Dark
Light
System
Security
Constellation Brand
Constellation Brand. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 11 Institutional holders with a total value of $6,478,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DIMENSIONAL FUND ADVISORS LP 25,312 2,911,000 44.94%
2 LPL Financial LLC 6,450 748,000 11.55%
3 PRIVATE TRUST CO NA 6,450 748,000 11.55%
4 CANANDAIGUA NATIONAL BANK & TRUST CO 4,000 464,000 7.16%
5 RENAISSANCE TECHNOLOGIES LLC 3,400 391,000 6.04%
6 CSS LLC/IL 3,400 391,000 6.04%
7 Commonwealth Equity Services, Inc 3,316 385,000 5.94%
8 UBS Group AG 2,300 267,000 4.12%
9 Sandy Spring Bank 1,344 156,000 2.41%
10 MORGAN STANLEY 150 17,000 0.26%
11 BANK OF AMERICA CORP /DE/ 3 0 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.