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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7+ 100.0% |
$3.62M - $3.94M
|
14
$10.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
5New |
$2.59M - $2.82M
|
5
$3.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
1+ 25.0% |
$517K - $563K
|
5
$3.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2New |
$1.03M - $1.13M
|
2
$1.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
200New |
$103M - $113M
|
200
$151M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3New |
$1.55M - $1.69M
|
3
$2.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
1+ 33.33% |
$517K - $563K
|
4
$3.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
1New |
$517K - $563K
|
1
$755K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$755K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2- 13.33% |
$1.03M - $1.13M
|
13
$9.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2+ 25.0% |
$1.03M - $1.13M
|
10
$7.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$755K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1New |
$517K - $563K
|
1
$755K
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2+ 200.0% |
$1.03M - $1.13M
|
3
$2.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
1New |
$517K - $563K
|
1
$755K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1New |
$517K - $563K
|
1
$755K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-47- 15.46% |
$22M - $24.3M
|
257
$194M
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.27M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-2- 22.22% |
$935K - $1.04M
|
7
$5.29M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1New |
$468K - $518K
|
1
$755K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
1New |
$468K - $518K
|
1
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1- 50.0% |
$468K - $518K
|
1
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1- 50.0% |
$468K - $518K
|
1
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
CALL |
45KNew |
$21B - $23.3B
|
45K
$34B
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
32New |
$15M - $16.6M
|
32
$24.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1New |
$468K - $518K
|
1
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
6+ 17.14% |
$2.81M - $3.11M
|
41
$31M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
1New |
$468K - $518K
|
1
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1- 5.26% |
$468K - $518K
|
18
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-2- 28.57% |
$935K - $1.04M
|
5
$3.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
12New |
$5.61M - $6.21M
|
12
$9.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1New |
$468K - $518K
|
1
$755K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-26- 32.91% |
$12.2M - $13.5M
|
53
$40M
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
8New |
$3.74M - $4.14M
|
8
$6.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2- 4.08% |
$935K - $1.04M
|
47
$35.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1- 25.0% |
$468K - $518K
|
3
$2.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-49- 90.74% |
$22.9M - $25.4M
|
5
$3.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$755K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1New |
$468K - $518K
|
1
$755K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-99- 99.0% |
$46.3M - $51.3M
|
1
$755K
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1New |
$468K - $518K
|
1
$755K
|
|
|
Aug 04, 2023
Q2 2023
|
Fiduciary Counselling Inc
|
SELL
|
- |
-21- 58.33% |
$9.82M - $10.9M
|
15
$11.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1New |
$468K - $518K
|
1
$755K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-32- 31.07% |
$15M - $16.6M
|
71
$53.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$755K
|
|