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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.31K- 44.39% |
$944K - $1.3M
|
5.4K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
32+ 2.74% |
$7.01K - $9.64K
|
1.2K
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 6.38% |
$657 - $904
|
50
$9.91K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
100New |
$21.9K - $30.1K
|
100
$19.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
20New |
$4.38K - $6.03K
|
20
$3.96K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5New |
$1.1K - $1.51K
|
5
$991
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1New |
$219 - $301
|
1
$198
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17- 62.96% |
$3.73K - $5.12K
|
10
$1.98K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
742+ 107.38% |
$163K - $224K
|
1.43K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-28- 77.78% |
$6.14K - $8.44K
|
8
$1.59K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
20New |
$4.38K - $6.03K
|
20
$3.96K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-293- 24.6% |
$64.2K - $88.3K
|
898
$178K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
BUY
|
- |
78New |
$17.1K - $23.5K
|
78
$15.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
150+ 12.77% |
$32.9K - $45.2K
|
1.33K
$263K
|
|
| Q4 2024 | |||||||
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
4New |
$1.08K - $1.29K
|
4
$793
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-899- 3.48% |
$243K - $291K
|
24.9K
$4.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
21.3KNew |
$5.76M - $6.89M
|
21.3K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
46New |
$12.4K - $14.9K
|
46
$9.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
4.1KNew |
$1.11M - $1.33M
|
4.1K
$813K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
10KNew |
$2.7M - $3.24M
|
10K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-35.7K- 67.91% |
$9.65M - $11.6M
|
16.9K
$3.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
15New |
$4.05K - $4.85K
|
15
$2.97K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
116New |
$31.3K - $37.5K
|
116
$23K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
875New |
$236K - $283K
|
875
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6- 0.73% |
$1.62K - $1.94K
|
818
$162K
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
107+ 0.2% |
$28.9K - $34.6K
|
54.4K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6New |
$1.62K - $1.94K
|
6
$1.19K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.77K- 45.44% |
$748K - $896K
|
3.33K
$659K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
682New |
$184K - $221K
|
682
$135K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-5.6K- 14.17% |
$1.51M - $1.81M
|
33.9K
$6.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.84K+ 187.4% |
$2.12M - $2.54M
|
12K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
21.8KNew |
$5.88M - $7.04M
|
21.8K
$4.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.15KNew |
$580K - $694K
|
2.15K
$425K
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
2.5KNew |
$676K - $809K
|
2.5K
$496K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6+ 0.84% |
$1.62K - $1.94K
|
721
$143K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-458- 33.41% |
$124K - $148K
|
913
$181K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
275+ 57.53% |
$74.3K - $89K
|
753
$149K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
335+ 66.87% |
$90.5K - $108K
|
836
$166K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-200- 19.4% |
$54K - $64.7K
|
831
$165K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-76- 83.52% |
$20.5K - $24.6K
|
15
$2.97K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-14- 6.42% |
$3.78K - $4.53K
|
204
$40.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-834- 51.9% |
$225K - $270K
|
773
$153K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.23KNew |
$331K - $397K
|
1.23K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-90- 4.69% |
$24.3K - $29.1K
|
1.83K
$362K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
752New |
$203K - $243K
|
752
$149K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
724New |
$196K - $234K
|
724
$144K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1New |
$270 - $324
|
1
$198
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-65- 15.48% |
$17.6K - $21K
|
355
$70.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
7New |
$1.89K - $2.26K
|
7
$1.39K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
136+ 11.96% |
$36.7K - $44K
|
1.27K
$252K
|
|