Institutional Ownership Boston Beer CO Inc (SAM)
This table provides information about the institutional ownership of Boston Beer CO Inc (SAM). We have compiled data on the 359 institutions that hold shares in the stock, with a total of 6.38 Million shares, which have been reported (via 13F filing form) to have a value of $1.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
70
shares
|
$21,193
0.01% of portfolio
|
Q4 2022
Reduced 18.6%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
63
shares
|
$19,074
0.0% of portfolio
|
Q2 2024
Reduced 80.79%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
60
shares
|
$18,166
0.0% of portfolio
|
Q3 2021
Reduced 40.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
60
shares
|
$18,166
0.0% of portfolio
|
Q2 2024
Reduced 96.08%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
60
shares
|
$18,166
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
59
shares
|
$17,863
0.0% of portfolio
|
Q2 2024
Reduced 7.81%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
53
shares
|
$16,046
0.0% of portfolio
|
Q2 2024
Added 23.26%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
53
shares
|
$16,046
0.0% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
53
shares
|
$16,046
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
50
shares
|
$15,138
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
50
shares
|
$15,138
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
50
shares
|
$15,138
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
48
shares
|
$14,532
0.0% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
44
shares
|
$13,321
0.0% of portfolio
|
Q3 2024
Reduced 21.43%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
43
shares
|
$13,019
0.0% of portfolio
|
Q2 2024
Reduced 34.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
40
shares
|
$12,110
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
34
shares
|
$10,294
0.0% of portfolio
|
Q3 2024
Reduced 59.04%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
33
shares
|
$9,991
0.0% of portfolio
|
Q1 2024
Reduced 71.05%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
33
shares
|
$9,991
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
32
shares
|
$9,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30
shares
|
$9,083
0.0% of portfolio
|
Q2 2020
Added 13.33%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
29
shares
|
$8,780
0.0% of portfolio
|
Q4 2021
Reduced 21.62%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
25
shares
|
$7,569
0.0% of portfolio
|
Q1 2024
Reduced 12.77%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
25
shares
|
$7,569
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
22
shares
|
$6,660
0.0% of portfolio
|
Q3 2023
Reduced 35.29%
|