Purchases and Sales Made in Q4 2023 in Boston Beer CO Inc (SAM)
This table provides information about the institutional ownership of Boston Beer CO Inc (SAM) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
277+ 0.96% |
$88.5K - $109K
|
29K
$6.59M
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
271+ 4.09% |
$86.6K - $107K
|
6.89K
$1.57M
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
258+ 5.89% |
$82.5K - $102K
|
4.64K
$1.05M
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
239+ 38.0% |
$76.4K - $94.1K
|
868
$197K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
236New |
$75.4K - $92.9K
|
236
$53.6K
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
205+ 38.53% |
$65.5K - $80.7K
|
737
$168K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
192+ 21.5% |
$61.4K - $75.6K
|
1.09K
$247K
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
183+ 24.47% |
$58.5K - $72K
|
931
$212K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
174+ 28.67% |
$55.6K - $68.5K
|
781
$178K
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
163+ 8.52% |
$52.1K - $64.2K
|
2.08K
$472K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
155+ 0.14% |
$49.5K - $61K
|
109K
$24.7M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
154+ 6.52% |
$49.2K - $60.6K
|
2.52K
$572K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
150New |
$47.9K - $59.1K
|
150
$34.1K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
139+ 26.23% |
$44.4K - $54.7K
|
669
$152K
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
134+ 21.93% |
$42.8K - $52.8K
|
745
$169K
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
133New |
$42.5K - $52.4K
|
133
$30.2K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
124+ 12.38% |
$39.6K - $48.8K
|
1.13K
$256K
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
122New |
$39K - $48K
|
122
$27.7K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
112+ 12.11% |
$35.8K - $44.1K
|
1.04K
$236K
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
109+ 2.77% |
$34.8K - $42.9K
|
4.05K
$920K
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
106+ 17.46% |
$33.9K - $41.7K
|
713
$162K
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
103+ 5.56% |
$32.9K - $40.6K
|
1.95K
$444K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
102New |
$32.6K - $40.2K
|
102
$23.2K
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
102+ 1.27% |
$32.6K - $40.2K
|
8.13K
$1.85M
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
92+ 8.27% |
$29.4K - $36.2K
|
1.2K
$274K
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
91New |
$29.1K - $35.8K
|
91
$20.7K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
63+ 8.46% |
$20.1K - $24.8K
|
808
$184K
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
63+ 6.51% |
$20.1K - $24.8K
|
1.03K
$234K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
60New |
$19.2K - $23.6K
|
60
$13.6K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
50New |
$16K - $19.7K
|
50
$11.4K
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
40+ 0.97% |
$12.8K - $15.7K
|
4.17K
$947K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
38+ 46.91% |
$12.1K - $15K
|
119
$27.1K
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
36+ 1.31% |
$11.5K - $14.2K
|
2.78K
$633K
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
36+ 1.31% |
$11.5K - $14.2K
|
2.78K
$633K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
35+ 4.41% |
$11.2K - $13.8K
|
828
$188K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
34+ 17.62% |
$10.9K - $13.4K
|
227
$51.6K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
33+ 5.73% |
$10.5K - $13K
|
609
$138K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29+ 5.44% |
$9.27K - $11.4K
|
562
$128K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25+ 8.9% |
$7.99K - $9.84K
|
306
$69.6K
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
21+ 1.86% |
$6.71K - $8.27K
|
1.15K
$261K
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
20+ 0.93% |
$6.39K - $7.87K
|
2.16K
$492K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
19New |
$6.07K - $7.48K
|
19
$4.32K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18+ 31.58% |
$5.75K - $7.09K
|
75
$17K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17New |
$5.43K - $6.69K
|
17
$3.86K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
15+ 100.0% |
$4.79K - $5.91K
|
30
$6.82K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15New |
$4.79K - $5.91K
|
15
$3.41K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
15+ 33.33% |
$4.79K - $5.91K
|
60
$13.6K
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
14+ 1.02% |
$4.47K - $5.51K
|
1.39K
$316K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
13+ 433.33% |
$4.16K - $5.12K
|
16
$3.64K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
13+ 1.96% |
$4.16K - $5.12K
|
677
$154K
|