CONSTELLATION BRANDS INC (STZB)
Institutional ownership reported to the SEC as of Q3 2022, across 16 quarters.
15
Reporting holders
$15.5M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CSS LLC/IL | $4.5M | 14,710 | 0.21% | 16q | +67.9%+$1.8M |
| PRIVATE TRUST CO NA | $3.0M | 9,725 | 0.48% | 16q | HELD |
| LPL Financial LLC | $2.8M | 9,725 | 0.00% | 16q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $2.3M | 7,500 | 0.00% | 16q | -3.8%-$91.2K |
| CANANDAIGUA NATIONAL CORP | $1.1M | 3,708 | 0.19% | 10q | -1.8%-$20.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $444.0K | 1,532 | 0.00% | 16q | +0.5%+$2.3K |
| ADVISOR GROUP HOLDINGS, INC. | $327.0K | 1,129 | 0.00% | 11q | +88.8%+$153.8K |
| MORGAN STANLEY | $312.0K | 1,076 | 0.00% | 20q | HELD |
| Valeo Financial Advisors, LLC | $291.0K | 1,003 | 0.02% | 16q | HELD |
| First Affirmative Financial Network | $233.0K | 803 | 0.30% | 5q | -24.1%-$74.0K |
| Sandy Spring Bank | $130.0K | 448 | 0.01% | 16q | HELD |
| ROYAL BANK OF CANADA | $61.0K | 200 | 0.00% | 2q | HELD |
| UBS Group AG | $44.0K | 150 | 0.00% | new | NEW |
| BLAIR WILLIAM & CO/IL | $22.0K | 75 | 0.00% | 7q | HELD |
| Investors Research Corp | $15.0K | 50 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2022 | 15 | $15.5M | 51,834 | 1 | 3 | 3 | 0.0% |
| Q2 2022 | 16 | $13.7M | 46,634 | 2 | 3 | 5 | 0.0% |
| Q1 2022 | 17 | $9.6M | 42,380 | 1 | 1 | 6 | 0.0% |
| Q4 2021 | 17 | $11.2M | 44,880 | 0 | 1 | 7 | 0.0% |
| Q3 2021 | 18 | $10.3M | 48,775 | 0 | 1 | 2 | 0.0% |
| Q2 2021 | 17 | $11.3M | 47,885 | 0 | 2 | 2 | 0.0% |
| Q1 2021 | 17 | $10.9M | 47,706 | 1 | 3 | 4 | 0.0% |
| Q4 2020 | 16 | $11.1M | 50,772 | 1 | 1 | 3 | 0.0% |
| Q3 2020 | 16 | $10.0M | 53,056 | 0 | 4 | 0 | 0.0% |
| Q2 2020 | 17 | $10.3M | 58,875 | 1 | 2 | 3 | 0.0% |
| Q1 2020 | 16 | $10.1M | 67,737 | 1 | 3 | 4 | 0.0% |
| Q4 2019 | 16 | $13.2M | 69,962 | 0 | 5 | 2 | 0.0% |
| Q3 2019 | 16 | $14.7M | 70,813 | 1 | 2 | 6 | 0.0% |
| Q2 2019 | 18 | $14.8M | 75,257 | 1 | 3 | 5 | 0.0% |
| Q1 2019 | 17 | $12.8M | 74,166 | 3 | 2 | 1 | 0.0% |
| Q4 2018 | 14 | $11.8M | 72,845 | 0 | 0 | 0 | 0.0% |