Purchases and Sales Made in Q2 2025 in Boston Beer CO Inc (SAM)
This table provides information about the institutional ownership of Boston Beer CO Inc (SAM) during Q2 2025. The information is specifically focused on institutions that hold shares of BOSTON BEER CO INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25+ 357.14% |
$4.68K - $6.24K
|
32
$6.34K
|
|
|
Jul 18, 2025
Q2 2025
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
BUY
|
- |
22+ 0.12% |
$4.12K - $5.49K
|
18.7K
$3.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20+ 5.93% |
$3.74K - $4.99K
|
357
$70.8K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14New |
$2.62K - $3.5K
|
14
$2.78K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14+ 5.74% |
$2.62K - $3.5K
|
258
$51.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
13New |
$2.43K - $3.25K
|
13
$2.58K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13New |
$2.43K - $3.25K
|
13
$2.58K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
12+ 0.81% |
$2.24K - $3K
|
1.5K
$298K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11New |
$2.06K - $2.75K
|
11
$2.18K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10+ 2.48% |
$1.87K - $2.5K
|
414
$82.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10New |
$1.87K - $2.5K
|
10
$1.98K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 11.63% |
$1.87K - $2.5K
|
96
$19K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 450.0% |
$1.68K - $2.25K
|
11
$2.18K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9+ 40.91% |
$1.68K - $2.25K
|
31
$6.15K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$1.5K - $2K
|
8
$1.59K
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
7+ 0.44% |
$1.31K - $1.75K
|
1.59K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5New |
$935 - $1.25K
|
5
$991
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 18.18% |
$748 - $999
|
26
$5.15K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4New |
$748 - $999
|
4
$793
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 200.0% |
$748 - $999
|
6
$1.19K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
4New |
$748 - $999
|
4
$793
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3New |
$561 - $749
|
3
$595
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
3+ 0.18% |
$561 - $749
|
1.66K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3+ 0.0% |
$561 - $749
|
232K
$46M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 15.38% |
$374 - $499
|
15
$2.97K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2+ 13.33% |
$374 - $499
|
17
$3.37K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 11.11% |
$187 - $250
|
10
$1.98K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$187 - $250
|
1
$198
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1New |
$187 - $250
|
1
$198
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$187 - $250
|
1
$198
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$187 - $250
|
1
$198
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3- 1.81% |
$561 - $749
|
163
$32.3K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-4- 0.44% |
$748 - $999
|
912
$181K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-5- 2.7% |
$935 - $1.25K
|
180
$35.7K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-6- 75.0% |
$1.12K - $1.5K
|
2
$396
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-11- 17.46% |
$2.06K - $2.75K
|
52
$10.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13- 16.25% |
$2.43K - $3.25K
|
67
$13.3K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-16- 1.29% |
$2.99K - $4K
|
1.22K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19- 90.48% |
$3.55K - $4.74K
|
2
$396
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-24- 30.38% |
$4.49K - $5.99K
|
55
$10.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-29- 44.62% |
$5.42K - $7.24K
|
36
$7.14K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
SELL
|
- |
-33- 1.29% |
$6.17K - $8.24K
|
2.53K
$502K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-34- 11.53% |
$6.36K - $8.49K
|
261
$51.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-35- 10.42% |
$6.55K - $8.74K
|
301
$59.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-36- 1.58% |
$6.73K - $8.99K
|
2.24K
$443K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-40- 67.8% |
$7.48K - $9.99K
|
19
$3.77K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-42- 1.92% |
$7.86K - $10.5K
|
2.14K
$425K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-46- 4.16% |
$8.6K - $11.5K
|
1.06K
$210K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-52- 11.38% |
$9.73K - $13K
|
405
$80.3K
|
|