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

Institutional Holders (2016Q4)
Portfolio Summary: 13 Institutional holders with a total value of $11,498,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DIMENSIONAL FUND ADVISORS LP 24,729 3,788,000 32.94%
2 LPL Financial LLC 15,999 2,464,000 21.43%
3 PRIVATE TRUST CO NA 15,999 2,451,000 21.32%
4 RENAISSANCE TECHNOLOGIES LLC 5,600 858,000 7.46%
5 CANANDAIGUA NATIONAL BANK & TRUST CO 4,000 612,000 5.32%
6 CSS LLC/IL 3,400 521,000 4.53%
7 Commonwealth Equity Services, Inc 1,879 288,000 2.50%
8 Sandy Spring Bank 1,344 206,000 1.79%
9 NORTHERN TRUST CORP 1,314 201,000 1.75%
10 SHARKEY, HOWES & JAVER 223 34,000 0.30%
11 Creative Planning 200 31,000 0.27%
12 Tower Research Capital LLC (TRC) 166 25,000 0.22%
13 MORGAN STANLEY 125 19,000 0.17%

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.