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 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
100New |
$46.8M - $51.8M
|
100
$71.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2- 4.08% |
$935K - $1.04M
|
47
$33.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1- 25.0% |
$468K - $518K
|
3
$2.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-49- 90.74% |
$22.9M - $25.4M
|
5
$3.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$719K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
100New |
$46.8M - $51.8M
|
100
$71.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1New |
$468K - $518K
|
1
$719K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-99- 99.0% |
$46.3M - $51.3M
|
1
$719K
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-6- 66.67% |
$2.81M - $3.11M
|
3
$2.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1New |
$468K - $518K
|
1
$719K
|
|
|
Aug 04, 2023
Q2 2023
|
Fiduciary Counselling Inc
|
SELL
|
- |
-21- 58.33% |
$9.82M - $10.9M
|
15
$10.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1- 50.0% |
$468K - $518K
|
1
$719K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1New |
$468K - $518K
|
1
$719K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-32- 31.07% |
$15M - $16.6M
|
71
$51M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$719K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22New |
$10.3M - $11.4M
|
22
$15.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
70New |
$32.7M - $36.2M
|
70
$50.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1New |
$468K - $518K
|
1
$719K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-1- 16.67% |
$468K - $518K
|
5
$3.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
1New |
$468K - $518K
|
1
$719K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
2.05KNew |
$960M - $1.06B
|
2.05K
$1.47B
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$719K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$719K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-1- 33.33% |
$468K - $518K
|
2
$1.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
1New |
$468K - $518K
|
1
$719K
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1New |
$468K - $518K
|
1
$719K
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$719K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1+ 7.69% |
$468K - $518K
|
14
$10.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-20- 74.07% |
$9.35M - $10.4M
|
7
$5.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 100.0% |
$468K - $518K
|
2
$1.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$719K
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
12New |
$5.61M - $6.21M
|
12
$8.63M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-3- 37.5% |
$1.4M - $1.55M
|
5
$3.59M
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
SELL
|
- |
-1- 25.0% |
$468K - $518K
|
3
$2.16M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.44M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1- 33.33% |
$468K - $518K
|
2
$1.44M
|
|
| Q1 2023 | |||||||
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1- 50.0% |
$443K - $485K
|
1
$719K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1New |
$443K - $485K
|
1
$719K
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4- 50.0% |
$1.77M - $1.94M
|
4
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1New |
$443K - $485K
|
1
$719K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2New |
$886K - $969K
|
2
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1New |
$443K - $485K
|
1
$719K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1+ 11.11% |
$443K - $485K
|
10
$7.19M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2- 11.11% |
$886K - $969K
|
16
$11.5M
|
|