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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2New |
$1.01M - $1.11M
|
2
$1.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
1New |
$503K - $556K
|
1
$755K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 2.44% |
$503K - $556K
|
40
$30.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
3+ 50.0% |
$1.51M - $1.67M
|
9
$6.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1- 33.33% |
$503K - $556K
|
2
$1.51M
|
|
| Q3 2023 | |||||||
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2- 50.0% |
$1.03M - $1.13M
|
2
$1.51M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2New |
$1.03M - $1.13M
|
2
$1.51M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1New |
$517K - $563K
|
1
$755K
|
|
|
Nov 20, 2023
Q3 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
1New |
$517K - $563K
|
1
$755K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-3- 75.0% |
$1.55M - $1.69M
|
1
$755K
|
|
|
Nov 14, 2023
Q3 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-531K- 100.0% |
$275B - $299B
|
1
$755K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$517K - $563K
|
3
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1- 14.29% |
$517K - $563K
|
6
$4.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-10- 90.91% |
$5.17M - $5.63M
|
1
$755K
|
|
|
Nov 14, 2023
Q3 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-13- 23.64% |
$6.72M - $7.32M
|
42
$31.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$755K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
57+ 814.29% |
$29.5M - $32.1M
|
64
$48.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1- 0.25% |
$517K - $563K
|
406
$307M
|
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-13- 5.65% |
$6.72M - $7.32M
|
217
$164M
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1- 7.14% |
$517K - $563K
|
13
$9.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 10.0% |
$517K - $563K
|
11
$8.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2New |
$1.03M - $1.13M
|
2
$1.51M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10- 16.13% |
$5.17M - $5.63M
|
52
$39.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9+ 900.0% |
$4.65M - $5.07M
|
10
$7.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1New |
$517K - $563K
|
1
$755K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$755K
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-7- 87.5% |
$3.62M - $3.94M
|
1
$755K
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
3+ 150.0% |
$1.55M - $1.69M
|
5
$3.78M
|
|
|
Oct 31, 2023
Q3 2023
|
University Of Maryland Foundation, Inc.
|
SELL
|
- |
-21- 84.0% |
$10.9M - $11.8M
|
4
$3.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-1- 33.33% |
$517K - $563K
|
2
$1.51M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7+ 100.0% |
$3.62M - $3.94M
|
14
$10.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
5New |
$2.59M - $2.82M
|
5
$3.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
1+ 25.0% |
$517K - $563K
|
5
$3.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2New |
$1.03M - $1.13M
|
2
$1.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
200New |
$103M - $113M
|
200
$151M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3New |
$1.55M - $1.69M
|
3
$2.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
1+ 33.33% |
$517K - $563K
|
4
$3.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
1New |
$517K - $563K
|
1
$755K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$755K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2- 13.33% |
$1.03M - $1.13M
|
13
$9.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2+ 25.0% |
$1.03M - $1.13M
|
10
$7.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$755K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1New |
$517K - $563K
|
1
$755K
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2+ 200.0% |
$1.03M - $1.13M
|
3
$2.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
1New |
$517K - $563K
|
1
$755K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1New |
$517K - $563K
|
1
$755K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-47- 15.46% |
$22M - $24.3M
|
257
$194M
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.27M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-2- 22.22% |
$935K - $1.04M
|
7
$5.29M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1New |
$468K - $518K
|
1
$755K
|
|