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 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
1New |
$468K - $518K
|
1
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1- 50.0% |
$468K - $518K
|
1
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1- 50.0% |
$468K - $518K
|
1
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
CALL |
45KNew |
$21B - $23.3B
|
45K
$34B
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
32New |
$15M - $16.6M
|
32
$24.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1New |
$468K - $518K
|
1
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
6+ 17.14% |
$2.81M - $3.11M
|
41
$31M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
1New |
$468K - $518K
|
1
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1- 5.26% |
$468K - $518K
|
18
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-2- 28.57% |
$935K - $1.04M
|
5
$3.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
12New |
$5.61M - $6.21M
|
12
$9.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1New |
$468K - $518K
|
1
$755K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-26- 32.91% |
$12.2M - $13.5M
|
53
$40M
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
8New |
$3.74M - $4.14M
|
8
$6.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2- 4.08% |
$935K - $1.04M
|
47
$35.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1- 25.0% |
$468K - $518K
|
3
$2.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-49- 90.74% |
$22.9M - $25.4M
|
5
$3.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$755K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1New |
$468K - $518K
|
1
$755K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-99- 99.0% |
$46.3M - $51.3M
|
1
$755K
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1New |
$468K - $518K
|
1
$755K
|
|
|
Aug 04, 2023
Q2 2023
|
Fiduciary Counselling Inc
|
SELL
|
- |
-21- 58.33% |
$9.82M - $10.9M
|
15
$11.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1New |
$468K - $518K
|
1
$755K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-32- 31.07% |
$15M - $16.6M
|
71
$53.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$755K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22New |
$10.3M - $11.4M
|
22
$16.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
70New |
$32.7M - $36.2M
|
70
$52.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-1- 16.67% |
$468K - $518K
|
5
$3.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
1New |
$468K - $518K
|
1
$755K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
2.05KNew |
$960M - $1.06B
|
2.05K
$1.55B
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$755K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$755K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.51M
|
|
|
Jul 19, 2023
Q2 2023
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-1- 33.33% |
$468K - $518K
|
2
$1.51M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.51M
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$755K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1+ 7.69% |
$468K - $518K
|
14
$10.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-20- 74.07% |
$9.35M - $10.4M
|
7
$5.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$755K
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
12New |
$5.61M - $6.21M
|
12
$9.07M
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
SELL
|
- |
-1- 25.0% |
$468K - $518K
|
3
$2.27M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1- 33.33% |
$468K - $518K
|
2
$1.51M
|
|
| Q1 2023 | |||||||
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1- 50.0% |
$443K - $485K
|
1
$755K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1New |
$443K - $485K
|
1
$755K
|
|