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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
12New |
$7.18M - $7.61M
|
12
$8.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2- 5.0% |
$1.2M - $1.27M
|
38
$27.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-1- 16.67% |
$598K - $634K
|
5
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2+ 40.0% |
$1.2M - $1.27M
|
7
$5.03M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7New |
$4.19M - $4.44M
|
7
$5.03M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6- 60.0% |
$3.59M - $3.8M
|
4
$2.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1- 14.29% |
$598K - $634K
|
6
$4.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
12+ 300.0% |
$7.18M - $7.61M
|
16
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-24- 2.74% |
$14.4M - $15.2M
|
853
$613M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1- 5.56% |
$598K - $634K
|
17
$12.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
24+ 342.86% |
$14.4M - $15.2M
|
31
$22.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4- 13.33% |
$2.39M - $2.54M
|
26
$18.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1- 20.0% |
$598K - $634K
|
4
$2.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1- 12.5% |
$598K - $634K
|
7
$5.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5+ 55.56% |
$2.99M - $3.17M
|
14
$10.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
7New |
$4.19M - $4.44M
|
7
$5.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1+ 33.33% |
$598K - $634K
|
4
$2.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-4- 57.14% |
$2.39M - $2.54M
|
3
$2.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
25New |
$15M - $15.9M
|
25
$18M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 33.33% |
$1.2M - $1.27M
|
8
$5.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
133New |
$79.6M - $84.3M
|
133
$95.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
13New |
$7.78M - $8.24M
|
13
$9.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1- 1.04% |
$598K - $634K
|
95
$68.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
4New |
$2.39M - $2.54M
|
4
$2.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1- 12.5% |
$598K - $634K
|
7
$5.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-7- 87.5% |
$4.19M - $4.44M
|
1
$719K
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-15- 93.75% |
$8.97M - $9.51M
|
1
$719K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2- 33.33% |
$1.2M - $1.27M
|
4
$2.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1New |
$598K - $634K
|
1
$719K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3- 5.08% |
$1.79M - $1.9M
|
56
$40.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
7+ 70.0% |
$4.19M - $4.44M
|
17
$12.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3- 13.04% |
$1.79M - $1.9M
|
20
$14.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4+ 6.45% |
$2.39M - $2.54M
|
66
$47.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 100.0% |
$1.2M - $1.27M
|
4
$2.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1- 25.0% |
$598K - $634K
|
3
$2.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
3New |
$1.79M - $1.9M
|
3
$2.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-3- 0.53% |
$1.79M - $1.9M
|
558
$401M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.44M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-2- 20.0% |
$1.2M - $1.27M
|
8
$5.75M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
4New |
$2.39M - $2.54M
|
4
$2.88M
|