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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 11.11% |
$665K - $724K
|
10
$7.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-2- 0.14% |
$1.33M - $1.45M
|
1.41K
$1.01B
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2+ 100.0% |
$1.33M - $1.45M
|
4
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5New |
$3.32M - $3.62M
|
5
$3.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
17.9K+ 1787900.0% |
$11.9B - $12.9B
|
17.9K
$12.9B
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
1New |
$665K - $724K
|
1
$719K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1- 4.76% |
$665K - $724K
|
20
$14.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1New |
$665K - $724K
|
1
$719K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6New |
$3.99M - $4.34M
|
6
$4.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-21- 22.58% |
$14M - $15.2M
|
72
$51.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1+ 8.33% |
$665K - $724K
|
13
$9.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 5.56% |
$665K - $724K
|
19
$13.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$665K - $724K
|
2
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1- 2.63% |
$665K - $724K
|
37
$26.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
31+ 172.22% |
$20.6M - $22.4M
|
49
$35.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4New |
$2.66M - $2.9M
|
4
$2.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 25.0% |
$665K - $724K
|
5
$3.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1- 1.82% |
$665K - $724K
|
54
$38.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-4- 12.5% |
$2.66M - $2.9M
|
28
$20.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1- 11.11% |
$665K - $724K
|
8
$5.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
100+ 14.73% |
$66.5M - $72.4M
|
779
$560M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1New |
$665K - $724K
|
1
$719K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-100- 73.53% |
$66.5M - $72.4M
|
36
$25.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
1+ 6.67% |
$665K - $724K
|
16
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3+ 9.38% |
$1.99M - $2.17M
|
35
$25.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
8+ 800.0% |
$5.32M - $5.79M
|
9
$6.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12+ 1200.0% |
$7.98M - $8.69M
|
13
$9.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-31- 9.6% |
$20.6M - $22.4M
|
292
$210M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
1New |
$665K - $724K
|
1
$719K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4+ 14.29% |
$2.66M - $2.9M
|
32
$23M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
22New |
$14.6M - $15.9M
|
22
$15.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-1- 5.0% |
$665K - $724K
|
19
$13.7M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-691K- 100.0% |
$459B - $501B
|
1
$719K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1New |
$665K - $724K
|
1
$719K
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-5- 22.73% |
$3.05M - $3.58M
|
17
$12.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
74+ 7400.0% |
$45.2M - $53M
|
75
$53.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1- 50.0% |
$610K - $716K
|
1
$719K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-28- 77.78% |
$17.1M - $20M
|
8
$5.75M
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2- 4.65% |
$1.22M - $1.43M
|
41
$29.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-8- 53.33% |
$4.88M - $5.73M
|
7
$5.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2- 5.26% |
$1.22M - $1.43M
|
36
$25.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
100New |
$61M - $71.6M
|
100
$71.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
100New |
$61M - $71.6M
|
100
$71.9M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
8New |
$4.88M - $5.73M
|
8
$5.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2- 22.22% |
$1.22M - $1.43M
|
7
$5.03M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34+ 1.83% |
$20.8M - $24.3M
|
1.89K
$1.36B
|
|