Latest Institutional Sells of Berkshire Hathaway Inc (BRK-A)
This list provides information on the latest institutional transactions involving Berkshire Hathaway Inc (BRK-A) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1- 25.0% |
$468K - $518K
|
3
$2.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1- 50.0% |
$468K - $518K
|
1
$719K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-1- 16.67% |
$468K - $518K
|
5
$3.59M
|
|
|
Jul 19, 2023
Q2 2023
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-1- 33.33% |
$468K - $518K
|
2
$1.44M
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
SELL
|
- |
-1- 25.0% |
$468K - $518K
|
3
$2.16M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1- 33.33% |
$468K - $518K
|
2
$1.44M
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-99- 99.0% |
$43.8M - $48M
|
1
$719K
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
SELL
|
- |
-33- 70.21% |
$14.6M - $16M
|
14
$10.1M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-13- 92.86% |
$5.76M - $6.3M
|
1
$719K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-12- 92.31% |
$5.31M - $5.81M
|
1
$719K
|
|
|
May 15, 2023
Q1 2023
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-5- 18.52% |
$2.21M - $2.42M
|
22
$15.8M
|
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-5- 55.56% |
$2.21M - $2.42M
|
4
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4- 50.0% |
$1.77M - $1.94M
|
4
$2.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-4- 66.67% |
$1.77M - $1.94M
|
2
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2- 11.11% |
$886K - $969K
|
16
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-2- 40.0% |
$886K - $969K
|
3
$2.16M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2- 16.67% |
$886K - $969K
|
10
$7.19M
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2- 20.0% |
$886K - $969K
|
8
$5.75M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2- 66.67% |
$886K - $969K
|
1
$719K
|
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1- 50.0% |
$443K - $485K
|
1
$719K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1- 12.5% |
$443K - $485K
|
7
$5.03M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1- 50.0% |
$443K - $485K
|
1
$719K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1- 2.94% |
$443K - $485K
|
33
$23.7M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1- 11.11% |
$443K - $485K
|
8
$5.75M
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1- 50.0% |
$443K - $485K
|
1
$719K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1- 12.5% |
$443K - $485K
|
7
$5.03M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1- 16.67% |
$443K - $485K
|
5
$3.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-1- 25.0% |
$443K - $485K
|
3
$2.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Scharf Investments, LLC
|
SELL
|
- |
-1- 33.33% |
$443K - $485K
|
2
$1.44M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1- 25.0% |
$443K - $485K
|
3
$2.16M
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1- 14.29% |
$443K - $485K
|
6
$4.31M
|
|
| Q4 2022 | |||||||
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-35.4K- 100.0% |
$14.3B - $17B
|
1
$719K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-11.1K- 99.99% |
$4.48B - $5.32B
|
1
$719K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-8Closed |
$3.22M - $3.83M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-7Closed |
$2.82M - $3.35M
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-7- 87.5% |
$2.82M - $3.35M
|
1
$719K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-3- 33.33% |
$1.21M - $1.44M
|
6
$4.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3- 75.0% |
$1.21M - $1.44M
|
1
$719K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-2Closed |
$806K - $958K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Trustees Of Columbia University In The City Of New York
New York, NY |
SELL
|
- |
-2- 2.56% |
$806K - $958K
|
76
$54.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-2- 10.0% |
$806K - $958K
|
18
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1- 10.0% |
$403K - $479K
|
9
$6.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1- 50.0% |
$403K - $479K
|
1
$719K
|
|
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-1- 0.13% |
$403K - $479K
|
793
$570M
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1- 33.33% |
$403K - $479K
|
2
$1.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1- 50.0% |
$403K - $479K
|
1
$719K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1- 33.33% |
$403K - $479K
|
2
$1.44M
|
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1- 11.11% |
$403K - $479K
|
8
$5.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1- 4.0% |
$403K - $479K
|
24
$17.3M
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-405- 99.75% |
$162M - $187M
|
1
$719K
|
|