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

Institutional Holders (2015Q3)
Portfolio Summary: 11 Institutional holders with a total value of $7,086,250.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DIMENSIONAL FUND ADVISORS LP 25,098 3,209,000 45.28%
2 LPL Financial LLC 6,450 851,000 12.01%
3 PRIVATE TRUST CO NA 6,450 807,000 11.39%
4 RENAISSANCE TECHNOLOGIES LLC 4,800 607,000 8.57%
5 CANANDAIGUA NATIONAL BANK & TRUST CO 4,000 501,000 7.07%
6 CSS LLC/IL 3,400 430,000 6.07%
7 Commonwealth Equity Services, Inc 2,526 316,000 4.46%
8 Sandy Spring Bank 1,344 168,000 2.37%
9 UBS Group AG 1,093 137,000 1.93%
10 MORGAN STANLEY 481 60,000 0.85%
11 FIRST NEW YORK SECURITIES LLC /NY 2 250 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.