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 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
3KNew |
$959K - $1.18M
|
3K
$904K
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
1.06KNew |
$340K - $419K
|
1.06K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
150New |
$47.9K - $59.1K
|
150
$45.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.15K- 70.1% |
$687K - $846K
|
916
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
912New |
$292K - $359K
|
912
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
730New |
$233K - $287K
|
730
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 66.67% |
$1.28K - $1.57K
|
10
$3.01K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.56KNew |
$1.46M - $1.79M
|
4.56K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
63+ 6.51% |
$20.1K - $24.8K
|
1.03K
$311K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
112+ 12.11% |
$35.8K - $44.1K
|
1.04K
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
33+ 5.73% |
$10.5K - $13K
|
609
$183K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2New |
$639 - $787
|
2
$603
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-5.85K- 84.93% |
$1.87M - $2.3M
|
1.04K
$312K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
174+ 28.67% |
$55.6K - $68.5K
|
781
$235K
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
3.21KNew |
$1.03M - $1.26M
|
3.21K
$966K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 20.0% |
$320 - $394
|
4
$1.21K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.14KNew |
$684K - $843K
|
2.14K
$645K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-40- 5.7% |
$12.8K - $15.7K
|
662
$199K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
19New |
$6.07K - $7.48K
|
19
$5.72K
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
SELL
|
- |
-17- 0.49% |
$5.43K - $6.69K
|
3.44K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-149- 5.76% |
$47.6K - $58.7K
|
2.44K
$734K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
47.9KNew |
$14.4M - $18.7M
|
47.9K
$14.4M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 200.0% |
$2.4K - $3.12K
|
12
$3.62K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
20New |
$6K - $7.79K
|
20
$6.03K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1.5K+ 100.0% |
$450K - $584K
|
3K
$904K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
540New |
$162K - $210K
|
540
$163K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$3K - $3.9K
|
10
$3.01K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1New |
$300 - $390
|
1
$301
|
|
|
Nov 14, 2023
Q3 2023
|
Woodson Capital Management, LP
Greenwich, CT |
SELL
|
- |
-1K- 3.85% |
$300K - $390K
|
25K
$7.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.36KNew |
$707K - $919K
|
2.36K
$711K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-619- 10.03% |
$186K - $241K
|
5.55K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-432- 32.24% |
$129K - $168K
|
908
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.1KNew |
$330K - $428K
|
1.1K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeastern Asset Management Inc
Memphis, TN |
SELL
|
- |
-21K- 16.47% |
$6.28M - $8.16M
|
106K
$32M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22New |
$6.59K - $8.57K
|
22
$6.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
555New |
$166K - $216K
|
555
$167K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.6K- 64.76% |
$481K - $625K
|
873
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
3.34K+ 9.31% |
$1M - $1.3M
|
39.2K
$11.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8+ 1.05% |
$2.4K - $3.12K
|
770
$232K
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
2.9K+ 38.67% |
$869K - $1.13M
|
10.4K
$3.13M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
145New |
$43.5K - $56.5K
|
145
$43.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
559New |
$168K - $218K
|
559
$168K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
15New |
$4.5K - $5.84K
|
15
$4.52K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.1KNew |
$629K - $818K
|
2.1K
$633K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
552New |
$165K - $215K
|
552
$166K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2New |
$600 - $779
|
2
$603
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-12- 35.29% |
$3.6K - $4.67K
|
22
$6.63K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
600New |
$180K - $234K
|
600
$181K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
569New |
$171K - $222K
|
569
$171K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$300 - $390
|
2
$603
|
|