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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1New |
$665K - $724K
|
1
$755K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.51M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1New |
$665K - $724K
|
1
$755K
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.27M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
100New |
$66.5M - $72.4M
|
100
$75.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-495- 98.8% |
$329M - $358M
|
6
$4.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 100.0% |
$1.33M - $1.45M
|
4
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1New |
$665K - $724K
|
1
$755K
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1+ 25.0% |
$665K - $724K
|
5
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-7- 46.67% |
$4.65M - $5.07M
|
8
$6.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
10New |
$6.65M - $7.24M
|
10
$7.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Rubicon Global Capital LTD
London, X0 |
BUY
|
- |
13New |
$8.64M - $9.41M
|
13
$9.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-1- 6.67% |
$665K - $724K
|
14
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
2New |
$1.33M - $1.45M
|
2
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
6New |
$3.99M - $4.34M
|
6
$4.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
1New |
$665K - $724K
|
1
$755K
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1New |
$665K - $724K
|
1
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
14New |
$9.31M - $10.1M
|
14
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
SELL
|
- |
-4- 4.44% |
$2.66M - $2.9M
|
86
$65M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-28- 80.0% |
$18.6M - $20.3M
|
7
$5.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1New |
$665K - $724K
|
1
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
8New |
$5.32M - $5.79M
|
8
$6.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-2- 11.76% |
$1.33M - $1.45M
|
15
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$665K - $724K
|
1
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5+ 55.56% |
$3.32M - $3.62M
|
14
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1+ 33.33% |
$665K - $724K
|
4
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4New |
$2.66M - $2.9M
|
4
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1New |
$665K - $724K
|
1
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-2- 50.0% |
$1.33M - $1.45M
|
2
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1- 50.0% |
$665K - $724K
|
1
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1- 25.0% |
$665K - $724K
|
3
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
5New |
$3.32M - $3.62M
|
5
$3.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1- 9.09% |
$665K - $724K
|
10
$7.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1- 5.56% |
$665K - $724K
|
17
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-4- 66.67% |
$2.66M - $2.9M
|
2
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-198- 99.0% |
$132M - $143M
|
2
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
1New |
$665K - $724K
|
1
$755K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
9New |
$5.98M - $6.52M
|
9
$6.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
3New |
$1.99M - $2.17M
|
3
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1New |
$665K - $724K
|
1
$755K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
44New |
$29.2M - $31.9M
|
44
$33.2M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
5New |
$3.32M - $3.62M
|
5
$3.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1New |
$665K - $724K
|
1
$755K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1- 2.56% |
$665K - $724K
|
38
$28.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1- 50.0% |
$665K - $724K
|
1
$755K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1New |
$665K - $724K
|
1
$755K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-1- 33.33% |
$665K - $724K
|
2
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1- 12.5% |
$665K - $724K
|
7
$5.29M
|
|