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 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3- 50.0% |
$1.83M - $2.15M
|
3
$2.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1+ 16.67% |
$610K - $716K
|
7
$5.03M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1+ 100.0% |
$610K - $716K
|
2
$1.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-5- 62.5% |
$3.05M - $3.58M
|
3
$2.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-100- 16.67% |
$61M - $71.6M
|
500
$359M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1+ 6.67% |
$610K - $716K
|
16
$11.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-100- 50.0% |
$61M - $71.6M
|
100
$71.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-12- 54.55% |
$7.33M - $8.59M
|
10
$7.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3- 10.34% |
$1.83M - $2.15M
|
26
$18.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-1- 50.0% |
$610K - $716K
|
1
$719K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3+ 50.0% |
$1.83M - $2.15M
|
9
$6.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Matthew 25 Management Corp
|
SELL
|
- |
-1- 4.55% |
$610K - $716K
|
21
$15.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3- 42.86% |
$1.83M - $2.15M
|
4
$2.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-70- 70.0% |
$42.7M - $50.1M
|
30
$21.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8- 13.33% |
$4.88M - $5.73M
|
52
$37.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 66.67% |
$1.22M - $1.43M
|
5
$3.59M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1- 14.29% |
$610K - $716K
|
6
$4.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-4- 50.0% |
$2.44M - $2.86M
|
4
$2.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
3New |
$1.83M - $2.15M
|
3
$2.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12+ 42.86% |
$7.33M - $8.59M
|
40
$28.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1+ 7.69% |
$610K - $716K
|
14
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1- 33.33% |
$610K - $716K
|
2
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1- 4.76% |
$610K - $716K
|
20
$14.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5- 50.0% |
$3.05M - $3.58M
|
5
$3.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1- 16.67% |
$610K - $716K
|
5
$3.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Oct 25, 2024
Q3 2024
|
Saybrook Capital
|
SELL
|
- |
-10- 31.25% |
$6.1M - $7.16M
|
22
$15.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1- 12.5% |
$610K - $716K
|
7
$5.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$1.22M - $1.43M
|
2
$1.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3+ 150.0% |
$1.83M - $2.15M
|
5
$3.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8+ 266.67% |
$4.88M - $5.73M
|
11
$7.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-4- 50.0% |
$2.44M - $2.86M
|
4
$2.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1+ 100.0% |
$610K - $716K
|
2
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-4.1K- 99.9% |
$2.5B - $2.93B
|
4
$2.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2+ 33.33% |
$1.22M - $1.43M
|
8
$5.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1Closed |
$610K - $716K
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2New |
$1.22M - $1.43M
|
2
$1.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 66.67% |
$1.22M - $1.43M
|
1
$719K
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-8- 80.0% |
$4.88M - $5.73M
|
2
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
62+ 3100.0% |
$37.8M - $44.4M
|
64
$46M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
80New |
$48.8M - $57.3M
|
80
$57.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
9+ 900.0% |
$5.49M - $6.44M
|
10
$7.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$610K - $716K
|
1
$719K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2- 18.18% |
$1.22M - $1.43M
|
9
$6.47M
|