CONSTELLATION BRANDS
(21036P108)
Funds Reporting Holdings of CONSTELLATION BRANDS according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Shapiro Capital Management LLC | 5,850 | $1,152,099k | Jun 30, 2019 | Aug 14, 2019 | |
GS Investments Inc | 5,500 | $1,083,170k | Jun 30, 2019 | Aug 9, 2019 | |
Cantab Capital Partners LLP | 4,997 | $997,000k | Sep 30, 2017 | Nov 14, 2017 | |
Kensico Capital Management Corp | 4,210,700 | $829,255k | Jun 30, 2019 | Aug 14, 2019 | |
Jackson Square Partners LLC | 2,350,481 | $462,903k | Jun 30, 2019 | Aug 14, 2019 | |
Matrix Capital Management Company LP | 565,500 | $111,370k | Jun 30, 2019 | Aug 14, 2019 | |
Westfield Capital Management Company LP | 563,778 | $111,030k | Jun 30, 2019 | Aug 13, 2019 | |
Vontobel Asset Management Inc | 446,921 | $88,015k | Jun 30, 2019 | Aug 14, 2019 | |
Two Creeks Capital Management LP | 395,006 | $77,792k | Jun 30, 2019 | Aug 14, 2019 | |
Diamond Hill Capital Management Inc | 361,294 | $71,153k | Jun 30, 2019 | Aug 1, 2019 | |
Douglas Lane & Associates LLC | 286,815 | $56,485k | Jun 30, 2019 | Jul 8, 2019 | |
Soroban Capital Partners LP | 239,800 | $47,226k | Jun 30, 2019 | Aug 14, 2019 | |
AMI Asset Management Corp | 229,170 | $45,133k | Jun 30, 2019 | Aug 5, 2019 | |
Obermeyer WOOD Investment Counsel LLLP | 180,762 | $35,599k | Jun 30, 2019 | Aug 13, 2019 | |
Gates Capital Management Inc | 173,325 | $34,135k | Jun 30, 2019 | Aug 14, 2019 | |
Lomas Capital Management LLC | 144,085 | $28,376k | Jun 30, 2019 | Aug 14, 2019 | |
Crestwood Advisors Group LLC | 122,488 | $24,123k | Jun 30, 2019 | Aug 14, 2019 | |
Castleark Management LLC | 112,527 | $22,161k | Jun 30, 2019 | Aug 13, 2019 | |
Aureus Asset Management LLC | 109,093 | $21,485k | Jun 30, 2019 | Aug 14, 2019 | |
ALTA Capital Management LLC | 104,389 | $20,558k | Jun 30, 2019 | Jul 26, 2019 | |
Harbor Spring Capital LLC | 103,000 | $20,285k | Jun 30, 2019 | Aug 15, 2019 | |
Advisors Capital Management LLC | 96,798 | $19,063k | Jun 30, 2019 | Aug 15, 2019 | |
Tocqueville Asset Management LP | 89,668 | $17,659k | Jun 30, 2019 | Jul 31, 2019 | |
Gabelli Funds LLC | 86,900 | $17,114k | Jun 30, 2019 | Aug 2, 2019 | |
ARS Investment Partners LLC | 84,250 | $16,592k | Jun 30, 2019 | Aug 12, 2019 | |
Klingenstein Fields & Co LLC | 74,923 | $14,755k | Jun 30, 2019 | Aug 12, 2019 | |
The Roosevelt Investment Group Inc | 69,614 | $13,710k | Jun 30, 2019 | Aug 8, 2019 | |
Dupont Capital Management Corp | 67,140 | $13,223k | Jun 30, 2019 | Jul 30, 2019 | |
Eulav Asset Management | 62,000 | $12,210k | Jun 30, 2019 | Aug 5, 2019 | |
Marlowe Partners LP | 60,976 | $12,009k | Jun 30, 2019 | Aug 13, 2019 | |
Badgley Phelps and Bell Inc | 58,078 | $11,438k | Jun 30, 2019 | Jul 30, 2019 | |
Tokio Marine Asset Management USA Ltd | 56,163 | $11,061k | Jun 30, 2019 | Jul 25, 2019 | |
Janney Capital Management LLC | 53,971 | $10,629k | Jun 30, 2019 | Jul 29, 2019 | |
Grassi Investment Management LLC | 52,945 | $10,427k | Jun 30, 2019 | Jul 10, 2019 | |
Hermes Investment Management Limited | 46,322 | $10,138k | Jun 30, 2018 | Jul 24, 2018 | |
Bridgecreek Investment Management LLC | 42,635 | $8,397k | Jun 30, 2019 | Aug 14, 2019 | |
Renaissance Technologies LLC | 41,400 | $8,153k | Jun 30, 2019 | Aug 12, 2019 | |
Cambridge Investment Research Advisors Inc | 41,239 | $8,122k | Jun 30, 2019 | Aug 15, 2019 | |
Appleton Partners Inc | 39,750 | $7,828k | Jun 30, 2019 | Jul 25, 2019 | |
USA Mutuals Advisors Inc | 39,150 | $7,710k | Jun 30, 2019 | Aug 5, 2019 | |
Oak Grove Capital LLC | 36,995 | $7,286k | Jun 30, 2019 | Aug 9, 2019 | |
Sitrin Capital Management LLC | 34,662 | $6,826k | Jun 30, 2019 | Jul 17, 2019 | |
Greystone Managed Investments Inc | 32,757 | $6,451k | Jun 30, 2019 | Jul 23, 2019 | |
Managed Account Advisors LLC | 55,095 | $6,392k | Jun 30, 2015 | Aug 14, 2015 | |
Riverpark Capital Management LLC | 32,371 | $6,375k | Jun 30, 2019 | Aug 13, 2019 | |
Baker Avenue Asset Management LP | 30,004 | $5,909k | Jun 30, 2019 | Aug 14, 2019 | |
SVA Plumb Wealth Management LLC | 29,950 | $5,898k | Jun 30, 2019 | Aug 13, 2019 | |
Howland Capital Management LLC | 27,383 | $5,393k | Jun 30, 2019 | Jul 17, 2019 | |
Marsico Capital Management LLC | 27,069 | $5,331k | Jun 30, 2019 | Aug 14, 2019 | |
Pacific Global Investment Management Co | 26,863 | $5,290k | Jun 30, 2019 | Aug 14, 2019 | |
The Investment House LLC | 26,095 | $5,139k | Jun 30, 2019 | Aug 5, 2019 | |
Traynor Capital Management Inc | 26,157 | $5,129k | Jun 30, 2019 | Jul 26, 2019 | |
Liberty Capital Management Inc | 25,812 | $5,083k | Jun 30, 2019 | Jul 15, 2019 | |
Maverick Capital Ltd | 24,420 | $4,809k | Jun 30, 2019 | Aug 14, 2019 | |
Stanley-Laman Group Ltd | 23,632 | $4,654k | Jun 30, 2019 | Aug 1, 2019 | |
Graham Capital Management LP | 23,000 | $4,529k | Jun 30, 2019 | Aug 14, 2019 | |
MARK Sheptoff Financial Planning LLC | 22,687 | $4,468k | Jun 30, 2019 | Aug 12, 2019 | |
Smith Salley & Associates LLC | 21,406 | $4,216k | Jun 30, 2019 | Jul 12, 2019 | |
Mastrapasqua Asset Management Inc | 21,381 | $4,211k | Jun 30, 2019 | Aug 12, 2019 | |
Cornerstone Capital Inc | 20,640 | $4,065k | Jun 30, 2019 | Aug 14, 2019 | |
Cornerstone Capital Corp | 20,640 | $4,065k | Jun 30, 2019 | Aug 14, 2019 | |
Mitchell Capital Management Co | 20,087 | $3,956k | Jun 30, 2019 | Jul 24, 2019 | |
Vontobel Swiss Wealth Advisors AG | 19,817 | $3,903k | Jun 30, 2019 | Aug 12, 2019 | |
EFG Asset Management Americas Corp | 19,322 | $3,805k | Jun 30, 2019 | Jul 9, 2019 | |
Bourgeon Capital Management LLC | 19,085 | $3,759k | Jun 30, 2019 | Jul 18, 2019 | |
Brant Point Investment Management LLC | 18,582 | $3,660k | Jun 30, 2019 | Aug 13, 2019 | |
Pacer Advisors Inc | 17,768 | $3,499k | Jun 30, 2019 | Aug 12, 2019 | |
Wealthplan Partners Inc | 17,415 | $3,423k | Jun 30, 2019 | Aug 19, 2019 | |
Smith Graham & Co Investment Advisors LP** | 17,308 | $3,409k | Jun 30, 2019 | Jul 30, 2019 | |
Segment Wealth Management LLC | 16,825 | $3,314k | Jun 30, 2019 | Jul 29, 2019 | |
Cobiz Wealth LLC | 16,141 | $3,179k | Jun 30, 2019 | Jul 8, 2019 | |
Chatham Capital Group Inc | 16,030 | $3,157k | Jun 30, 2019 | Jul 24, 2019 | |
Nippon Life Global Investors Americas Inc | 15,590 | $3,070k | Jun 30, 2019 | Jul 23, 2019 | |
Dillon & Associates Inc | 14,903 | $2,936k | Jun 30, 2019 | Jul 22, 2019 | |
QS Investors LLC | 14,188 | $2,795k | Jun 30, 2019 | Aug 14, 2019 | |
Three Peaks Capital Management LLC | 13,894 | $2,736k | Jun 30, 2019 | Aug 6, 2019 | |
Granite Group Advisors LLC | 13,646 | $2,688k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment Advisors LLC | 13,646 | $2,688k | Jun 30, 2019 | Jul 23, 2019 | |
Zevenbergen Capital Investments LLC | 13,515 | $2,662k | Jun 30, 2019 | Aug 13, 2019 | |
SAND Hill Global Advisors LLC | 12,485 | $2,459k | Jun 30, 2019 | Aug 13, 2019 | |
Crystal Rock Capital Management LLC | 12,175 | $2,398k | Jun 30, 2019 | Aug 9, 2019 | |
Tower VIEW Investment Management & Research LLC | 11,501 | $2,265k | Jun 30, 2019 | Jul 17, 2019 | |
Oak Asset Management LLC | 11,228 | $2,259k | Jun 30, 2019 | Jul 25, 2019 | |
Integre Asset Management LLC | 11,408 | $2,247k | Jun 30, 2019 | Aug 14, 2019 | |
Patton Albertson Miller Group LLC | 11,467 | $2,226k | Jun 30, 2019 | Aug 12, 2019 | |
KJ Harrison & Partners USA Inc | 11,250 | $2,216k | Jun 30, 2019 | Aug 5, 2019 | |
Monetary Management Group Inc | 11,215 | $2,209k | Jun 30, 2019 | Aug 13, 2019 | |
Vista Investment Management LLC | 10,783 | $2,124k | Jun 30, 2019 | Aug 14, 2019 | |
Private Harbour Investment Management & Counsel LLC | 10,411 | $2,050k | Jun 30, 2019 | Aug 6, 2019 | |
Miracle MILE Advisors LLC | 10,138 | $1,997k | Jun 30, 2019 | Aug 7, 2019 | |
Sentry Investment Management LLC | 9,917 | $1,953k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Management Inc | 9,917 | $1,953k | Jun 30, 2019 | Aug 12, 2019 | |
Family Management Corporation | 9,863 | $1,942k | Jun 30, 2019 | Aug 14, 2019 | |
Cypress Capital Management LLC | 9,740 | $1,918k | Jun 30, 2019 | Aug 5, 2019 | |
Colonial Trust Advisors Inc | 9,708 | $1,912k | Jun 30, 2019 | Aug 21, 2019 | |
Altman Advisors Inc | 9,585 | $1,888k | Jun 30, 2019 | Jul 12, 2019 | |
Panagora Asset Management Inc | 9,574 | $1,886k | Jun 30, 2019 | Aug 9, 2019 | |
Wright Investors Service Inc | 8,959 | $1,764k | Jun 30, 2019 | Aug 1, 2019 | |
Archon Partners LLC | 8,900 | $1,753k | Jun 30, 2019 | Aug 14, 2019 | |
Blackhawk Capital Partners LLC | 8,179 | $1,611k | Jun 30, 2019 | Aug 13, 2019 | |
Fernwood Investment Management LLC | 8,045 | $1,584k | Jun 30, 2019 | Aug 1, 2019 | |
Coatue Management LLC | 7,016 | $1,382k | Jun 30, 2019 | Aug 14, 2019 | |
Birch Hill Investment Advisors LLC | 6,768 | $1,333k | Jun 30, 2019 | Jul 22, 2019 | |
Condor Capital Management | 6,534 | $1,287k | Jun 30, 2019 | Aug 5, 2019 | |
van Hulzen Asset Management LLC | 6,490 | $1,278k | Jun 30, 2019 | Aug 8, 2019 | |
Capital Impact Advisors LLC | 6,652 | $1,252k | Jun 30, 2019 | Jul 19, 2019 | |
ELCO Management Company LLC | 6,279 | $1,237k | Jun 30, 2019 | Aug 1, 2019 | |
Altavista Wealth Management Inc | 6,119 | $1,205k | Jun 30, 2019 | Aug 13, 2019 | |
Baldwin Investment Management LLC | 6,040 | $1,190k | Jun 30, 2019 | Aug 6, 2019 | |
Oak Ridge Investments LLC | 5,985 | $1,179k | Jun 30, 2019 | Aug 14, 2019 | |
Trust & Investment Advisors Inc | 5,785 | $1,139k | Jun 30, 2019 | Jul 30, 2019 | |
Private Advisors LLC | 5,785 | $1,139k | Jun 30, 2019 | Jul 30, 2019 | |
Advisors Financial Inc | 5,785 | $1,139k | Jun 30, 2019 | Jul 30, 2019 | |
The Financial Advisors LLC | 5,785 | $1,139k | Jun 30, 2019 | Jul 30, 2019 | |
Trust Advisors Inc | 5,785 | $1,139k | Jun 30, 2019 | Jul 30, 2019 | |
Trust Advisors LLC | 5,785 | $1,139k | Jun 30, 2019 | Jul 30, 2019 | |
HCR Wealth Advisors | 5,755 | $1,133k | Jun 30, 2019 | Jul 25, 2019 | |
Triangle Securities Wealth Management | 5,490 | $1,099k | Jun 30, 2019 | Jul 10, 2019 | |
Calamos Wealth Management LLC | 5,473 | $1,078k | Jun 30, 2019 | Aug 7, 2019 | |
LVW Advisors LLC | 5,456 | $1,075k | Jun 30, 2019 | Aug 14, 2019 | |
Camelot Portfolios LLC | 5,436 | $1,071k | Jun 30, 2019 | Jul 19, 2019 | |
Prime Capital Investment Advisors LLC | 5,217 | $1,027k | Jun 30, 2019 | Aug 6, 2019 | |
BTR Capital Management Inc | 5,107 | $1,006k | Jun 30, 2019 | Jul 18, 2019 | |
MKP Capital Management LLC | 5,000 | $985k | Put | Jun 30, 2019 | Aug 14, 2019 |
Choate Investment Advisors LLC | 4,862 | $958k | Jun 30, 2019 | Aug 14, 2019 | |
Terra NOVA Asset Management LLC | 5,831 | $938k | Dec 31, 2018 | Feb 15, 2019 | |
American National Registered Investment Advisor Inc | 4,698 | $925k | Jun 30, 2019 | Aug 5, 2019 | |
Skylands Capital LLC | 4,650 | $916k | Jun 30, 2019 | Jul 29, 2019 | |
Confluence Wealth Management LLC | 4,633 | $912k | Jun 30, 2019 | Aug 9, 2019 | |
Neumann Capital Management LLC | 4,607 | $907k | Jun 30, 2019 | Jul 25, 2019 | |
Prelude Capital Management LLC | 4,300 | $847k | Put | Jun 30, 2019 | Aug 14, 2019 |
Cornell Pochily Investment Advisors Inc | 4,251 | $837k | Jun 30, 2019 | Jul 22, 2019 | |
Benedict Financial Advisors Inc | 4,171 | $821k | Jun 30, 2019 | Aug 1, 2019 | |
LOWE Brockenbrough & Company Inc | 4,163 | $820k | Jun 30, 2019 | Aug 12, 2019 | |
Wellington Shields Capital Management LLC | 4,135 | $814k | Jun 30, 2019 | Aug 8, 2019 | |
Keeley-Teton Advisors LLC | 4,078 | $803k | Jun 30, 2019 | Aug 12, 2019 | |
Riverpark Advisors LLC | 4,050 | $798k | Jun 30, 2019 | Aug 13, 2019 | |
Malaga COVE Capital LLC | 3,957 | $779k | Jun 30, 2019 | Aug 14, 2019 | |
Armbruster Capital Management Inc | 3,907 | $769k | Jun 30, 2019 | Jul 18, 2019 | |
SFMG LLC | 3,651 | $745k | Jun 30, 2019 | Aug 5, 2019 | |
Daiwa SB Investments Ltd | 4,240 | $743k | Mar 31, 2019 | Apr 18, 2019 | |
Planning Directions Inc | 3,679 | $725k | Jun 30, 2019 | Jul 15, 2019 | |
New England Research & Management Inc | 3,275 | $645k | Jun 30, 2019 | Jul 9, 2019 | |
Strategy Asset Managers LLC | 3,213 | $633k | Jun 30, 2019 | Aug 14, 2019 | |
Hoylecohen LLC | 3,155 | $621k | Jun 30, 2019 | Aug 9, 2019 | |
Canal Capital Management LLC | 3,129 | $616k | Jun 30, 2019 | Jul 31, 2019 | |
1919 Investment Counsel LLC | 7,000 | $611k | Sep 30, 2014 | Nov 14, 2014 | |
American Financial Network Advisory Services LLC | 3,181 | $599k | Jun 30, 2019 | Aug 9, 2019 | |
Castle Rock Wealth Management LLC | 3,017 | $598k | Jun 30, 2019 | Aug 8, 2019 | |
Marco Investment Management LLC | 2,835 | $558k | Jun 30, 2019 | Aug 6, 2019 | |
RAAB & Moskowitz Asset Management LLC | 2,818 | $554k | Jun 30, 2019 | Aug 9, 2019 | |
WEIK Capital Management Inc | 2,772 | $546k | Jun 30, 2019 | Aug 9, 2019 | |
Copperwynd Financial LLC | 2,694 | $531k | Jun 30, 2019 | Aug 7, 2019 | |
TLWM LLC | 2,638 | $527k | Jun 30, 2019 | Jul 12, 2019 | |
The Central Trust Bank | 2,623 | $517k | Jun 30, 2019 | Jul 16, 2019 | |
Douglass Winthrop Advisors LLC | 2,539 | $500k | Jun 30, 2019 | Jul 10, 2019 | |
OFI Advisors LLC | 3,893 | $487k | Sep 30, 2015 | Nov 16, 2015 | |
Tributary Capital Management LLC | 2,400 | $473k | Jun 30, 2019 | Jul 11, 2019 | |
Arnhold LLC | 2,400 | $473k | Jun 30, 2019 | Aug 8, 2019 | |
Gargoyle Investment Advisor LLC | 2,398 | $472k | Jun 30, 2019 | Aug 13, 2019 | |
Wealthtrust Axiom LLC | 2,350 | $462k | Jun 30, 2019 | Aug 7, 2019 | |
Bragg Financial Advisors Inc | 2,337 | $460k | Jun 30, 2019 | Aug 14, 2019 | |
Guardian Capital LP | 2,290 | $451k | Jun 30, 2019 | Aug 14, 2019 | |
Ausdal Financial Partners Inc | 2,177 | $438k | Jun 30, 2019 | Aug 5, 2019 | |
Ridgewood Investments LLC | 2,108 | $415k | Jun 30, 2019 | Jul 12, 2019 | |
E & G Advisors LP | 2,050 | $404k | Jun 30, 2019 | Jul 12, 2019 | |
Tiemann Investment Advisors LLC | 2,041 | $402k | Jun 30, 2019 | Aug 13, 2019 | |
Gilman Hill Asset Management LLC | 2,025 | $399k | Jun 30, 2019 | Jul 17, 2019 | |
SWS Partners LLC | 1,939 | $393k | Jun 30, 2019 | Aug 13, 2019 | |
Hunter Associates Investment Management LLC | 1,900 | $374k | Jun 30, 2019 | Aug 8, 2019 | |
Murphy Capital Management Inc | 1,900 | $374k | Jun 30, 2019 | Jul 22, 2019 | |
Mountain Capital Investment Advisors Inc | 1,896 | $373k | Jun 30, 2019 | Aug 14, 2019 | |
Miles Capital Inc | 1,861 | $367k | Jun 30, 2019 | Aug 13, 2019 | |
Wilmington Trust Investment Management LLC | 4,080 | $360k | Jun 30, 2014 | Aug 13, 2014 | |
Weybosset Research & Management LLC | 1,800 | $354k | Jun 30, 2019 | Jul 22, 2019 | |
MANA Advisors LLC | 1,765 | $348k | Jun 30, 2019 | Aug 14, 2019 | |
Summit X | 1,698 | $337k | Jun 30, 2019 | Aug 13, 2019 | |
Yorktown Management and Research Co Inc | 1,700 | $335k | Jun 30, 2019 | Aug 2, 2019 | |
180 Wealth Advisors LLC | 1,703 | $330k | Jun 30, 2019 | Aug 5, 2019 | |
The Caprock Group Inc | 1,622 | $319k | Jun 30, 2019 | Jul 23, 2019 | |
Provise Management Group LLC | 1,600 | $315k | Jun 30, 2019 | Aug 9, 2019 | |
Williams Jones & Associates LLC | 1,569 | $309k | Jun 30, 2019 | Aug 14, 2019 | |
Calton & Associates Inc | 1,520 | $299k | Jun 30, 2019 | Jul 9, 2019 | |
Probity Advisors Inc | 1,514 | $298k | Jun 30, 2019 | Aug 8, 2019 | |
The Rikoon Group LLC | 1,511 | $298k | Jun 30, 2019 | Aug 6, 2019 | |
Brookmont Capital Management LLC | 1,508 | $297k | Jun 30, 2019 | Jul 18, 2019 | |
Cooper/Haims Advisors LLC | 1,485 | $292k | Jun 30, 2019 | Jul 26, 2019 | |
Main Street Research LLC | 1,436 | $283k | Jun 30, 2019 | Aug 8, 2019 | |
Mirador Capital Partners LP | 1,426 | $281k | Jun 30, 2019 | Aug 6, 2019 | |
Ballast Inc | 1,367 | $269k | Jun 30, 2019 | Jul 26, 2019 | |
Deroy & Devereaux Private Investment Counsel Inc | 1,300 | $256k | Jun 30, 2019 | Jul 22, 2019 | |
Private Wealth Advisors Inc | 1,286 | $253k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Inc | 1,286 | $253k | Jun 30, 2019 | Aug 7, 2019 | |
Private Wealth Advisors LLC | 1,286 | $253k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Group LLC | 1,286 | $253k | Jun 30, 2019 | Aug 7, 2019 | |
Successful Portfolios LLC | 1,233 | $243k | Jun 30, 2019 | Jul 11, 2019 | |
Monarch Capital Management Inc | 1,200 | $236k | Jun 30, 2019 | Jul 31, 2019 | |
Sequoia Financial Advisors LLC | 1,193 | $235k | Jun 30, 2019 | Jul 31, 2019 | |
Cipher Capital LP | 1,141 | $225k | Jun 30, 2019 | Aug 13, 2019 | |
Newport Wealth Strategies Inc | 1,122 | $224k | Jun 30, 2019 | Jul 22, 2019 | |
Lakeview Capital Partners LLC | 1,110 | $219k | Jun 30, 2019 | Aug 5, 2019 | |
Maryland Capital Management LLC | 1,065 | $210k | Jun 30, 2019 | Aug 13, 2019 | |
Brightworth LLC | 1,062 | $209k | Jun 30, 2019 | Jul 31, 2019 | |
Navellier & Associates Inc | 1,040 | $205k | Jun 30, 2019 | Jul 17, 2019 | |
Hall Capital Management Company Inc | 1,040 | $205k | Jun 30, 2019 | Aug 14, 2019 | |
Barry Investment Advisors LLC | 1,024 | $202k | Jun 30, 2019 | Jul 26, 2019 | |
Alesco Advisors LLC | 1,016 | $200k | Jun 30, 2019 | Aug 14, 2019 | |
Hendley & Co Inc | 1,012 | $199k | Jun 30, 2019 | Aug 8, 2019 | |
Autus Asset Management LLC | 946 | $186k | Jun 30, 2019 | Jul 15, 2019 | |
Penobscot Investment Management Company Inc | 842 | $166k | Jun 30, 2019 | Aug 2, 2019 | |
Acadian Asset Management LLC | 637 | $125k | Jun 30, 2019 | Aug 8, 2019 | |
Nelson Roberts Investment Advisors LLC | 476 | $94k | Jun 30, 2019 | Jul 25, 2019 | |
Janus Capital Management LLC | 394 | $64k | Mar 31, 2017 | May 16, 2017 | |
First Manhattan Co | 320 | $63k | Jun 30, 2019 | Aug 16, 2019 | |
Princeton Capital Management LLC | 320 | $63k | Jun 30, 2019 | Aug 12, 2019 | |
Clearstead Advisors LLC | 244 | $48k | Jun 30, 2019 | Aug 8, 2019 | |
Northstar Asset Management Inc | 210 | $41k | Jun 30, 2019 | Jul 16, 2019 | |
Northstar Asset Management LLC | 210 | $41k | Jun 30, 2019 | Jul 16, 2019 | |
The Fiduciary Group LLC | 140 | $28k | Jun 30, 2019 | Aug 14, 2019 | |
West Oak Capital LLC | 100 | $20k | Jun 30, 2019 | Jul 12, 2019 | |
ST Johns Investment Management Company LLC | 100 | $20k | Jun 30, 2019 | Jul 24, 2019 | |
Hallmark Capital Management Inc | 50 | $10k | Jun 30, 2019 | Aug 8, 2019 | |
Spinnaker Investment Group LLC | 49 | $9k | Jun 30, 2019 | Jul 11, 2019 | |
Partnervest Advisory Services LLC | 14 | $3k | Jun 30, 2019 | Aug 7, 2019 |