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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$719K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1New |
$545K - $634K
|
1
$719K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2+ 50.0% |
$1.09M - $1.27M
|
6
$4.31M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6New |
$3.27M - $3.81M
|
6
$4.31M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1+ 11.11% |
$545K - $634K
|
10
$7.19M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1+ 9.09% |
$545K - $634K
|
12
$8.63M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4+ 80.0% |
$2.18M - $2.54M
|
9
$6.47M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5- 83.33% |
$2.73M - $3.17M
|
1
$719K
|
|
|
May 13, 2024
Q1 2024
|
Soditic Asset Management LLP
London, X0 |
SELL
|
- |
-22- 50.0% |
$12M - $14M
|
22
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
SELL
|
- |
-1- 7.69% |
$545K - $634K
|
12
$8.63M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1New |
$545K - $634K
|
1
$719K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2- 50.0% |
$1.09M - $1.27M
|
2
$1.44M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4- 8.51% |
$2.18M - $2.54M
|
43
$30.9M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4- 28.57% |
$2.18M - $2.54M
|
10
$7.19M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1New |
$545K - $634K
|
1
$719K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1New |
$545K - $634K
|
1
$719K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 100.0% |
$545K - $634K
|
2
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3New |
$1.64M - $1.9M
|
3
$2.16M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
4New |
$2.18M - $2.54M
|
4
$2.88M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 7.14% |
$545K - $634K
|
13
$9.35M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1New |
$545K - $634K
|
1
$719K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2New |
$1.09M - $1.27M
|
2
$1.44M
|
|
|
May 07, 2024
Q1 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
4New |
$2.18M - $2.54M
|
4
$2.88M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1- 25.0% |
$545K - $634K
|
3
$2.16M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2- 6.25% |
$1.09M - $1.27M
|
30
$21.6M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
36New |
$19.6M - $22.8M
|
36
$25.9M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
5New |
$2.73M - $3.17M
|
5
$3.6M
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
11+ 366.67% |
$6M - $6.98M
|
14
$10.1M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1New |
$545K - $634K
|
1
$719K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1New |
$545K - $634K
|
1
$719K
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-1- 16.67% |
$545K - $634K
|
5
$3.6M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
400New |
$218M - $254M
|
400
$288M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2New |
$1.09M - $1.27M
|
2
$1.44M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3New |
$1.64M - $1.9M
|
3
$2.16M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3New |
$1.64M - $1.9M
|
3
$2.16M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2+ 40.0% |
$1.09M - $1.27M
|
7
$5.03M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
95New |
$51.8M - $60.3M
|
95
$68.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$719K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1New |
$545K - $634K
|
1
$719K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1- 10.0% |
$545K - $634K
|
9
$6.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3+ 11.11% |
$1.64M - $1.9M
|
30
$21.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$719K
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
4New |
$2.18M - $2.54M
|
4
$2.88M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6New |
$3.27M - $3.81M
|
6
$4.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
6+ 150.0% |
$3.27M - $3.81M
|
10
$7.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1+ 1.43% |
$545K - $634K
|
71
$51.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1New |
$545K - $634K
|
1
$719K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1New |
$545K - $634K
|
1
$719K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1- 3.85% |
$545K - $634K
|
25
$18M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2+ 40.0% |
$1.09M - $1.27M
|
7
$5.03M
|