Purchases and Sales Made in Q3 2024 in Boston Beer CO Inc (SAM)
This table provides information about the institutional ownership of Boston Beer CO Inc (SAM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
72+ 9.99% |
$19.1K - $21.7K
|
793
$180K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
68+ 8.51% |
$18K - $20.5K
|
867
$197K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
66+ 24.18% |
$17.5K - $19.9K
|
339
$77.1K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
62+ 105.08% |
$16.4K - $18.7K
|
121
$27.5K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
60+ 44.44% |
$15.9K - $18.1K
|
195
$44.3K
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
57+ 2.15% |
$15.1K - $17.2K
|
2.71K
$615K
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
53New |
$14K - $16K
|
53
$12K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
34+ 36.56% |
$9.01K - $10.3K
|
127
$28.9K
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
32New |
$8.48K - $9.66K
|
32
$7.27K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
30+ 0.49% |
$7.95K - $9.06K
|
6.09K
$1.39M
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
27+ 0.32% |
$7.16K - $8.15K
|
8.38K
$1.9M
|
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
23+ 2.9% |
$6.1K - $6.94K
|
815
$185K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
21New |
$5.57K - $6.34K
|
21
$4.77K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
21+ 10.19% |
$5.57K - $6.34K
|
227
$51.6K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
16+ 800.0% |
$4.24K - $4.83K
|
18
$4.09K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
16New |
$4.24K - $4.83K
|
16
$3.64K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12+ 1.3% |
$3.18K - $3.62K
|
933
$212K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11+ 15.71% |
$2.92K - $3.32K
|
81
$18.4K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11New |
$2.92K - $3.32K
|
11
$2.5K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
10New |
$2.65K - $3.02K
|
10
$2.27K
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
10+ 1.18% |
$2.65K - $3.02K
|
857
$195K
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
10New |
$2.65K - $3.02K
|
10
$2.27K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
9New |
$2.39K - $2.72K
|
9
$2.05K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6+ 40.0% |
$1.59K - $1.81K
|
21
$4.77K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5New |
$1.33K - $1.51K
|
5
$1.14K
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5+ 0.49% |
$1.33K - $1.51K
|
1.02K
$233K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5New |
$1.33K - $1.51K
|
5
$1.14K
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4+ 0.84% |
$1.06K - $1.21K
|
480
$109K
|
|
Nov 05, 2024
Q3 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
4+ 0.21% |
$1.06K - $1.21K
|
1.87K
$425K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$795 - $906
|
3
$682
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 40.0% |
$530 - $604
|
7
$1.59K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1New |
$265 - $302
|
1
$227
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.65% |
$265 - $302
|
155
$35.2K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1New |
$265 - $302
|
1
$227
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 33.33% |
$265 - $302
|
4
$909
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1- 1.85% |
$265 - $302
|
53
$12K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 50.0% |
$265 - $302
|
1
$227
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 42.86% |
$795 - $906
|
4
$909
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5- 21.74% |
$1.33K - $1.51K
|
18
$4.09K
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-10- 0.87% |
$2.65K - $3.02K
|
1.14K
$260K
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11- 1.18% |
$2.92K - $3.32K
|
920
$209K
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-11- 0.76% |
$2.92K - $3.32K
|
1.43K
$325K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-12- 21.43% |
$3.18K - $3.62K
|
44
$10K
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-15- 1.12% |
$3.98K - $4.53K
|
1.33K
$302K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-33- 97.06% |
$8.75K - $9.96K
|
1
$227
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-33- 2.98% |
$8.75K - $9.96K
|
1.08K
$245K
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-38- 1.7% |
$10.1K - $11.5K
|
2.19K
$498K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-39- 4.11% |
$10.3K - $11.8K
|
910
$207K
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-46- 5.11% |
$12.2K - $13.9K
|
854
$194K
|