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 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4- 50.0% |
$1.77M - $1.94M
|
4
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1New |
$443K - $485K
|
1
$755K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2New |
$886K - $969K
|
2
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1New |
$443K - $485K
|
1
$755K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1+ 11.11% |
$443K - $485K
|
10
$7.55M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2- 11.11% |
$886K - $969K
|
16
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-5- 18.52% |
$2.21M - $2.42M
|
22
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1New |
$443K - $485K
|
1
$755K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4New |
$1.77M - $1.94M
|
4
$3.02M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2New |
$886K - $969K
|
2
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-2- 40.0% |
$886K - $969K
|
3
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1- 50.0% |
$443K - $485K
|
1
$755K
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1New |
$443K - $485K
|
1
$755K
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1+ 100.0% |
$443K - $485K
|
2
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1- 2.94% |
$443K - $485K
|
33
$24.9M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2New |
$886K - $969K
|
2
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2New |
$886K - $969K
|
2
$1.51M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
307New |
$136M - $149M
|
307
$232M
|
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-5- 55.56% |
$2.21M - $2.42M
|
4
$3.02M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
35+ 3500.0% |
$15.5M - $17M
|
36
$27.2M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1New |
$443K - $485K
|
1
$755K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-13- 92.86% |
$5.76M - $6.3M
|
1
$755K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-99- 99.0% |
$43.8M - $48M
|
1
$755K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1New |
$443K - $485K
|
1
$755K
|
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
100New |
$44.3M - $48.5M
|
100
$75.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1New |
$443K - $485K
|
1
$755K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1New |
$443K - $485K
|
1
$755K
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
2New |
$886K - $969K
|
2
$1.51M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4New |
$1.77M - $1.94M
|
4
$3.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3New |
$1.33M - $1.45M
|
3
$2.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1New |
$443K - $485K
|
1
$755K
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-4- 66.67% |
$1.77M - $1.94M
|
2
$1.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-1- 25.0% |
$443K - $485K
|
3
$2.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
1New |
$443K - $485K
|
1
$755K
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1New |
$443K - $485K
|
1
$755K
|
|
|
Apr 14, 2023
Q1 2023
|
Scharf Investments, LLC
|
SELL
|
- |
-1- 33.33% |
$443K - $485K
|
2
$1.51M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1New |
$443K - $485K
|
1
$755K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
6+ 200.0% |
$2.66M - $2.91M
|
9
$6.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2- 20.0% |
$886K - $969K
|
8
$6.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2- 66.67% |
$886K - $969K
|
1
$755K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
14New |
$6.2M - $6.78M
|
14
$10.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1New |
$443K - $485K
|
1
$755K
|
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
BUY
|
- |
1New |
$443K - $485K
|
1
$755K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 100.0% |
$403K - $479K
|
2
$1.51M
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-2Closed |
$806K - $958K
|
0
$0
|
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3New |
$1.21M - $1.44M
|
3
$2.27M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2New |
$806K - $958K
|
2
$1.51M
|
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2New |
$806K - $958K
|
2
$1.51M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1New |
$403K - $479K
|
1
$755K
|
|