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 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1New |
$503K - $556K
|
1
$673K
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
1New |
$503K - $556K
|
1
$673K
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
100New |
$50.3M - $55.6M
|
100
$67.3M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4New |
$2.01M - $2.22M
|
4
$2.69M
|
|
|
Mar 05, 2024
Q4 2023
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
22New |
$11.1M - $12.2M
|
22
$14.8M
|
|
|
Feb 22, 2024
Q4 2023
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
2New |
$1.01M - $1.11M
|
2
$1.35M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1New |
$503K - $556K
|
1
$673K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4New |
$2.01M - $2.22M
|
4
$2.69M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1- 50.0% |
$503K - $556K
|
1
$673K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2New |
$1.01M - $1.11M
|
2
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Holding Inc
|
SELL
|
- |
-2- 0.53% |
$1.01M - $1.11M
|
373
$251M
|
|
|
Feb 14, 2024
Q4 2023
|
Josh Tarasoff
Greenlea Lane Capital Management, LLC | Weston, Ct
|
BUY
|
- |
71New |
$35.7M - $39.5M
|
71
$47.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
2New |
$1.01M - $1.11M
|
2
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1New |
$503K - $556K
|
1
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2- 33.33% |
$1.01M - $1.11M
|
4
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-2- 11.76% |
$1.01M - $1.11M
|
15
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1+ 100.0% |
$503K - $556K
|
2
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-2- 11.76% |
$1.01M - $1.11M
|
15
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
310New |
$156M - $172M
|
310
$209M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1New |
$503K - $556K
|
1
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1New |
$503K - $556K
|
1
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1- 50.0% |
$503K - $556K
|
1
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
100New |
$50.3M - $55.6M
|
100
$67.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 75.0% |
$1.51M - $1.67M
|
1
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1+ 100.0% |
$503K - $556K
|
2
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
32New |
$16.1M - $17.8M
|
32
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2New |
$1.01M - $1.11M
|
2
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2New |
$1.01M - $1.11M
|
2
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
152New |
$76.5M - $84.5M
|
152
$102M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4New |
$2.01M - $2.22M
|
4
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1- 9.09% |
$503K - $556K
|
10
$6.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-958- 82.37% |
$482M - $532M
|
205
$138M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
179New |
$90.1M - $99.5M
|
179
$121M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
1New |
$503K - $556K
|
1
$673K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2- 40.0% |
$1.01M - $1.11M
|
3
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1New |
$503K - $556K
|
1
$673K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
SELL
|
- |
-1- 50.0% |
$503K - $556K
|
1
$673K
|
|
|
Feb 13, 2024
Q4 2023
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-6- 3.7% |
$3.02M - $3.33M
|
156
$105M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1+ 16.67% |
$503K - $556K
|
7
$4.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1New |
$503K - $556K
|
1
$673K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2- 16.67% |
$1.01M - $1.11M
|
10
$6.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Blacksheep Fund Management LTD
Co. Dublin, L2 |
SELL
|
- |
-34- 41.98% |
$17.1M - $18.9M
|
47
$31.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1- 11.11% |
$503K - $556K
|
8
$5.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1New |
$503K - $556K
|
1
$673K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2New |
$1.01M - $1.11M
|
2
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1- 50.0% |
$503K - $556K
|
1
$673K
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2- 5.41% |
$1.01M - $1.11M
|
35
$23.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1- 25.0% |
$503K - $556K
|
3
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
1+ 16.67% |
$503K - $556K
|
7
$4.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1+ 11.11% |
$503K - $556K
|
10
$6.73M
|