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 07, 2024
Q2 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
13New |
$7.78M - $8.24M
|
13
$9.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
4New |
$2.39M - $2.54M
|
4
$3.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1New |
$598K - $634K
|
1
$755K
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$598K - $634K
|
2
$1.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2- 33.33% |
$1.2M - $1.27M
|
4
$3.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
7+ 70.0% |
$4.19M - $4.44M
|
17
$12.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 100.0% |
$1.2M - $1.27M
|
4
$3.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1- 25.0% |
$598K - $634K
|
3
$2.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
3New |
$1.79M - $1.9M
|
3
$2.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-2- 20.0% |
$1.2M - $1.27M
|
8
$6.04M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
4New |
$2.39M - $2.54M
|
4
$3.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-9- 56.25% |
$5.38M - $5.71M
|
7
$5.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-6- 6.32% |
$3.59M - $3.8M
|
89
$67.2M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
2+ 200.0% |
$1.2M - $1.27M
|
3
$2.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
34New |
$20.3M - $21.6M
|
34
$25.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1- 3.03% |
$598K - $634K
|
32
$24.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Compass Capital Management, Inc
|
BUY
|
- |
3+ 33.33% |
$1.79M - $1.9M
|
12
$9.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1New |
$598K - $634K
|
1
$755K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$598K - $634K
|
3
$2.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 50.0% |
$598K - $634K
|
3
$2.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-2- 66.67% |
$1.2M - $1.27M
|
1
$755K
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1New |
$598K - $634K
|
1
$755K
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2New |
$1.2M - $1.27M
|
2
$1.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-7- 70.0% |
$4.19M - $4.44M
|
3
$2.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1New |
$598K - $634K
|
1
$755K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3- 37.5% |
$1.79M - $1.9M
|
5
$3.78M
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
SELL
|
- |
-1- 50.0% |
$598K - $634K
|
1
$755K
|
|
|
Jul 10, 2024
Q2 2024
|
Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust
|
SELL
|
- |
-60- 7.89% |
$35.9M - $38M
|
700
$529M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-3- 42.86% |
$1.79M - $1.9M
|
4
$3.02M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-2- 66.67% |
$1.2M - $1.27M
|
1
$755K
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-10- 83.33% |
$5.98M - $6.34M
|
2
$1.51M
|
|
| Q1 2024 | |||||||
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1+ 5.88% |
$545K - $634K
|
18
$13.6M
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4Closed |
$2.18M - $2.54M
|
0
$0
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2- 2.41% |
$1.09M - $1.27M
|
81
$61.2M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1New |
$545K - $634K
|
1
$755K
|
|
|
May 16, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
1+ 2.04% |
$545K - $634K
|
50
$37.8M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1New |
$545K - $634K
|
1
$755K
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-4- 50.0% |
$2.18M - $2.54M
|
4
$3.02M
|
|
|
May 15, 2024
Q1 2024
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-109- 40.22% |
$59.4M - $69.2M
|
162
$122M
|
|
|
May 15, 2024
Q1 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
1New |
$545K - $634K
|
1
$755K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-18- 22.22% |
$9.81M - $11.4M
|
63
$47.6M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$545K - $634K
|
1
$755K
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1New |
$545K - $634K
|
1
$755K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
6+ 85.71% |
$3.27M - $3.81M
|
13
$9.82M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1New |
$545K - $634K
|
1
$755K
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-9- 6.47% |
$4.91M - $5.71M
|
130
$98.2M
|
|