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 |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2New |
$1.01M - $1.11M
|
2
$1.35M
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
1New |
$503K - $556K
|
1
$673K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 2.44% |
$503K - $556K
|
40
$26.9M
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
3+ 50.0% |
$1.51M - $1.67M
|
9
$6.06M
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1- 20.0% |
$503K - $556K
|
4
$2.69M
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1- 33.33% |
$503K - $556K
|
2
$1.35M
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-1- 4.76% |
$503K - $556K
|
20
$13.5M
|
|
Q3 2023 | |||||||
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-3Closed |
$1.55M - $1.69M
|
0
$0
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
5.43KNew |
$2.81B - $3.06B
|
5.43K
$3.65B
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
49+ 544.44% |
$25.3M - $27.6M
|
58
$39M
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2- 50.0% |
$1.03M - $1.13M
|
2
$1.35M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2New |
$1.03M - $1.13M
|
2
$1.35M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2+ 100.0% |
$1.03M - $1.13M
|
4
$2.69M
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1New |
$517K - $563K
|
1
$673K
|
|
Nov 20, 2023
Q3 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
1New |
$517K - $563K
|
1
$673K
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
100New |
$51.7M - $56.3M
|
100
$67.3M
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-3- 75.0% |
$1.55M - $1.69M
|
1
$673K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$673K
|
|
Nov 14, 2023
Q3 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-531K- 100.0% |
$275B - $299B
|
1
$673K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
1+ 14.29% |
$517K - $563K
|
8
$5.39M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$517K - $563K
|
3
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1- 14.29% |
$517K - $563K
|
6
$4.04M
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-10- 90.91% |
$5.17M - $5.63M
|
1
$673K
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2+ 200.0% |
$1.03M - $1.13M
|
3
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1- 14.29% |
$517K - $563K
|
6
$4.04M
|
|
Nov 14, 2023
Q3 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-13- 23.64% |
$6.72M - $7.32M
|
42
$28.3M
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3New |
$1.55M - $1.69M
|
3
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$673K
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
57+ 814.29% |
$29.5M - $32.1M
|
64
$43.1M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1- 0.25% |
$517K - $563K
|
406
$273M
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1- 2.17% |
$517K - $563K
|
45
$30.3M
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-13- 5.65% |
$6.72M - $7.32M
|
217
$146M
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1- 7.14% |
$517K - $563K
|
13
$8.75M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7- 58.33% |
$3.62M - $3.94M
|
5
$3.37M
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1- 20.0% |
$517K - $563K
|
4
$2.69M
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3+ 20.0% |
$1.55M - $1.69M
|
18
$12.1M
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2New |
$1.03M - $1.13M
|
2
$1.35M
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
200New |
$103M - $113M
|
200
$135M
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 9900.0% |
$666M - $725M
|
1.3K
$875M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 10.0% |
$517K - $563K
|
11
$7.41M
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
5+ 11.9% |
$2.59M - $2.82M
|
47
$31.6M
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2New |
$1.03M - $1.13M
|
2
$1.35M
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
1+ 14.29% |
$517K - $563K
|
8
$5.39M
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1- 11.11% |
$517K - $563K
|
8
$5.39M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2+ 200.0% |
$1.03M - $1.13M
|
3
$2.02M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2+ 100.0% |
$1.03M - $1.13M
|
4
$2.69M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10- 16.13% |
$5.17M - $5.63M
|
52
$35M
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$673K
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9+ 900.0% |
$4.65M - $5.07M
|
10
$6.73M
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1New |
$517K - $563K
|
1
$673K
|