Latest Institutional Purchases of Boston Beer CO Inc (SAM)
This list provides information on the latest institutional transactions involving Boston Beer CO Inc (SAM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
790New |
$242K - $304K
|
790
$157K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
300New |
$91.9K - $115K
|
300
$59.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
118New |
$36.1K - $45.3K
|
118
$23.4K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
30New |
$9.19K - $11.5K
|
30
$5.95K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
20New |
$6.12K - $7.69K
|
20
$3.96K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5+ 0.08% |
$1.53K - $1.92K
|
6.64K
$1.32M
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
1K+ 20.0% |
$290K - $397K
|
6K
$1.19M
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
225+ 4.35% |
$65.2K - $89.3K
|
5.4K
$1.07M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
211+ 40.89% |
$61.2K - $83.8K
|
727
$144K
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
100+ 13.33% |
$29K - $39.7K
|
850
$169K
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
52+ 3.92% |
$15.1K - $20.6K
|
1.38K
$273K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
40New |
$11.6K - $15.9K
|
40
$7.93K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
33New |
$9.57K - $13.1K
|
33
$6.54K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
28New |
$8.12K - $11.1K
|
28
$5.55K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
24New |
$6.96K - $9.53K
|
24
$4.76K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
20+ 2.42% |
$5.8K - $7.94K
|
845
$168K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
9+ 4.69% |
$2.61K - $3.57K
|
201
$39.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
9New |
$2.61K - $3.57K
|
9
$1.78K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
8New |
$2.32K - $3.18K
|
8
$1.59K
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$290 - $397
|
1
$198
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
28.4KNew |
$9.83M - $14.8M
|
28.4K
$5.62M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.6KNew |
$8.89M - $13.3M
|
25.6K
$5.08M
|
|
|
May 16, 2022
Q1 2022
|
Clearline Capital LP
New York, NY |
BUY
|
- |
20K+ 789.66% |
$6.94M - $10.4M
|
22.6K
$4.47M
|
|
|
May 16, 2022
Q1 2022
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
1.81KNew |
$627K - $942K
|
1.81K
$359K
|
|
|
May 03, 2022
Q1 2022
|
Founders Capital Management, LLC
|
BUY
|
- |
660+ 28.27% |
$229K - $343K
|
3K
$594K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
156New |
$54.1K - $81.2K
|
156
$30.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
BUY
|
- |
110+ 12.22% |
$38.1K - $57.2K
|
1.01K
$200K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
80+ 114.29% |
$27.7K - $41.6K
|
150
$29.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
40New |
$13.9K - $20.8K
|
40
$7.93K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
33New |
$11.4K - $17.2K
|
33
$6.54K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
10New |
$3.47K - $5.2K
|
10
$1.98K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4New |
$1.39K - $2.08K
|
4
$793
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1New |
$347 - $520
|
1
$198
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
11.2K+ 38.49% |
$4.91M - $6.1M
|
40.3K
$7.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
6.9KNew |
$3.02M - $3.76M
|
6.9K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
BUY
|
PUT |
1KNew |
$438K - $545K
|
1K
$198K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
CALL |
1KNew |
$438K - $545K
|
1K
$198K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
94New |
$41.2K - $51.2K
|
94
$18.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
66New |
$28.9K - $36K
|
66
$13.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
33New |
$14.5K - $18K
|
33
$6.54K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5New |
$2.19K - $2.73K
|
5
$991
|
|
| Q3 2021 | |||||||
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
275New |
$140K - $269K
|
275
$54.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
217New |
$111K - $213K
|
217
$43K
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
50New |
$25.5K - $49K
|
50
$9.91K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1New |
$510 - $979
|
1
$198
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Atreides Management, LP
Boston, MA |
BUY
|
- |
144K+ 493.22% |
$139M - $188M
|
173K
$34.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.98KNew |
$2.89M - $3.89M
|
2.98K
$590K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
1.2KNew |
$1.17M - $1.57M
|
1.2K
$238K
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
50New |
$48.5K - $65.3K
|
50
$9.91K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
20New |
$19.4K - $26.1K
|
20
$3.96K
|
|