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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1+ 25.0% |
$468K - $518K
|
5
$3.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1New |
$468K - $518K
|
1
$673K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-26- 32.91% |
$12.2M - $13.5M
|
53
$35.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.02M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1- 5.56% |
$468K - $518K
|
17
$11.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
8New |
$3.74M - $4.14M
|
8
$5.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
100New |
$46.8M - $51.8M
|
100
$67.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2- 4.08% |
$935K - $1.04M
|
47
$31.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1- 25.0% |
$468K - $518K
|
3
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-49- 90.74% |
$22.9M - $25.4M
|
5
$3.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$673K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
100New |
$46.8M - $51.8M
|
100
$67.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1New |
$468K - $518K
|
1
$673K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4New |
$1.87M - $2.07M
|
4
$2.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-99- 99.0% |
$46.3M - $51.3M
|
1
$673K
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-6- 66.67% |
$2.81M - $3.11M
|
3
$2.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1New |
$468K - $518K
|
1
$673K
|
|
|
Aug 04, 2023
Q2 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
4New |
$1.87M - $2.07M
|
4
$2.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Fiduciary Counselling Inc
|
SELL
|
- |
-21- 58.33% |
$9.82M - $10.9M
|
15
$10.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1- 50.0% |
$468K - $518K
|
1
$673K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1New |
$468K - $518K
|
1
$673K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
10+ 58.82% |
$4.68M - $5.18M
|
27
$18.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-32- 31.07% |
$15M - $16.6M
|
71
$47.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1New |
$468K - $518K
|
1
$673K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$673K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22New |
$10.3M - $11.4M
|
22
$14.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
70New |
$32.7M - $36.2M
|
70
$47.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1New |
$468K - $518K
|
1
$673K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-1- 16.67% |
$468K - $518K
|
5
$3.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
1New |
$468K - $518K
|
1
$673K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
2.05KNew |
$960M - $1.06B
|
2.05K
$1.38B
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$673K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$673K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-2- 11.76% |
$935K - $1.04M
|
15
$10.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-1- 33.33% |
$468K - $518K
|
2
$1.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
1New |
$468K - $518K
|
1
$673K
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1New |
$468K - $518K
|
1
$673K
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2New |
$935K - $1.04M
|
2
$1.35M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$673K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3New |
$1.4M - $1.55M
|
3
$2.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1+ 7.69% |
$468K - $518K
|
14
$9.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1New |
$468K - $518K
|
1
$673K
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-20- 74.07% |
$9.35M - $10.4M
|
7
$4.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 100.0% |
$468K - $518K
|
2
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2- 66.67% |
$935K - $1.04M
|
1
$673K
|