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 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
68New |
$22.3K - $28.2K
|
68
$13.2K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
CALL |
3.5KNew |
$1.15M - $1.45M
|
3.5K
$681K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
677New |
$222K - $281K
|
677
$132K
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
45New |
$14.8K - $18.7K
|
45
$8.76K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 66.67% |
$657 - $830
|
5
$973
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
100New |
$32.8K - $41.5K
|
100
$19.5K
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-16- 18.6% |
$5.25K - $6.64K
|
70
$13.6K
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-8- 5.23% |
$2.63K - $3.32K
|
145
$28.2K
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-8- 5.23% |
$2.63K - $3.32K
|
145
$28.2K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
255New |
$83.7K - $106K
|
255
$49.6K
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
648New |
$213K - $269K
|
648
$126K
|
|
Q3 2022 | |||||||
Oct 09, 2024
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
790New |
$242K - $304K
|
790
$154K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-33Closed |
$10.1K - $12.7K
|
0
$0
|
|
Nov 21, 2022
Q3 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-114- 25.05% |
$34.9K - $43.8K
|
341
$66.4K
|
|
Nov 21, 2022
Q3 2022
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-131- 31.04% |
$40.1K - $50.3K
|
291
$56.6K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
30New |
$9.19K - $11.5K
|
30
$5.84K
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
4.9KNew |
$1.5M - $1.88M
|
4.9K
$954K
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
2.1KNew |
$643K - $807K
|
2.1K
$409K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5+ 0.08% |
$1.53K - $1.92K
|
6.64K
$1.29M
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
21.1K+ 14046.0% |
$6.45M - $8.1M
|
21.2K
$4.13M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-9- 30.0% |
$2.76K - $3.46K
|
21
$4.09K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
2.57KNew |
$788K - $989K
|
2.57K
$501K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
300New |
$91.9K - $115K
|
300
$58.4K
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
20New |
$6.12K - $7.69K
|
20
$3.89K
|
|
Nov 04, 2022
Q3 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.7KNew |
$827K - $1.04M
|
2.7K
$525K
|
|
Nov 02, 2022
Q3 2022
|
Clear Street LLC
|
BUY
|
- |
15.7KNew |
$4.82M - $6.04M
|
15.7K
$3.06M
|
|
Nov 02, 2022
Q3 2022
|
Clear Street LLC
|
BUY
|
PUT |
15.7KNew |
$4.81M - $6.03M
|
15.7K
$3.06M
|
|
Nov 02, 2022
Q3 2022
|
Ibex Investors LLC
|
BUY
|
- |
2.73KNew |
$834K - $1.05M
|
2.73K
$530K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
118New |
$36.1K - $45.3K
|
118
$23K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.06KNew |
$324K - $407K
|
1.06K
$206K
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-865- 53.76% |
$265K - $332K
|
744
$145K
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-1- 50.0% |
$306 - $384
|
1
$195
|
|
Q2 2022 | |||||||
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-33Closed |
$9.57K - $13.1K
|
0
$0
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
24New |
$6.96K - $9.53K
|
24
$4.67K
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.64K- 64.94% |
$476K - $652K
|
887
$173K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
20+ 2.42% |
$5.8K - $7.94K
|
845
$164K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1Closed |
$290 - $397
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
28New |
$8.12K - $11.1K
|
28
$5.45K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-563Closed |
$163K - $223K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Empirical Capital Management, LLC
Hendersonville, TN |
SELL
|
- |
-3KClosed |
$870K - $1.19M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
52+ 3.92% |
$15.1K - $20.6K
|
1.38K
$268K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
211+ 40.89% |
$61.2K - $83.8K
|
727
$141K
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-878Closed |
$255K - $349K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-2.63KClosed |
$761K - $1.04M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-808Closed |
$234K - $321K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2Closed |
$580 - $794
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-900Closed |
$261K - $357K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-7Closed |
$2.03K - $2.78K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-3.07KClosed |
$891K - $1.22M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
CALL |
-200- 66.67% |
$58K - $79.4K
|
100
$19.5K
|