Latest Institutional Purchases of Boston Beer CO Inc (SAM)
This list provides information on the latest institutional transactions involving Boston Beer CO Inc (SAM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.95KNew |
$1.3M - $1.64M
|
3.95K
$923K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
CALL |
3.5KNew |
$1.15M - $1.45M
|
3.5K
$817K
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.51KNew |
$495K - $626K
|
1.51K
$352K
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.01KNew |
$330K - $417K
|
1.01K
$235K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
677New |
$222K - $281K
|
677
$158K
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
648New |
$213K - $269K
|
648
$151K
|
|
Feb 13, 2023
Q4 2022
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
500+ 50.0% |
$164K - $208K
|
1.5K
$350K
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
440+ 66.67% |
$144K - $183K
|
1.1K
$257K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
330New |
$108K - $137K
|
330
$77K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
255New |
$83.7K - $106K
|
255
$59.5K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
225New |
$73.9K - $93.4K
|
225
$52.5K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
100New |
$32.8K - $41.5K
|
100
$23.3K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
77New |
$25.3K - $32K
|
77
$18K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
68New |
$22.3K - $28.2K
|
68
$15.9K
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
45New |
$14.8K - $18.7K
|
45
$10.5K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40New |
$13.1K - $16.6K
|
40
$9.34K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
35New |
$11.5K - $14.5K
|
35
$8.17K
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10New |
$3.28K - $4.15K
|
10
$2.33K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
8New |
$2.63K - $3.32K
|
8
$1.87K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 66.67% |
$657 - $830
|
5
$1.17K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
21.1K+ 14046.0% |
$6.45M - $8.1M
|
21.2K
$4.95M
|
|
Nov 02, 2022
Q3 2022
|
Clear Street LLC
|
BUY
|
- |
15.7KNew |
$4.82M - $6.04M
|
15.7K
$3.67M
|
|
Nov 02, 2022
Q3 2022
|
Clear Street LLC
|
BUY
|
PUT |
15.7KNew |
$4.81M - $6.03M
|
15.7K
$3.67M
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
4.9KNew |
$1.5M - $1.88M
|
4.9K
$1.14M
|
|
Nov 02, 2022
Q3 2022
|
Ibex Investors LLC
|
BUY
|
- |
2.73KNew |
$834K - $1.05M
|
2.73K
$636K
|
|
Nov 04, 2022
Q3 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.7KNew |
$827K - $1.04M
|
2.7K
$630K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
2.57KNew |
$788K - $989K
|
2.57K
$601K
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
2.1KNew |
$643K - $807K
|
2.1K
$490K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.06KNew |
$324K - $407K
|
1.06K
$247K
|
|
Oct 09, 2024
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
790New |
$242K - $304K
|
790
$184K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
300New |
$91.9K - $115K
|
300
$70K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
118New |
$36.1K - $45.3K
|
118
$27.5K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
30New |
$9.19K - $11.5K
|
30
$7K
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
20New |
$6.12K - $7.69K
|
20
$4.67K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5+ 0.08% |
$1.53K - $1.92K
|
6.64K
$1.55M
|
|
Q2 2022 | |||||||
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
1K+ 20.0% |
$290K - $397K
|
6K
$1.4M
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
225+ 4.35% |
$65.2K - $89.3K
|
5.4K
$1.26M
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
211+ 40.89% |
$61.2K - $83.8K
|
727
$170K
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
100+ 13.33% |
$29K - $39.7K
|
850
$198K
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
52+ 3.92% |
$15.1K - $20.6K
|
1.38K
$322K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
40New |
$11.6K - $15.9K
|
40
$9.34K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
33New |
$9.57K - $13.1K
|
33
$7.7K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
28New |
$8.12K - $11.1K
|
28
$6.54K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
24New |
$6.96K - $9.53K
|
24
$5.6K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
20+ 2.42% |
$5.8K - $7.94K
|
845
$197K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
9+ 4.69% |
$2.61K - $3.57K
|
201
$46.9K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
9New |
$2.61K - $3.57K
|
9
$2.1K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
8New |
$2.32K - $3.18K
|
8
$1.87K
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$290 - $397
|
1
$233
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
28.4KNew |
$9.83M - $14.8M
|
28.4K
$6.62M
|