Latest Institutional Transactions on Boston Beer CO Inc (SAM)
This table provides information on the latest institutional transactions involving Boston Beer CO Inc (SAM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
545New |
$163K - $212K
|
545
$127K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
8New |
$2.4K - $3.12K
|
8
$1.87K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
33New |
$9.89K - $12.9K
|
33
$7.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$300 - $390
|
1
$233
|
|
| Q2 2023 | |||||||
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 12.5% |
$304 - $343
|
7
$1.63K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-866Closed |
$263K - $297K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Evr Research LP
Richmond, VA |
BUY
|
- |
7KNew |
$2.13M - $2.4M
|
7K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1KNew |
$304K - $343K
|
1K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-17.7K- 56.67% |
$5.39M - $6.08M
|
13.6K
$3.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-2.63K- 54.55% |
$799K - $901K
|
2.19K
$511K
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
10KNew |
$3.04M - $3.43M
|
10K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
491+ 7.71% |
$149K - $168K
|
6.86K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.51KNew |
$460K - $518K
|
1.51K
$353K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
983New |
$299K - $337K
|
983
$229K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
1New |
$304 - $343
|
1
$233
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
982+ 23.38% |
$299K - $336K
|
5.18K
$1.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-4- 0.37% |
$1.22K - $1.37K
|
1.08K
$253K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
25New |
$7.6K - $8.57K
|
25
$5.84K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-31- 0.94% |
$9.42K - $10.6K
|
3.28K
$766K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
200+ 11.76% |
$60.8K - $68.5K
|
1.9K
$444K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-4- 28.57% |
$1.22K - $1.37K
|
10
$2.33K
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-3.04K- 25.98% |
$923K - $1.04M
|
8.65K
$2.02M
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.45KNew |
$750K - $1.02M
|
2.45K
$572K
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
3.17KNew |
$970K - $1.32M
|
3.17K
$740K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2Closed |
$612 - $834
|
0
$0
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-274- 83.28% |
$83.9K - $114K
|
55
$12.8K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
60New |
$18.4K - $25K
|
60
$14K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5New |
$1.53K - $2.09K
|
5
$1.17K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-301- 14.68% |
$92.1K - $126K
|
1.75K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-15.1K- 80.32% |
$4.62M - $6.3M
|
3.7K
$864K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2- 0.3% |
$612 - $834
|
670
$156K
|
|
|
May 12, 2023
Q1 2023
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-7.94K- 2.95% |
$2.43M - $3.31M
|
262K
$61.1M
|
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
6.01KNew |
$1.84M - $2.5M
|
6.01K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Granite Point Capital Management, L.P.
|
BUY
|
- |
1KNew |
$306K - $417K
|
1K
$233K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
21New |
$6.43K - $8.76K
|
21
$4.9K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
134KNew |
$40.9M - $55.7M
|
134K
$31.2M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-3- 42.86% |
$918 - $1.25K
|
4
$934
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20New |
$6.12K - $8.34K
|
20
$4.67K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-4- 44.44% |
$1.22K - $1.67K
|
5
$1.17K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.16KNew |
$355K - $484K
|
1.16K
$271K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-86- 3.42% |
$26.3K - $35.9K
|
2.43K
$567K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-573- 35.35% |
$175K - $239K
|
1.05K
$245K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
4New |
$1.22K - $1.67K
|
4
$934
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.2KNew |
$3.42M - $4.66M
|
11.2K
$2.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
15New |
$4.59K - $6.26K
|
15
$3.5K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
2.06KNew |
$629K - $857K
|
2.06K
$480K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
630New |
$193K - $263K
|
630
$147K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-6- 0.48% |
$1.84K - $2.5K
|
1.25K
$292K
|
|
|
Apr 04, 2023
Q1 2023
|
Polianta LTD
|
BUY
|
- |
3.6KNew |
$1.1M - $1.5M
|
3.6K
$840K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4New |
$1.22K - $1.67K
|
4
$934
|
|