Boston Beer Ownership 2024 | Who Owns Boston Beer Now?
Institutional Ownership
23.39%
Insider Ownership
7.77%
Retail Ownership
68.83%
Institutional Holders
182.00
Boston Beer Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 7.32% | 0.17% | 890,717 | -40,382 | -4.34% | 271,153,000 | Mar 31, 2024 |
BLACKROCK INC. | 6.90% | 0.01% | 839,368 | 11,997 | 1.45% | 255,520,406 | Mar 31, 2024 |
VANGUARD GROUP INC | 6.45% | 0.00% | 784,429 | -134,073 | -14.60% | 238,795,875 | Mar 31, 2024 |
FMR LLC | 4.86% | 0.01% | 591,395 | -401,640 | -40.45% | 180,032,364 | Mar 31, 2024 |
STATE STREET CORP | 2.27% | 0.00% | 276,260 | 5,954 | 2.20% | 84,099,069 | Mar 31, 2024 |
BAIRD FINANCIAL GROUP, INC. | 1.38% | 0.11% | 168,030 | -1,155 | -0.68% | 51,151,693 | Mar 31, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.29% | 0.01% | 156,434 | 14,420 | 10.15% | 47,621,638 | Mar 31, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.26% | 0.00% | 152,952 | 6,382 | 4.35% | 46,570,714 | Mar 31, 2024 |
SOUTHERNSUN ASSET MANAGEMENT, LLC | 1.20% | 4.93% | 145,386 | 38,174 | 35.61% | 44,258,406 | Mar 31, 2024 |
MARSHALL WACE, LLP | 1.13% | 0.06% | 137,515 | 108,770 | 378.40% | 41,862,317 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.04% | 0.01% | 126,100 | 126,100 | 100.00% | 38,387,362 | Mar 31, 2024 |
BANK OF NEW YORK MELLON CORP | 1.01% | 0.01% | 123,489 | 2,239 | 1.85% | 37,592,648 | Mar 31, 2024 |
AQR CAPITAL MANAGEMENT LLC | 0.94% | 0.06% | 114,781 | 3,164 | 2.83% | 34,941,632 | Mar 31, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.90% | 0.01% | 109,997 | 2,685 | 2.50% | 33,485,287 | Mar 31, 2024 |
FISHER ASSET MANAGEMENT, LLC | 0.89% | 0.02% | 107,773 | -733 | -0.68% | 32,808,377 | Mar 31, 2024 |
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 0.87% | 1.24% | 106,317 | - | - | 32,365,021 | Mar 31, 2024 |
INVESCO LTD. | 0.85% | 0.01% | 102,846 | 26,674 | 35.02% | 31,308,379 | Mar 31, 2024 |
CITADEL ADVISORS LLC | 0.80% | 0.01% | 96,826 | 56,396 | 139.49% | 29,475,771 | Mar 31, 2024 |
ARMISTICE CAPITAL, LLC | 0.79% | 0.39% | 96,199 | 33,988 | 54.63% | 29,284,900 | Mar 31, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.70% | 0.04% | 85,500 | 40,000 | 87.91% | 26,028,000 | Mar 31, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SOUTHERNSUN ASSET MANAGEMENT, LLC | 1.20% | 4.93% | 145,386 | 38,174 | 35.61% | 44,258,406 | Mar 31, 2024 |
PROFIT INVESTMENT MANAGEMENT, LLC | 0.10% | 2.01% | 11,709 | - | - | 3,564,454 | Mar 31, 2024 |
CENTRE ASSET MANAGEMENT, LLC | 0.21% | 1.88% | 25,897 | 2,549 | 10.92% | 7,884,000 | Mar 31, 2024 |
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 0.87% | 1.24% | 106,317 | - | - | 32,365,021 | Mar 31, 2024 |
GAGNON SECURITIES LLC | 0.14% | 1.22% | 16,893 | 80 | 0.48% | 5,142,567 | Mar 31, 2024 |
CRAWFORD FUND MANAGEMENT, LLC | 0.09% | 0.78% | 10,665 | -1,082 | -9.21% | 3,246,639 | Mar 31, 2024 |
QV INVESTORS INC. | 0.17% | 0.55% | 20,810 | -250 | -1.19% | 6,335,000 | Mar 31, 2024 |
SUMMIT PLACE FINANCIAL ADVISORS, LLC | 0.02% | 0.49% | 2,751 | 1,170 | 74.00% | 837,459 | Mar 31, 2024 |
NVERSES CAPITAL, LLC | 0.00% | 0.44% | 600 | 600 | 100.00% | 182,652,000 | Mar 31, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | 0.05% | 0.43% | 6,579 | 6,579 | 100.00% | 2,002,779 | Mar 31, 2024 |
ARMISTICE CAPITAL, LLC | 0.79% | 0.39% | 96,199 | 33,988 | 54.63% | 29,284,900 | Mar 31, 2024 |
ASSET MANAGEMENT GROUP, INC. | 0.05% | 0.37% | 6,507 | 124 | 1.94% | 1,980,861 | Mar 31, 2024 |
PINE HAVEN INVESTMENT COUNSEL, INC | 0.01% | 0.37% | 1,384 | -5 | -0.36% | 421,317 | Mar 31, 2024 |
DIVERSIFIED INVESTMENT STRATEGIES, LLC | 0.01% | 0.34% | 1,640 | 1,640 | 100.00% | 499,249 | Mar 31, 2024 |
SHERBROOKE PARK ADVISERS LLC | 0.05% | 0.32% | 5,481 | 4,025 | 276.44% | 1,668,526 | Mar 31, 2024 |
J. GOLDMAN & CO LP | 0.27% | 0.32% | 32,377 | 32,377 | 100.00% | 9,856,206 | Mar 31, 2024 |
PARTNERSHIP WEALTH MANAGEMENT, LLC | 0.01% | 0.29% | 1,379 | 394 | 40.00% | 419,795 | Mar 31, 2024 |
ICON ADVISERS INC/CO | 0.03% | 0.24% | 3,600 | - | - | 1,082,520 | Mar 31, 2024 |
BALANCED ROCK INVESTMENT ADVISOR | 0.01% | 0.21% | 821 | 162 | 24.58% | 249,929 | Mar 31, 2024 |
SEMUS WEALTH PARTNERS LLC | 0.01% | 0.21% | 831 | 200 | 31.70% | 252,973 | Mar 31, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.04% | 0.01% | 126,100 | 126,100 | 100.00% | 38,387,362 | Mar 31, 2024 |
MARSHALL WACE, LLP | 1.13% | 0.06% | 137,515 | 108,770 | 378.40% | 41,862,317 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.64% | 0.00% | 77,600 | 77,600 | 100.00% | 23,622,992 | Mar 31, 2024 |
CITADEL ADVISORS LLC | 0.80% | 0.01% | 96,826 | 56,396 | 139.49% | 29,475,771 | Mar 31, 2024 |
BARCLAYS PLC | 0.66% | 0.01% | 80,000 | 50,000 | 166.67% | 24,354,000 | Mar 31, 2024 |
D. E. SHAW & CO., INC. | 0.52% | 0.02% | 63,733 | 41,842 | 191.14% | 19,401,600 | Mar 31, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.70% | 0.04% | 85,500 | 40,000 | 87.91% | 26,028,000 | Mar 31, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.51% | 0.01% | 61,634 | 38,220 | 163.24% | 18,762,622 | Mar 31, 2024 |
SOUTHERNSUN ASSET MANAGEMENT, LLC | 1.20% | 4.93% | 145,386 | 38,174 | 35.61% | 44,258,406 | Mar 31, 2024 |
ARMISTICE CAPITAL, LLC | 0.79% | 0.39% | 96,199 | 33,988 | 54.63% | 29,284,900 | Mar 31, 2024 |
J. GOLDMAN & CO LP | 0.27% | 0.32% | 32,377 | 32,377 | 100.00% | 9,856,206 | Mar 31, 2024 |
SQUAREPOINT OPS LLC | 0.59% | 0.04% | 71,995 | 30,771 | 74.64% | 21,916,718 | Mar 31, 2024 |
JPMORGAN CHASE & CO | 0.49% | 0.00% | 59,167 | 28,458 | 92.67% | 18,011,618 | Mar 31, 2024 |
BARCLAYS PLC | 0.49% | 0.01% | 59,699 | 27,194 | 83.66% | 18,173,000 | Mar 31, 2024 |
INVESCO LTD. | 0.85% | 0.01% | 102,846 | 26,674 | 35.02% | 31,308,379 | Mar 31, 2024 |
GOLDMAN SACHS GROUP INC | 0.45% | 0.00% | 54,853 | 23,085 | 72.67% | 16,698,457 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.18% | 0.00% | 21,810 | 21,810 | 100.00% | 6,639,400 | Mar 31, 2024 |
ALLIANCEBERNSTEIN L.P. | 0.25% | 0.00% | 30,941 | 20,142 | 186.52% | 9,419,059 | Mar 31, 2024 |
CANADA PENSION PLAN INVESTMENT BOARD | 0.37% | 0.01% | 44,600 | 19,600 | 78.40% | 13,577,132 | Mar 31, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.32% | 0.03% | 39,006 | 17,933 | 85.10% | 11,874,207 | Mar 31, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FMR LLC | 4.86% | 0.01% | 591,395 | -401,640 | -40.45% | 180,032,364 | Mar 31, 2024 |
VANGUARD GROUP INC | 6.45% | 0.00% | 784,429 | -134,073 | -14.60% | 238,795,875 | Mar 31, 2024 |
CANDLESTICK CAPITAL MANAGEMENT LP | - | - | - | -125,000 | -100.00% | - | Mar 31, 2024 |
D. E. SHAW & CO., INC. | - | - | - | -64,700 | -100.00% | - | Mar 31, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | 0.13% | 0.01% | 16,229 | -64,665 | -79.94% | 4,940,432 | Mar 31, 2024 |
CITADEL ADVISORS LLC | 0.36% | 0.00% | 43,900 | -51,100 | -53.79% | 13,364,038 | Mar 31, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 0.12% | 0.00% | 14,627 | -50,647 | -77.59% | 4,452,751 | Mar 31, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -46,155 | -100.00% | - | Mar 31, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 7.32% | 0.17% | 890,717 | -40,382 | -4.34% | 271,153,000 | Mar 31, 2024 |
FIRST TRUST ADVISORS LP | 0.10% | 0.00% | 12,110 | -32,165 | -72.65% | 3,686,526 | Mar 31, 2024 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -19,601 | -100.00% | - | Mar 31, 2024 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -18,662 | -100.00% | - | Mar 31, 2024 |
WALLEYE CAPITAL LLC | - | - | - | -18,100 | -100.00% | - | Mar 31, 2024 |
CITADEL ADVISORS LLC | 0.32% | 0.00% | 39,300 | -17,400 | -30.69% | 11,963,706 | Mar 31, 2024 |
BARCLAYS PLC | - | - | - | -15,100 | -100.00% | - | Mar 31, 2024 |
ALGERT GLOBAL LLC | 0.02% | 0.03% | 2,361 | -14,928 | -86.34% | 719,000 | Mar 31, 2024 |
WALLEYE TRADING LLC | 0.03% | 0.00% | 3,500 | -11,400 | -76.51% | 1,065,470 | Mar 31, 2024 |
AMERICAN CENTURY COMPANIES INC | 0.39% | 0.01% | 47,657 | -8,695 | -15.43% | 14,507,791 | Mar 31, 2024 |
ROYAL BANK OF CANADA | 0.12% | 0.00% | 14,258 | -8,584 | -37.58% | 4,340,000 | Mar 31, 2024 |
WALLEYE CAPITAL LLC | 0.00% | 0.00% | 600 | -8,200 | -93.18% | 182,652 | Mar 31, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.04% | 0.01% | 126,100 | 126,100 | 100.00% | 38,387,362 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.64% | 0.00% | 77,600 | 77,600 | 100.00% | 23,622,992 | Mar 31, 2024 |
J. GOLDMAN & CO LP | 0.27% | 0.32% | 32,377 | 32,377 | 100.00% | 9,856,206 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.18% | 0.00% | 21,810 | 21,810 | 100.00% | 6,639,400 | Mar 31, 2024 |
ONTARIO TEACHERS PENSION PLAN BOARD | 0.09% | 0.03% | 10,950 | 10,950 | 100.00% | 3,333,399 | Mar 31, 2024 |
UBS GROUP AG | 0.08% | 0.00% | 10,000 | 10,000 | 100.00% | 3,044,200 | Mar 31, 2024 |
NATIXIS | 0.08% | 0.02% | 10,000 | 10,000 | 100.00% | 3,044,200 | Mar 31, 2024 |
WEISS ASSET MANAGEMENT LP | 0.06% | 0.07% | 7,019 | 7,019 | 100.00% | 2,136,724 | Mar 31, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | 0.05% | 0.43% | 6,579 | 6,579 | 100.00% | 2,002,779 | Mar 31, 2024 |
REDWOOD INVESTMENT MANAGEMENT, LLC | 0.04% | 0.14% | 4,935 | 4,935 | 100.00% | 1,502,000 | Mar 31, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | 0.04% | 0.00% | 4,700 | 4,700 | 100.00% | 1,430,774 | Mar 31, 2024 |
CAPSTONE INVESTMENT ADVISORS, LLC | 0.03% | 0.00% | 3,912 | 3,912 | 100.00% | 1,190,891 | Mar 31, 2024 |
ING GROEP NV | 0.03% | 0.01% | 3,500 | 3,500 | 100.00% | 1,065,470 | Mar 31, 2024 |
STRS OHIO | 0.03% | 0.00% | 3,415 | 3,415 | 100.00% | 1,039,000 | Mar 31, 2024 |
HSBC HOLDINGS PLC | 0.02% | 0.00% | 2,690 | 2,690 | 100.00% | 818,890 | Mar 31, 2024 |
XTX TOPCO LTD | 0.02% | 0.09% | 2,301 | 2,301 | 100.00% | 700,470 | Mar 31, 2024 |
PDT PARTNERS, LLC | 0.02% | 0.06% | 2,194 | 2,194 | 100.00% | 667,897 | Mar 31, 2024 |
EXCHANGE TRADED CONCEPTS, LLC | 0.02% | 0.02% | 2,116 | 2,116 | 100.00% | 644,153 | Mar 31, 2024 |
DIVERSIFIED INVESTMENT STRATEGIES, LLC | 0.01% | 0.34% | 1,640 | 1,640 | 100.00% | 499,249 | Mar 31, 2024 |
COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.00% | 1,621 | 1,621 | 100.00% | 493,000 | Mar 31, 2024 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 0.01% | 0.00% | 1,156 | 1,156 | 100.00% | 351,910 | Mar 31, 2024 |
QSEMBLE CAPITAL MANAGEMENT, LP | 0.01% | 0.07% | 1,082 | 1,082 | 100.00% | 329,382 | Mar 31, 2024 |
VISE TECHNOLOGIES, INC. | 0.01% | 0.06% | 1,007 | 1,007 | 100.00% | 306,551 | Mar 31, 2024 |
CERITY PARTNERS LLC | 0.01% | 0.00% | 994 | 994 | 100.00% | 302,367 | Mar 31, 2024 |
CIPHER CAPITAL LP | 0.01% | 0.11% | 808 | 808 | 100.00% | 245,971 | Mar 31, 2024 |
FOGUTH WEALTH MANAGEMENT, LLC. | 0.01% | 0.13% | 798 | 798 | 100.00% | 242,927 | Mar 31, 2024 |
GREAT VALLEY ADVISOR GROUP, INC. | 0.01% | 0.01% | 770 | 770 | 100.00% | 234,088 | Mar 31, 2024 |
PETRUS TRUST COMPANY, LTA | 0.01% | 0.02% | 687 | 687 | 100.00% | 209,137 | Mar 31, 2024 |
NVERSES CAPITAL, LLC | 0.00% | 0.44% | 600 | 600 | 100.00% | 182,652,000 | Mar 31, 2024 |
HEADLANDS TECHNOLOGIES LLC | 0.00% | 0.03% | 373 | 373 | 100.00% | 113,549 | Mar 31, 2024 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.00% | 0.00% | 365 | 365 | 100.00% | 111,113 | Mar 31, 2024 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 0.00% | 0.00% | 328 | 328 | 100.00% | 94,851 | Mar 31, 2024 |
0.00% | 0.00% | 100 | 100 | 100.00% | 28,382 | Mar 31, 2024 | |
HILLTOP NATIONAL BANK | 0.00% | 0.01% | 50 | 50 | 100.00% | 15,221 | Mar 31, 2024 |
DAGCO, INC. | 0.00% | 0.01% | 50 | 50 | 100.00% | 15,221 | Mar 31, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 35 | 35 | 100.00% | 10,654 | Mar 31, 2024 |
0.00% | - | 10 | 10 | 100.00% | 3,044 | Mar 31, 2024 | |
CIBC PRIVATE WEALTH GROUP, LLC | - | - | 5 | 5 | 100.00% | 1,504,000 | Mar 31, 2024 |
PRIVATE WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 4 | 4 | 100.00% | 1,218 | Mar 31, 2024 |
FERNWOOD INVESTMENT MANAGEMENT, LLC | - | 0.00% | 2 | 2 | 100.00% | 609,000 | Mar 31, 2024 |
TFC FINANCIAL MANAGEMENT, INC. | - | 0.00% | 1 | 1 | 100.00% | 305 | Mar 31, 2024 |
SJS INVESTMENT CONSULTING INC. | - | 0.00% | 1 | 1 | 100.00% | 305 | Mar 31, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CANDLESTICK CAPITAL MANAGEMENT LP | - | - | - | -125,000 | -100.00% | - | Mar 31, 2024 |
D. E. SHAW & CO., INC. | - | - | - | -64,700 | -100.00% | - | Mar 31, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -46,155 | -100.00% | - | Mar 31, 2024 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -19,601 | -100.00% | - | Mar 31, 2024 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -18,662 | -100.00% | - | Mar 31, 2024 |
WALLEYE CAPITAL LLC | - | - | - | -18,100 | -100.00% | - | Mar 31, 2024 |
BARCLAYS PLC | - | - | - | -15,100 | -100.00% | - | Mar 31, 2024 |
SQUAREPOINT OPS LLC | - | - | - | -8,200 | -100.00% | - | Mar 31, 2024 |
WALLEYE TRADING LLC | - | - | - | -4,627 | -100.00% | - | Mar 31, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -4,557 | -100.00% | - | Mar 31, 2024 |
OAK THISTLE LLC | - | - | - | -4,557 | -100.00% | - | Mar 31, 2024 |
SHAKER INVESTMENTS LLC/OH | - | - | - | -3,443 | -100.00% | - | Mar 31, 2024 |
XR SECURITIES LLC | - | - | - | -2,800 | -100.00% | - | Mar 31, 2024 |
GROUP ONE TRADING, L.P. | - | - | - | -2,588 | -100.00% | - | Mar 31, 2024 |
TWO SIGMA SECURITIES, LLC | - | - | - | -2,478 | -100.00% | - | Mar 31, 2024 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | - | - | - | -2,437 | -100.00% | - | Mar 31, 2024 |
STATE OF TENNESSEE, TREASURY DEPARTMENT | - | - | - | -2,298 | -100.00% | - | Mar 31, 2024 |
INTECH INVESTMENT MANAGEMENT LLC | - | - | - | -2,230 | -100.00% | - | Mar 31, 2024 |
ENGINEERS GATE MANAGER LP | - | - | - | -2,210 | -100.00% | - | Mar 31, 2024 |
SIMPLEX TRADING, LLC | - | - | - | -2,140 | -100.00% | - | Mar 31, 2024 |
QUANTINNO CAPITAL MANAGEMENT LP | - | - | - | -1,726 | -100.00% | - | Mar 31, 2024 |
MILLENNIUM MANAGEMENT LLC | - | - | - | -1,600 | -100.00% | - | Mar 31, 2024 |
CAPTRUST FINANCIAL ADVISORS | - | - | - | -1,490 | -100.00% | - | Mar 31, 2024 |
NAPATREE CAPITAL LLC | - | - | - | -1,447 | -100.00% | - | Mar 31, 2024 |
BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -1,256 | -100.00% | - | Mar 31, 2024 |
TWINBEECH CAPITAL LP | - | - | - | -1,064 | -100.00% | - | Mar 31, 2024 |
SIMMONS BANK | - | - | - | -1,037 | -100.00% | - | Mar 31, 2024 |
KINGSVIEW WEALTH MANAGEMENT, LLC | - | - | - | -1,037 | -100.00% | - | Mar 31, 2024 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | - | - | - | -1,031 | -100.00% | - | Mar 31, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -1,004 | -100.00% | - | Mar 31, 2024 |
CAMELOT PORTFOLIOS, LLC | - | - | - | -980 | -100.00% | - | Mar 31, 2024 |
KOSS-OLINGER CONSULTING, LLC | - | - | - | -916 | -100.00% | - | Mar 31, 2024 |
ACADIAN ASSET MANAGEMENT LLC | - | - | - | -912 | -100.00% | - | Mar 31, 2024 |
PRIVATE ADVISOR GROUP, LLC | - | - | - | -781 | -100.00% | - | Mar 31, 2024 |
SMITH GROUP ASSET MANAGEMENT, LLC | - | - | - | -730 | -100.00% | - | Mar 31, 2024 |
TUDOR INVESTMENT CORP ET AL | - | - | - | -700 | -100.00% | - | Mar 31, 2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | - | - | - | -695 | -100.00% | - | Mar 31, 2024 |
MARYLAND STATE RETIREMENT & PENSION SYSTEM | - | - | - | -680 | -100.00% | - | Mar 31, 2024 |
SCIENTECH RESEARCH LLC | - | - | - | -663 | -100.00% | - | Mar 31, 2024 |
DAKOTA WEALTH MANAGEMENT | - | - | - | -662 | -100.00% | - | Mar 31, 2024 |
CRESSET ASSET MANAGEMENT, LLC | - | - | - | -619 | -100.00% | - | Mar 31, 2024 |
ENVESTNET PORTFOLIO SOLUTIONS, INC. | - | - | - | -609 | -100.00% | - | Mar 31, 2024 |
SOVEREIGN FINANCIAL GROUP, INC. | - | - | - | -600 | -100.00% | - | Mar 31, 2024 |
MISSION WEALTH MANAGEMENT, LP | - | - | - | -583 | -100.00% | - | Mar 31, 2024 |
ENTRYPOINT CAPITAL, LLC | - | - | - | -391 | -100.00% | - | Mar 31, 2024 |
ORG PARTNERS LLC | - | - | - | -160 | -100.00% | - | Mar 31, 2024 |
LM ADVISORS LLC | - | - | - | -150 | -100.00% | - | Mar 31, 2024 |
CRAWFORD FUND MANAGEMENT, LLC | - | - | - | -100 | -100.00% | - | Mar 31, 2024 |
VENTURI WEALTH MANAGEMENT, LLC | - | - | - | -38 | -100.00% | - | Mar 31, 2024 |
FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -24 | -100.00% | - | Mar 31, 2024 |
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | - | - | - | -19 | -100.00% | - | Mar 31, 2024 |
FIRST HORIZON ADVISORS, INC. | - | - | - | -17 | -100.00% | - | Mar 31, 2024 |
CLEARSTEAD ADVISORS, LLC | - | - | - | -10 | -100.00% | - | Mar 31, 2024 |
O'DELL GROUP, LLC | - | - | - | -10 | -100.00% | - | Mar 31, 2024 |
TSFG, LLC | - | - | - | -10 | -100.00% | - | Mar 31, 2024 |
TOTH FINANCIAL ADVISORY CORP | - | - | - | -8 | -100.00% | - | Mar 31, 2024 |
CAPITAL ADVISORS, LTD. LLC | - | - | - | -4 | -100.00% | - | Mar 31, 2024 |
VERSANT CAPITAL MANAGEMENT, INC | - | - | - | -2 | -100.00% | - | Mar 31, 2024 |
GLASSMAN WEALTH SERVICES | - | - | - | -1 | -100.00% | - | Mar 31, 2024 |
BELL INVESTMENT ADVISORS, INC | - | - | - | -1 | -100.00% | - | Mar 31, 2024 |
Boston Beer Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
VOYAGEUR MUTUAL FUNDS III | 1.62% | 15,975 | - | - | Jan 31, 2024 |
Centre Funds | 0.38% | 22,623 | 1,074 | 4.98% | Dec 31, 2023 |
AMERICAN CENTURY GROWTH FUNDS, INC. | 0.23% | 36,473 | -6,602 | -15.33% | Jan 31, 2024 |
DUPREE MUTUAL FUNDS | 0.20% | 1,975,000 | - | - | Mar 31, 2024 |
DELAWARE GROUP EQUITY FUNDS IV | 0.13% | 136,044 | - | - | Dec 29, 2023 |
DUPREE MUTUAL FUNDS | 0.10% | 1,000,000 | - | - | Mar 31, 2024 |
Transparent Value Trust | 0.09% | 1,473 | - | - | Dec 31, 2023 |
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. | 0.09% | 36,148 | - | - | Feb 29, 2024 |
AGF Investments Trust | 0.09% | -3,204 | 129 | -3.87% | Dec 31, 2023 |
DUPREE MUTUAL FUNDS | 0.08% | 750,000 | - | - | Mar 31, 2024 |
Clough Global Equity Fund | 0.07% | 4,254 | - | - | Jan 31, 2024 |
HARTFORD HLS SERIES FUND II INC | 0.05% | 12,779 | 878 | 7.38% | Dec 31, 2023 |
DUPREE MUTUAL FUNDS | 0.05% | 500,000 | - | - | Mar 31, 2024 |
T. Rowe Price Small-Cap Stock Fund, Inc. | 0.05% | 173,822 | -200 | -0.11% | Dec 31, 2023 |
LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.05% | 42,419 | - | - | Jan 31, 2024 |
COPLEY FUND INC /NV/ | 0.04% | 500 | - | - | Nov 30, 2022 |
AMG FUNDS | 0.03% | 3,700 | - | - | Jan 31, 2024 |
SPARROW FUNDS | 0.03% | 110 | - | - | Feb 29, 2024 |
STATE STREET INSTITUTIONAL FUNDS | 0.03% | 25,625 | -2,059 | -7.44% | Dec 31, 2023 |
Infusive US Trust | 0.02% | 104 | - | - | Mar 31, 2022 |
DUPREE MUTUAL FUNDS | 0.02% | 210,000 | - | - | Mar 31, 2024 |
Clough Funds Trust | 0.02% | 884 | - | - | Jan 31, 2023 |
T. Rowe Price Mid-Cap Growth Fund, Inc. | 0.02% | 249,400 | -600 | -0.24% | Dec 31, 2023 |
SPDR S&P MIDCAP 400 ETF TRUST | 0.02% | 76,289 | -1,172 | -1.51% | Dec 29, 2023 |
LONGLEAF PARTNERS FUNDS TRUST | 0.02% | 106,204 | - | - | Mar 31, 2024 |
DUPREE MUTUAL FUNDS | 0.02% | 165,000 | - | - | Mar 31, 2024 |
WILLIAMSBURG INVESTMENT TRUST | 0.02% | 45,703 | - | - | Dec 31, 2023 |
T. Rowe Price New Horizons Fund, Inc. | 0.01% | 208,151 | - | - | Dec 31, 2023 |
BNY MELLON MIDCAP INDEX FUND, INC. | 0.01% | 5,778 | -323 | -5.29% | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.01% | 6,295 | - | - | Dec 31, 2023 |
SCHRODER GLOBAL SERIES TRUST | 0.01% | 26 | -503 | -95.09% | Jan 31, 2021 |
DUPREE MUTUAL FUNDS | 0.01% | 125,000 | - | - | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND III | 0.01% | 108,300 | -7,600 | -6.56% | Dec 31, 2023 |
Natixis ETF Trust II | 0.01% | 136 | - | - | Dec 31, 2023 |
Chesapeake Investment Trust | 0.01% | 599 | - | - | Jan 31, 2024 |
Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.01% | 1,462 | - | - | Dec 31, 2023 |
GABELLI EQUITY SERIES FUNDS INC | 0.01% | 7,500 | - | - | Dec 29, 2023 |
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.01% | 4,924 | - | - | Dec 31, 2023 |
VARIABLE INSURANCE PRODUCTS FUND IV | 0.01% | 22,650 | -2,150 | -8.67% | Dec 31, 2023 |
T. Rowe Price Quantitative Management Funds, Inc. | 0.01% | 28,200 | - | - | Dec 31, 2023 |
T. Rowe Price Equity Funds, Inc. | 0.01% | 126,853 | 300 | 0.24% | Dec 31, 2023 |
SARATOGA ADVANTAGE TRUST | 0.01% | 420 | 420 | - | Feb 29, 2024 |
TAX-MANAGED GROWTH PORTFOLIO | 0.01% | 2,200 | - | - | Dec 31, 2023 |
LORD ABBETT RESEARCH FUND INC | 0.01% | 6,083 | - | - | Feb 29, 2024 |
GABELLI ASSET FUND | 0.01% | 2,000 | - | - | Dec 29, 2023 |
FIDELITY DESTINY PORTFOLIOS | 0.01% | 10,003 | 800 | 8.69% | Dec 31, 2023 |
Federated Hermes Index Trust | 0.01% | 1,130 | -38 | -3.25% | Jan 31, 2024 |
FIDELITY CAPITAL TRUST | 0.00% | 52,983 | - | - | Jan 31, 2024 |
TETON WESTWOOD FUNDS | 0.00% | 3,160 | - | - | Dec 29, 2023 |
VANGUARD ADMIRAL FUNDS | 0.00% | 19,170 | -429 | -2.19% | Feb 29, 2024 |
ALLSPRING VARIABLE TRUST | 0.00% | 2,300 | - | - | Dec 31, 2023 |
Fidelity Central Investment Portfolios LLC | 0.00% | 80,850 | - | - | Feb 29, 2024 |
AMG FUNDS III | 0.00% | 665 | - | - | Feb 29, 2024 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.00% | 6,400 | - | - | Mar 31, 2024 |
T. Rowe Price Tax-Efficient Funds, Inc. | 0.00% | 350 | - | - | Feb 29, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS 5 | 0.00% | 1,850 | - | - | Jan 31, 2024 |
T. Rowe Price Small-Cap Value Fund, Inc. | 0.00% | 25,966 | - | - | Dec 31, 2023 |
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 7,926 | - | - | Dec 31, 2023 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 12,811 | -32,205 | -71.54% | Jan 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,431 | - | - | Dec 31, 2023 |
Federated Hermes MDT Series | 0.00% | 7,784 | - | - | Jan 31, 2024 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.00% | 188 | - | - | Dec 31, 2023 |
AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.00% | 7,031 | - | - | Dec 31, 2023 |
MERIDIAN FUND INC | 0.00% | 10,000 | - | - | Dec 29, 2023 |
SYNTAX ETF TRUST | 0.00% | 89 | 5 | 5.95% | Dec 31, 2023 |
T. Rowe Price Equity Series, Inc. | 0.00% | 4,522 | 15 | 0.33% | Dec 31, 2023 |
GABELLI EQUITY TRUST INC | 0.00% | 3,400 | - | - | Dec 29, 2023 |
EntrepreneurShares Series Trust | 0.00% | 632 | - | - | Dec 31, 2023 |
TrimTabs ETF Trust | 0.00% | 1,493 | - | - | Jan 31, 2024 |
Tactical Investment Series Trust | 0.00% | 470 | - | - | Dec 31, 2023 |
QUANTITATIVE MASTER SERIES LLC | 0.00% | 13,622 | - | - | Dec 31, 2023 |
Northern Lights Variable Trust | 0.00% | 2,015 | - | - | Dec 31, 2023 |
FIDELITY SELECT PORTFOLIOS | 0.00% | 131,300 | -800 | -0.61% | Feb 29, 2024 |
NEUBERGER BERMAN EQUITY FUNDS | 0.00% | 20,000 | - | - | Feb 29, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 927,707 | 143,407 | 18.28% | Dec 31, 2023 |
PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 4,198 | - | - | Feb 29, 2024 |
Listed Funds Trust | 0.00% | 871 | - | - | Feb 29, 2024 |
VIRTUS ALTERNATIVE SOLUTIONS TRUST | 0.00% | 7 | - | - | Jan 31, 2024 |
Natixis Funds Trust IV | 0.00% | 504 | 8 | 1.61% | Jan 31, 2024 |
GABELLI DIVIDEND & INCOME TRUST | 0.00% | 2,500 | - | - | Dec 29, 2023 |
VANGUARD EXPLORER FUND | 0.00% | 16,757 | 7,478 | 80.59% | Jan 31, 2024 |
FRANKLIN FUND ALLOCATOR SERIES | 0.00% | 1,695 | - | - | Jan 31, 2024 |
BOSTON TRUST WALDEN FUNDS | 0.00% | 3,375 | - | - | Dec 29, 2023 |
SCM Trust | 0.00% | 3,600 | - | - | Dec 31, 2023 |
FIDELITY SECURITIES FUND | 0.00% | 107,432 | -236,209 | -68.74% | Jan 31, 2024 |
BlackRock Advantage SMID Cap Fund, Inc. | 0.00% | 217 | - | - | Dec 29, 2023 |
VARIABLE INSURANCE PRODUCTS FUND | 0.00% | 20,450 | -74,900 | -78.55% | Dec 31, 2023 |
FIDELITY PURITAN TRUST | 0.00% | 54,248 | -68,869 | -55.94% | Feb 29, 2024 |
Bernstein Fund Inc | 0.00% | 9,930 | - | - | Dec 31, 2023 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.00% | 33,778 | - | - | Dec 31, 2023 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.00% | 526 | -26 | -4.71% | Mar 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 206 | -79 | -27.72% | Dec 31, 2023 |
ANCHOR SERIES TRUST | 0.00% | 28,112 | - | - | Sep 30, 2021 |
PFM Multi-Manager Series Trust | 0.00% | 700 | - | - | Dec 31, 2023 |
Calvert Variable Products, Inc. | 0.00% | 2,080 | -40 | -1.89% | Dec 31, 2023 |
OAK ASSOCIATES FUNDS | 0.00% | 935 | - | - | Jan 31, 2024 |
FIDELITY MT VERNON STREET TRUST | 0.00% | 22,500 | -6,900 | -23.47% | Feb 29, 2024 |
BRIDGEWAY FUNDS INC | 0.00% | 1,800 | - | - | Dec 29, 2023 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 58,214 | 23,016 | 65.39% | Jan 31, 2024 |
North Square Investments Trust | 0.00% | 6,610 | 3,960 | 149.43% | Feb 29, 2024 |
Boston Beer Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
31 Mar, 24 | 182 | -49.30% |
31 Dec, 23 | 359 | 6.53% |
30 Sep, 23 | 337 | 9.77% |
30 Jun, 23 | 307 | -2.23% |
31 Mar, 23 | 314 | -5.71% |
31 Dec, 22 | 333 | 9.90% |
30 Sep, 22 | 303 | -5.31% |
30 Jun, 22 | 320 | -3.32% |
31 Mar, 22 | 331 | -18.47% |
31 Dec, 21 | 406 | 3.05% |
30 Sep, 21 | 394 | -15.45% |
30 Jun, 21 | 466 | 10.17% |
31 Mar, 21 | 423 | 2.92% |
31 Dec, 20 | 411 | 7.31% |
30 Sep, 20 | 383 | 12.98% |
30 Jun, 20 | 339 | 13.76% |
31 Mar, 20 | 298 | -1.65% |
31 Dec, 19 | 303 | -3.50% |
30 Sep, 19 | 314 | 11.35% |
30 Jun, 19 | 282 | 1.81% |
31 Mar, 19 | 277 | 4.53% |
31 Dec, 18 | 265 | 0.76% |
30 Sep, 18 | 263 | -2.59% |
30 Jun, 18 | 270 | 4.25% |
31 Mar, 18 | 259 | -5.47% |
31 Dec, 17 | 274 | 7.45% |
30 Sep, 17 | 255 | 6.69% |
30 Jun, 17 | 239 | -0.83% |
31 Mar, 17 | 241 | -2.03% |
31 Dec, 16 | 246 | 10.81% |
30 Sep, 16 | 222 | 3.26% |
30 Jun, 16 | 215 | 0.94% |
31 Mar, 16 | 213 | -5.33% |
31 Dec, 15 | 225 | -2.60% |
30 Sep, 15 | 231 | -2.12% |
30 Jun, 15 | 236 | -3.28% |
31 Mar, 15 | 244 | 16.75% |
31 Dec, 14 | 209 | 9.42% |
30 Sep, 14 | 191 | 2.14% |
30 Jun, 14 | 187 | -0.53% |
31 Mar, 14 | 188 | 1.08% |
31 Dec, 13 | 186 | 5.08% |
30 Sep, 13 | 177 | 3.51% |
30 Jun, 13 | 171 | 119.23% |
31 Mar, 13 | 78 | 27.87% |
31 Dec, 12 | 61 | -6.15% |
30 Sep, 12 | 65 | 8.33% |
30 Jun, 12 | 60 | -10.45% |
31 Mar, 12 | 67 | 4.69% |
31 Dec, 11 | 64 | 23.08% |
30 Sep, 11 | 52 | 1.96% |
30 Jun, 11 | 51 | 4.08% |
31 Mar, 11 | 49 | - |
31 Dec, 10 | 49 | 16.67% |
30 Sep, 10 | 42 | -14.29% |
30 Jun, 10 | 49 | 19.51% |
31 Mar, 10 | 41 | 24.24% |
31 Dec, 09 | 33 | 13.79% |
30 Sep, 09 | 29 | 7.41% |
30 Jun, 09 | 27 | 80.00% |
31 Mar, 09 | 15 | -50.00% |
31 Dec, 08 | 30 | -3.23% |
30 Sep, 08 | 31 | 3.33% |
30 Jun, 08 | 30 | -3.23% |
31 Mar, 08 | 31 | 14.81% |
31 Dec, 07 | 27 | 22.73% |
30 Sep, 07 | 22 | -26.67% |
30 Jun, 07 | 30 | 36.36% |
31 Mar, 07 | 22 | -26.67% |
31 Dec, 06 | 30 | 11.11% |
30 Sep, 06 | 27 | 68.75% |
30 Jun, 06 | 16 | 6.67% |
31 Mar, 06 | 15 | 15.38% |
31 Dec, 05 | 13 | -13.33% |
30 Sep, 05 | 15 | - |
30 Jun, 05 | 15 | -6.25% |
31 Mar, 05 | 16 | 23.08% |
31 Dec, 04 | 13 | -18.75% |
30 Sep, 04 | 16 | 45.45% |
30 Jun, 04 | 11 | -26.67% |
31 Mar, 04 | 15 | 50.00% |
31 Dec, 03 | 10 | 25.00% |
30 Sep, 03 | 8 | - |
30 Jun, 03 | 8 | -27.27% |
31 Mar, 03 | 11 | -8.33% |
31 Dec, 02 | 12 | 100.00% |
30 Sep, 02 | 6 | - |
30 Jun, 02 | 6 | -14.29% |
31 Mar, 02 | 7 | 133.33% |
31 Dec, 01 | 3 | -40.00% |
30 Sep, 01 | 5 | -16.67% |
30 Jun, 01 | 6 | 20.00% |
31 Mar, 01 | 5 | 66.67% |
31 Dec, 00 | 3 | -40.00% |
30 Sep, 00 | 5 | -16.67% |
30 Jun, 00 | 6 | 50.00% |
31 Mar, 00 | 4 | 100.00% |
31 Dec, 99 | 2 | -50.00% |
30 Sep, 99 | 4 | -42.86% |
30 Jun, 99 | 7 | -12.50% |
31 Mar, 99 | 8 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
31 Mar, 24 | 2,845,922 | -61.84% |
31 Dec, 23 | 7,457,415 | -3.75% |
30 Sep, 23 | 7,747,774 | -0.68% |
30 Jun, 23 | 7,800,996 | -2.60% |
31 Mar, 23 | 8,009,506 | -1.58% |
31 Dec, 22 | 8,137,997 | -3.57% |
30 Sep, 22 | 8,439,474 | -0.61% |
30 Jun, 22 | 8,491,430 | 11.52% |
31 Mar, 22 | 7,614,197 | 0.35% |
31 Dec, 21 | 7,587,366 | -5.77% |
30 Sep, 21 | 8,052,135 | -9.03% |
30 Jun, 21 | 8,851,862 | 0.90% |
31 Mar, 21 | 8,772,963 | 1.75% |
31 Dec, 20 | 8,621,990 | 1.82% |
30 Sep, 20 | 8,467,867 | -2.83% |
30 Jun, 20 | 8,714,577 | -1.96% |
31 Mar, 20 | 8,888,615 | 1.16% |
31 Dec, 19 | 8,786,943 | -1.47% |
30 Sep, 19 | 8,918,255 | 1.27% |
30 Jun, 19 | 8,806,286 | 0.53% |
31 Mar, 19 | 8,759,778 | 1.81% |
31 Dec, 18 | 8,603,694 | -0.29% |
30 Sep, 18 | 8,628,779 | 1.72% |
30 Jun, 18 | 8,483,267 | -2.34% |
31 Mar, 18 | 8,686,418 | 0.61% |
31 Dec, 17 | 8,633,479 | -3.27% |
30 Sep, 17 | 8,925,011 | 2.60% |
30 Jun, 17 | 8,698,750 | -3.48% |
31 Mar, 17 | 9,012,432 | 1.73% |
31 Dec, 16 | 8,859,405 | 5.79% |
30 Sep, 16 | 8,374,334 | -41.33% |
30 Jun, 16 | 14,274,404 | 64.77% |
31 Mar, 16 | 8,663,161 | 2.69% |
31 Dec, 15 | 8,436,117 | -52.20% |
30 Sep, 15 | 17,650,061 | 105.94% |
30 Jun, 15 | 8,570,406 | -0.45% |
31 Mar, 15 | 8,609,027 | 6.29% |
31 Dec, 14 | 8,099,273 | 4.67% |
30 Sep, 14 | 7,737,737 | 0.50% |
30 Jun, 14 | 7,699,239 | -0.45% |
31 Mar, 14 | 7,734,427 | 5.65% |
31 Dec, 13 | 7,320,550 | -7.80% |
30 Sep, 13 | 7,939,438 | 1.08% |
30 Jun, 13 | 7,854,892 | 143.35% |
31 Mar, 13 | 3,227,834 | -27.47% |
31 Dec, 12 | 4,450,221 | 13.71% |
30 Sep, 12 | 3,913,553 | 15.56% |
30 Jun, 12 | 3,386,540 | 8.34% |
31 Mar, 12 | 3,125,984 | 52.96% |
31 Dec, 11 | 2,043,706 | -9.99% |
30 Sep, 11 | 2,270,601 | -10.63% |
30 Jun, 11 | 2,540,725 | 11.15% |
31 Mar, 11 | 2,285,892 | 19.58% |
31 Dec, 10 | 1,911,675 | 11.59% |
30 Sep, 10 | 1,713,147 | -11.53% |
30 Jun, 10 | 1,936,381 | 6.94% |
31 Mar, 10 | 1,810,780 | 26.77% |
31 Dec, 09 | 1,428,378 | 46.14% |
30 Sep, 09 | 977,372 | -60.16% |
30 Jun, 09 | 2,452,947 | 153.68% |
31 Mar, 09 | 966,950 | -44.20% |
31 Dec, 08 | 1,732,929 | 112.50% |
30 Sep, 08 | 815,478 | -20.14% |
30 Jun, 08 | 1,021,157 | 0.06% |
31 Mar, 08 | 1,020,535 | -12.45% |
31 Dec, 07 | 1,165,725 | 1.77% |
30 Sep, 07 | 1,145,463 | -15.11% |
30 Jun, 07 | 1,349,353 | 77.51% |
31 Mar, 07 | 760,141 | -49.98% |
31 Dec, 06 | 1,519,583 | 12.78% |
30 Sep, 06 | 1,347,371 | 22.46% |
30 Jun, 06 | 1,100,276 | 60.87% |
31 Mar, 06 | 683,964 | 16.06% |
31 Dec, 05 | 589,335 | 30.98% |
30 Sep, 05 | 449,942 | -12.52% |
30 Jun, 05 | 514,312 | -34.27% |
31 Mar, 05 | 782,423 | 12.20% |
31 Dec, 04 | 697,348 | -0.66% |
30 Sep, 04 | 701,964 | 17.22% |
30 Jun, 04 | 598,848 | 35.40% |
31 Mar, 04 | 442,267 | -2.91% |
31 Dec, 03 | 455,536 | 37.46% |
30 Sep, 03 | 331,405 | -23.29% |
30 Jun, 03 | 432,037 | -18.76% |
31 Mar, 03 | 531,779 | -48.23% |
31 Dec, 02 | 1,027,261 | 202.07% |
30 Sep, 02 | 340,077 | 211.03% |
30 Jun, 02 | 109,338 | -58.40% |
31 Mar, 02 | 262,832 | 244.65% |
31 Dec, 01 | 76,260 | -50.25% |
30 Sep, 01 | 153,287 | -40.98% |
30 Jun, 01 | 259,729 | 47.49% |
31 Mar, 01 | 176,105 | 18.67% |
31 Dec, 00 | 148,405 | -75.08% |
30 Sep, 00 | 595,513 | 124.97% |
30 Jun, 00 | 264,713 | 76.82% |
31 Mar, 00 | 149,705 | 47.04% |
31 Dec, 99 | 101,810 | -75.12% |
30 Sep, 99 | 409,239 | -20.03% |
30 Jun, 99 | 511,729 | -29.56% |
31 Mar, 99 | 726,495 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
31 Mar, 24 | 23.39% | 0.63% |
31 Dec, 23 | 60.99% | 1.53% |
30 Sep, 23 | 63.15% | 1.57% |
30 Jun, 23 | 63.38% | 1.50% |
31 Mar, 23 | 65.07% | 1.49% |
31 Dec, 22 | 66.07% | 1.41% |
30 Sep, 22 | 68.50% | 1.44% |
30 Jun, 22 | 68.93% | 1.80% |
31 Mar, 22 | 61.90% | 1.62% |
31 Dec, 21 | 61.77% | 1.44% |
30 Sep, 21 | 65.56% | 1.26% |
30 Jun, 21 | 72.07% | 1.41% |
31 Mar, 21 | 71.49% | 1.43% |
31 Dec, 20 | 70.79% | 1.47% |
30 Sep, 20 | 69.29% | 1.36% |
30 Jun, 20 | 71.45% | 1.34% |
31 Mar, 20 | 73.12% | 1.34% |
31 Dec, 19 | 73.93% | 1.36% |
30 Sep, 19 | 73.71% | 1.27% |
30 Jun, 19 | 76.14% | 1.32% |
31 Mar, 19 | 76.01% | 1.39% |
31 Dec, 18 | 74.03% | 1.33% |
30 Sep, 18 | 74.55% | 1.41% |
30 Jun, 18 | 72.60% | 1.32% |
31 Mar, 18 | 74.04% | 1.44% |
31 Dec, 17 | 71.74% | 1.27% |
30 Sep, 17 | 75.09% | 1.49% |
30 Jun, 17 | 70.97% | 1.36% |
31 Mar, 17 | 72.27% | 1.45% |
31 Dec, 16 | 70.69% | 1.56% |
30 Sep, 16 | 67.27% | 0.53% |
30 Jun, 16 | 113.16% | 2.47% |
31 Mar, 16 | 67.66% | 1.64% |
31 Dec, 15 | 64.28% | 0.36% |
30 Sep, 15 | 133.88% | 3.24% |
30 Jun, 15 | 64.24% | 1.53% |
31 Mar, 15 | 64.84% | 1.66% |
31 Dec, 14 | 62.46% | 1.78% |
30 Sep, 14 | 59.30% | 1.70% |
30 Jun, 14 | 59.05% | 1.66% |
31 Mar, 14 | 59.60% | 1.81% |
31 Dec, 13 | 57.34% | 1.48% |
30 Sep, 13 | 62.33% | 1.67% |
30 Jun, 13 | 61.05% | 9.76% |
31 Mar, 13 | 25.01% | 2.11% |
31 Dec, 12 | 34.46% | 3.77% |
30 Sep, 12 | 30.24% | 4.39% |
30 Jun, 12 | 26.23% | 4.37% |
31 Mar, 12 | 24.50% | 9.93% |
31 Dec, 11 | 15.71% | 5.09% |
30 Sep, 11 | 17.56% | 4.76% |
30 Jun, 11 | 19.21% | 6.48% |
31 Mar, 11 | 17.22% | 8.79% |
31 Dec, 10 | 13.99% | 8.80% |
30 Sep, 10 | 12.61% | 6.44% |
30 Jun, 10 | 13.99% | 8.32% |
31 Mar, 10 | 12.97% | 12.57% |
31 Dec, 09 | 10.16% | 20.87% |
30 Sep, 09 | 6.98% | 2.30% |
30 Jun, 09 | 17.43% | 36.94% |
31 Mar, 09 | 6.87% | 4.44% |
31 Dec, 08 | 12.44% | 36.33% |
30 Sep, 08 | 5.85% | 10.82% |
30 Jun, 08 | 7.35% | 13.55% |
31 Mar, 08 | 7.37% | 10.92% |
31 Dec, 07 | 8.21% | 12.68% |
30 Sep, 07 | 8.05% | 8.92% |
30 Jun, 07 | 9.50% | 32.77% |
31 Mar, 07 | 5.38% | 4.50% |
31 Dec, 06 | 10.93% | 11.58% |
30 Sep, 06 | 9.72% | 15.55% |
30 Jun, 06 | 7.90% | 32.44% |
31 Mar, 06 | 4.94% | 28.36% |
31 Dec, 05 | 4.17% | 40.80% |
30 Sep, 05 | 3.20% | 24.58% |
30 Jun, 05 | 3.61% | 12.01% |
31 Mar, 05 | 5.48% | 22.49% |
31 Dec, 04 | 4.94% | 20.09% |
30 Sep, 04 | 4.96% | 27.58% |
30 Jun, 04 | 4.24% | 42.60% |
31 Mar, 04 | 3.15% | 32.95% |
31 Dec, 03 | 3.09% | 56.67% |
30 Sep, 03 | 2.34% | 28.50% |
30 Jun, 03 | 2.86% | 25.07% |
31 Mar, 03 | 3.38% | 8.28% |
31 Dec, 02 | 6.39% | 139.24% |
30 Sep, 02 | 2.14% | 479.15% |
30 Jun, 02 | 0.67% | 25.88% |
31 Mar, 02 | 1.61% | 744.60% |
31 Dec, 01 | 0.46% | 53.24% |
30 Sep, 01 | 0.93% | 37.53% |
30 Jun, 01 | 1.58% | 138.26% |
31 Mar, 01 | 1.07% | 158.13% |
31 Dec, 00 | 0.82% | 7.61% |
30 Sep, 00 | 3.29% | 156.47% |
30 Jun, 00 | 1.45% | 230.01% |
31 Mar, 00 | 0.79% | 323.58% |
31 Dec, 99 | 0.50% | 12.47% |
30 Sep, 99 | 1.99% | 30.45% |
30 Jun, 99 | 2.56% | 19.39% |
31 Mar, 99 | 3.63% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
31 Mar, 24 | 77 | -49.34% |
31 Dec, 23 | 152 | 5.56% |
30 Sep, 23 | 144 | 13.39% |
30 Jun, 23 | 127 | -3.79% |
31 Mar, 23 | 132 | -13.16% |
31 Dec, 22 | 152 | 10.95% |
30 Sep, 22 | 137 | -9.27% |
30 Jun, 22 | 151 | -11.18% |
31 Mar, 22 | 170 | -5.56% |
31 Dec, 21 | 180 | -2.70% |
30 Sep, 21 | 185 | -19.91% |
30 Jun, 21 | 231 | 19.07% |
31 Mar, 21 | 194 | -1.02% |
31 Dec, 20 | 196 | 10.11% |
30 Sep, 20 | 178 | 9.88% |
30 Jun, 20 | 162 | 58.82% |
31 Mar, 20 | 102 | -19.69% |
31 Dec, 19 | 127 | -10.56% |
30 Sep, 19 | 142 | 15.45% |
30 Jun, 19 | 123 | -0.81% |
31 Mar, 19 | 124 | 15.89% |
31 Dec, 18 | 107 | 8.08% |
30 Sep, 18 | 99 | -15.38% |
30 Jun, 18 | 117 | 2.63% |
31 Mar, 18 | 114 | -6.56% |
31 Dec, 17 | 122 | 10.91% |
30 Sep, 17 | 110 | 1.85% |
30 Jun, 17 | 108 | -22.86% |
31 Mar, 17 | 140 | 30.84% |
31 Dec, 16 | 107 | 3.88% |
30 Sep, 16 | 103 | -6.36% |
30 Jun, 16 | 110 | 13.40% |
31 Mar, 16 | 97 | -7.62% |
31 Dec, 15 | 105 | -16.00% |
30 Sep, 15 | 125 | 6.84% |
30 Jun, 15 | 117 | -20.41% |
31 Mar, 15 | 147 | 42.72% |
31 Dec, 14 | 103 | 13.19% |
30 Sep, 14 | 91 | 8.33% |
30 Jun, 14 | 84 | -1.18% |
31 Mar, 14 | 85 | -9.57% |
31 Dec, 13 | 94 | 9.30% |
30 Sep, 13 | 86 | -28.33% |
30 Jun, 13 | 120 | 192.68% |
31 Mar, 13 | 41 | 28.13% |
31 Dec, 12 | 32 | -8.57% |
30 Sep, 12 | 35 | 6.06% |
30 Jun, 12 | 33 | -21.43% |
31 Mar, 12 | 42 | 31.25% |
31 Dec, 11 | 32 | 39.13% |
30 Sep, 11 | 23 | -14.81% |
30 Jun, 11 | 27 | 35.00% |
31 Mar, 11 | 20 | -28.57% |
31 Dec, 10 | 28 | 115.38% |
30 Sep, 10 | 13 | -40.91% |
30 Jun, 10 | 22 | -8.33% |
31 Mar, 10 | 24 | 9.09% |
31 Dec, 09 | 22 | 37.50% |
30 Sep, 09 | 16 | -23.81% |
30 Jun, 09 | 21 | 200.00% |
31 Mar, 09 | 7 | -63.16% |
31 Dec, 08 | 19 | 35.71% |
30 Sep, 08 | 14 | -22.22% |
30 Jun, 08 | 18 | -10.00% |
31 Mar, 08 | 20 | 42.86% |
31 Dec, 07 | 14 | -6.67% |
30 Sep, 07 | 15 | -21.05% |
30 Jun, 07 | 19 | 90.00% |
31 Mar, 07 | 10 | -9.09% |
31 Dec, 06 | 11 | -38.89% |
30 Sep, 06 | 18 | 50.00% |
30 Jun, 06 | 12 | 50.00% |
31 Mar, 06 | 8 | 14.29% |
31 Dec, 05 | 7 | -12.50% |
30 Sep, 05 | 8 | - |
30 Jun, 05 | 8 | - |
31 Mar, 05 | 8 | 60.00% |
31 Dec, 04 | 5 | -44.44% |
30 Sep, 04 | 9 | - |
30 Jun, 04 | 9 | -18.18% |
31 Mar, 04 | 11 | 120.00% |
31 Dec, 03 | 5 | - |
30 Sep, 03 | 5 | 25.00% |
30 Jun, 03 | 4 | -33.33% |
31 Mar, 03 | 6 | -50.00% |
31 Dec, 02 | 12 | 140.00% |
30 Sep, 02 | 5 | 25.00% |
30 Jun, 02 | 4 | -20.00% |
31 Mar, 02 | 5 | 400.00% |
31 Dec, 01 | 1 | -75.00% |
30 Sep, 01 | 4 | - |
30 Jun, 01 | 4 | - |
31 Mar, 01 | 4 | 300.00% |
31 Dec, 00 | 1 | -66.67% |
30 Sep, 00 | 3 | - |
30 Jun, 00 | 3 | 50.00% |
31 Mar, 00 | 2 | - |
31 Dec, 99 | 2 | -33.33% |
30 Sep, 99 | 3 | 50.00% |
30 Jun, 99 | 2 | -75.00% |
31 Mar, 99 | 8 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
31 Mar, 24 | 50 | -52.83% |
31 Dec, 23 | 106 | - |
30 Sep, 23 | 106 | 10.42% |
30 Jun, 23 | 96 | -4.95% |
31 Mar, 23 | 101 | -2.88% |
31 Dec, 22 | 104 | 16.85% |
30 Sep, 22 | 89 | 8.54% |
30 Jun, 22 | 82 | 1.23% |
31 Mar, 22 | 81 | -40.44% |
31 Dec, 21 | 136 | 21.43% |
30 Sep, 21 | 112 | -11.81% |
30 Jun, 21 | 127 | -12.41% |
31 Mar, 21 | 145 | 7.41% |
31 Dec, 20 | 135 | 1.50% |
30 Sep, 20 | 133 | 18.75% |
30 Jun, 20 | 112 | -4.27% |
31 Mar, 20 | 117 | 10.38% |
31 Dec, 19 | 106 | 17.78% |
30 Sep, 19 | 90 | -9.09% |
30 Jun, 19 | 99 | 8.79% |
31 Mar, 19 | 91 | -11.65% |
31 Dec, 18 | 103 | 7.29% |
30 Sep, 18 | 96 | 6.67% |
30 Jun, 18 | 90 | - |
31 Mar, 18 | 90 | -11.76% |
31 Dec, 17 | 102 | 20.00% |
30 Sep, 17 | 85 | 23.19% |
30 Jun, 17 | 69 | 32.69% |
31 Mar, 17 | 52 | -33.33% |
31 Dec, 16 | 78 | 13.04% |
30 Sep, 16 | 69 | 21.05% |
30 Jun, 16 | 57 | -16.18% |
31 Mar, 16 | 68 | -9.33% |
31 Dec, 15 | 75 | 17.19% |
30 Sep, 15 | 64 | -8.57% |
30 Jun, 15 | 70 | 18.64% |
31 Mar, 15 | 59 | -13.24% |
31 Dec, 14 | 68 | 11.48% |
30 Sep, 14 | 61 | 8.93% |
30 Jun, 14 | 56 | -9.68% |
31 Mar, 14 | 62 | 16.98% |
31 Dec, 13 | 53 | -1.85% |
30 Sep, 13 | 54 | 107.69% |
30 Jun, 13 | 26 | 23.81% |
31 Mar, 13 | 21 | 5.00% |
31 Dec, 12 | 20 | 11.11% |
30 Sep, 12 | 18 | 20.00% |
30 Jun, 12 | 15 | - |
31 Mar, 12 | 15 | -11.76% |
31 Dec, 11 | 17 | 21.43% |
30 Sep, 11 | 14 | -12.50% |
30 Jun, 11 | 16 | -15.79% |
31 Mar, 11 | 19 | 90.00% |
31 Dec, 10 | 10 | -44.44% |
30 Sep, 10 | 18 | 20.00% |
30 Jun, 10 | 15 | 87.50% |
31 Mar, 10 | 8 | 60.00% |
31 Dec, 09 | 5 | -28.57% |
30 Sep, 09 | 7 | 75.00% |
30 Jun, 09 | 4 | -20.00% |
31 Mar, 09 | 5 | - |
31 Dec, 08 | 5 | -50.00% |
30 Sep, 08 | 10 | - |
30 Jun, 08 | 10 | 11.11% |
31 Mar, 08 | 9 | -10.00% |
31 Dec, 07 | 10 | 100.00% |
30 Sep, 07 | 5 | - |
30 Jun, 07 | 5 | 66.67% |
31 Mar, 07 | 3 | -66.67% |
31 Dec, 06 | 9 | 125.00% |
30 Sep, 06 | 4 | - |
30 Jun, 06 | - | -100.00% |
31 Mar, 06 | 2 | -50.00% |
31 Dec, 05 | 4 | - |
30 Sep, 05 | 4 | - |
30 Jun, 05 | 4 | -20.00% |
31 Mar, 05 | 5 | 25.00% |
31 Dec, 04 | 4 | - |
30 Sep, 04 | 4 | - |
30 Jun, 04 | - | -100.00% |
31 Mar, 04 | 2 | -33.33% |
31 Dec, 03 | 3 | 50.00% |
30 Sep, 03 | 2 | -33.33% |
30 Jun, 03 | 3 | - |
31 Mar, 03 | 3 | - |
31 Dec, 02 | - | - |
30 Sep, 02 | - | - |
30 Jun, 02 | - | - |
31 Mar, 02 | - | -100.00% |
31 Dec, 01 | 1 | - |
30 Sep, 01 | 1 | - |
30 Jun, 01 | 1 | - |
31 Mar, 01 | - | -100.00% |
31 Dec, 00 | 1 | - |
30 Sep, 00 | - | -100.00% |
30 Jun, 00 | 1 | - |
31 Mar, 00 | 1 | - |
31 Dec, 99 | - | - |
30 Sep, 99 | - | -100.00% |
30 Jun, 99 | 3 | - |
31 Mar, 99 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
31 Mar, 24 | 182 | -49.30% | 2,845,922 | -61.84% | 23.39% | 0.63% | 77 | -49.34% | 50 | -52.83% |
31 Dec, 23 | 359 | 6.53% | 7,457,415 | -3.75% | 60.99% | 1.53% | 152 | 5.56% | 106 | - |
30 Sep, 23 | 337 | 9.77% | 7,747,774 | -0.68% | 63.15% | 1.57% | 144 | 13.39% | 106 | 10.42% |
30 Jun, 23 | 307 | -2.23% | 7,800,996 | -2.60% | 63.38% | 1.50% | 127 | -3.79% | 96 | -4.95% |
31 Mar, 23 | 314 | -5.71% | 8,009,506 | -1.58% | 65.07% | 1.49% | 132 | -13.16% | 101 | -2.88% |
31 Dec, 22 | 333 | 9.90% | 8,137,997 | -3.57% | 66.07% | 1.41% | 152 | 10.95% | 104 | 16.85% |
30 Sep, 22 | 303 | -5.31% | 8,439,474 | -0.61% | 68.50% | 1.44% | 137 | -9.27% | 89 | 8.54% |
30 Jun, 22 | 320 | -3.32% | 8,491,430 | 11.52% | 68.93% | 1.80% | 151 | -11.18% | 82 | 1.23% |
31 Mar, 22 | 331 | -18.47% | 7,614,197 | 0.35% | 61.90% | 1.62% | 170 | -5.56% | 81 | -40.44% |
31 Dec, 21 | 406 | 3.05% | 7,587,366 | -5.77% | 61.77% | 1.44% | 180 | -2.70% | 136 | 21.43% |
30 Sep, 21 | 394 | -15.45% | 8,052,135 | -9.03% | 65.56% | 1.26% | 185 | -19.91% | 112 | -11.81% |
30 Jun, 21 | 466 | 10.17% | 8,851,862 | 0.90% | 72.07% | 1.41% | 231 | 19.07% | 127 | -12.41% |
31 Mar, 21 | 423 | 2.92% | 8,772,963 | 1.75% | 71.49% | 1.43% | 194 | -1.02% | 145 | 7.41% |
31 Dec, 20 | 411 | 7.31% | 8,621,990 | 1.82% | 70.79% | 1.47% | 196 | 10.11% | 135 | 1.50% |
30 Sep, 20 | 383 | 12.98% | 8,467,867 | -2.83% | 69.29% | 1.36% | 178 | 9.88% | 133 | 18.75% |
30 Jun, 20 | 339 | 13.76% | 8,714,577 | -1.96% | 71.45% | 1.34% | 162 | 58.82% | 112 | -4.27% |
31 Mar, 20 | 298 | -1.65% | 8,888,615 | 1.16% | 73.12% | 1.34% | 102 | -19.69% | 117 | 10.38% |
31 Dec, 19 | 303 | -3.50% | 8,786,943 | -1.47% | 73.93% | 1.36% | 127 | -10.56% | 106 | 17.78% |
30 Sep, 19 | 314 | 11.35% | 8,918,255 | 1.27% | 73.71% | 1.27% | 142 | 15.45% | 90 | -9.09% |
30 Jun, 19 | 282 | 1.81% | 8,806,286 | 0.53% | 76.14% | 1.32% | 123 | -0.81% | 99 | 8.79% |
31 Mar, 19 | 277 | 4.53% | 8,759,778 | 1.81% | 76.01% | 1.39% | 124 | 15.89% | 91 | -11.65% |
31 Dec, 18 | 265 | 0.76% | 8,603,694 | -0.29% | 74.03% | 1.33% | 107 | 8.08% | 103 | 7.29% |
30 Sep, 18 | 263 | -2.59% | 8,628,779 | 1.72% | 74.55% | 1.41% | 99 | -15.38% | 96 | 6.67% |
30 Jun, 18 | 270 | 4.25% | 8,483,267 | -2.34% | 72.60% | 1.32% | 117 | 2.63% | 90 | - |
31 Mar, 18 | 259 | -5.47% | 8,686,418 | 0.61% | 74.04% | 1.44% | 114 | -6.56% | 90 | -11.76% |
31 Dec, 17 | 274 | 7.45% | 8,633,479 | -3.27% | 71.74% | 1.27% | 122 | 10.91% | 102 | 20.00% |
30 Sep, 17 | 255 | 6.69% | 8,925,011 | 2.60% | 75.09% | 1.49% | 110 | 1.85% | 85 | 23.19% |
30 Jun, 17 | 239 | -0.83% | 8,698,750 | -3.48% | 70.97% | 1.36% | 108 | -22.86% | 69 | 32.69% |
31 Mar, 17 | 241 | -2.03% | 9,012,432 | 1.73% | 72.27% | 1.45% | 140 | 30.84% | 52 | -33.33% |
31 Dec, 16 | 246 | 10.81% | 8,859,405 | 5.79% | 70.69% | 1.56% | 107 | 3.88% | 78 | 13.04% |
30 Sep, 16 | 222 | 3.26% | 8,374,334 | -41.33% | 67.27% | 0.53% | 103 | -6.36% | 69 | 21.05% |
30 Jun, 16 | 215 | 0.94% | 14,274,404 | 64.77% | 113.16% | 2.47% | 110 | 13.40% | 57 | -16.18% |
31 Mar, 16 | 213 | -5.33% | 8,663,161 | 2.69% | 67.66% | 1.64% | 97 | -7.62% | 68 | -9.33% |
31 Dec, 15 | 225 | -2.60% | 8,436,117 | -52.20% | 64.28% | 0.36% | 105 | -16.00% | 75 | 17.19% |
30 Sep, 15 | 231 | -2.12% | 17,650,061 | 105.94% | 133.88% | 3.24% | 125 | 6.84% | 64 | -8.57% |
30 Jun, 15 | 236 | -3.28% | 8,570,406 | -0.45% | 64.24% | 1.53% | 117 | -20.41% | 70 | 18.64% |
31 Mar, 15 | 244 | 16.75% | 8,609,027 | 6.29% | 64.84% | 1.66% | 147 | 42.72% | 59 | -13.24% |
31 Dec, 14 | 209 | 9.42% | 8,099,273 | 4.67% | 62.46% | 1.78% | 103 | 13.19% | 68 | 11.48% |
30 Sep, 14 | 191 | 2.14% | 7,737,737 | 0.50% | 59.30% | 1.70% | 91 | 8.33% | 61 | 8.93% |
30 Jun, 14 | 187 | -0.53% | 7,699,239 | -0.45% | 59.05% | 1.66% | 84 | -1.18% | 56 | -9.68% |
31 Mar, 14 | 188 | 1.08% | 7,734,427 | 5.65% | 59.60% | 1.81% | 85 | -9.57% | 62 | 16.98% |
31 Dec, 13 | 186 | 5.08% | 7,320,550 | -7.80% | 57.34% | 1.48% | 94 | 9.30% | 53 | -1.85% |
30 Sep, 13 | 177 | 3.51% | 7,939,438 | 1.08% | 62.33% | 1.67% | 86 | -28.33% | 54 | 107.69% |
30 Jun, 13 | 171 | 119.23% | 7,854,892 | 143.35% | 61.05% | 9.76% | 120 | 192.68% | 26 | 23.81% |
31 Mar, 13 | 78 | 27.87% | 3,227,834 | -27.47% | 25.01% | 2.11% | 41 | 28.13% | 21 | 5.00% |
31 Dec, 12 | 61 | -6.15% | 4,450,221 | 13.71% | 34.46% | 3.77% | 32 | -8.57% | 20 | 11.11% |
30 Sep, 12 | 65 | 8.33% | 3,913,553 | 15.56% | 30.24% | 4.39% | 35 | 6.06% | 18 | 20.00% |
30 Jun, 12 | 60 | -10.45% | 3,386,540 | 8.34% | 26.23% | 4.37% | 33 | -21.43% | 15 | - |
31 Mar, 12 | 67 | 4.69% | 3,125,984 | 52.96% | 24.50% | 9.93% | 42 | 31.25% | 15 | -11.76% |
31 Dec, 11 | 64 | 23.08% | 2,043,706 | -9.99% | 15.71% | 5.09% | 32 | 39.13% | 17 | 21.43% |
30 Sep, 11 | 52 | 1.96% | 2,270,601 | -10.63% | 17.56% | 4.76% | 23 | -14.81% | 14 | -12.50% |
30 Jun, 11 | 51 | 4.08% | 2,540,725 | 11.15% | 19.21% | 6.48% | 27 | 35.00% | 16 | -15.79% |
31 Mar, 11 | 49 | - | 2,285,892 | 19.58% | 17.22% | 8.79% | 20 | -28.57% | 19 | 90.00% |
31 Dec, 10 | 49 | 16.67% | 1,911,675 | 11.59% | 13.99% | 8.80% | 28 | 115.38% | 10 | -44.44% |
30 Sep, 10 | 42 | -14.29% | 1,713,147 | -11.53% | 12.61% | 6.44% | 13 | -40.91% | 18 | 20.00% |
30 Jun, 10 | 49 | 19.51% | 1,936,381 | 6.94% | 13.99% | 8.32% | 22 | -8.33% | 15 | 87.50% |
31 Mar, 10 | 41 | 24.24% | 1,810,780 | 26.77% | 12.97% | 12.57% | 24 | 9.09% | 8 | 60.00% |
31 Dec, 09 | 33 | 13.79% | 1,428,378 | 46.14% | 10.16% | 20.87% | 22 | 37.50% | 5 | -28.57% |
30 Sep, 09 | 29 | 7.41% | 977,372 | -60.16% | 6.98% | 2.30% | 16 | -23.81% | 7 | 75.00% |
30 Jun, 09 | 27 | 80.00% | 2,452,947 | 153.68% | 17.43% | 36.94% | 21 | 200.00% | 4 | -20.00% |
31 Mar, 09 | 15 | -50.00% | 966,950 | -44.20% | 6.87% | 4.44% | 7 | -63.16% | 5 | - |
31 Dec, 08 | 30 | -3.23% | 1,732,929 | 112.50% | 12.44% | 36.33% | 19 | 35.71% | 5 | -50.00% |
30 Sep, 08 | 31 | 3.33% | 815,478 | -20.14% | 5.85% | 10.82% | 14 | -22.22% | 10 | - |
30 Jun, 08 | 30 | -3.23% | 1,021,157 | 0.06% | 7.35% | 13.55% | 18 | -10.00% | 10 | 11.11% |
31 Mar, 08 | 31 | 14.81% | 1,020,535 | -12.45% | 7.37% | 10.92% | 20 | 42.86% | 9 | -10.00% |
31 Dec, 07 | 27 | 22.73% | 1,165,725 | 1.77% | 8.21% | 12.68% | 14 | -6.67% | 10 | 100.00% |
30 Sep, 07 | 22 | -26.67% | 1,145,463 | -15.11% | 8.05% | 8.92% | 15 | -21.05% | 5 | - |
30 Jun, 07 | 30 | 36.36% | 1,349,353 | 77.51% | 9.50% | 32.77% | 19 | 90.00% | 5 | 66.67% |
31 Mar, 07 | 22 | -26.67% | 760,141 | -49.98% | 5.38% | 4.50% | 10 | -9.09% | 3 | -66.67% |
31 Dec, 06 | 30 | 11.11% | 1,519,583 | 12.78% | 10.93% | 11.58% | 11 | -38.89% | 9 | 125.00% |
30 Sep, 06 | 27 | 68.75% | 1,347,371 | 22.46% | 9.72% | 15.55% | 18 | 50.00% | 4 | - |
30 Jun, 06 | 16 | 6.67% | 1,100,276 | 60.87% | 7.90% | 32.44% | 12 | 50.00% | - | -100.00% |
31 Mar, 06 | 15 | 15.38% | 683,964 | 16.06% | 4.94% | 28.36% | 8 | 14.29% | 2 | -50.00% |
31 Dec, 05 | 13 | -13.33% | 589,335 | 30.98% | 4.17% | 40.80% | 7 | -12.50% | 4 | - |
30 Sep, 05 | 15 | - | 449,942 | -12.52% | 3.20% | 24.58% | 8 | - | 4 | - |
30 Jun, 05 | 15 | -6.25% | 514,312 | -34.27% | 3.61% | 12.01% | 8 | - | 4 | -20.00% |
31 Mar, 05 | 16 | 23.08% | 782,423 | 12.20% | 5.48% | 22.49% | 8 | 60.00% | 5 | 25.00% |
31 Dec, 04 | 13 | -18.75% | 697,348 | -0.66% | 4.94% | 20.09% | 5 | -44.44% | 4 | - |
30 Sep, 04 | 16 | 45.45% | 701,964 | 17.22% | 4.96% | 27.58% | 9 | - | 4 | - |
30 Jun, 04 | 11 | -26.67% | 598,848 | 35.40% | 4.24% | 42.60% | 9 | -18.18% | - | -100.00% |
31 Mar, 04 | 15 | 50.00% | 442,267 | -2.91% | 3.15% | 32.95% | 11 | 120.00% | 2 | -33.33% |
31 Dec, 03 | 10 | 25.00% | 455,536 | 37.46% | 3.09% | 56.67% | 5 | - | 3 | 50.00% |
30 Sep, 03 | 8 | - | 331,405 | -23.29% | 2.34% | 28.50% | 5 | 25.00% | 2 | -33.33% |
30 Jun, 03 | 8 | -27.27% | 432,037 | -18.76% | 2.86% | 25.07% | 4 | -33.33% | 3 | - |
31 Mar, 03 | 11 | -8.33% | 531,779 | -48.23% | 3.38% | 8.28% | 6 | -50.00% | 3 | - |
31 Dec, 02 | 12 | 100.00% | 1,027,261 | 202.07% | 6.39% | 139.24% | 12 | 140.00% | - | - |
30 Sep, 02 | 6 | - | 340,077 | 211.03% | 2.14% | 479.15% | 5 | 25.00% | - | - |
30 Jun, 02 | 6 | -14.29% | 109,338 | -58.40% | 0.67% | 25.88% | 4 | -20.00% | - | - |
31 Mar, 02 | 7 | 133.33% | 262,832 | 244.65% | 1.61% | 744.60% | 5 | 400.00% | - | -100.00% |
31 Dec, 01 | 3 | -40.00% | 76,260 | -50.25% | 0.46% | 53.24% | 1 | -75.00% | 1 | - |
30 Sep, 01 | 5 | -16.67% | 153,287 | -40.98% | 0.93% | 37.53% | 4 | - | 1 | - |
30 Jun, 01 | 6 | 20.00% | 259,729 | 47.49% | 1.58% | 138.26% | 4 | - | 1 | - |
31 Mar, 01 | 5 | 66.67% | 176,105 | 18.67% | 1.07% | 158.13% | 4 | 300.00% | - | -100.00% |
31 Dec, 00 | 3 | -40.00% | 148,405 | -75.08% | 0.82% | 7.61% | 1 | -66.67% | 1 | - |
30 Sep, 00 | 5 | -16.67% | 595,513 | 124.97% | 3.29% | 156.47% | 3 | - | - | -100.00% |
30 Jun, 00 | 6 | 50.00% | 264,713 | 76.82% | 1.45% | 230.01% | 3 | 50.00% | 1 | - |
31 Mar, 00 | 4 | 100.00% | 149,705 | 47.04% | 0.79% | 323.58% | 2 | - | 1 | - |
31 Dec, 99 | 2 | -50.00% | 101,810 | -75.12% | 0.50% | 12.47% | 2 | -33.33% | - | - |
30 Sep, 99 | 4 | -42.86% | 409,239 | -20.03% | 1.99% | 30.45% | 3 | 50.00% | - | -100.00% |
30 Jun, 99 | 7 | -12.50% | 511,729 | -29.56% | 2.56% | 19.39% | 2 | -75.00% | 3 | - |
31 Mar, 99 | 8 | - | 726,495 | - | 3.63% | - | 8 | - | - | - |
Boston Beer Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Boston Beer Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 11 | 2 | 550.00% |
Q1 2024 | 19 | 12 | 158.33% |
Q4 2023 | 4 | 4 | 100.00% |
Q3 2023 | 3 | 17 | 17.65% |
Q2 2023 | 19 | 9 | 211.11% |
Q1 2023 | 35 | 15 | 233.33% |
Q4 2022 | 5 | 15 | 33.33% |
Q3 2022 | 2 | 7 | 28.57% |
Q2 2022 | 8 | 14 | 57.14% |
Q1 2022 | 32 | 36 | 88.89% |
Q4 2021 | 9 | 38 | 23.68% |
Q3 2021 | 2 | 76 | 2.63% |
Q2 2021 | 11 | 476 | 2.31% |
Q1 2021 | 30 | 94 | 31.91% |
Q4 2020 | 15 | 338 | 4.44% |
Q3 2020 | 14 | 317 | 4.42% |
Q2 2020 | 23 | 342 | 6.73% |
Q1 2020 | 37 | 76 | 48.68% |
Q4 2019 | 7 | 52 | 13.46% |
Q3 2019 | 8 | 40 | 20.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | - | 1 | - |
Q1 2024 | - | 3 | - |
Q4 2023 | - | 2 | - |
Q3 2023 | - | 14 | - |
Q2 2023 | - | 5 | - |
Q1 2023 | - | 3 | - |
Q4 2022 | - | 10 | - |
Q3 2022 | - | 3 | - |
Q2 2022 | - | 10 | - |
Q1 2022 | - | 18 | - |
Q4 2021 | - | 30 | - |
Q3 2021 | - | 72 | - |
Q2 2021 | - | 470 | - |
Q1 2021 | - | 77 | - |
Q4 2020 | - | 325 | - |
Q3 2020 | - | 301 | - |
Q2 2020 | - | 327 | - |
Q1 2020 | - | 56 | - |
Q4 2019 | - | 46 | - |
Q3 2019 | - | 35 | - |
SAM Ownership FAQ
Who Owns Boston Beer?
Boston Beer is owned by institutional shareholders (23.39%), insiders (7.77%), and public (68.83%). The largest institutional shareholder of Boston Beer is T. ROWE PRICE INVESTMENT MANAGEMENT, INC. (7.32% of total shares) and the top mutual fund owner is VOYAGEUR MUTUAL FUNDS III (1.62% of total shares).
Who are the major institutional shareholders of Boston Beer?
Boston Beer's major institutional shareholders are T. ROWE PRICE INVESTMENT MANAGEMENT, INC., BLACKROCK INC., VANGUARD GROUP INC, FMR LLC, and STATE STREET CORP. The top five shareholders own together 27.80% of the company's share outstanding.
How many Boston Beer shareholders are there?
As of Mar 2024, there are 182 institutional shareholders of Boston Beer.
What percentage of Boston Beer is owned by T. ROWE PRICE INVESTMENT MANAGEMENT, INC?
T. ROWE PRICE INVESTMENT MANAGEMENT, INC owns 890.72K shares of Boston Beer, representing 7.32% of the company's total shares outstanding, valued at $271.15M (as of Mar 2024).
What percentage of Boston Beer is owned by BLACKROCK INC?
As of Mar 2024, BLACKROCK INC holds 839.37K shares of Boston Beer (SAM), compromising 6.90% of the company, valued at $255.52M.
What percentage of Boston Beer is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Boston Beer. The company owns 784.43K of the company's shares outstanding (worth $238.8M).