% |
$46.9K - $56.3K
|
3.8K
$688K
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
218+ 13.16% |
$46.3K - $55.5K
|
1.87K
$339K
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
216+ 17.85% |
$45.9K - $55K
|
1.43K
$258K
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
214+ 24.65% |
$45.5K - $54.5K
|
1.08K
$196K
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
214+ 5.32% |
$45.5K - $54.5K
|
4.24K
$766K
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
210+ 16.85% |
$44.6K - $53.5K
|
1.46K
$263K
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
209+ 19.62% |
$44.4K - $53.2K
|
1.27K
$230K
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
205New |
$43.5K - $52.2K
|
205
$37.1K
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
205+ 2.91% |
$43.5K - $52.2K
|
7.25K
$1.31M
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
205+ 0.52% |
$43.5K - $52.2K
|
39.4K
$7.12M
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
201+ 0.8% |
$42.7K - $51.2K
|
25.2K
$4.56M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
200New |
$42.5K - $50.9K
|
200
$36.2K
|
|
Apr 29, 2022
Q1 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
200+ 1.47% |
$42.5K - $50.9K
|
13.8K
$2.5M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
193+ 10.58% |
$41K - $49.1K
|
2.02K
$365K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
192+ 2.06% |
$40.8K - $48.9K
|
9.53K
$1.72M
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
BUY
|
- |
189+ 3.05% |
$40.1K - $48.1K
|
6.39K
$1.16M
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
189+ 4.17% |
$40.1K - $48.1K
|
4.72K
$854K
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
187+ 3.99% |
$39.7K - $47.6K
|
4.88K
$882K
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
185+ 21.12% |
$39.3K - $47.1K
|
1.06K
$192K
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
184New |
$39.1K - $46.8K
|
184
$33.3K
|