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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1- 8.33% |
$610K - $716K
|
11
$7.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9- 12.68% |
$5.49M - $6.44M
|
62
$44.6M
|
|
|
Nov 14, 2024
Q3 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-1- 25.0% |
$610K - $716K
|
3
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1+ 4.17% |
$610K - $716K
|
25
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1+ 2.94% |
$610K - $716K
|
35
$25.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
2New |
$1.22M - $1.43M
|
2
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2- 66.67% |
$1.22M - $1.43M
|
1
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1- 33.33% |
$610K - $716K
|
2
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5New |
$3.05M - $3.58M
|
5
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
9+ 28.13% |
$5.49M - $6.44M
|
41
$29.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
9New |
$5.49M - $6.44M
|
9
$6.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-880- 99.89% |
$537M - $630M
|
1
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Nov 13, 2024
Q3 2024
|
Ws Management Lllp
Jacksonville, FL |
SELL
|
- |
-4- 1.53% |
$2.44M - $2.86M
|
257
$185M
|
|
|
Nov 13, 2024
Q3 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
60+ 115.38% |
$36.6M - $43M
|
112
$80.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
4+ 33.33% |
$2.44M - $2.86M
|
16
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Quaker Capital Investments, LLC
Pittsburgh, PA |
SELL
|
- |
-99- 99.0% |
$60.4M - $70.9M
|
1
$719K
|
|
|
Nov 13, 2024
Q3 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-8- 3.81% |
$4.88M - $5.73M
|
202
$145M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3+ 300.0% |
$1.83M - $2.15M
|
4
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1- 16.67% |
$610K - $716K
|
5
$3.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-3- 37.5% |
$1.83M - $2.15M
|
5
$3.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3+ 9.68% |
$1.83M - $2.15M
|
34
$24.4M
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
3New |
$1.83M - $2.15M
|
3
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
6New |
$3.66M - $4.3M
|
6
$4.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
100New |
$61M - $71.6M
|
100
$71.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
18New |
$11M - $12.9M
|
18
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-3.57K- 99.92% |
$2.18B - $2.55B
|
3
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
24New |
$14.7M - $17.2M
|
24
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1- 50.0% |
$610K - $716K
|
1
$719K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 22.22% |
$1.22M - $1.43M
|
11
$7.91M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.25% |
$610K - $716K
|
401
$288M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3+ 42.86% |
$1.83M - $2.15M
|
10
$7.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-2- 40.0% |
$1.22M - $1.43M
|
3
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-4- 8.16% |
$2.44M - $2.86M
|
45
$32.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
1+ 9.09% |
$610K - $716K
|
12
$8.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-4- 33.33% |
$2.44M - $2.86M
|
8
$5.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2+ 200.0% |
$1.22M - $1.43M
|
3
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-1- 0.62% |
$610K - $716K
|
161
$116M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
99+ 9900.0% |
$60.4M - $70.9M
|
100
$71.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1+ 100.0% |
$610K - $716K
|
2
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-29- 31.52% |
$17.7M - $20.8M
|
63
$45.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 50.0% |
$610K - $716K
|
1
$719K
|
|
|
Nov 08, 2024
Q3 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-1- 5.56% |
$610K - $716K
|
17
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-18- 62.07% |
$11M - $12.9M
|
11
$7.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 133.33% |
$2.44M - $2.86M
|
7
$5.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-3- 16.67% |
$1.83M - $2.15M
|
15
$10.8M
|