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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Quaker Capital Investments, LLC
Pittsburgh, PA |
SELL
|
- |
-99- 99.0% |
$60.4M - $70.9M
|
1
$719K
|
|
|
Nov 13, 2024
Q3 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-8- 3.81% |
$4.88M - $5.73M
|
202
$145M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3+ 300.0% |
$1.83M - $2.15M
|
4
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1- 16.67% |
$610K - $716K
|
5
$3.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-3- 37.5% |
$1.83M - $2.15M
|
5
$3.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3+ 9.68% |
$1.83M - $2.15M
|
34
$24.5M
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
3New |
$1.83M - $2.15M
|
3
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
6New |
$3.66M - $4.3M
|
6
$4.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6+ 30.0% |
$3.66M - $4.3M
|
26
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
100New |
$61M - $71.6M
|
100
$71.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
18New |
$11M - $12.9M
|
18
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-3.57K- 99.92% |
$2.18B - $2.55B
|
3
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
24New |
$14.7M - $17.2M
|
24
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1- 50.0% |
$610K - $716K
|
1
$719K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 22.22% |
$1.22M - $1.43M
|
11
$7.91M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.25% |
$610K - $716K
|
401
$288M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1New |
$610K - $716K
|
1
$719K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3+ 42.86% |
$1.83M - $2.15M
|
10
$7.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-2- 40.0% |
$1.22M - $1.43M
|
3
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-4- 8.16% |
$2.44M - $2.86M
|
45
$32.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
1+ 9.09% |
$610K - $716K
|
12
$8.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-4- 33.33% |
$2.44M - $2.86M
|
8
$5.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2+ 200.0% |
$1.22M - $1.43M
|
3
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-1- 0.62% |
$610K - $716K
|
161
$116M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
99+ 9900.0% |
$60.4M - $70.9M
|
100
$71.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1+ 100.0% |
$610K - $716K
|
2
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-29- 31.52% |
$17.7M - $20.8M
|
63
$45.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 50.0% |
$610K - $716K
|
1
$719K
|
|
|
Nov 08, 2024
Q3 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-1- 5.56% |
$610K - $716K
|
17
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-18- 62.07% |
$11M - $12.9M
|
11
$7.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 133.33% |
$2.44M - $2.86M
|
7
$5.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-3- 16.67% |
$1.83M - $2.15M
|
15
$10.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3- 50.0% |
$1.83M - $2.15M
|
3
$2.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1+ 16.67% |
$610K - $716K
|
7
$5.03M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1+ 100.0% |
$610K - $716K
|
2
$1.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-5- 62.5% |
$3.05M - $3.58M
|
3
$2.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-705- 70.93% |
$430M - $505M
|
289
$208M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-100- 16.67% |
$61M - $71.6M
|
500
$360M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1+ 6.67% |
$610K - $716K
|
16
$11.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-100- 50.0% |
$61M - $71.6M
|
100
$71.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-12- 54.55% |
$7.33M - $8.59M
|
10
$7.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3- 10.34% |
$1.83M - $2.15M
|
26
$18.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-1- 50.0% |
$610K - $716K
|
1
$719K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3+ 50.0% |
$1.83M - $2.15M
|
9
$6.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Matthew 25 Management Corp
|
SELL
|
- |
-1- 4.55% |
$610K - $716K
|
21
$15.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3- 42.86% |
$1.83M - $2.15M
|
4
$2.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-70- 70.0% |
$42.7M - $50.1M
|
30
$21.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8- 13.33% |
$4.88M - $5.73M
|
52
$37.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 66.67% |
$1.22M - $1.43M
|
5
$3.6M
|