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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 20.0% |
$320 - $394
|
4
$778
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-40- 5.7% |
$12.8K - $15.7K
|
662
$129K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
19New |
$6.07K - $7.48K
|
19
$3.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
SELL
|
- |
-17- 0.49% |
$5.43K - $6.69K
|
3.44K
$670K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-149- 5.76% |
$47.6K - $58.7K
|
2.44K
$474K
|
|
| Q3 2023 | |||||||
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 200.0% |
$2.4K - $3.12K
|
12
$2.34K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
20New |
$6K - $7.79K
|
20
$3.89K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
540New |
$162K - $210K
|
540
$105K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$3K - $3.9K
|
10
$1.95K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1New |
$300 - $390
|
1
$195
|
|
|
Nov 14, 2023
Q3 2023
|
Woodson Capital Management, LP
Greenwich, CT |
SELL
|
- |
-1K- 3.85% |
$300K - $390K
|
25K
$4.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.36KNew |
$707K - $919K
|
2.36K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-619- 10.03% |
$186K - $241K
|
5.55K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-432- 32.24% |
$129K - $168K
|
908
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeastern Asset Management Inc
Memphis, TN |
SELL
|
- |
-21K- 16.47% |
$6.28M - $8.16M
|
106K
$20.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22New |
$6.59K - $8.57K
|
22
$4.28K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
555New |
$166K - $216K
|
555
$108K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.6K- 64.76% |
$481K - $625K
|
873
$170K
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
3.34K+ 9.31% |
$1M - $1.3M
|
39.2K
$7.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8+ 1.05% |
$2.4K - $3.12K
|
770
$150K
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
2.9K+ 38.67% |
$869K - $1.13M
|
10.4K
$2.02M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
145New |
$43.5K - $56.5K
|
145
$28.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
559New |
$168K - $218K
|
559
$109K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
15New |
$4.5K - $5.84K
|
15
$2.92K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.1KNew |
$629K - $818K
|
2.1K
$409K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
552New |
$165K - $215K
|
552
$107K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2New |
$600 - $779
|
2
$389
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-12- 35.29% |
$3.6K - $4.67K
|
22
$4.28K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
600New |
$180K - $234K
|
600
$117K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
569New |
$171K - $222K
|
569
$111K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10New |
$3K - $3.9K
|
10
$1.95K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20New |
$6K - $7.79K
|
20
$3.89K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
583New |
$175K - $227K
|
583
$113K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3New |
$899 - $1.17K
|
3
$584
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
46New |
$13.8K - $17.9K
|
46
$8.95K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-60- 42.86% |
$18K - $23.4K
|
80
$15.6K
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
545New |
$163K - $212K
|
545
$106K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
8New |
$2.4K - $3.12K
|
8
$1.56K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
33New |
$9.89K - $12.9K
|
33
$6.42K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$300 - $390
|
1
$195
|
|
| Q2 2023 | |||||||
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 12.5% |
$304 - $343
|
7
$1.36K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-866Closed |
$263K - $297K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Evr Research LP
Richmond, VA |
BUY
|
- |
7KNew |
$2.13M - $2.4M
|
7K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1KNew |
$304K - $343K
|
1K
$195K
|
|
|
Aug 14, 2023
Q2 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-17.7K- 56.67% |
$5.39M - $6.08M
|
13.6K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-2.63K- 54.55% |
$799K - $901K
|
2.19K
$426K
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
10KNew |
$3.04M - $3.43M
|
10K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
491+ 7.71% |
$149K - $168K
|
6.86K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.51KNew |
$460K - $518K
|
1.51K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
983New |
$299K - $337K
|
983
$191K
|
|