Institutional Ownership Boston Beer CO Inc (SAM)
This table provides information about the institutional ownership of Boston Beer CO Inc (SAM). We have compiled data on the 358 institutions that hold shares in the stock, with a total of 6.36 Million shares, which have been reported (via 13F filing form) to have a value of $1.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
161
shares
|
$41,224
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
160
shares
|
$40,968
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
156
shares
|
$39,943
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Oct 24, 2024 Q3 2024 |
155
shares
|
$39,687
0.0% of portfolio
|
Q3 2024
Reduced 38.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
155
shares
|
$39,687
0.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
155
shares
|
$39,687
0.02% of portfolio
|
Q3 2024
Reduced 47.1%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
150
shares
|
$38,407
0.0% of portfolio
|
Q1 2022
Added 114.29%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
150
shares
|
$38,407
0.01% of portfolio
|
Q1 2018
Reduced 78.57%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
145
shares
|
$37,127
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
145
shares
|
$37,127
0.0% of portfolio
|
Q4 2022
Reduced 5.23%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
145
shares
|
$37,127
0.0% of portfolio
|
Q4 2022
Reduced 5.23%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
129
shares
|
$33,030
0.0% of portfolio
|
Q4 2024
Added 59.26%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
127
shares
|
$32,518
0.02% of portfolio
|
Q3 2024
Added 36.56%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
121
shares
|
$30,982
0.0% of portfolio
|
Q3 2024
Added 105.08%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
118
shares
|
$30,213
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
116
shares
|
$29,701
0.01% of portfolio
|
Q3 2024
Reduced 57.2%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
109
shares
|
$27,909
0.0% of portfolio
|
Q3 2024
Added 1111.11%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
102
shares
|
$26,117
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
100
shares
|
$25,605
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
100
shares
|
$25,605
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
98
shares
|
$25,092
0.01% of portfolio
|
Q2 2024
Added 1533.33%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
94
shares
|
$24,068
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
76
shares
|
$19,459
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
70
shares
|
$17,923
0.01% of portfolio
|
Q4 2022
Reduced 18.6%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
70
shares
|
$17,923
0.0% of portfolio
|
Q3 2021
Reduced 22.22%
|