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 |
|---|---|---|---|---|---|---|---|
|
Sep 27, 2024
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
45.2KNew |
$14.8M - $18.8M
|
45.2K
$10.2M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
35New |
$11.5K - $14.5K
|
35
$7.93K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10New |
$3.28K - $4.15K
|
10
$2.27K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
330New |
$108K - $137K
|
330
$74.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
77New |
$25.3K - $32K
|
77
$17.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-5.16K- 88.49% |
$1.69M - $2.14M
|
671
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.08K- 56.45% |
$353K - $447K
|
830
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40New |
$13.1K - $16.6K
|
40
$9.07K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.51KNew |
$495K - $626K
|
1.51K
$342K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
440+ 66.67% |
$144K - $183K
|
1.1K
$249K
|
|
|
Feb 13, 2023
Q4 2022
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
500+ 50.0% |
$164K - $208K
|
1.5K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.95KNew |
$1.3M - $1.64M
|
3.95K
$896K
|
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.01KNew |
$330K - $417K
|
1.01K
$228K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
8New |
$2.63K - $3.32K
|
8
$1.81K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
225New |
$73.9K - $93.4K
|
225
$51K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-342- 27.32% |
$112K - $142K
|
910
$206K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
68New |
$22.3K - $28.2K
|
68
$15.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
CALL |
3.5KNew |
$1.15M - $1.45M
|
3.5K
$793K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
677New |
$222K - $281K
|
677
$153K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
45New |
$14.8K - $18.7K
|
45
$10.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 66.67% |
$657 - $830
|
5
$1.13K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
100New |
$32.8K - $41.5K
|
100
$22.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-16- 18.6% |
$5.25K - $6.64K
|
70
$15.9K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-8- 5.23% |
$2.63K - $3.32K
|
145
$32.9K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-8- 5.23% |
$2.63K - $3.32K
|
145
$32.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
255New |
$83.7K - $106K
|
255
$57.8K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
648New |
$213K - $269K
|
648
$147K
|
|
| Q3 2022 | |||||||
|
Oct 09, 2024
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
790New |
$242K - $304K
|
790
$179K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-33Closed |
$10.1K - $12.7K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-114- 25.05% |
$34.9K - $43.8K
|
341
$77.3K
|
|
|
Nov 21, 2022
Q3 2022
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-131- 31.04% |
$40.1K - $50.3K
|
291
$66K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
30New |
$9.19K - $11.5K
|
30
$6.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
4.9KNew |
$1.5M - $1.88M
|
4.9K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
2.1KNew |
$643K - $807K
|
2.1K
$476K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5+ 0.08% |
$1.53K - $1.92K
|
6.64K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
21.1K+ 14046.0% |
$6.45M - $8.1M
|
21.2K
$4.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-9- 30.0% |
$2.76K - $3.46K
|
21
$4.76K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
2.57KNew |
$788K - $989K
|
2.57K
$583K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
300New |
$91.9K - $115K
|
300
$68K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
20New |
$6.12K - $7.69K
|
20
$4.53K
|
|
|
Nov 04, 2022
Q3 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.7KNew |
$827K - $1.04M
|
2.7K
$612K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street LLC
|
BUY
|
- |
15.7KNew |
$4.82M - $6.04M
|
15.7K
$3.57M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street LLC
|
BUY
|
PUT |
15.7KNew |
$4.81M - $6.03M
|
15.7K
$3.56M
|
|
|
Nov 02, 2022
Q3 2022
|
Ibex Investors LLC
|
BUY
|
- |
2.73KNew |
$834K - $1.05M
|
2.73K
$618K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
118New |
$36.1K - $45.3K
|
118
$26.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.06KNew |
$324K - $407K
|
1.06K
$240K
|
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-865- 53.76% |
$265K - $332K
|
744
$169K
|
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-1- 50.0% |
$306 - $384
|
1
$227
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-33Closed |
$9.57K - $13.1K
|
0
$0
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
24New |
$6.96K - $9.53K
|
24
$5.44K
|
|