Latest Institutional Sells of Berkshire Hathaway Inc (BRK-A)
This list provides information on the latest institutional transactions involving Berkshire Hathaway Inc (BRK-A) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1- 5.56% |
$598K - $634K
|
17
$12.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1- 20.0% |
$598K - $634K
|
4
$2.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1- 12.5% |
$598K - $634K
|
7
$5M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1- 1.04% |
$598K - $634K
|
95
$67.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1- 12.5% |
$598K - $634K
|
7
$5M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1- 25.0% |
$598K - $634K
|
3
$2.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1- 50.0% |
$598K - $634K
|
1
$715K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1- 3.03% |
$598K - $634K
|
32
$22.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-1- 1.96% |
$598K - $634K
|
50
$35.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1- 25.0% |
$598K - $634K
|
3
$2.14M
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
SELL
|
- |
-1- 50.0% |
$598K - $634K
|
1
$715K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-109- 40.22% |
$59.4M - $69.2M
|
162
$116M
|
|
|
May 13, 2024
Q1 2024
|
Soditic Asset Management LLP
London, X0 |
SELL
|
- |
-22- 50.0% |
$12M - $14M
|
22
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-18- 22.22% |
$9.81M - $11.4M
|
63
$45M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-12- 25.53% |
$6.54M - $7.61M
|
35
$25M
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-9- 6.47% |
$4.91M - $5.71M
|
130
$92.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Check Capital Management Inc
|
SELL
|
- |
-9- 23.08% |
$4.91M - $5.71M
|
30
$21.4M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5- 83.33% |
$2.73M - $3.17M
|
1
$715K
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-4- 50.0% |
$2.18M - $2.54M
|
4
$2.86M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4- 33.33% |
$2.18M - $2.54M
|
8
$5.72M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4- 28.57% |
$2.18M - $2.54M
|
10
$7.15M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4- 8.51% |
$2.18M - $2.54M
|
43
$30.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3- 60.0% |
$1.64M - $1.9M
|
2
$1.43M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2- 2.41% |
$1.09M - $1.27M
|
81
$57.9M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2- 50.0% |
$1.09M - $1.27M
|
2
$1.43M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2- 6.25% |
$1.09M - $1.27M
|
30
$21.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-2- 50.0% |
$1.09M - $1.27M
|
2
$1.43M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1- 10.0% |
$545K - $634K
|
9
$6.43M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 33.33% |
$545K - $634K
|
2
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1- 25.0% |
$545K - $634K
|
3
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$715K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$715K
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
SELL
|
- |
-1- 7.69% |
$545K - $634K
|
12
$8.58M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 33.33% |
$545K - $634K
|
2
$1.43M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-1- 5.26% |
$545K - $634K
|
18
$12.9M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 7.14% |
$545K - $634K
|
13
$9.29M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1- 25.0% |
$545K - $634K
|
3
$2.14M
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-1- 16.67% |
$545K - $634K
|
5
$3.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$715K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1- 10.0% |
$545K - $634K
|
9
$6.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$715K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1- 11.11% |
$545K - $634K
|
8
$5.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1- 3.85% |
$545K - $634K
|
25
$17.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$715K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-958- 82.37% |
$482M - $532M
|
205
$147M
|
|
|
Feb 08, 2024
Q4 2023
|
Wafra Inc.
New York, NY |
SELL
|
- |
-87- 88.78% |
$43.8M - $48.4M
|
11
$7.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Blacksheep Fund Management LTD
Co. Dublin, L2 |
SELL
|
- |
-34- 41.98% |
$17.1M - $18.9M
|
47
$33.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-8- 50.0% |
$4.03M - $4.45M
|
8
$5.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-6- 3.7% |
$3.02M - $3.33M
|
156
$112M
|
|
|
Jan 31, 2024
Q4 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-4- 10.53% |
$2.01M - $2.22M
|
34
$24.3M
|
|