Purchases and Sales Made in Q1 2023 in Boston Beer CO Inc (SAM)
This table provides information about the institutional ownership of Boston Beer CO Inc (SAM) during Q1 2023. The information is specifically focused on institutions that hold shares of BOSTON BEER CO INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
53+ 165.63% |
$16.2K - $22.1K
|
85
$19.3K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
53+ 4.9% |
$16.2K - $22.1K
|
1.13K
$258K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
52+ 0.82% |
$15.9K - $21.7K
|
6.38K
$1.45M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
49New |
$15K - $20.4K
|
49
$11.1K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49+ 4.1% |
$15K - $20.4K
|
1.24K
$283K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
48+ 5.99% |
$14.7K - $20K
|
849
$193K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
44New |
$13.5K - $18.3K
|
44
$10K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41+ 9.11% |
$12.6K - $17.1K
|
491
$112K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
39+ 10.99% |
$11.9K - $16.3K
|
394
$89.6K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36+ 14.69% |
$11K - $15K
|
281
$63.9K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
34New |
$10.4K - $14.2K
|
34
$7.73K
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
30+ 2.2% |
$9.18K - $12.5K
|
1.39K
$316K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
30+ 0.73% |
$9.18K - $12.5K
|
4.13K
$938K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
28+ 50.91% |
$8.57K - $11.7K
|
83
$18.9K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
26+ 4.26% |
$7.96K - $10.8K
|
637
$145K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
24+ 2.06% |
$7.35K - $10K
|
1.19K
$270K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23+ 2.25% |
$7.04K - $9.59K
|
1.04K
$237K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
21New |
$6.43K - $8.76K
|
21
$4.77K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20New |
$6.12K - $8.34K
|
20
$4.55K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19+ 111.76% |
$5.82K - $7.92K
|
36
$8.18K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17+ 10.63% |
$5.2K - $7.09K
|
177
$40.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
15New |
$4.59K - $6.26K
|
15
$3.41K
|
|
|
Apr 28, 2023
Q1 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
14+ 0.92% |
$4.29K - $5.84K
|
1.53K
$348K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 10.4% |
$3.98K - $5.42K
|
138
$31.4K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
13+ 1.07% |
$3.98K - $5.42K
|
1.22K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
12+ 0.51% |
$3.67K - $5K
|
2.38K
$541K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9+ 0.84% |
$2.76K - $3.75K
|
1.08K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9+ 1.42% |
$2.76K - $3.75K
|
645
$147K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
6+ 13.04% |
$1.84K - $2.5K
|
52
$11.8K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
5+ 0.12% |
$1.53K - $2.09K
|
4.25K
$965K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5New |
$1.53K - $2.09K
|
5
$1.14K
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
BUY
|
- |
4+ 0.45% |
$1.22K - $1.67K
|
891
$203K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4New |
$1.22K - $1.67K
|
4
$909
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 133.33% |
$1.22K - $1.67K
|
7
$1.59K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
4New |
$1.22K - $1.67K
|
4
$909
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4New |
$1.22K - $1.67K
|
4
$909
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4New |
$1.22K - $1.67K
|
4
$909
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 2.99% |
$1.22K - $1.67K
|
138
$31.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
3New |
$918 - $1.25K
|
3
$682
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 50.0% |
$612 - $834
|
6
$1.36K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1+ 0.14% |
$306 - $417
|
741
$168K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 14.29% |
$306 - $417
|
8
$1.82K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1New |
$306 - $417
|
1
$227
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 14.29% |
$306 - $417
|
6
$1.36K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 33.33% |
$306 - $417
|
2
$455
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.25% |
$306 - $417
|
401
$91.2K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.85% |
$306 - $417
|
117
$26.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 40.0% |
$612 - $834
|
3
$682
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2- 0.3% |
$612 - $834
|
670
$152K
|