Institutional Owners for STZ
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
APTUS CAPITAL ADVISORS LLC CL A 1501 $314,139 1,221 0.00 0.00 51 4.36 06-30-2024
LIFEPLAN FINANCIAL LLC CL A 1502 $313,624 1,219 0.00 1,219 +Inf 06-30-2024
GERMAN AMERICAN BANCORP INC CL A 1503 $310,022 1,205 0.00 0.00 196 19.43 06-30-2024
BOSTON TRUST WALDEN CORP COMMON STOCK 1504 $276,000 1,200 0.00 0.00 -1,000 -45.45 09-30-2022
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