Purchases and Sales Made in Q2 2024 in Boston Beer CO Inc (SAM)
This table provides information about the institutional ownership of Boston Beer CO Inc (SAM) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
225+ 13.72% |
$57.6K - $70.6K
|
1.87K
$424K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
200+ 24.07% |
$51.2K - $62.7K
|
1.03K
$234K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
200+ 9.71% |
$51.2K - $62.7K
|
2.26K
$514K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
175+ 132.58% |
$44.8K - $54.9K
|
307
$69.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
160New |
$40.9K - $50.2K
|
160
$36.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
158+ 7.09% |
$40.4K - $49.6K
|
2.39K
$542K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
152+ 19.51% |
$38.9K - $47.7K
|
931
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
146+ 12.86% |
$37.4K - $45.8K
|
1.28K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
126+ 17.75% |
$32.2K - $39.5K
|
836
$190K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
99+ 4.68% |
$25.3K - $31.1K
|
2.22K
$504K
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
95+ 61.29% |
$24.3K - $29.8K
|
250
$56.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
92+ 1533.33% |
$23.5K - $28.9K
|
98
$22.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
88+ 21.78% |
$22.5K - $27.6K
|
492
$112K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
82+ 8200.0% |
$21K - $25.7K
|
83
$18.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
78+ 34.98% |
$20K - $24.5K
|
301
$68.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
74+ 0.5% |
$18.9K - $23.2K
|
14.7K
$3.35M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
59New |
$15.1K - $18.5K
|
59
$13.4K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
45+ 180.0% |
$11.5K - $14.1K
|
70
$15.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
43New |
$11K - $13.5K
|
43
$9.77K
|
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
34+ 4.49% |
$8.7K - $10.7K
|
792
$180K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
34New |
$8.7K - $10.7K
|
34
$7.73K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
29+ 3.77% |
$7.42K - $9.1K
|
799
$182K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
29+ 116.0% |
$7.42K - $9.1K
|
54
$12.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27+ 128.57% |
$6.91K - $8.47K
|
48
$10.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
26+ 3.17% |
$6.65K - $8.16K
|
847
$193K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
25New |
$6.4K - $7.84K
|
25
$5.68K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
20New |
$5.12K - $6.27K
|
20
$4.55K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
16+ 1.5% |
$4.09K - $5.02K
|
1.08K
$246K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12+ 1.19% |
$3.07K - $3.76K
|
1.02K
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 54.55% |
$3.07K - $3.76K
|
34
$7.73K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 8.0% |
$2.56K - $3.14K
|
135
$30.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
10+ 23.26% |
$2.56K - $3.14K
|
53
$12K
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
10+ 0.72% |
$2.56K - $3.14K
|
1.39K
$317K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9New |
$2.3K - $2.82K
|
9
$2.05K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9New |
$2.3K - $2.82K
|
9
$2.05K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 53.33% |
$2.05K - $2.51K
|
23
$5.23K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7New |
$1.79K - $2.2K
|
7
$1.59K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
7+ 175.0% |
$1.79K - $2.2K
|
11
$2.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6+ 0.76% |
$1.54K - $1.88K
|
800
$182K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
5+ 0.19% |
$1.28K - $1.57K
|
2.65K
$602K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4New |
$1.02K - $1.25K
|
4
$909
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
4New |
$1.02K - $1.25K
|
4
$909
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3New |
$768 - $941
|
3
$682
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2New |
$512 - $627
|
2
$455
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2New |
$512 - $627
|
2
$455
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.36% |
$256 - $314
|
276
$62.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2- 20.0% |
$512 - $627
|
8
$1.82K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2- 10.53% |
$512 - $627
|
17
$3.86K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-5- 7.81% |
$1.28K - $1.57K
|
59
$13.4K
|