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 372 institutions that hold shares in the stock, with a total of 6.95 Million shares, which have been reported (via 13F filing form) to have a value of $1.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
15
shares
|
$3,555
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
15
shares
|
$3,555
0.0% of portfolio
|
Q4 2024
Reduced 83.52%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
11
shares
|
$2,607
0.0% of portfolio
|
Q4 2024
Added 22.22%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
10
shares
|
$2,370
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
10
shares
|
$2,370
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
10
shares
|
$2,370
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
10
shares
|
$2,370
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
10
shares
|
$2,370
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
10
shares
|
$2,370
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
10
shares
|
$2,370
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
9
shares
|
$2,133
0.0% of portfolio
|
Q4 2024
Added 800.0%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
8
shares
|
$1,896
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
8
shares
|
$1,896
0.0% of portfolio
|
Q4 2024
Reduced 99.81%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
8
shares
|
$1,896
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
7
shares
|
$1,659
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
6
shares
|
$1,422
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
6
shares
|
$1,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
6
shares
|
$1,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
5
shares
|
$1,185
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
5
shares
|
$1,185
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
5
shares
|
$1,185
0.0% of portfolio
|
Q4 2024
Reduced 54.55%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$1,185
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
4
shares
|
$948
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3
shares
|
$711
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3
shares
|
$711
0.0% of portfolio
|
Q4 2024
New holding
|