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 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2- 6.25% |
$1.09M - $1.27M
|
30
$20.2M
|
|
|
May 06, 2024
Q1 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-1- 25.0% |
$545K - $634K
|
3
$2.02M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
36New |
$19.6M - $22.8M
|
36
$24.2M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
5New |
$2.73M - $3.17M
|
5
$3.37M
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
11+ 366.67% |
$6M - $6.98M
|
14
$9.43M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-1- 16.67% |
$545K - $634K
|
5
$3.37M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
400New |
$218M - $254M
|
400
$269M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2New |
$1.09M - $1.27M
|
2
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3New |
$1.64M - $1.9M
|
3
$2.02M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
5New |
$2.73M - $3.17M
|
5
$3.37M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3New |
$1.64M - $1.9M
|
3
$2.02M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2+ 40.0% |
$1.09M - $1.27M
|
7
$4.71M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
95New |
$51.8M - $60.3M
|
95
$64M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$673K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1- 10.0% |
$545K - $634K
|
9
$6.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3+ 11.11% |
$1.64M - $1.9M
|
30
$20.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$673K
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
4New |
$2.18M - $2.54M
|
4
$2.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6New |
$3.27M - $3.81M
|
6
$4.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
6+ 150.0% |
$3.27M - $3.81M
|
10
$6.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1+ 1.43% |
$545K - $634K
|
71
$47.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1- 3.85% |
$545K - $634K
|
25
$16.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2+ 40.0% |
$1.09M - $1.27M
|
7
$4.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
1+ 100.0% |
$545K - $634K
|
2
$1.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1- 11.11% |
$545K - $634K
|
8
$5.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2New |
$1.09M - $1.27M
|
2
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5New |
$2.73M - $3.17M
|
5
$3.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1- 50.0% |
$545K - $634K
|
1
$673K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
|
Apr 19, 2024
Q1 2024
|
Check Capital Management Inc
|
SELL
|
- |
-9- 23.08% |
$4.91M - $5.71M
|
30
$20.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.74% |
$545K - $634K
|
136
$91.6M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8+ 26.67% |
$4.36M - $5.08M
|
38
$25.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
1+ 11.11% |
$545K - $634K
|
10
$6.73M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
2New |
$1.09M - $1.27M
|
2
$1.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3- 60.0% |
$1.64M - $1.9M
|
2
$1.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-2- 50.0% |
$1.09M - $1.27M
|
2
$1.35M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1New |
$545K - $634K
|
1
$673K
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
50+ 5.68% |
$25.2M - $27.8M
|
931
$627M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2- 66.67% |
$1.01M - $1.11M
|
1
$673K
|
|
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
- |
6New |
$3.02M - $3.33M
|
6
$4.04M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1New |
$503K - $556K
|
1
$673K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2New |
$1.01M - $1.11M
|
2
$1.35M
|
|