Latest Institutional Transactions on Berkshire Hathaway Inc (BRK-A)
This table provides information on the latest institutional transactions involving Berkshire Hathaway Inc (BRK-A) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1- 1.85% |
$598K - $634K
|
53
$40M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3New |
$1.79M - $1.9M
|
3
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1New |
$598K - $634K
|
1
$755K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-3- 7.14% |
$1.79M - $1.9M
|
39
$29.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6- 60.0% |
$3.59M - $3.8M
|
4
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-1- 5.88% |
$598K - $634K
|
16
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
12New |
$7.18M - $7.61M
|
12
$9.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$755K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2- 5.0% |
$1.2M - $1.27M
|
38
$28.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-1- 16.67% |
$598K - $634K
|
5
$3.78M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7New |
$4.19M - $4.44M
|
7
$5.29M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6- 60.0% |
$3.59M - $3.8M
|
4
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
12+ 300.0% |
$7.18M - $7.61M
|
16
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-24- 2.74% |
$14.4M - $15.2M
|
853
$644M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1- 5.56% |
$598K - $634K
|
17
$12.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1- 20.0% |
$598K - $634K
|
4
$3.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1- 12.5% |
$598K - $634K
|
7
$5.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5+ 55.56% |
$2.99M - $3.17M
|
14
$10.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1+ 33.33% |
$598K - $634K
|
4
$3.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-4- 57.14% |
$2.39M - $2.54M
|
3
$2.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
25New |
$15M - $15.9M
|
25
$18.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$755K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$755K
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
13New |
$7.78M - $8.24M
|
13
$9.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
4New |
$2.39M - $2.54M
|
4
$3.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1New |
$598K - $634K
|
1
$755K
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2- 33.33% |
$1.2M - $1.27M
|
4
$3.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
7+ 70.0% |
$4.19M - $4.44M
|
17
$12.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 100.0% |
$1.2M - $1.27M
|
4
$3.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1- 25.0% |
$598K - $634K
|
3
$2.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
3New |
$1.79M - $1.9M
|
3
$2.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-2- 20.0% |
$1.2M - $1.27M
|
8
$6.04M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
4New |
$2.39M - $2.54M
|
4
$3.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-9- 56.25% |
$5.38M - $5.71M
|
7
$5.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-6- 6.32% |
$3.59M - $3.8M
|
89
$67.2M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
2+ 200.0% |
$1.2M - $1.27M
|
3
$2.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
34New |
$20.3M - $21.6M
|
34
$25.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1- 3.03% |
$598K - $634K
|
32
$24.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Compass Capital Management, Inc
|
BUY
|
- |
3+ 33.33% |
$1.79M - $1.9M
|
12
$9.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1New |
$598K - $634K
|
1
$755K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$598K - $634K
|
3
$2.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 50.0% |
$598K - $634K
|
3
$2.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-2- 66.67% |
$1.2M - $1.27M
|
1
$755K
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$755K
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.51M
|
|