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Constellation Brand
Constellation Brand. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 11 Institutional holders with a total value of $6,648,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DIMENSIONAL FUND ADVISORS LP 25,098 2,935,000 44.15%
2 PRIVATE TRUST CO NA 6,450 754,000 11.34%
3 LPL Financial LLC 6,450 748,000 11.25%
4 RENAISSANCE TECHNOLOGIES LLC 4,300 501,000 7.54%
5 CANANDAIGUA NATIONAL BANK & TRUST CO 4,000 466,000 7.01%
6 CSS LLC/IL 3,400 396,000 5.96%
7 Commonwealth Equity Services, Inc 3,324 388,000 5.84%
8 UBS Group AG 2,213 258,000 3.88%
9 Sandy Spring Bank 1,344 157,000 2.36%
10 BARCLAYS PLC 240 28,000 0.42%
11 MORGAN STANLEY 150 17,000 0.26%

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.