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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2- 50.0% |
$1.03M - $1.13M
|
2
$1.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$673K
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-7- 87.5% |
$3.62M - $3.94M
|
1
$673K
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1+ 9.09% |
$517K - $563K
|
12
$8.08M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
3+ 150.0% |
$1.55M - $1.69M
|
5
$3.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14- 93.33% |
$7.24M - $7.88M
|
1
$673K
|
|
|
Oct 31, 2023
Q3 2023
|
University Of Maryland Foundation, Inc.
|
SELL
|
- |
-21- 84.0% |
$10.9M - $11.8M
|
4
$2.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-1- 33.33% |
$517K - $563K
|
2
$1.35M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7+ 100.0% |
$3.62M - $3.94M
|
14
$9.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
5New |
$2.59M - $2.82M
|
5
$3.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
1+ 25.0% |
$517K - $563K
|
5
$3.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2New |
$1.03M - $1.13M
|
2
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
200New |
$103M - $113M
|
200
$135M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3New |
$1.55M - $1.69M
|
3
$2.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
1+ 33.33% |
$517K - $563K
|
4
$2.69M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
1New |
$517K - $563K
|
1
$673K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$673K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2- 13.33% |
$1.03M - $1.13M
|
13
$8.75M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2+ 25.0% |
$1.03M - $1.13M
|
10
$6.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1- 50.0% |
$517K - $563K
|
1
$673K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1New |
$517K - $563K
|
1
$673K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1+ 5.88% |
$517K - $563K
|
18
$12.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$517K - $563K
|
21
$14.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2+ 200.0% |
$1.03M - $1.13M
|
3
$2.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
9New |
$4.65M - $5.07M
|
9
$6.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-2- 66.67% |
$1.03M - $1.13M
|
1
$673K
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
1New |
$517K - $563K
|
1
$673K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1New |
$517K - $563K
|
1
$673K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-11- 68.75% |
$5.69M - $6.19M
|
5
$3.37M
|
|
| Q2 2023 | |||||||
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1- 50.0% |
$468K - $518K
|
1
$673K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-47- 15.46% |
$22M - $24.3M
|
257
$173M
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.02M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-2- 22.22% |
$935K - $1.04M
|
7
$4.71M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1New |
$468K - $518K
|
1
$673K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.35M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-86.6K- 99.99% |
$40.5B - $44.8B
|
6
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
1New |
$468K - $518K
|
1
$673K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1- 50.0% |
$468K - $518K
|
1
$673K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4- 40.0% |
$1.87M - $2.07M
|
6
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1- 50.0% |
$468K - $518K
|
1
$673K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
CALL |
45KNew |
$21B - $23.3B
|
45K
$30.3B
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.49K- 99.6% |
$699M - $774M
|
6
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
32New |
$15M - $16.6M
|
32
$21.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1New |
$468K - $518K
|
1
$673K
|
|
|
Aug 14, 2023
Q2 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
6+ 17.14% |
$2.81M - $3.11M
|
41
$27.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-2- 3.7% |
$935K - $1.04M
|
52
$35M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
1New |
$468K - $518K
|
1
$673K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1- 5.26% |
$468K - $518K
|
18
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-2- 28.57% |
$935K - $1.04M
|
5
$3.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
12New |
$5.61M - $6.21M
|
12
$8.08M
|
|