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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.95KNew |
$1.31M - $1.62M
|
4.95K
$1.49M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
899New |
$238K - $294K
|
899
$271K
|
|
|
Nov 14, 2018
Q3 2018
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-10KClosed |
$2.65M - $3.27M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Royce & Associates LP
|
SELL
|
- |
-71Closed |
$18.8K - $23.2K
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-13Closed |
$3.45K - $4.25K
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Confluence Investment Management LLC
|
SELL
|
- |
-22.5KClosed |
$5.97M - $7.36M
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Investment Partners, Ltd.
|
BUY
|
- |
85New |
$22.5K - $27.8K
|
85
$25.6K
|
|
|
Oct 19, 2018
Q3 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10.6KClosed |
$2.81M - $3.46M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 15, 2018
Q2 2018
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-33Closed |
$6.19K - $9.98K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
CALL |
-30KClosed |
$5.62M - $9.08M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-6.12KClosed |
$1.15M - $1.85M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-65Closed |
$12.2K - $19.7K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-11KClosed |
$2.06M - $3.33M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-1.53KClosed |
$286K - $462K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4Closed |
$750 - $1.21K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-23.7KClosed |
$4.45M - $7.18M
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5KClosed |
$938K - $1.51M
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-7.72KClosed |
$1.45M - $2.34M
|
0
$0
|
|
|
Jul 27, 2018
Q2 2018
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.67KClosed |
$313K - $506K
|
0
$0
|
|
|
Jul 18, 2018
Q2 2018
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-46.9KClosed |
$8.79M - $14.2M
|
0
$0
|
|
|
Jul 18, 2018
Q2 2018
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-1.71KClosed |
$321K - $517K
|
0
$0
|
|
|
Jul 03, 2018
Q2 2018
|
Washington Trust Bank
|
SELL
|
- |
-41Closed |
$7.69K - $12.4K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 07, 2020
Q1 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-48Closed |
$7.83K - $9.63K
|
0
$0
|
|
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
696+ 23200.0% |
$113K - $140K
|
699
$211K
|
|
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-70Closed |
$11.4K - $14K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.21KClosed |
$198K - $243K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-198KClosed |
$32.4M - $39.8M
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Eulav Asset Management
|
SELL
|
- |
-10.3KClosed |
$1.68M - $2.07M
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.52KClosed |
$247K - $304K
|
0
$0
|
|
|
Apr 19, 2018
Q1 2018
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-550- 78.57% |
$89.7K - $110K
|
150
$45.2K
|
|
|
Apr 19, 2018
Q1 2018
|
Legato Capital Management LLC
|
SELL
|
- |
-1.32KClosed |
$215K - $264K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Spider Rock Advisors, LLC
|
SELL
|
CALL |
-3.6KClosed |
$568K - $701K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-6KClosed |
$946K - $1.17M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
2.16KNew |
$341K - $421K
|
2.16K
$651K
|
|
|
Feb 06, 2018
Q4 2017
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
3.3KNew |
$521K - $642K
|
3.3K
$994K
|
|
|
Feb 06, 2018
Q4 2017
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.05KNew |
$166K - $205K
|
1.05K
$317K
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-19.7KClosed |
$3.11M - $3.84M
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 16, 2017
Q3 2017
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-1.97KClosed |
$285K - $318K
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Tenzing Global Management, LLC
San Francisco, CA |
SELL
|
- |
-17KClosed |
$2.47M - $2.75M
|
0
$0
|
|
|
Nov 13, 2017
Q3 2017
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-7Closed |
$1.02K - $1.13K
|
0
$0
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
6.82KNew |
N/A
|
6.82K
$2.06M
|
|
| Q4 2016 | |||||||
|
Jan 03, 2024
Q4 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
690New |
N/A
|
690
$208K
|
|
| Q2 2016 | |||||||
|
Nov 14, 2017
Q2 2016
|
Nepsis Inc.
|
BUY
|
- |
2.97K+ 15.23% |
N/A
|
22.5K
$6.77M
|
|
| Q2 2015 | |||||||
|
Nov 18, 2022
Q2 2015
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-750Closed |
N/A
|
0
$0
|
|